LIVE园长-三元SANYUAN Capital
@sanyuan2016
区块链投资基金@SanyuanCapital 和 Web3招聘平台DeJob创始人，推特：@sanyuan2016
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SANYUAN Labs: Bitroot - Exploring a smarter way to issue coins on the BTC chain
From the earliest colored coins and OmniLayer, to last year's inscriptions, and to this year's runes and RGB++, the Bitcoin community has never stopped trying to issue assets on the Bitcoin network, despite many controversies among Bitcoin maximalists, who believe that Bitcoin should play the role of currency in a minimalist way and worry that complexity will introduce potential risks.
The main reason is that the security and volume of the Bitcoin network itself are very attractive. As a natural high-quality infrastructure, it can bring a lot of narrative space to the assets issued on it. And avoiding proposals on the Bitcoin network and only using the existing on-chain space to explore asset issuance methods is open to the community. At present, these explorations of asset issuance methods are blooming everywhere, but the final outcome is still uncertain.
The main reason is that the security and volume of the Bitcoin network itself are very attractive. As a natural high-quality infrastructure, it can bring a lot of narrative space to the assets issued on it. And avoiding proposals on the Bitcoin network and only using the existing on-chain space to explore asset issuance methods is open to the community. At present, these explorations of asset issuance methods are blooming everywhere, but the final outcome is still uncertain.
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Can Lista, a stablecoin and liquidity staking project, achieve 1+1 greater than 2?
Lista was launched on Binance, Bybit, Kucoin, MEXC and other exchanges at 18:00 on June 20th.
Let’s take a look at the data of Megadrop first:
The total number of participants was 870,000, which was about 6% more than the 822,000 in the previous BounceBit. The number of participants in the Web3 task was 852,000, which was nearly double the 433,000 in BounceBit. It can be seen that people are increasingly aware of the importance of the weight of the Web3 task, and the Megadrop drainage effect has increased.
Interestingly, during the MegaDrop period, the number of depositors and trading volume in Lista was directly related to the price of BNB. When the price was high, the number of participants decreased, while when the price of BNB fell, the number of depositors in Lista increased. In particular, on June 18, when BNB fell below 580, the number of depositors on that day increased significantly.
Let’s take a look at the data of Megadrop first:
The total number of participants was 870,000, which was about 6% more than the 822,000 in the previous BounceBit. The number of participants in the Web3 task was 852,000, which was nearly double the 433,000 in BounceBit. It can be seen that people are increasingly aware of the importance of the weight of the Web3 task, and the Megadrop drainage effect has increased.
Interestingly, during the MegaDrop period, the number of depositors and trading volume in Lista was directly related to the price of BNB. When the price was high, the number of participants decreased, while when the price of BNB fell, the number of depositors in Lista increased. In particular, on June 18, when BNB fell below 580, the number of depositors on that day increased significantly.
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SANYUAN Labs: How does the communication infrastructure SendingNetwork help the large-scale adoption of Web3?
In a decentralized network, without the intercommunication of participating nodes, the nodes can only be scattered islands. Communication is also particularly important in the social track. Only with smooth and secure information transmission can there be derived financial attributes such as social assets and asset tokenization.
According to official data from Tencent, traditional social giant WeChat had 1.359 billion monthly active users in the first quarter of 2024, with 45 billion messages sent daily.
First, let’s look at the network communication data of Layerzero and Wormhole.
It can be seen that Web3 cannot match the communication data of WeChat, and no public chain can achieve such TPS. Web3 is still in its early stages and has great room for development and potential.
According to official data from Tencent, traditional social giant WeChat had 1.359 billion monthly active users in the first quarter of 2024, with 45 billion messages sent daily.
First, let’s look at the network communication data of Layerzero and Wormhole.
It can be seen that Web3 cannot match the communication data of WeChat, and no public chain can achieve such TPS. Web3 is still in its early stages and has great room for development and potential.
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SANYUAN Labs: Can embracing the BTC ecosystem bring a TVL explosion to pSTAKE?
With the recent announcement of another round of US$70 million in financing for the BTC ecosystem project Babylon, the BTC ecosystem staking track has once again attracted attention.
Liquidity staking service providers with a keen sense of smell have begun to establish cooperation with Babylon, and have expanded their liquidity staking services to the BTC ecosystem to seize the opportunity. There are many small projects among them, which have expanded their territory to the BTC ecosystem to gain growth opportunities, and there may be potential alpha here.
Some time ago, Binance wrote a research report on the current situation of high FDV and low MC (https://www.binance.com/en/research/analysis/low-float-and-high-fdv-how-did-we-get-here), and will take the lead in supporting small and medium-sized cryptocurrency projects in the future, inviting high-quality teams and projects to apply for Binance listing projects. For Binance, it values small and medium-sized cryptocurrency projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
Liquidity staking service providers with a keen sense of smell have begun to establish cooperation with Babylon, and have expanded their liquidity staking services to the BTC ecosystem to seize the opportunity. There are many small projects among them, which have expanded their territory to the BTC ecosystem to gain growth opportunities, and there may be potential alpha here.
Some time ago, Binance wrote a research report on the current situation of high FDV and low MC (https://www.binance.com/en/research/analysis/low-float-and-high-fdv-how-did-we-get-here), and will take the lead in supporting small and medium-sized cryptocurrency projects in the future, inviting high-quality teams and projects to apply for Binance listing projects. For Binance, it values small and medium-sized cryptocurrency projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
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SANYUANLabs: The decentralization of cloud phone business from APhone
Cloud phones are familiar to those who are familiar with deep learning. They can simulate real phones to open multiple
In fact, it is similar to a cloud server, but it is a "mobile phone" in the cloud. We can use a high-performance virtual mobile phone by paying a small rent.
Since the configuration of a cloud phone is the same as that of a normal phone and can have different IP addresses, you can use the cloud phone to open multiple
APhone @aphonelabs I wonder if anyone has used it?
From the APhone X follower list, we can see that many well-known investors in the industry have paid attention to this project.
Its head of ecosystem development and growth, Jennifer Booze, is also a strategic advisor to LayerZero and was previously vice president of global business development at Polygon Labs.
In fact, it is similar to a cloud server, but it is a "mobile phone" in the cloud. We can use a high-performance virtual mobile phone by paying a small rent.
Since the configuration of a cloud phone is the same as that of a normal phone and can have different IP addresses, you can use the cloud phone to open multiple
APhone @aphonelabs I wonder if anyone has used it?
From the APhone X follower list, we can see that many well-known investors in the industry have paid attention to this project.
Its head of ecosystem development and growth, Jennifer Booze, is also a strategic advisor to LayerZero and was previously vice president of global business development at Polygon Labs.
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SANYUAN Labs: StakeStone Analysis — Full-chain Liquidity Infrastructure Not Limited to Re-staking
As Ethereum enters the PoS era, users’ demand for ETH staking is growing. The emergence of the re-staking concept has further increased users’ expectations for ETH yields.
As the foundation of the re-staking track, let’s take a look at the data growth of Eigenlayer. According to DefiLlama data, Eigenlayer has attracted 14.56b TVL and remains high.
However, the traditional staking method has liquidity limitations. After users stake ETH, the liquidity of their assets is greatly reduced and they cannot be used in other DeFi applications. Especially in the mid-term bull market, the capital and time costs are very high, and the lock-up method will greatly reduce the opportunity cost. For example, the lock-up problem of Ethereum's L2 Blast is often complained by the community.
As the foundation of the re-staking track, let’s take a look at the data growth of Eigenlayer. According to DefiLlama data, Eigenlayer has attracted 14.56b TVL and remains high.
However, the traditional staking method has liquidity limitations. After users stake ETH, the liquidity of their assets is greatly reduced and they cannot be used in other DeFi applications. Especially in the mid-term bull market, the capital and time costs are very high, and the lock-up method will greatly reduce the opportunity cost. For example, the lock-up problem of Ethereum's L2 Blast is often complained by the community.
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⚡️ $NOT launchpad revenue estimate: $NOT will be launched at 8pm on May 16th#Binance
Let's talk about the project first👇@thenotcoin is a Tap to Earn game on Telegram. Users can simply click to earn coins. What impressed me was that when I opened the white paper before, it was really "white", blank
It must be a bit capable to be listed on Binance
This capability is the number of community members and monthly active data📍
The number of community Telegram groups is 6m+, the number of Twitter followers is 1.84m, the number of registrations is 30m+, and the daily active data is about 5m. Data above one million is already very impressive on web3.
The NFTs that have been issued before have also been actively traded recently because of the launch of NOT tokens.
The price of $NOT is relatively transparent. $WNOT and $NOT can be exchanged at 1000:1 after they are launched. At present, the price of 1000 $WNOT on http://STON.fi is about 0.008u, and it is almost the same on Aevo, about 0.0081. The corresponding initial FDV of $NOT is about 0.81b. Compared with yesterday's 0.01, it has fallen.
According to the current price, the supply market value of the first few rounds of new coin mining is:
REZ: 30.5m, OMNI: 56m, SAGA: 117m, ENA: 240m.
According to the current 0.008, the yield of this period is likely to be worse than REZ. The yield is easy to calculate, so FDUSD has not risen much recently. The community holds a lot of shares, and with hundreds of millions of selling pressure, the opening price of 0.008 may not be guaranteed.
For Notcoin, being listed on Binance is currently the biggest positive factor. There is no follow-up story to tell in the short term. We should be careful that all the positive factors will be exhausted. If we want to enter the market, we can wait until the market stabilizes.
Let's talk about the project first👇@thenotcoin is a Tap to Earn game on Telegram. Users can simply click to earn coins. What impressed me was that when I opened the white paper before, it was really "white", blank
It must be a bit capable to be listed on Binance
This capability is the number of community members and monthly active data📍
The number of community Telegram groups is 6m+, the number of Twitter followers is 1.84m, the number of registrations is 30m+, and the daily active data is about 5m. Data above one million is already very impressive on web3.
The NFTs that have been issued before have also been actively traded recently because of the launch of NOT tokens.
The price of $NOT is relatively transparent. $WNOT and $NOT can be exchanged at 1000:1 after they are launched. At present, the price of 1000 $WNOT on http://STON.fi is about 0.008u, and it is almost the same on Aevo, about 0.0081. The corresponding initial FDV of $NOT is about 0.81b. Compared with yesterday's 0.01, it has fallen.
According to the current price, the supply market value of the first few rounds of new coin mining is:
REZ: 30.5m, OMNI: 56m, SAGA: 117m, ENA: 240m.
According to the current 0.008, the yield of this period is likely to be worse than REZ. The yield is easy to calculate, so FDUSD has not risen much recently. The community holds a lot of shares, and with hundreds of millions of selling pressure, the opening price of 0.008 may not be guaranteed.
For Notcoin, being listed on Binance is currently the biggest positive factor. There is no follow-up story to tell in the short term. We should be careful that all the positive factors will be exhausted. If we want to enter the market, we can wait until the market stabilizes.
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$BB price prediction, launched at 18:00 on May 13th #Binance
Let's talk about the project first. What BounceBit wants to do is to combine the advantages of CeFi and DeFi to provide BTC with better income opportunities and wider applications.
Simply put, it is a product that generates interest for BTC. So for users, the most concerned issue is:
How is the income generated? How to ensure the safety of BTC assets?
The income is easy to understand:
BTC is entrusted to CeFi (Ceffu, Mainnet Digital and Fireblocks, etc.), and they use it for arbitrage to earn basic income. The entrusted BTC unlocks liquidity through the liquidity custody token $BBTC, and $BBTC is issued on the Bouncebit chain.
$BBTC is equivalent to the bottom-level BTC asset on Bouncebit, and the subsequent LSD and LRD can be played:
$BBTC is pledged to the node operator to obtain a share of POS staking income, and the liquidity is unlocked through the LST token $stBTC. $stBTC can be pledged to the shared security client to obtain re-staking income, or enter Defi applications.
In addition, POS nodes support BB and BBTC dual token pledge.
In terms of security, Ceffu, Mainnet Digital, Fireblocks, Antalpha, etc. are all compliant and technically capable institutions.
It can be seen that BounceBit has given BTC the current common income model on ETH: Cefi, POS pledge, re-staking, Defi.
Valuation and income calculation:
$BB total amount 2.1b, initial circulation 409.5m (accounting for 19.50%). Binance Megadrop total amount 168m (8.00% of the total amount).
According to Binance research report, the current financing is 798w, and the valuation is about 38 million based on the proportion of 21% investors.
At present, the total number of people participating in the metadrop activity is about 70w, of which about 41w participate in web3 tasks, and the off-site point price is about 0.009u.
Excluding the BNB lock-up part, if you only complete the web3 task, you will get 1,000 points reward, corresponding to 9u
Only lock bnb (price 580) for 30 days at the lowest level, the yield is about 0.155%; lock bnb at the lowest level and complete the web3 task at the same time, the yield is about 1.78%
Combining the data of metadrop participants and the price of over-the-counter points, the valuation of related tracks, financing conditions, chip distribution and other information, the estimated opening price is about 0.57, and the reasonable price range is 0.4-1
The project has good fundamentals and has a promising future, but the initial circulation is high, and the proportion of airdrops is high, there is selling pressure, if the price can reach 0.Below 4, and optimally below 0.36 is a good entry price
Let's talk about the project first. What BounceBit wants to do is to combine the advantages of CeFi and DeFi to provide BTC with better income opportunities and wider applications.
Simply put, it is a product that generates interest for BTC. So for users, the most concerned issue is:
How is the income generated? How to ensure the safety of BTC assets?
The income is easy to understand:
BTC is entrusted to CeFi (Ceffu, Mainnet Digital and Fireblocks, etc.), and they use it for arbitrage to earn basic income. The entrusted BTC unlocks liquidity through the liquidity custody token $BBTC, and $BBTC is issued on the Bouncebit chain.
$BBTC is equivalent to the bottom-level BTC asset on Bouncebit, and the subsequent LSD and LRD can be played:
$BBTC is pledged to the node operator to obtain a share of POS staking income, and the liquidity is unlocked through the LST token $stBTC. $stBTC can be pledged to the shared security client to obtain re-staking income, or enter Defi applications.
In addition, POS nodes support BB and BBTC dual token pledge.
In terms of security, Ceffu, Mainnet Digital, Fireblocks, Antalpha, etc. are all compliant and technically capable institutions.
It can be seen that BounceBit has given BTC the current common income model on ETH: Cefi, POS pledge, re-staking, Defi.
Valuation and income calculation:
$BB total amount 2.1b, initial circulation 409.5m (accounting for 19.50%). Binance Megadrop total amount 168m (8.00% of the total amount).
According to Binance research report, the current financing is 798w, and the valuation is about 38 million based on the proportion of 21% investors.
At present, the total number of people participating in the metadrop activity is about 70w, of which about 41w participate in web3 tasks, and the off-site point price is about 0.009u.
Excluding the BNB lock-up part, if you only complete the web3 task, you will get 1,000 points reward, corresponding to 9u
Only lock bnb (price 580) for 30 days at the lowest level, the yield is about 0.155%; lock bnb at the lowest level and complete the web3 task at the same time, the yield is about 1.78%
Combining the data of metadrop participants and the price of over-the-counter points, the valuation of related tracks, financing conditions, chip distribution and other information, the estimated opening price is about 0.57, and the reasonable price range is 0.4-1
The project has good fundamentals and has a promising future, but the initial circulation is high, and the proportion of airdrops is high, there is selling pressure, if the price can reach 0.Below 4, and optimally below 0.36 is a good entry price
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SANYUAN Labs: Beverly WEB3.0 — Mr. Huang Jiannan’s wonderful fusion of art and science
The rise of NFTs has broken the traditional world’s restrictions on personal IP. NFTs enable brands to reach new levels of engagement through art, stories, and gamification, allowing community members to participate and provide them with meaningful experiences while enjoying some of the benefits of NFTs.
Recently saw a new NFT project
"It is based on Mr. Huang Jiannan's lifelong artistic works, and the IP and team strength are very strong"
Let's talk briefly based on the information currently released
Beverly WEB3.0 is an NFT project based on Mr. Huang Jiannan’s decades of artistic efforts and creative essence. There are 500 NFTs in total, each of which is generated from the painter’s original oil painting, and each NFT is unique.
Recently saw a new NFT project
"It is based on Mr. Huang Jiannan's lifelong artistic works, and the IP and team strength are very strong"
Let's talk briefly based on the information currently released
Beverly WEB3.0 is an NFT project based on Mr. Huang Jiannan’s decades of artistic efforts and creative essence. There are 500 NFTs in total, each of which is generated from the painter’s original oil painting, and each NFT is unique.
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⚡️ $REZ Price Prediction: Binance and OKX will be listed at 8pm tonight, with a total of 10b, an initial circulation of 10.5%; Launchpad part 2.5%. The total amount of financing announced in the seed round is 6.4m, and the amount of Binance investment round is not announced. The seed round financing valuation is 25 million, and the corresponding institutional cost is 0.025u. At present, the price on Whales is around 0.32.
Among the related re-staking projects, Ether.fi has issued coins, and the pre-market price of Swell on Aevo is around 2u
The initial circulating chips are mainly launchpad (2.5%) and airdrops (<span all of which are 0 cost chips, and considering the current market cold and insufficient liquidity, if the opening is above 0.3, I will sell it first; if there is a callback, I will consider taking it in batches below 0.2.
Among the related re-staking projects, Ether.fi has issued coins, and the pre-market price of Swell on Aevo is around 2u
The initial circulating chips are mainly launchpad (2.5%) and airdrops (<span all of which are 0 cost chips, and considering the current market cold and insufficient liquidity, if the opening is above 0.3, I will sell it first; if there is a callback, I will consider taking it in batches below 0.2.
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⚡️ $REZ Binance Mining Income Analysis: Renzo is also one of the popular projects in the re-staking track. In January, it announced a financing of 3.2 million. TVL is very close to ether.fi, 3.38 billion.
There is no pre-market price on whales, but there is a point price. According to the total amount of points and the airdrop ratio, the price of REZ is around 0.24U, corresponding to FDV 2.4b, which is reasonable compared to ETHFI.
The allocation ratio of BNB pool and FDUSD pool is the same as last time, about 5.66:1. According to the unit price of 0.24 and the total amount of deposits in the previous period, the income of BNB and FDUSD pools in this period is low, only about 0.3%.
At present, the wear and tear of FDUSD is about 0.2%, and the wear and tear of BNB's funding rate is 0.85%+.
Therefore, if there is no ready-made FDUSD and BNB, observe the FDUSD price and BNB rate before considering whether to participate. If the FDUSD price rises, you can also consider selling for arbitrage.
#Binance $BNB
There is no pre-market price on whales, but there is a point price. According to the total amount of points and the airdrop ratio, the price of REZ is around 0.24U, corresponding to FDV 2.4b, which is reasonable compared to ETHFI.
The allocation ratio of BNB pool and FDUSD pool is the same as last time, about 5.66:1. According to the unit price of 0.24 and the total amount of deposits in the previous period, the income of BNB and FDUSD pools in this period is low, only about 0.3%.
At present, the wear and tear of FDUSD is about 0.2%, and the wear and tear of BNB's funding rate is 0.85%+.
Therefore, if there is no ready-made FDUSD and BNB, observe the FDUSD price and BNB rate before considering whether to participate. If the FDUSD price rises, you can also consider selling for arbitrage.
#Binance $BNB
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The market has just experienced a massive sell-off, and the investment research team has selected Metis from the bottom-fishing targets
The upgraded Blob of Ethereum Dencun has given L2 more room for development and also accelerated the competition in the Layer2 track. Last week, VanEck published an article predicting the valuation of Ethereum Layer-2 in 2030, analyzing a series of L2 solutions from the perspectives of transaction pricing, developer experience, user experience, trust assumptions, and ecosystem size.
Based on these factors, VanEck predicted that the total market size of L2 will reach 1 trillion US dollars by 2030. This prediction has opened up the imagination space for the L2 track.
The report emphasizes that although the L2 ecosystem is highly competitive, there is still no obvious "winner takes all" feature. In fact, looking at the data changes of L2 this year, it can be found that the TVL differences between L2s can be easily changed in a short period of time, so the pattern of the L2 track is still undecided.
Based on these factors, VanEck predicted that the total market size of L2 will reach 1 trillion US dollars by 2030. This prediction has opened up the imagination space for the L2 track.
The report emphasizes that although the L2 ecosystem is highly competitive, there is still no obvious "winner takes all" feature. In fact, looking at the data changes of L2 this year, it can be found that the TVL differences between L2s can be easily changed in a short period of time, so the pattern of the L2 track is still undecided.
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Will miners’ gambling cause a sharp drop in BTC price before and after the halving?
There has always been a view in the market that the game of miners will cause a sharp drop in BTC before and after the halving, because lowering the price of the currency will help speed up the clearance of old mining machines and reduce the hash rate. Today, let’s take a look at the relationship between the price of the currency and the hash rate in the past two halvings.
The first halving was during the GPU mining era. On July 10, 2016, BTC halved for the second time. At that time, Antminer S9 and Avalon A7 were considered top-level machines with a hashrate of around 13T. There was only a small fluctuation on the day of the second halving, but a wave of decline began more than half a month after the halving.
The first halving was during the GPU mining era. On July 10, 2016, BTC halved for the second time. At that time, Antminer S9 and Avalon A7 were considered top-level machines with a hashrate of around 13T. There was only a small fluctuation on the day of the second halving, but a wave of decline began more than half a month after the halving.
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⚡️ $MASA price prediction: It will be launched at bybit, gate, kucoin, mexc, and HTX at 4pm. AI data network, total financing of 17.7m, and the institutional cost is FDV66m according to the token distribution ratio. The whales price is around 0.7, but the liquidity is not good and may be distorted.
According to coinlist data, the total token volume is 1,588,866,523. According to the token release plan, TGE will release about 340,986,961 tokens, accounting for about 22%. The opening price of IDO is 0.315, and the opening price of investors is around 0.16.
Comparing the current valuation of AI+data projects, combined with OTC prices and institutional, IDO costs, and popularity, the predicted opening price is between 0.4-1. At present, investors and IDOs account for a large proportion of the unlocked tokens, and the demand for returns above 0.4 is strong. If the selling pressure is relatively large, you can consider looking for a position below 0.3.
#BTC #AI
According to coinlist data, the total token volume is 1,588,866,523. According to the token release plan, TGE will release about 340,986,961 tokens, accounting for about 22%. The opening price of IDO is 0.315, and the opening price of investors is around 0.16.
Comparing the current valuation of AI+data projects, combined with OTC prices and institutional, IDO costs, and popularity, the predicted opening price is between 0.4-1. At present, investors and IDOs account for a large proportion of the unlocked tokens, and the demand for returns above 0.4 is strong. If the selling pressure is relatively large, you can consider looking for a position below 0.3.
#BTC #AI
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⚡️ $SAGA Price Prediction: Binance will open trading at 4pm. The two rounds of financing totaled 10.5 million yuan. The proportion allocated to investors in the token economy is 20%. Therefore, the average institutional cost is about 52.5 million yuan, and TGE has not unlocked it. The mining income forecast written last time was mainly to see whether it is still worth participating in a conservative situation. This time, the estimated opening operation is expected.
The Binance report shows that the initial circulation of $SAGA is 9%, 90m, but the release table in the report shows that the airdrop part is released in succession, and TGE only releases 1.5%. Binance's total mining volume of 45m accounts for the largest proportion. In addition, there are 0.004% and 0.002% of the ecosystem fund and foundation, which can be almost ignored. Therefore, the opening may have a large selling pressure.
Last time, according to the 1.3% yield, the price was about 3.5U+. Compared with ALT and DYM in the COSMOS ecosystem, it is difficult for the price to exceed 5U.
Based on the valuation of the track, mining income, and chip distribution, the reasonable opening price is predicted to be around 2.5-3.5.
After the opening, if the selling pressure can fall below 2.5, I will consider starting to accept some in batches, and shipping in batches above 3, and selling boldly if it is higher than 3.5.
#BNB #FDUSD #Launchpool #Binance
The Binance report shows that the initial circulation of $SAGA is 9%, 90m, but the release table in the report shows that the airdrop part is released in succession, and TGE only releases 1.5%. Binance's total mining volume of 45m accounts for the largest proportion. In addition, there are 0.004% and 0.002% of the ecosystem fund and foundation, which can be almost ignored. Therefore, the opening may have a large selling pressure.
Last time, according to the 1.3% yield, the price was about 3.5U+. Compared with ALT and DYM in the COSMOS ecosystem, it is difficult for the price to exceed 5U.
Based on the valuation of the track, mining income, and chip distribution, the reasonable opening price is predicted to be around 2.5-3.5.
After the opening, if the selling pressure can fall below 2.5, I will consider starting to accept some in batches, and shipping in batches above 3, and selling boldly if it is higher than 3.5.
#BNB #FDUSD #Launchpool #Binance
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⚡️ $TNSR Price prediction: Binance and OKX will be launched at the same time at 11:15 tonight, with a total of 1b. The initial circulation reported on coinmarketcap is 125m TNSR, accounting for 12.50% of the total supply. Financing 3 million, investors include Solana Ventures.
Although blur still accounts for the majority of transactions, Tensor ranks first in terms of transaction volume.
If we refer to the market value of Blur (FDV 1.67b, MC 0.85b), TNSR is expected to reach 1.5b FDV, corresponding to a price of 1.5. If calculated according to MC, the price will reach 6+, which is a bit high compared with Blur.
Looking at the current pre-market trading, the price on Whales has reached 2.5-3U+.
Taking into account the track, popularity and trading data, as well as the pre-market price, the predicted opening price should be around 2.
If the opening price is below 1.5, buy boldly; if it is below 2, buy in batches; if it is above 2, especially above 2.5, it is better to wait and see.
Although blur still accounts for the majority of transactions, Tensor ranks first in terms of transaction volume.
If we refer to the market value of Blur (FDV 1.67b, MC 0.85b), TNSR is expected to reach 1.5b FDV, corresponding to a price of 1.5. If calculated according to MC, the price will reach 6+, which is a bit high compared with Blur.
Looking at the current pre-market trading, the price on Whales has reached 2.5-3U+.
Taking into account the track, popularity and trading data, as well as the pre-market price, the predicted opening price should be around 2.
If the opening price is below 1.5, buy boldly; if it is below 2, buy in batches; if it is above 2, especially above 2.5, it is better to wait and see.
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SANYUAN Labs: Unified multi-platform multi-chain non-custodial wallet Frontier
Preface:
On June 26, 2023, Frontier acquired Hot Cross, whose mission has always been to make Web 3 accessible and more user-friendly.
On January 19, 2024, Frontier announced a rebranding, merged with Hot Cross and migrated to Self Chain. Self Chain is the first modular, intent-centric access Layer1 blockchain and keyless wallet infrastructure service using MPC-TSS/AA for multi-chain Web3 access.
1. Project Introduction:
Frontier is a unified non-custodial wallet for storing, staking, and exchanging cryptocurrencies and NFTs.
On June 26, 2023, Frontier acquired Hot Cross, whose mission has always been to make Web 3 accessible and more user-friendly.
On January 19, 2024, Frontier announced a rebranding, merged with Hot Cross and migrated to Self Chain. Self Chain is the first modular, intent-centric access Layer1 blockchain and keyless wallet infrastructure service using MPC-TSS/AA for multi-chain Web3 access.
1. Project Introduction:
Frontier is a unified non-custodial wallet for storing, staking, and exchanging cryptocurrencies and NFTs.
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⚡️ $SAGA Mining income forecast: total 1b, initial circulation 9%, 90m. Two rounds of financing totaled 10.5 million, and the proportion allocated to investors in the token economy was 20%, so the average FDV of institutions was around 52.5 million, and TGE was not unlocked.
SAGA is an L1 on which a proprietary chain can be customized, mainly for games. Compared with the projects that are also COSMOS ecological chains, ALT and DYM are highly valued, but SAGA only focuses on the game track, and the valuation space will be a little smaller. AVAX is biased towards games and is also a sub-network application chain. The track is the same, but it certainly cannot reach the height of AVAX.
Let's take a look at Binance's past yields. The average mining income in the past three times was pulled up by ENA. According to ENA 1u, it is about 1.3%+.
At present, the deposit volume is 17.9m in the BNB pool and 2.73b in the FDUSD pool. If calculated at a 1.3% yield, the price is 3.7-3.9U.
Comprehensive track valuation and mining income, conservatively estimated price is around 2.5-3.9. Assuming the price is 3, according to the current pool data, the corresponding yield for entering the market for 3 days is: BNB pool 0.78%, FDUSD pool 0.74%.
Deducting wear and tear, buy FDUSD: wear and tear 0.36%, actual income 0.38%. Buy BNB + contract hedging (USDC trading pair): wear and tear = 0.387% (funding rate - 0.043%), actual income 0.393%. You can still participate.
#BNB #FDUSD #Launchpool #Binance
SAGA is an L1 on which a proprietary chain can be customized, mainly for games. Compared with the projects that are also COSMOS ecological chains, ALT and DYM are highly valued, but SAGA only focuses on the game track, and the valuation space will be a little smaller. AVAX is biased towards games and is also a sub-network application chain. The track is the same, but it certainly cannot reach the height of AVAX.
Let's take a look at Binance's past yields. The average mining income in the past three times was pulled up by ENA. According to ENA 1u, it is about 1.3%+.
At present, the deposit volume is 17.9m in the BNB pool and 2.73b in the FDUSD pool. If calculated at a 1.3% yield, the price is 3.7-3.9U.
Comprehensive track valuation and mining income, conservatively estimated price is around 2.5-3.9. Assuming the price is 3, according to the current pool data, the corresponding yield for entering the market for 3 days is: BNB pool 0.78%, FDUSD pool 0.74%.
Deducting wear and tear, buy FDUSD: wear and tear 0.36%, actual income 0.38%. Buy BNB + contract hedging (USDC trading pair): wear and tear = 0.387% (funding rate - 0.043%), actual income 0.393%. You can still participate.
#BNB #FDUSD #Launchpool #Binance
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SANYUAN Labs: What opportunities will the cooperation with Babylon bring to B² Network?
What opportunities will the cooperation with Babylon bring to B² Network? On March 26, B² Network announced a strategic partnership with babylon_chain. B² Hub, the core component of B² Network, will enhance its security by integrating Babylon's BTC pledge.
B² Network is an EVM-compatible Bitcoin second-layer network based on Bitcoin's zero-knowledge proof verification commitment, and adopts a modular blockchain design architecture. In January this year, B² Network successfully completed a seed round of financing from well-known investors such as HashKey Capital, OKX Ventures, IDG, KuCoin Ventures, ABCDE, Waterdrip Capital, OGs Fund and Antalpha.
B² Network is an EVM-compatible Bitcoin second-layer network based on Bitcoin's zero-knowledge proof verification commitment, and adopts a modular blockchain design architecture. In January this year, B² Network successfully completed a seed round of financing from well-known investors such as HashKey Capital, OKX Ventures, IDG, KuCoin Ventures, ABCDE, Waterdrip Capital, OGs Fund and Antalpha.
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⚡️ $PUNDU price prediction: $PUNDU will be online at 10 o'clock tonight. As a MEME officially supported by DaoMaker, it is very popular at home and abroad.
The transfer situation is $60M on BSC and $37.6M on Solana, which adds up to about 100 million. After refunding more than 9,000 w, the initial FDV: $17M, LP: $16M.
Regardless of the transfer amount, time, or popularity, $PUNDU and $PUMP are very similar. A blind guess of the market value of 50 million corresponds to a price of 0.05.
If it opens low or hits the market (below 0.03), I might make a short-term move, fast in and fast out.
The transfer situation is $60M on BSC and $37.6M on Solana, which adds up to about 100 million. After refunding more than 9,000 w, the initial FDV: $17M, LP: $16M.
Regardless of the transfer amount, time, or popularity, $PUNDU and $PUMP are very similar. A blind guess of the market value of 50 million corresponds to a price of 0.05.
If it opens low or hits the market (below 0.03), I might make a short-term move, fast in and fast out.
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🚨 Bitcoin Drops Below $62,000, Poised for a Major Rebound 🚨
1️⃣ Current Price Dip
Bitcoin has fallen below $62,000, causing concern among investors.
2️⃣ PlanB’s Analysis
PlanB, a renowned analyst, uses the stock-to-flow (S2F) model.
He highlights Bitcoin’s current price hovering around the five-month actual price of ~$65,000.
3️⃣ Significance of Actual Price in Bull Markets
Historically, Bitcoin rarely falls below its five-month actual price during bull markets.
This price level serves as a strong support line.
Bitcoin is expected to rebound from the $65,000 level.
4️⃣ Relative Strength Index (RSI)
RSI is a key momentum indicator to assess if an asset is overbought or oversold.
PlanB predicts that RSI values will align with peak levels from previous cycles.
This suggests exponential returns for Bitcoin.
5️⃣ Future Market Behavior
PlanB believes the current bull market will see exponential gains, not diminishing returns.
RSI values could rise above 80, similar to the cycles in 2013, 2017, and 2021.
📊 With Bitcoin’s current price around $61,785 and a slight decline of over 2% in the past 24 hours, the coming days will reveal if Bitcoin will recover as predicted. Historical trends provide a compelling case for an optimistic outlook.
📌 Stay tuned for more crypto insights! 👍
Disclaimer: This post is for informational purposes only and should not be considered financial advice.
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