GM20241211

1）Market Trends
BTC fluctuating downwards, altcoins declining.
U.S. stocks are down. Microsoft shareholders voted against the BTC reserve proposal.
2）Market Highlights：
1. ME listed on BN. Magic Eden is an NFT platform on the Solana chain, with 70% of its revenue coming from the BTC ecosystem and 30% from Sol NFTs. ME's overall revenue is five times that of its competitor TNSR. TNSR's market cap is $700 million, while ME's market cap is $7 billion.
2. ETH ecosystem DeFi projects like Usual, CVX, YFI, and Aave are rising. The stablecoin Usual still has limited pre-market trading, and will begin large-scale official airdrops in the next two weeks.
3. Meme tokens Koma and Turbo are rising. Koma is a new contract listed on BN, while Turbo is listed on Coinbase. BN has launched a total of three dog meme tokens on the BSC chain.
4. Inscriptions like Ordi, Sats, and Merlin have plummeted. BN has removed inscriptions from its wallet.
5. ETH L2's Fuel is airdropping tokens, utilizing OP rollup technology. Sui's DeFi project Bluefin is airdropping tokens and is an on-chain contract exchange. VC tokens are taking advantage of the bull market's good liquidity and are issuing tokens to reap rewards.

GM20241119
1）Market Trends
BTC fluctuates at a high level, with 100k being a strong resistance level. Strong altcoins lead the decline, older coins rebound, and on-chain tokens are wildly fluctuating.
US stocks show mixed results. MicroStrategy continues to buy $4.6 billion worth of BTC. Trump Media Group DJT plans to acquire the digital exchange Bakkt.
2）Market Highlights:
1. Older coins like HBAR, XTZ, POND, etc., are rebounding. The exchanges lack further hot topics for speculation.
2. Previously strong coins like PUNT, ACT, etc., are leading the decline, indicating an upcoming market adjustment.
3. On-chain tokens like URO, RIF, BAN, etc., are surging. URO is a leading project in DeSci, reportedly with good experimental data. BAN is an art project token, newly launched on BN.
4. BTC ecosystem FB surges. FB is the BTC L2 of Unisat, and BN has opened a new mining pool.
5. The stablecoin USUAL has started pre-trading, with a total of 4 billion tokens, pre-trading around 0.5 USD, with a market value of about $2 billion. The leading project in the same track, ENA, has a market value of $8 billion.

GM20241111

1) Market Trends
BTC surged to a new high of 80,000, but BTC's dominance rate plummeted. The altcoin season has arrived, and old coins are catching up.
The US stock market is closed on Monday. The Federal Reserve's interest rate cuts are expected to continue until July 2026. Based on previous rate hike cycles ending six months early, a bull market is likely to last until the end of 2025.
2) Market Highlights:
1. The public chain ETH rose, and the DeFi sector, including TRB, ALPACA, YFI, and other old coins, saw significant gains. The market anticipates Trump's return to power, leading to relaxed DeFi regulations.
2. Memes like DOGE, SHIB, NEIRO, MOODENG, GOAT, and PIPPIN surged. Musk's political fan coin is the main storyline, with DOGE's market cap reaching 40 billion USD, accounting for about half of all memes. Only 20% of the top 500 meme coins outperformed DOGE. Among them, NEIRO is market-making by BN, while MOODENG and GOAT are market-making by Wintermute.
3. The new public chain SUI soared to a new high, with a market cap approaching 30% of SOL, fitting the characteristics of the second-tier dragon.
4. Old coins like ADA and EOS are catching up. The founder of ADA may become Trump's crypto advisor. Oversold TON ecosystem coins like X and HMSTR are also catching up, with the game clicker X rising 20 times in a week. The TON ecosystem is primarily market-made by DWF.

GM20241104

1）Market Trend：
btc plummeted, altcoins crashed, btc dominance continues to rise. Trump’s trade reversal.
US stocks rebounded, but investment guru Buffett significantly reduced his holdings.
2）Market Hotspots：
1. Fan tokens juv, lazio, etc. rose. Historically, fan token increases often indicate a market downturn.
2. The depin's grass surged 3 times; grass is an AI depin doing bandwidth, with a market cap of $1.8 billion surpassing io's $1.2 billion.
3. On-chain dog token pnut experienced significant ups and downs. Pnut is a pet squirrel euthanized in New York State, and Musk's pinned retweet turned it into a political meme. However, previous similar meme slogans with puns like troll, fight, terminus, etc., often stopped at a market cap ceiling of $100 million.
4. Tokens in the ton ecosystem like cati, dogs, etc. are leading the decline. Since the bn on ton ecosystem, the average unilateral decline has been 70%.

GM20241030

1）Market Trends：
btc surges dramatically, approaching new highs, with $4 billion flowing into btc spot etf over the past 2 weeks.
The US stock Nasdaq and gold have both reached new highs. The market expects a 25 basis point rate cut in November. If Trump comes to power, subsequent rate cuts will be more aggressive.
2）Market Highlights：
1、The meme coins like doge and neiro have risen. Doge is currently the leading coin for Trump's trades on CEX, with the doge/btc exchange rate breaking weekly resistance. Musk remains shrewd; his previous Twitter acquisition was not for profit, but to prepare for the presidential campaign by controlling public opinion.
2、The new public chain Sui has risen. Sui remains the best-performing new public chain, aside from Sol, with a better chip structure.
3、The on-chain dog coin Luce has surged. Luce is the new year mascot designated by the Vatican Pope, recently launched with a moonshot, and has been the largest on-chain trading volume dog coin for two consecutive days.
4、The modular Tia will unlock $1 billion worth of tokens this week, which is 80% of the current circulation.

GM20241023
1）Market Trend: $btc adjusts, altcoins generally decline.
U.S. stocks fluctuate, uncertainty brought by the U.S. election.
2）Market Highlights:
1. Public chain sol rises. On-chain meme activity is vibrant, sol/eth exchange rate hits a new high.
2. AI meme leader $goat surges, recovering all losses and nearing a new high. AI memes are forming a sector effect, and goat is expected to become a presence similar to $ordi in this round.
3. L2's $scr is listed on exchanges, showing low expectations. Airdrop has basically been countered.
4. Gaming sector $pixel, $cati, $slp, $ygg, $beamx, $bigtime, etc., are catching up. OK Exchange will list $ton chain click game x.
$SCR
$PIXEL
$YGG

GM20241022
1）Market Trend：
btc adjustment, altcoins generally down. Every time eth rises, it feels like the end of the world.
US stock market mixed, Nvidia hits a new high,
2）Market Highlights：
1. The ape of nft has risen, but the meme sustainability of the ape chain is not strong.
2. The ai meme's goat, fartcoin, slop, gnon, etc. have rebounded strongly, with goat being the leader. This new narrative of ai meme is better than ordi, mainly because it is recognized by both the East and the West. In the long run, cryptocurrency is more suitable as currency prepared for silicon-based life ai, rather than for carbon-based life humans.
3. The meme cat has surged. The Smith cat is a floki airdrop project on the bsc chain, with a new contract on bn. Recently, bn has launched many old-school meme projects on the bsc chain.
4. The l2 scroll airdrop, with only 5.5% community ratio in the first round, has basically been countered.

GM20241021

1) Market trend:
BTC rose to nearly 70,000, and the altcoins generally rose. On-chain hot money flowed back from the Sol chain to the ETH chain.
US stocks rose, and Trump reiterated that if elected, he would significantly reduce interest rates. .
2) Market hot spots:
1. NFT and DeFi old coins such as APE and DYDX rose sharply. APE issued a chain (L3 of the ARB chain) to imitate the pump to make a meme public chain, but the meme leader Curtis on the chain was quickly cut in half. DYDX and many other DeFi, NFT, and public chain old coins also plan to imitate. The market is similar to the previous chain issuance and inscription, but the liquidity is in the Sol chain and the ETH chain, and other chains are all one-wave flow.
2. Public chains ETH and SOL rose. Eth chain Tugou SPX and others fully recovered, hot money flowed back from the Sol chain to the ETH chain, and the seesaw effect was obvious. Sol Tugou GOAT, Gnon and others plummeted, and moonshot retail investors helped to rise and fall.

$ETH $SOL $APE

GM20241018

1) Market trend:
BTC fluctuated, altcoins fell across the board,
US stocks rose and fell, Nvidia hit a new high. US economic data is healthy.
2) Market hot spots:
1. Old coins such as DOGE and LTC rebounded. DOGE benefited from Musk's call for D.O.G.E (Department of Government Efficiency), and Trump, who was supported by Musk, had a higher chance of winning the election.
2. Ray of the sol ecosystem rose. Ray is a dex that benefits from the sol chain meme, with a market value of 1.2 billion US dollars and an annualized revenue of 600 million US dollars, ranking in the top ten among all applications.
3. On-chain native dogs remilia, daram, and sigma rose sharply. Remilia is a community similar to the milady cult that Murad called, daram is a meme of fair mint (similar to inscription) on the eth chain, and sigma is a meme of masculinity. Goat, which was very popular in the early stage, seems to have peaked, and a market value of 300 million US dollars is still the ceiling for most native dogs that are not listed.
$BTC $DOGE $RAY

GM20241017
1) Market trend:
BTC continues to rise, and BTC dominance rate reaches 59%, a new high in this cycle. The market has priced in Trump's victory, and regulation is expected to be relaxed.
US stocks rose and set a new high.
2) Market hot spots:
1. Meme's bonk, doge, cheems, and goat rose. Bonk issued a new ETF. Cheems burned the pool. Goat is the leader of AI-generated memes, which has expanded to the base chain, and its market value continues to reach a new high of 300 million US dollars.
2. Defi lending RDT plummeted. 6000 WU was stolen by hackers on the BSC chain and the ARB chain, and the short-selling fee rate was as high as -0.7%.

$BTC

$DOGE

GM20241016

1) Market trend:
BTC broke through the weekly line and rose by blood. The copycats plummeted, and the previous strong coins led the decline.
US stocks fell, and Nvidia led the decline.
2) Market hot spots:
1. AI concept meme Turbo and GOAT rose, and GOAT hit a new high market value of 200 million US dollars. Many AI concept meme imitations appeared in the market. The greater significance is that American citizens can issue coins through AI to bypass regulatory supervision.
2. ENA rose, and the stablecoin business expanded from the ETH chain to the SOL chain.
3. Small coin key rose, and merged with singularity and cognito to make AI L2. Similar to the previous FET three-coin integration, the risk is relatively large.
4. On-chain dog deep rose 3 times. Deep is the DeFi transaction aggregator of the Sui chain, and it is still under testing.
5. The previous strong coins Tao, Sui, Saga, SPX, etc. led the decline. There is a 1 billion US dollar Sui account that continues to ship, and it is likely to be Sui official.
$BTC $KEY $TURBO

GM20241015
1) Market trend:
BTC's shock phase is over and it has entered an upward trend. The altcoins are generally rising, the oversold coins are making up for the rise, and the strong coins in the early stage are adjusting first.
US stocks rose and hit a new record high.
2) Market hot spots:
1. Meme's Bome, Turbo, Goat, etc. rose sharply. Among them, Turbo and Goat are memes with AI concepts, and both hit new highs.
2. The public chain Sol rose, and the ecological JTO, Ray, JUP, etc. followed the rise. The local dog transactions on the Sol chain are active, and the number is far more than that of the ETH chain.
3. The modular public chain Saga rose. Saga was the most oversold before, and it was one of the few VC coins that were not unlocked before March 25.
4. The small coin Reef rose sharply. Since BN was delisted, it has risen 20 times, and the trend of Zhuang stocks is similar to TRB. The short-selling fee rate of the contract is -2%.
5. The re-pledged Puffer coin issuance rose, with a market value of US$700 million, but the airdrop profit is low. Etherfi and Rez, which are on the same track, have market capitalizations of 1.6 billion and 400 million US dollars respectively. Hyperliquid of Dex also announced that it will issue tokens in November.
$BOME
$BTC
$TURBO

GM20241014
1) Market trend:
BTC fluctuated downward, and altcoins fell across the board. On-chain gold dogs frequently appeared.
U.S. stocks rose, and U.S. employment data was strong, alleviating concerns about a hard landing of the economy.
2) Market hot spots:
1. The new public chain Sui broke through a new high, and APT followed suit. Sui is similar to the last round of Sol, and the total market value entered the top 10.
2. Fan coins CHZ, OG, PSG, etc. rose. Fan coins pulled the market, and in most cases the market will adjust.
3. On-chain local dogs SPX, GOAT, Mini, Retardio, HarryPotterBitcoin, etc. all rose to new highs. SPX is the leader of the Murad concept, with a market value of nearly $1 billion. Mini is an emoticon popular culture, and Retardio is a Milady community. GOAT is an AI-generated meme similar to Turbo, and A16Z has invested in it, 10 times a day, and a market value of $100 million in two days.
$SUI $CHZ $BTC

GM20241011
1) Market trend:
BTC fell, altcoins rose and fell.
U.S. stocks fell, and the U.S. dollar index rebounded. September inflation data was higher than expected, and the probability of a rate cut in December decreased.
2) Market hot spots:
1. DeFi's uni rose, and L2 based on OP stack was launched to reduce ETH's gas demand.
2. Fan coins PSG, BAR, CITY, JUV, etc. rose. Fan coins often pull up when the market falls.
3. Sol chain local dogs Sigma, CB, etc. rose. Sigma is a manly theme meme, and CB is a Halloween theme wizard cat meme. Several market makers were jointly enforced by the SEC and the FBI.
4. The re-pledged puffer will be airdropped on October 14, with a total of 1 billion, and it is highly likely that it will not be on BN.
$UNI $BTC $PSG

Coin Circle Early Knowledge GM20241010
1) Market Trend:
BTC fell back below the weekly line, and the altcoins fell across the board. Plustoken began to reduce its holdings of $1.3 billion in ETH.
U.S. stocks rose to a new high, and the market is waiting for the September CPI data this week.
2) Market Hotspots:
1. Small coin pros rose sharply. BN put pros on the list of observations for delisting, but the investor animoca increased its holdings accordingly.
2. Fan coin CHZ rose, and the meme coin pepper was airdropped to holders. However, the short-selling fee rate is as high as -0.7%.
3. Meme's neiro, babydoge, etc. rose. Neiro is the market leader. On-chain local dogs spx, giga, etc. are rumored to be the dealers of the Murad conspiracy group.
4. L2's SCR has an off-market market value of $1.6 billion. Market rumors give BN a listing fee of $100 million to jump the queue for listing.
$CHZ $PROS $BTC

GM20241009
1) Market trend:
BTC fell weaker than the US stock market. The copycat fell across the board, but the on-chain local dog was active.
The US stock market fluctuated and rose, and Nvidia led the technology stocks to strengthen. The Bank of Japan plans to raise interest rates in December.
2) Market hot spots:
1. The platform currency BNB rose. Bn's latest launchpool is scroll, with an off-market market value of 1-1.5 billion US dollars. Scroll is the eth l2 of the Chinese team, using zk evm technology, but the user experience is average. The airdrop snapshot date of scroll is October 19, and there are still 10 days left to play.
2. Meme's neiro, turbo, babydoge, etc. rose. These are all Bn's new coins, and neiro is Dragon One.
3. On-chain local dogs' moodeng (sol), spx, Harry Potter bitcoin, giga, etc. rose sharply, and the latter three all hit new highs. Sol's moodeng on the chain stopped falling and rebounded, regaining Hippo Dragon One. Meme archaeology begins. Both spx and Harry Potter Bitcoin are old memes of cult culture. spx has obviously changed dealers. Meme still has not been listed and the contract will rise more sharply.
$BNB $NEIRO $BTC

1008 Early Knowledge of the Currency Circle
1) Market Trend:
BTC followed the US stock market and fluctuated. The copycat season has arrived, and the main line of the market is meme.
The US stock market fell, and the A-share index rose by the daily limit. The situation in the Middle East triggered risk aversion, and the US presidential election was stalemate. The US dollar index rebounded on a weekly basis.
2) Market Hotspots:
1. Meme's neiro, spx, fwog, mew, etc. rose sharply. Neiro is the leader of this round of rise, and bn is the dealer. spx is an old meme of cult culture, and the dealer's method is similar to mog. fwog is the frog meme on pump.fun. The long rate of popcat contract is as high as 200%.
2. The new public chain sui and saga rose. sui has a market value of 20 billion US dollars, close to the previous high. saga was not unlocked before March 25. This round of market is still hyping meme, new public chain, and ai.
3. Fan coins og, santos, lazio, alpine, porto, etc. rose sharply. OG was a market maker in the past. Historically, football fan coins were mostly pulled up when the market fell.
4. The on-chain dog moodeng (eth) rose dozens of times in a week. Hippo's charity was responded to by V God. The market value of eth chain Hippo reached 100 million US dollars, close to the original sol chain Hippo. On-chain dogs flew around, and gas rose sharply.
5. The platform coin bgb plummeted. Bgb market-making liquidity was insufficient, and large investors were liquidated in a chain.

$NEIRO $SUI $OG

Coin Circle Early Knowledge 0913
1) Market Trend:
The market rebounded following the US stock market.
The US stock market rose, and gold hit a new high.
2) Market Hotspots:
1. TON Ecosystem HMSTR was listed on BN. Hamster is a point-to-point battle game with tens of millions of users.
2. RWA's TRU and OM rose. DWF is TRU's new market maker. OM will be on the mainnet in October.
3. Public chain SUI rose, and BN launched a new contract.
4. DeFi's Pendle rose, expanding to BTC staking.
#HMSTR $TRU $OM #pendle
$SUI

Coin Circle Early Knowledge 0912

1) Market Trend:
The market rebounded following the US stock market. The pro-crypto Trump and Harris debated unfavorably.
The US stock market rose. The inflation data in August was in line with expectations, and the market lowered its bets on the Fed's sharp interest rate cut in September.
2) Market Hotspots:
1. Platform coins BNB and TKO rose. BNB's CZ will be released from prison at the end of September. TKO is an Indonesian exchange, and its competitor Indodax was hacked.
2. The public chain Sui rose and broke through the weekly line. The market hyped the SOL killer, and the Grayscale Sui Trust began to build a position.
3. Fractal BTC's FB rose several times, with 50,000 daily active addresses and a market value of 6 billion US dollars. Inscription Cat rose sharply.
4. DeFi's Drift rose. Drift is a contract platform for the SOL ecosystem, and Multicoin Capital is optimistic about building a position.

$TKO $SUI $BNB

Coin Circle Early Knowledge 0911
1) Market Trend:
The market fluctuated and rebounded, lacking hot spots.
The US stock market fluctuated, and the market waited for the August CPI data tonight.
2) Market Hot Spots:
1. Defi's Aave rose. Trump family's Defi project copied Aave, and Trump debated this morning.
2. Small ticket Aergo rose, and BN opened a new contract.
3. Small ticket Luna rose, and Koreans hyped the Mid-Autumn Festival.
4. RWA's OM rose, and the main network will be launched in October.
$AAVE $AERGO $OM