Compare Data Availability costs on Ethereum
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Hello everyone, Trong currently sees that the community is quite hyped about @CelestiaOrg when everyone knows that $TIA is the leading project in the DA segment. But in reality, $TIA 's DA is 28 times more expensive than $NEAR , with @ethereum being 87,800 times (after update EIP-4844 Ethereum's DA will be 4800 times).

For those of you who don't know, Data Availability (DA) will help Validators/Nodes in the network have enough reliable data from the past, thereby authenticating and creating new data and then storing it. into Blockchain. In short, DA is a data storage solution for L1s and NEAR is the best project in this field because their infrastructure is very strong and stable (never had a network failure) and extremely low costs.

Projects using NEAR DA include: @arbitrum, @dymension, @alt_layer, @Starknet and @0xPolygon,... NEAR DA will have 2 fee sources including network storage fee + tx fee on NEAR (calculated in blocks) and this unintentionally causes $NEAR to deflate faster. Especially when Layer2 ecosystems explode, NEAR will also benefit from its DA service. You can imagine when the GameFi wave comes, especially when fully-onchain games launch, how terrible the amount of data will be.
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That's how great NEAR's infrastructure and technology is. Later, if you see someone post an article saying $TIA is the boss in the DA segment, you just need to quietly send this article to them.
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#NEAR#TIA #LAYER2

Market adjustment and the importance of capital allocation.

Is everyone okay? Currently, Trong sees that the market is very normal, but many people are confused and scared. After looking at some Altcoins, Trong sees that many projects have even reached the entry of last September, a few are still broken. bottom. That shows the importance of capital allocation.

The projects in Trong's portfolio often have a lot of growth momentum and good value, so they will be stronger than the general market average such as: $NEAR, $RSS3, $GFI, $CFG, $RON, so Trong can see the rhythm of the adjustment. This adjustment is quite normal
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Meanwhile, the overpriced projects have returned to their true value and most of you are investing in overpriced projects such as: $ARB, $STRK, $ACE, $PORTAL,... capital has been divided 2 or 3 times from the top.

Newsbies who don't know how to allocate capital can consider spreading capital to each field (at least 1 project). To anticipate cash flow and optimize better. Because cash flow will be pumped according to each area/narrative, we can optimize areas that have received cash flow (pump strongly) to areas that have not yet pumped.

The following are potential areas people should consider spreading capital: #AI, #RWA, CSHT, Depin, GameFi, Restaking, SocialFi.

According to Trong's assessment, the market will accumulate enough when it stands firm in this area (without breaking the bottom) in the next 10-15 days. That will be the time when Trong will DCA most of the remaining stablecoins and some projects Trong will consider increasing the volume such as: $CFG, $PIXEL, $CYBER, .... Trong will update more in the Smart Panda Insights channel.

In summary: Through this adjustment, perhaps everyone has realized the importance of capital allocation. In addition to having an effective investment portfolio, you can also avoid missed waves and optimize efficiency. Most importantly, even if the market fluctuates, your port will be stronger than the rest of the crowd. Is there anyone here who builds a port similar to Trong?
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#Crypto#Altcoins #Pixel #CYBER #NEAR

🔥The 53rd project on Binance Launchpool is called Renzo - $REZ

💎Renzo Protocol is a liquid restaking (LRT) project on Arbitrum. Acts as an interface to the EigenLayer ecosystem that secures Actively Validated Services (AVS).

✅The project has raised $6.4M with a quality Backed team such as: Binance Labs (lead), OKX Venture, Mantle Network, Robot Ventures, SevenX Ventures,...

➡️Instructions for joining Launchpool.

✅Just stake $BNB or $FUSD in the EARN ⇒ section to receive $REZ tokens.
⏰Time: 7:00 April 24 - 06:59 April 29 (Vietnam Time).
🌐Note: Binance will be the first Cex exchange to list $REZ with trading pairs: REZ/BTC, REZ/USDT, REZ/BNB, REZ/FDUSD and REZ/TRY at 19:00 on April 29.

🔥If you don't have a Binance Account, register here to get 15% back on your trading fee forever👇
https://accounts.binance.com/register?ref=63125182

🖥Details about Binance Launchpool: https://www.binance.com/en/support/announcement/introducing-renzo-rez-on-binance-launchpool-farm-rez-by-staking-bnb-and-fdusd-b1e64410cc9c4ab29687392f5581a61b

#BinanceLaunchPool🔥 #BinanceLaunchpool

RWA Hidden Gem - Bullish Alpha Part 2

Continue with part 1

6/ $ONDO - OndoFinance belongs to the Treasuries segment with support from Blackrock and a series of other prominent VCs such as: DCG, Pantera, Coinbase, CMS, Wintermute, Founders Fund

They have 2 main products: Stablecoin $USDY & tokenization of US government bonds

TVL 300M+

Fundraising: 32.4M

MC: 1.2B

FDV: 8.3B

Although $ONDO is currently the lead trend RWA project (only counting projects that already have tokens), Trong will still choose to Invest in the Private Credit segment, specifically $CFG & $GFI with a higher expected ROI than $ONDO

7/ $mTBILL - @MidasRWA is a project in the same segment as $ONDO with support from Blackrock & Circle. Midas' main product is the tokenization of the US government's treasury

Backed: @hiFramework, Coinbase, Hack VC, CSR, Block Tower,....

Fundraising: 8.75M (Seed Round)

Trong believes that @MidasRWA will be the next hidden gem in the RWA field and they are no less than $ONDO.

8/ $TRADE - @Polytrade_fin marketplace for RWA with outstanding Backed platforms such as: @DWFLabs, @0xPolygon,....

Fundraising: 5.51M

MC: 66.52M

FDV: 203M

Trong personally will not invest in $TRADE at the present time because it does not have a good position

In the forecast, RWA will be one of the most explosive narratives next to AI CSHT & GameFi. If you don't have it yet, please take advantage of it.

$SNX $MKR $LINK

RWA Hidden Gem - Bullish Alpha Part 1.

Blackrock has entered the RWA game, a sector with huge potential & market share but still undervalued. Here are 8 Hidden Gems that will make you regret if you miss them

1. As an Investor, Trong only focuses on 4 main pieces of the puzzle including: Private Credit, Treasuries, Infrastructure & Marketplace.

2. $CFG - @centrifuge L1 EVM acts as a Platfrom Onchain Credit with the best cash flow performance in the Private Credit segment with a loan amount of 294M$.

With Backed voltage stabilizers such as: @fabric_vc, Coinbase Ventures, Galaxy Ventures, IOSG Ventures, BlockTower Capital,...13495

In the context of#RWAprojects that have had a sudden growth, there is only $CFG with the best Active Loans growth rate but no major fluctuations in price => opportunity for you to get on board. .

✅Fundraising: 38.83M
✅MC: 350M
✅FDV: 388M

3/ $GFI - @goldfinch_fi is a Private Lending project, providing loans without collateral (only serving institutional customers).

Standing out with a huge Backed lineup including: @a16z, @IDEOVC, @cbventures,....

$ONDO has BlackRock, $GFI has a16Z :D

$GFI is currently ranked 3rd in the Private Credit segment with a total loan of 107M$ after $CFG & $MPL.

Those who joined after $GFI are also on X4.

✅Fundraising: 37.7M
✅MC: 278M
✅FDV: 444M

5/ $MPL - @maplefinance Rare project operating in both Private Credit & Treasuries segments.

Maple had a great time in the previous cycle with total loans reaching 2B$, but due to the influence of Celsius, they were also affected by bad debt of 53M$.

With Backed voltage stabilizer: @hiFramework, @polychain, CSR, Spartan,...

Their highlight lies in the usecase when allowing holders to participate in staking to share revenue.

Currently $MPL ranks top 2 in the Private Credit segment with loans of 167M & 16M in the Treasuries segment

✅Fundraising: 8.9M
✅MC: 68M
✅FDV: 154M

In the Private Credit segment, Trong will still prioritize $CFG. After $CFG, $MPL will be the next option (if there is a good position) 😁

Due to the character limit, today's post will only be here, everyone. Trong will publish part 2 tomorrow.