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The AI black horse coin ASI was born, what is its origin? The data on the Pendle chain has skyrocketed 10 times, and the currency price is about to make up for the surge? ! Let’s take a look with Shu Qin.
First of all, the AI sector, which has been dormant for nearly a month, is rekindling the war. Major leading projects are preparing to release benefits, and now they have all corrected a lot, and they can start to build positions on dips!
For example, Fet, AGIX and Ocean announced their merger to form the ASI Super AI Alliance.
![](https://public.bnbstatic.com/image/pgc/202403/2a0b7b7f36df795d40845b7b40865697.png)
Official voting will begin on April 2. This is really big news. It means that these three leading projects will be merged into one to form a super alliance. By then, ASI's total market value will reach 7 billion U.S. dollars, making it a real giant.
Holding any of these three tokens can be used to regenerate new coins. One Fet can be exchanged for one ASI, while each of Ocean and AGIX can be exchanged for 0.43 ASI.
![](https://public.bnbstatic.com/image/pgc/202403/680ad33b172fb17ebb36eed5b3977214.png)
You can keep this ratio in mind and check for any gaps. There may be some room for arbitrage. At that time, ASI will mint an additional 1.5 billion tokens to replace the shares of Ocean and AGIX.
So everyone can really pay attention to April 2nd. This time, the good news may not be all over, because it will become a new coin ASI. Everyone knows that this new coin will be launched online, and there is a high probability that it will explode. Of course, this high probability does not mean 100%, so there is still some uncertainty, especially since this proposal may not be passed, so everyone still needs to pay attention to risk control.
In addition, dark horse RNDR is about to receive key benefits.
According to news from its project team, the distributed computing network Render plans to upgrade the RNP-11 proposal. It is currently in the earliest discussion stage. The content of this proposal update is very awesome. They plan to provide computing power for millions of 3D model training in the future. If you want to use RNDR's AI computing power, you must pay RNDR tokens, so this creates additional demand.
Moreover, this proposal also discusses the staking function, whereby holders can earn extra income by staking coins. Oh my God, this is simply double happiness.
![](https://public.bnbstatic.com/image/pgc/202403/d9823fc6fc608c8db76feab643360717.png)
This proposal is still under discussion, which is considered very early stage, but Shu Qin informed everyone before he officially voted. I think there will be great benefits if the vote is passed and future upgrades will be made, so everyone can ambush in advance. After all, the overall development of AI is definitely a major trend in the future.
![](https://public.bnbstatic.com/image/pgc/202403/00ad866891146b2bf8accd34f3db75bb.png)
In fact, speaking on a larger scale, this is a huge update of Fet Super Alliance and then RNDR. The release of so many projects at the same time may bring about another wave of AI craze. After all, they have been silent for a long time.
In addition, there is a chance that OpenAI or Nvidia will update again someday in the future, so don’t be anxious about the coins in the AI sector. They are usually trading sideways. If there is any sign of trouble, they will pull a big positive line and go directly to the sky. It is definitely a sign of silence. Already, a blockbuster.
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In addition, there are two coins with significant potential, the first one is Pendle.
Needless to say, Shu Qin needs to say how popular the staking sector is now. EtherFi has risen directly from 3u to nearly 9u. Its total market value is also close to the tens of billions mark, and its potential is amazing.
![](https://public.bnbstatic.com/image/pgc/202403/6e85ee66cb9e76804b932652fa0a75ec.png)
Are there any other coins that are also on this track, but have not yet started to make up for the increase? Well, he is the Pendle we just mentioned.
He has also recently launched a re-pledge service for Ethereum. The current annual return on staking STETH is 5%, which is almost the same as EtherFi.
![](https://public.bnbstatic.com/image/pgc/202403/1528ba1c8a78db1ee573c0240b036b82.png)
But have you seen the one next to it? This Pendle even launched a re-staking service, that is, you can re-stake the Ether coins that have been pledged on EtherFi on Pendle. Oh my god, this is awesome.
![](https://public.bnbstatic.com/image/pgc/202403/c25177422f391b8a2ffde098f1981945.png)
Of course, because it was just released, his income must be inflated, but after more pledges are made, the income will be evenly shared, and then slowly decrease, but it is still considerable.
Compared to EtherFi’s total market capitalization of nearly 10 billion, Pendle is only 1 billion, so it has a lot of room to make up for growth. In addition, Pendle also has participation from institutions such as Binance Labs, and I think its prospects are not inferior to Etherfi.
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Because hot money always pulls the faucet first, and when the faucet stops pulling, it will move to small coins, so Shu Qin feels that Pendle really has a chance. In fact, even without this hot spot of staking, Pendle's own currency price is still very motivated to rise, because his capital TVL has skyrocketed from 200 million at the beginning of this year to 3.4 billion US dollars now, which is too scary.
![](https://public.bnbstatic.com/image/pgc/202403/5d5514005f3d7e3cd5201e18dc229ad3.png)
Therefore, regardless of the popularity of the short-term re-staking sector or its own long-term growth, we can draw a conclusion that it is underestimated by the market, and it is underestimated particularly much. After all, retail investors cannot see the on-chain data.
From a short-term perspective, after finishing the game, Shu Qin saw that he was about to break through the previous high of 4.4, so he called everyone in the square to enter and do one more wave. I wonder if everyone has followed? congratulation.
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In the long term, the re-pledge sector has just emerged, and there will still be a long period of growth in the future. After all, isn’t the profit from whitewashing good? Most people who have idle Ethereum will choose to pledge it to earn coins. The demand is strong, and there will be Ethereum ETF speculation in the future. Shu Qin has also said this long ago, so we are sure to get this wave of EtherFi.
Coupled with the recent layout of hot coins such as Ondo and WIF, it can be said that we have stepped on every wave of market trends in advance, and we are very happy~
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Those who want to operate the piano in real time can really come and take a look. We are updating it every day.
Okay, let's continue.
Many babies are asking about the situation of CFX. Now it is purely because it has risen too much in the past and they are making a healthy retracement.
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If there are no surprises in the market, he is expected to go up in a fifth wave, and the time is enough for the Hong Kong Carnival. However, in addition to looking at the market, this last wave also depends on his project side and whether he can release another good news. , I think there is a chance.
![](https://public.bnbstatic.com/image/pgc/202403/f0120c02f926bdb012f24028f0f77489.png)
As we mentioned in the previous videos, if you want to be safe, you can take profits at every high, right? After all, we all entered the market at 0.3, and now we still have a large floating profit of more than 60%, so there is no loss in this wave, it’s just a matter of how much profit you can make.
But no matter what, you have to leave the market by the time of the meeting on April 6, because then the good news will most likely be exhausted and a correction will begin.
In addition, I think Tru is a coin that can be allocated at low prices, because it will definitely be more stable if you buy Ondo, but its total market value is already eighty-nine billion, and by next year it will be only two to three billion. , I estimate that this double increase is not as good as Solana, which has a more stable allocation point.
![](https://public.bnbstatic.com/image/pgc/202403/6feb3212c91823777956e05ef95a268c.png)
But Tru is different. Its market value is really too small, only more than 100 million, and the tokens are basically unlocked, so there is no selling pressure. However, its own functions are much more than Ondo, including staking and lending. function of debt.
![](https://public.bnbstatic.com/image/pgc/202403/7fb66fa8e2f554d2d611bfbb07532a08.png)
Therefore, even if its market value is not as high as Ondo in the future, there should be a great chance that it will rise to 20-30% of Ondo's. That is, Ondo will be 20 billion, and Tru will be 5 to 6 billion, which is about a 30 to 40 times increase. Therefore, as a small coin, Tru has greater risks, but it also has greater potential in the future. Only then do I feel that the risk-return growth ratio is worth a try.
![](https://public.bnbstatic.com/image/pgc/202403/a736bfcdcc57eb6778131730b66d5e17.png)
You see, the AI track is blooming. Each currency of Fet, Ocean and RNDR has a market value of several billion, and all kinds of hot money are checking for leaks and filling vacancies. So why not the RWA track? Not to mention that RNDR has increased from 2 cents to 14U with the help of AI, an increase of more than 40 times.
![](https://public.bnbstatic.com/image/pgc/202403/28feb7238c65d518702356926e1c03b7.png)
So if you really plan to use your small to make a big difference in RWA, I think Tru, which has a market value of only 100 or 200 million, is a good choice. After all, there are opportunities and risks, what do you think?
At present, the RWA track is slowly cooling down, and each currency is correcting. We can allocate points at low prices. Next time when the popularity of RWA comes back, I think related currencies such as Ondo, OM and Tru will take off again. Just like the AI track, it is a cyclical sector. You must endure loneliness, otherwise it will suddenly explode in the future. , it will be too late to enter again at that time, and you can only ambush in advance.
Okay, that’s it for today’s program. Please pay attention to us, let’s gain wealth and freedom together in this bull market!
Bye~