If you are a newcomer, how should you play in the cryptocurrency circle in 24 or 25 years?

At present: attention is scattered, there is no alternative choice, and Meme has become a panacea

The final results of the two recent celebrity effect events on the chain seem to have ended with the majority of participants being harvested

(The debate on the legitimacy of different contracts with the same name is also ridiculous)

From the perspective of attention, the funds in the market may fall into a period of weakness

This is somewhat similar to the question [the harm of long-term short video viewing]. Continuous short-term stimulation will lead to impatience with tasks that require continuous attention

But fortunately, there are many alternatives to focus attention in reality

But a big and pessimistic problem in the industry seems to be that the liquidity funds in the market seem to have no better choice than to put money on MEME

AI? Various infrastructure? Highly valued VC tokens? DeFi?

None of these seem to be a better choice than Meme. The market's trust in these things is very, very low.

Especially when Trump launched $TRUMP on Solana some time ago, it siphoned the liquidity of the entire market and exacerbated the trust crisis.

The problem now is that the industry has no better alternatives.

I saw a joke today, which roughly means: "Fortunately, I came into contact with the cryptocurrency circle early. It's hard to imagine how I would play in the cryptocurrency circle after 24 or 25 years of contact."

By the way, I want to complain about the 4.4 million Meme funding event launched by BNB Chain a few days ago. I don't know if that standard is rigid.

The winner needs to meet three conditions: market value, liquidity, and less than 10% of the top ten wallets.

I can understand the first two, but I can't hold back the last one even though I don't speculate much on Meme.

Now there is a kind of Meme that has really become a means of attracting customers for infrastructure, just like the previous startup teams doing infrastructure to raise funds, a panacea, no matter what you do, it will not go wrong.

BNB This activity launched by Chain is more conducive to new Memes. After all, if there is a plan to launch Dev, there will be a solution. It can indeed gain activity on the chain and push up the data, but...😑

Additional: I looked at several popular targets of BNB Chain, and none of them met the requirements $1000CHEEMS $KOMA $BANANA $TST. There is even no non-Meme track

BTW: The picture and text are not related, but I think the passage in the picture is very appropriate#BNBChainMeme热潮

I really fear those projects that have "supported/invested by xx organization" in their introduction

It seems like the only thing they can showcase is not their existing business, scale, or even vision, but this organization.

Take a look at the on-chain capital movement over the 3 days from the 13th to the 15th

From BNB Chain's broccoli to Solana's presidential coin, although the final "slaughterhouse" phenomenon of broccoli led to a capital return to Solana, the capital flowing from Solana to BNB Chain ultimately exceeds the capital flowing from BNB Chain to Solana

The two incidents that occurred in the short term share three dramatic common points
(1) The root cause is celebrity-related
(2) Both triggered two "off-market battles"
(3) The rights defenders all have 'follow me', while the parties being defended are just short of KIP not following me

Image source: deBridge
BTW: A cross-chain bridge that doesn't do well in charting is not a good infrastructure

UX comes first and then the world, UX has unlimited power
Quick response in multi-chain, other BOTs are on the side
No need for GAS and cross-chain, chasing the hot spots at the forefront

Just now, while the group members were cursing about other BOTs crashing, I said: Fellow countryman! UX is still usable

Tracking hot spots, group members are always one step ahead, but this time there are too many 🥦, the number of people who send plates and rush plates is not half and half, at least 30% and 70%, it is really hard to start...

Objectively speaking, this wave of stress testing, and the early warning publicly issued by CZ, really put pressure on various applications and BOTs

BOT jamming is also expected. I said that UniversalX is still extremely smooth in this wave, which is a bit exaggerated, but it is true that it can be bought and sold normally

People will die if they compare themselves with people, and goods will be thrown away if they compare with goods. UX is awesome

Finally, a message from the group is forwarded: "The brother who just bought more than 40 times was still bought with UX"

-Announcer number: 9527

#BNBChainMeme热潮

It's been a long time since I updated the analysis of Shanzhai. I'll update one before going to bed: $OM

The wind is tight, and the probability of a callback is very high. The current daily K-line cycle meets many conditions for a decline

Be careful if you have multiple positions. This strong control of the market maker's currency may start to make a distribution market

Support conservatively look at the integer of 5

Full warehouse copycats, you can be bullied in the future!

Ahhhhhhhh, what's the difference between this and pulling 💩 in public😭

I haven't opened the exchange for more than a month. I feel uncomfortable every time I open it. Even if I count the U-transfer to the chain in the middle, it is close to being cut in half

Someone complained about the credibility of analysis before, and then Binance Square launched the position income disclosure

Now the account performance is online again, I just want to say: What does it have to do with me, a content creator, that they take orders and analyze the market?

However, this wave, the brothers who photoshopped their income will suffer the same punishment

No, I really have to sort out this account, it's too ugly

Ahhhhhhhhhhhhh

BTW, I don't know where the high-frequency trading came from, I don't think I'm high-frequency either

At the end of last year, there were 7 S-level projects with TGE in the first quarter of this year. Currently:

Berachain: The issuance has been successfully completed, but the secondary performance is not very good, with an FDV of about 3 billion and a circulating market value of 600 million

Story: The launch time has been announced and trading will start soon

PiNetwork: Trading will start on the 20th. A leading exchange has announced its launch, and it is expected that all exchanges will be launched

Its user base is large, and it is not surprising that the exchange announced its launch. It can also drive liquidity growth in the current industry, which is a good thing

Pump Fun: There are rumors of coin issuance in the market. Although it was refuted by the founding team, I don’t think the source of this news is groundless

Babylon/Polymarket/Particle currently have no particularly clear timelines

Stay tuned and follow up

Hasn't everyone noticed that the tokens I stand up and recommend are all within the tens of millions market cap range?

In this range, I have two requirements: there should be no obvious flaws in the fundamentals, and the downside potential should be limited.

In the current market, the possibility of losing is already better than most assets.

"BNB Chain has been silent for too long, it's time to release it!"

The funds in the market are voting in real terms. In Figure 2, CZ quoted the cross-chain fund activity chart of deBridge. I put a clearer one here.

(1) Since the 8th, the amount of funds from other chains to BNB Chain has exceeded 20 million, which is entirely due to the linkage between CZ and $TST .

This is also rare. In the cross-chain fund activity of deBridge, the cross-chain fund inflow of BNB Chain in a single day exceeded Solana, and the cross-chain fund inflow in a few days exceeded Ethereum, Arbitrum and Base.

As one of the official bridges of BNB Chain, deBridge's bridge transaction volume currently ranks second in BNB Chain on the defillama website, so this data is still very authoritative as a reference.

(2) It can also be seen from the difference in inflow and outflow that BNB Although the capital inflow of BNB Chain was affected by the performance of TST after its listing, it was much greater than the capital inflow of 90% in the past six months.

(3) The market also gave feedback today. The rebound performance of some targets on BNB Chain was very impressive, especially the $LISTA I recommended before, which rose by more than 60% in a single day. Let me reiterate that its ecological niche in BNB Chain is very special, that is, it serves as the on-chain liquidity window of $BNB .

(4) In addition, deBridge $DBR also rebounded to a certain extent. I talked about this target with my friends when I went out for dinner yesterday: At the current level of tens of millions of market value, it is still continuing to expand business scenarios = continuing to create profits = being underestimated by the market.

The above

From BSC, it only took a day for the dogs to stop playing:

"Smart people are already in the car, instead of questioning why CZ has changed"
"Anyway, this wave of BNB Chain's popularity is completely rising"
"Leaving some coins on BNB Chain is not a bad idea; it seems like the big players are really coming"

These reversals even happened before BN announced the launch of $1000CHEEMS $TST

This wave of using UniversalX to charge dogs, as long as you want to charge TST, there is a high probability it will go live immediately. Previously, I said as long as you use UX, it's the fast response team on the chain; this time it was well demonstrated. It's not just how fast a single chain can charge, but how fast funds can chase different chain hotspots.

Directly using the remaining SOL on-chain to buy TST, in any case, saves at least 5 minutes compared to withdrawing BNB from the exchange to DEX, manually exchanging SOL, and then cross-chain purchasing.
"Five minutes on-chain, fifty days on the second level"

Additionally, if the Meme on BNB Chain continues to queue up for BN, the next high probability will be $KOMA, which can also be directly purchased using SOL (not a suggestion, just informing you that this can be seamlessly achieved in UX).

Currently, from the market perspective, it has also deviated from a previous downward trend and started to turn upward, still a distance away from the resistance zone of 0.088.

Powerful, no need to say more | Not only UX but also KOMA and BNB Chain

🐻Chain $BERA 's performance is a bit poor, but you need to look at the ecology of 🐻Chain

deBridge is also one of the earliest bridges in the market that supports cross-chain to Bear Chain, and even Hyperliquid's USDC can be transferred over using deBridge

Do you know why I am writing 'chain abstraction' with my left hand and casually calling deBridge with my right hand? It's because in terms of responsiveness and support speed, it is almost the market leader

From Hyperliquid to Abstract to BeraChain, these are relatively popular chains in the market, and they can almost be integrated at the first moment

Back to BeraChain, although its performance has been a bit lacking since launch, its ecosystem is definitely worth participating in, with many airdrop opportunities

Considering the level of abstraction of this chain, there is a high probability of generating some eye-catching stories of wealth before Q3

Its POL consensus is also one of the few innovations in this round of infrastructure

What kind of innovation? How to understand it?

➠ The security of a POS chain relies on staking, which is equivalent to injecting gold into a vault and leaving it untouched
➠ Here in BeraChain, it's like injecting oil, which is also a strategic resource; this oil is completely fluid, the vault still exists, but the oil in the vault continuously provides power to things above the vault

This analogy should be easier to understand; even if Berachain can drop its FDV to around 2.5 billion, it can also be considered for investment

By the way, for quality targets in the range of tens of millions in market value, everyone should pay more attention; this round of market movements has practically become a 'safe haven' for secondary market spot traders

In this wave of holdings in several tens of millions market value ranges, for example, $DBR's decline has been gentle, and then the rebound performance has been quite good

My core thought for holding targets in this range is: fundamentals (narrative) lead, the downside space is limited, and the expectations above are quite high

Currently, this strategy has made this downturn more acceptable for me, and I even think the overall performance will outperform many people (not just DBR).

The Other Side of Infrastructure Trends: Hardware Acceleration

It seems to have started around mid-last year, when the infrastructure in the ZK track began to focus on hardware.

Then we saw non-ZK infrastructure breaking through software limitations to push hardware for improved performance.

This year, Solayer and MegaETH, which have sparked market discussions, are doing just that.

Interestingly, they can be said to represent [hardware acceleration] for Solana and Ethereum, respectively.

In terms of tokens, Solayer was the first to launch, while MegaETH may have been the first in terms of testnet.
The scale difference in community rounds is not significant, and both teams have certain industry experience.

Note: Although both are making efforts in hardware, the details are still very different, and there is no case of one copying the other.