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Ralph Yang
@Ralph_Yang
分析鏈上數據、總體經驗、相關項目基本面分析🧐
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Those who saw it last time are in luck
The next hot topic will still be AI, $RENDER
$WLD
$FET
The next hot topic will still be AI, $RENDER
$WLD
$FET
AI narrative is coming
Those who have experienced the last wave of Mavericks should know that now it is basically meme->RWA->AI
Switch to RWA in the past few days, and then it should be AI
Preemptively lay out several top projects
$RENDER
$WLD
$FET
Those who have experienced the last wave of Mavericks should know that now it is basically meme->RWA->AI
Switch to RWA in the past few days, and then it should be AI
Preemptively lay out several top projects
$RENDER
$WLD
$FET
See original
9/19 Terraform Labs bankruptcy reorganization hearing
The logic is the same as FTT $LUNA $LUNC $USTC
The logic is the same as FTT $LUNA $LUNC $USTC
$LUNA $LUNC $USTC - triple great opportunity
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
See original
Mid-Autumn Festival Tokens Last Chance to Get on Board
$LUNA
$LUNC
$USTC
$LUNA
$LUNC
$USTC
$LUNA $LUNC $USTC - triple great opportunity
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
See original
$LUNA has started
Special attention to $LUNC
$USTC
Special attention to $LUNC
$USTC
$LUNA $LUNC $USTC - triple great opportunity
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
See original
Three Mid-Autumn Festival Brothers $LUNA $LUNC $USTC
Ambush ready to watch the moon
Ambush ready to watch the moon
$LUNA $LUNC $USTC - triple great opportunity
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
See original
$LUNA $LUNC $USTC - triple great opportunity
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
September 19:
Terraform Labs bankruptcy reorganization hearing
In addition to the Mid-Autumn Festival at the end of the month, the Mid-Autumn Festival market is ready to come
There has been good growth in the past two years, and now we can start to ambush
#中秋节
See original
<Wintermute is continuing to sell off large amounts of $ETH >
According to data provided by Arkham, the well-known market maker Wintermute seems to be selling a large amount of ETH.
The picture below only captures part of the records for reference:
Usually if the project party wants to accumulate tokens, it will transfer the tokens from the exchange to the wallet on the chain, and if it wants to sell the tokens, it will transfer the tokens to the centralized exchange.
(Because the liquidity of centralized exchanges is usually better)
In addition, the address 0x13D5CfC9758060C2977406c3532200D095f91F9F, which seems to belong to Wintermute, also unlocked a large amount of stETH from Lido on 8/28, exchanged it for ETH, and deposited part of the $ETH into the centralized exchange (about 15M).
There are currently about 35.6M ETH in this address.
It can be found that he deposited it into various exchanges, and the Ethereum Foundation also sold $ETH a few days ago, so I guess Wintermute is likely to reduce its holdings of $ETH .
Now is a good time to go short
According to data provided by Arkham, the well-known market maker Wintermute seems to be selling a large amount of ETH.
The picture below only captures part of the records for reference:
Usually if the project party wants to accumulate tokens, it will transfer the tokens from the exchange to the wallet on the chain, and if it wants to sell the tokens, it will transfer the tokens to the centralized exchange.
(Because the liquidity of centralized exchanges is usually better)
In addition, the address 0x13D5CfC9758060C2977406c3532200D095f91F9F, which seems to belong to Wintermute, also unlocked a large amount of stETH from Lido on 8/28, exchanged it for ETH, and deposited part of the $ETH into the centralized exchange (about 15M).
There are currently about 35.6M ETH in this address.
It can be found that he deposited it into various exchanges, and the Ethereum Foundation also sold $ETH a few days ago, so I guess Wintermute is likely to reduce its holdings of $ETH .
Now is a good time to go short
See original
I mentioned before that the total amount of $SLF increased, but I saw that many friends did not notice it.
Welcome to follow my Binance Square. I will mainly let you avoid some minefields.
$SLF
Welcome to follow my Binance Square. I will mainly let you avoid some minefields.
$SLF
<$FRONT 將置換成$SLF，巨鯨似乎趁機拋售>
$FRONT項目方Frontier Wallet，在6/16宣布將進行品牌重塑，變更為Self Chain。並在8/19宣布，將在8/27開放，$FRONT 1:1置換新代幣 $SELF。
消息宣布時引起了一波小幅上漲，但鏈上某個巨鯨在此時將約價值250萬美元的 $FRONT轉入交易所，這些代幣是他在這幾個月陸續累積的。通常項目方要累積代幣會從交易所提到鏈上的錢包中，要拋售代幣則再將代幣轉到中心化交易所。
(因為通常中心化交易所的流動性會比較好)
雖然他有可能因為置換方便而存入交易所，但我覺得他有可能是要止損。我認為的理由有兩個：
1. 這算是利好，一般來說，buy in the rumor，sell in the news，利好出盡下跌機率高，他很可能在這幾天尋找好的時間拋售。
2. 雖然是1:1拋售，但是總流通量從100萬變成360萬，等於市值被稀釋，因此長期來說其實是利空。
因此，我覺得假如這幾天有底部建倉的機會，可以考慮參與一下，但不建議長拿，該止損就要止損。
$FRONT項目方Frontier Wallet，在6/16宣布將進行品牌重塑，變更為Self Chain。並在8/19宣布，將在8/27開放，$FRONT 1:1置換新代幣 $SELF。
消息宣布時引起了一波小幅上漲，但鏈上某個巨鯨在此時將約價值250萬美元的 $FRONT轉入交易所，這些代幣是他在這幾個月陸續累積的。通常項目方要累積代幣會從交易所提到鏈上的錢包中，要拋售代幣則再將代幣轉到中心化交易所。
(因為通常中心化交易所的流動性會比較好)
雖然他有可能因為置換方便而存入交易所，但我覺得他有可能是要止損。我認為的理由有兩個：
1. 這算是利好，一般來說，buy in the rumor，sell in the news，利好出盡下跌機率高，他很可能在這幾天尋找好的時間拋售。
2. 雖然是1:1拋售，但是總流通量從100萬變成360萬，等於市值被稀釋，因此長期來說其實是利空。
因此，我覺得假如這幾天有底部建倉的機會，可以考慮參與一下，但不建議長拿，該止損就要止損。
See original
#Polygon_Foundation deposited a total of 25 million $MATIC (~$10.43 million) to#Binancein 24 hours.
$MATIC
$MATIC
Translate
<$FRONT 將置換成$SLF，巨鯨似乎趁機拋售>
$FRONT項目方Frontier Wallet，在6/16宣布將進行品牌重塑，變更為Self Chain。並在8/19宣布，將在8/27開放，$FRONT 1:1置換新代幣 $SELF。
消息宣布時引起了一波小幅上漲，但鏈上某個巨鯨在此時將約價值250萬美元的 $FRONT轉入交易所，這些代幣是他在這幾個月陸續累積的。通常項目方要累積代幣會從交易所提到鏈上的錢包中，要拋售代幣則再將代幣轉到中心化交易所。
(因為通常中心化交易所的流動性會比較好)
雖然他有可能因為置換方便而存入交易所，但我覺得他有可能是要止損。我認為的理由有兩個：
1. 這算是利好，一般來說，buy in the rumor，sell in the news，利好出盡下跌機率高，他很可能在這幾天尋找好的時間拋售。
2. 雖然是1:1拋售，但是總流通量從100萬變成360萬，等於市值被稀釋，因此長期來說其實是利空。
因此，我覺得假如這幾天有底部建倉的機會，可以考慮參與一下，但不建議長拿，該止損就要止損。
$FRONT項目方Frontier Wallet，在6/16宣布將進行品牌重塑，變更為Self Chain。並在8/19宣布，將在8/27開放，$FRONT 1:1置換新代幣 $SELF。
消息宣布時引起了一波小幅上漲，但鏈上某個巨鯨在此時將約價值250萬美元的 $FRONT轉入交易所，這些代幣是他在這幾個月陸續累積的。通常項目方要累積代幣會從交易所提到鏈上的錢包中，要拋售代幣則再將代幣轉到中心化交易所。
(因為通常中心化交易所的流動性會比較好)
雖然他有可能因為置換方便而存入交易所，但我覺得他有可能是要止損。我認為的理由有兩個：
1. 這算是利好，一般來說，buy in the rumor，sell in the news，利好出盡下跌機率高，他很可能在這幾天尋找好的時間拋售。
2. 雖然是1:1拋售，但是總流通量從100萬變成360萬，等於市值被稀釋，因此長期來說其實是利空。
因此，我覺得假如這幾天有底部建倉的機會，可以考慮參與一下，但不建議長拿，該止損就要止損。
See original
<span Fund is repurchasing a large amount of $1inch>
The 1inch fund bought a large amount of $1inch on 8/20.
And through their token holding history, we can see that around the end of May, their token holdings increased significantly, and they have continued to accumulate 1inch tokens in the past few months.
Then according to their asset list, we can find that the $1inch token is only their fourth largest asset, and the first two are stablecoins. Moreover, 1inch has not released any particularly good or bad news recently. Perhaps we can simply guess that there may be some good news in the future.
#鏈上數據 #1INCH
The 1inch fund bought a large amount of $1inch on 8/20.
And through their token holding history, we can see that around the end of May, their token holdings increased significantly, and they have continued to accumulate 1inch tokens in the past few months.
Then according to their asset list, we can find that the $1inch token is only their fourth largest asset, and the first two are stablecoins. Moreover, 1inch has not released any particularly good or bad news recently. Perhaps we can simply guess that there may be some good news in the future.
#鏈上數據 #1INCH
See original
<$DOGS will be listed on multiple exchanges soon, $TON and $NOT may also have some opportunities>
Telegram's recently popular DOGS will be listed on multiple exchanges at 12:00PM (UTC) on 8/20.
#幣安 has not said whether it will be on the list.
DOGS is a project that calculates how long Telegram users have been registered to reward points. Currently, there are 41 million accounts in use, which is a very large number of users. And in the future, many similar projects were launched on Telegram.
As can be seen from the picture below, at around 6 p.m. on August 14, after the news was announced, both $TON and $NOT surged upward.
Then, after a few hours of emotional digestion, the currency price of $TON still maintained well, but $NOT has almost returned to its starting point.
DOGS is a project that calculates how long Telegram users have been registered to reward points. There are currently 41 million accounts in use, which is a very large number of users. And in the future, many similar projects were launched on Telegram.
As can be seen from the chart below, at around 6 p.m. on August 14, after the news was announced, both $TON and $NOT surged upward.
Then, after a few hours of emotional digestion, the currency price of $TON still maintained well, but $NOT has almost returned to its starting point.
However, many people may not know that $DOGS actually gives special airdrops to users who pledge $NOT, so they are actually very closely related.
Then there are still a few days until $DOGS is officially launched, and their details have not been announced yet. I think there are still some short-term opportunities to ambush, and then sell when the official good news arrives. Buys in the rumor, Sells in the News.
From the perspective of the project side, it is unlikely that all the good news will be released in one wave.
#梭哈 #Dogs #DOGSCommunity
Telegram's recently popular DOGS will be listed on multiple exchanges at 12:00PM (UTC) on 8/20.
#幣安 has not said whether it will be on the list.
DOGS is a project that calculates how long Telegram users have been registered to reward points. Currently, there are 41 million accounts in use, which is a very large number of users. And in the future, many similar projects were launched on Telegram.
As can be seen from the picture below, at around 6 p.m. on August 14, after the news was announced, both $TON and $NOT surged upward.
Then, after a few hours of emotional digestion, the currency price of $TON still maintained well, but $NOT has almost returned to its starting point.
DOGS is a project that calculates how long Telegram users have been registered to reward points. There are currently 41 million accounts in use, which is a very large number of users. And in the future, many similar projects were launched on Telegram.
As can be seen from the chart below, at around 6 p.m. on August 14, after the news was announced, both $TON and $NOT surged upward.
Then, after a few hours of emotional digestion, the currency price of $TON still maintained well, but $NOT has almost returned to its starting point.
However, many people may not know that $DOGS actually gives special airdrops to users who pledge $NOT, so they are actually very closely related.
Then there are still a few days until $DOGS is officially launched, and their details have not been announced yet. I think there are still some short-term opportunities to ambush, and then sell when the official good news arrives. Buys in the rumor, Sells in the News.
From the perspective of the project side, it is unlikely that all the good news will be released in one wave.
#梭哈 #Dogs #DOGSCommunity
See original
Solana/Ton/Aptos/Avalanche perform strongly on the chain
In the context of the global economic collapse caused by the Japanese yen interest rate hike on 08/05, the prices and TVL of almost all cryptocurrencies have experienced an avalanche decline.
However, in 08/06, almost all rebounded immediately. Although the subsequent overall economic development is still unclear, we can find several particularly strong blockchain ecosystems from the data on the chain.
Here is the data from DefiLlama:
From the one-month TVL change and the one-day TVL change, we can find that within a month, the only TVLs that have grown are Solana, Avalanche, Scroll (but it has not issued coins yet, so we will not discuss it), and Aptos.
However, in 08/06, almost all rebounded immediately. Although the subsequent overall economic development is still unclear, we can find several particularly strong blockchain ecosystems from the data on the chain.
Here is the data from DefiLlama:
From the one-month TVL change and the one-day TVL change, we can find that within a month, the only TVLs that have grown are Solana, Avalanche, Scroll (but it has not issued coins yet, so we will not discuss it), and Aptos.
See original
Coinlist appears to be dumping $ONDO
An address belonging to Coinlist is depositing large amounts of $ONDO to the centralized exchange. On 08/01, nearly $5.2 million in $ONDO was deposited.
In addition, according to Scopechat data, a large amount of $ONDO was transferred to centralized exchanges from 08/01 to 08/06.
Usually if the project party wants to accumulate tokens, it will transfer the tokens from the exchange to the wallet on the chain, and if it wants to sell the tokens, it will transfer the tokens to the centralized exchange.
(Because the liquidity of centralized exchanges is usually better)
Coupled with the recent overall weakening trend in the overall economy, it is very likely that it is all selling.
However, $ONDO is the leader in the RWA sector, and its fundamentals are very strong. Perhaps we can observe whether there are addresses that start to accumulate tokens on the chain after the market stabilizes.
Or gradually accumulate in the form of regular quotas, which is also a relatively conservative approach.
(Actually, from the picture above, you can find that on 08/05, someone had already started to accumulate a small amount of $ONDO)
#RWA赛道 #美联储何时降息？ #日本加息
An address belonging to Coinlist is depositing large amounts of $ONDO to the centralized exchange. On 08/01, nearly $5.2 million in $ONDO was deposited.
In addition, according to Scopechat data, a large amount of $ONDO was transferred to centralized exchanges from 08/01 to 08/06.
Usually if the project party wants to accumulate tokens, it will transfer the tokens from the exchange to the wallet on the chain, and if it wants to sell the tokens, it will transfer the tokens to the centralized exchange.
(Because the liquidity of centralized exchanges is usually better)
Coupled with the recent overall weakening trend in the overall economy, it is very likely that it is all selling.
However, $ONDO is the leader in the RWA sector, and its fundamentals are very strong. Perhaps we can observe whether there are addresses that start to accumulate tokens on the chain after the market stabilizes.
Or gradually accumulate in the form of regular quotas, which is also a relatively conservative approach.
(Actually, from the picture above, you can find that on 08/05, someone had already started to accumulate a small amount of $ONDO)
#RWA赛道 #美联储何时降息？ #日本加息
See original
FLOW's fundamental analysis and news collection
Continuing the previous article, this article will introduce to you the FLOW public chain and recent related news.
FLOW is a public chain founded by Dapper Labs, whose predecessor launched the popular blockchain game CryptoKitties in 2017. It can be seen that the main members of FLOW are all web3 OG level.
In addition, according to RootData’s data, it can be found that many of FLOW’s investors are very famous VCs in Web3, including: A16z, Animoca Brands, Multcoin Capital, etc.
And the most important thing is that all the tokens of these VCs have been unlocked, so if they really want to cash out in the short term, they must first raise the token price. This may also be an opportunity for us to ambush.
FLOW is a public chain founded by Dapper Labs, whose predecessor launched the popular blockchain game CryptoKitties in 2017. It can be seen that the main members of FLOW are all web3 OG level.
In addition, according to RootData’s data, it can be found that many of FLOW’s investors are very famous VCs in Web3, including: A16z, Animoca Brands, Multcoin Capital, etc.
And the most important thing is that all the tokens of these VCs have been unlocked, so if they really want to cash out in the short term, they must first raise the token price. This may also be an opportunity for us to ambush.
See original
Is $FLOW undervalued?
If you have been in the industry for a long time, you should have heard of FLOW, an L1 public chain. During the last wave of the bull market, NBA Top Shot began to attract everyone's attention, and then it became popular due to the NFT and GameFI craze.
However, due to the NFT and GameFI craze, the currency price of $FLOW has continued to fall, and now it is only about 20% of its high point.
However, according to data from DefiLlama, the TVL of $FLOW has recently reached a new high in the past two years, but the market value has not yet responded. I think this may be a potential opportunity.
Refer to the figure below. The green line is market capitalization and the blue line is TVL.
However, due to the NFT and GameFI craze, the currency price of $FLOW has continued to fall, and now it is only about 20% of its high point.
However, according to data from DefiLlama, the TVL of $FLOW has recently reached a new high in the past two years, but the market value has not yet responded. I think this may be a potential opportunity.
Refer to the figure below. The green line is market capitalization and the blue line is TVL.
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