The last 3 Launchpools belong to HST TON, which is making the system benefit strongly

This creates a good effect + precedent for both crypto & non-crypto users to continue to look for potential Gems on the system

It also helps the system TVL recover after the recent sharp decline

With TOL, TON system projects benefit from a large source of Incentives => Actively develop and promote Mass Adoption

Besides $DOGS, $NOTS, $TON (and possibly $CATI and $HMSTR), there is no project with a Marketcap exceeding $40M

If looking at HST Solana and Base, the opportunity for TON Ecosystem is still very large

#Insight #NFA

Prediction Market: A "red and black" trend but safer

Prediction Market reflects the true psychology of investors with the results of a future event such as elections, ETFs, etc.

Prediction Market on Tradfi is over 10 billion USD in scale compared to TVL $150M on crypto => Growth potential

The 2 names dominating the market are Polymarket and Drift (invested by big names such as Polychain, Vitalik, DragonFly)

Volume is constantly increasing and maintained steadily => the trend of investors liking to bet & the project provides real needs for users

This is a young investment model in the crypto market + has the "luck" factor like memecoin but is somewhat safer (no rugpull risk, can trade your predictions) + Token has not been released yet

=> Potential for Airdrop and meets the "betting" needs but is still less adventurous than playing meme #Insight  #NFA

Why is it said that this season's meta can revolve around projects that bring real value?

Many projects are only following outstanding Narrative, Point farming mechanism, Airdrop => Attracting users in the short term

After the Point earning or Airdrop program ends, we witness a wave of "running away" from the platform (Users, TVL, volume, ...). For example: ZKsync

This is even more evident in bear markets, corrections and sideways markets

To achieve sustainable growth, projects must focus on providing real value in 3 forms:

- Real-world demand (Trading Bot, Betting, AI, Game, ..). For example: Banana Gun, Render, Ton
- Bringing sustainable profits (Staking, LP, ...). For example: Ondo, Aave, Pendle
- Incentive forms (Grants, Bug Bounty, Validator). Example: Ton

Usually, top Narrative projects will tend to attract users first thanks to their reputation and real value => Attract revenue, volume => Stay in the market in the long term

=> Even when the market dumps the token price down, there is still a higher recovery rate

#Insight #NFA