傻爷说币

Polkadot's proposal 1890 is about to go live, tackling two major staking issues!\nNew regulations require validators to stake 10,000 DOT as collateral, while retail investors face zero penalties on their staked principal, and the unlock period has been compressed from 28 days to just 24-48 hours. Coupled with the total supply cap and halving mechanism kicking in March, Polkadot has completed its upgrade and officially transformed into a scarce hard asset.\n\nThe fundamentals have completely flipped, and the market opportunity is clear. With the new regulations rolling out in June and continuous inflow of Wall Street ETF funds, a liquidity premium for DOT is on the horizon. This is an excellent opportunity to accumulate; barring extreme risks, this round of value reassessment could see a 30%-50% surge. Hold tight to your tokens and patiently await the major bull run.

Seven Major Native US Potential Public Chains, Each with Its Own Focus

1. RVN (Ravencoin): Developed by a US team, this is a Bitcoin fork for asset issuance, featuring ASIC-resistant PoW, no pre-mining, and fair mining practices.
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2. Mina: A lightweight L1 public chain native to the US, it has fixed 22KB blocks, ZK recursive proofs, and can run full nodes on mobile devices, focusing on the privacy sector.
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3. Celo: A US mobile payment public chain, offering convenient transfers via phone numbers, paired with a native stablecoin, emphasizing inclusive payments and carbon neutrality.
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4. AVAX (Avalanche): A high-performance US L1 public chain with sub-second confirmations, high TPS, a subnet architecture, designed to adapt to DeFi and enterprise chains.
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5. DOT (Polkadot): A L0 cross-chain infrastructure developed by a core US team, supporting interoperability between heterogeneous chains and offering shared security across the network.
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6. APT (Aptos): Developed by the former Diem team in the US, based on the Move language, featuring high concurrency and security, targeting an immersive Web3 experience.
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7. Ronin: An EVM-specific chain launched by a US gaming team, offering low fees and high speed, deeply focused on the Web3 gaming and NFT space.

BTC, BNB, and RVN reflect Zhao Changpeng's consistent philosophy and value beliefs.

As the only project besides Bitcoin and BNB that he's publicly endorsed, listed for free, and continuously supported, RVN has been in the spotlight since its inception in 2018. Its model of no fundraising, no pre-mining, no team reserves, and purely community-driven distribution aligns perfectly with Zhao Changpeng's genuine pursuit of decentralization. At a time when high listing fees were the norm in the industry, he made an exception for RVN, demonstrating his principles through action.

Even though he later stopped making public statements and only mentioned holding BTC and BNB, he has never disavowed this recognition, and the platform's support has never wavered. For him, BTC is the foundational value of the digital world, BNB is the core pillar of ecological development, and RVN represents his commitment to fairness and dedication to the ideals of decentralization.

BTC is the base, BNB is the foundation, RVN stays true to its roots, and value will ultimately reward those who hold strong.
Zhao Changpeng's lifelong philosophy.

Zhao Changpeng (CZ) has publicly backed and continuously supported core coins, and besides BTC and BNB, RVN (Raven Coin) is the only project he has openly endorsed, listed for free, and consistently supported. Since RVN's inception in 2018, CZ made it clear on Twitter that he supported it, highlighting its characteristics of no ICO, no pre-mining, no team allocations, being purely community-driven, and fairly distributed, aligning with the ethos of decentralization. At that time, the listing fees on Binance were generally between $200,000 and $1 million, but he made an exception for RVN, listing it for free and maintaining trading pairs, which became a key boost for RVN's development. Although CZ later stopped making frequent calls and only acknowledged holding BTC and BNB, he has never denied his recognition of RVN, and Binance continues to provide trading support for it. In his investment logic, BTC is digital gold, BNB is the foundation of the platform, and RVN stands as a benchmark for decentralization and fair distribution, which is also why the Chinese community ranks these three as CZ's 'lifetime favorites.'

XNO, DGB, RVN, and XVG are the four classic wild coins in the crypto scene. They are community-driven without capital backing, with concentrated holdings and a history of long-term downturns. Their market movements are independent of the overall market, showing extreme volatility. XVG is a top-tier meme coin, DGB has strong explosive potential, RVN is more stable with fundamental support, and XNO is deflationary with full circulation, making it likely to experience an independent rally after lying low.

RVN, Mina, Celo, AVAX, DOT, APT, and Ronin are seven major public chains with clear positioning. Among them, RVN, Mina, and Ronin have the most unique fundamentals and high growth certainty.

RVN, with its pure POW decentralization attributes and permissionless asset issuance mechanism, is deeply rooted in the tokenization of physical assets, catering to the massive long-tail RWA demand. Its purely decentralized nature provides extensive ecological landing space, making it the most valuable hardcore public chain in the RWA arena.

Mina, with its incredibly lightweight architecture of only 22KB combined with zero-knowledge proofs, completely solves the cumbersome issues of traditional public chains, making it suitable for mobile and privacy DeFi. It stands as a highly scarce and irreplaceable benchmark for privacy-focused lightweight public chains.

Ronin, as an Ethereum-exclusive L2 deeply focused on chain games, boasts extremely low fees and high throughput advantages, firmly dominating the core tracks of Web3 gaming and the metaverse. Its ecological barriers are exceptionally high, and the benefits in this sector are expected to last long-term.

The remaining chains, Celo, AVAX, DOT, and APT, occupy niches in mobile inclusive finance, institutional RWA, cross-chain infrastructure, and secure DeFi, each with its core advantages. All seven public chains, relying on differentiated hardcore barriers, possess immense growth potential that can withstand cycles and continue to explode.

Public blockchains each have their strengths; only those who hold onto value can navigate the market steadily and far. RVN, Mina, Celo, AVAX, DOT, APT, and Ronin are seven major public blockchains, each holding unique technological barriers and strategically positioning themselves in quality sectors like RWA, privacy, payments, cross-chain, DeFi, and blockchain gaming. They have clear positioning, solid foundations, and ample sector dividends, building long-term advantages through strong fundamentals, showcasing robust growth potential and enduring resilience through bull and bear markets.

SNX is backed by top DeFi protocols with real business support, combining collateral demand, fee dividends, and governance rights, making its value solid and grounded.

The current market is in a state of extreme fear, with most investors bearish on the future, trading volume is low, and retail traders are fleeing. This is exactly the phase where a big trend is brewing. This round focuses on seven promising public chains: RVN, Mina, Celo, AVAX, DOT, APT, and Ronin, all currently in a consolidation phase at low levels.

RVN is a pure computing power asset issuance chain, with low valuation and strong elasticity; Mina has a unique track advantage with its minimalist chain and ZK technology; Celo is deeply involved in real-world payment scenarios, demonstrating solid value. AVAX's subnet architecture adapts to institutional and RWA needs, while DOT serves as a robust foundation for cross-chain infrastructure. APT builds a high-performance ecosystem based on Move technology, and Ronin firmly holds a leading position in the blockchain gaming sector.

All coins generally exhibit the commonality of being trapped with many stuck positions and a sluggish market sentiment, but the technical architecture and fundamental ecosystem have not weakened. Trends often start in despair, so keep an eye on three key reversal signals: Bitcoin stabilizing at critical price levels and breaking out with volume, mid-cap coins showing collective movement, and key targets within sectors breaking through moving averages and surging with volume to gauge when the market rotation begins.

Top 7 Public Chains to Watch

1. RVN (Ravencoin): A dedicated asset issuance chain forked from Bitcoin, ASIC-resistant PoW, super simple asset issuance, no pre-mining, fair mining.

2. Mina: The lightest L1 public chain globally, consistently 22KB in size, ZK recursive proofs, can run full nodes on mobile, focused on privacy and lightweight verification.

3. Celo: Mobile-first Ethereum L2, transfer with just a phone number, native stablecoin, emphasizes inclusive payments and carbon neutrality.

4. AVAX (Avalanche): High-performance multi-chain L1, sub-second confirmations, 4500+ TPS, subnet architecture, a go-to for DeFi and enterprise chains.

5. DOT (Polkadot): Cross-chain interconnectivity L0, relay chain + parachains, shared security, heterogeneous chain interoperability, core infrastructure for Web3 cross-chain solutions.

6. APT (Aptos): High-performance L1 with Move language, ex-Diem team, parallel execution, high TPS, high security, aimed at Web2-level experiences.

7. Ronin: EVM chain dedicated to Web3 gaming (Axie team), low fees and high speed, supports millions of game users, leading in NFT trading volume.

Mina is the lightest top-tier public blockchain globally, utilizing its unique recursive ZK zero-knowledge proof technology to permanently compress the entire blockchain to just 22KB. It completely tackles the industry pain points of traditional public chains being bloated and difficult to sync, allowing you to sync the entire chain node in seconds on your phone. It emphasizes lightweight, high performance, and strong privacy, breaking the blockchain trilemma. With its ultra-minimalistic underlying technology, it disrupts traditional chain architecture and represents a hardcore innovative public chain with significant long-term value in the Web3 privacy scaling space.

Polkadot (DOT): The Cross-Chain Empire Built by the Ethereum Godfather

Polkadot (DOT) was founded by Gavin Wood, co-founder and former CTO of Ethereum, and is hailed as the cross-chain masterpiece of the 'Ethereum Godfather'. It's on a mission to create the 'internet' connecting global blockchains, positioning itself as Ethereum's fiercest competitor.

In 2017, its ICO set an industry benchmark by raising $140 million in just 15 minutes, instantly establishing its status as a top-tier public chain. Its core innovation lies in the heterogeneous sharding + cross-chain relay architecture, with the relay chain at its heart, linking multiple customized parachains to achieve seamless asset and data interoperability across different blockchains, effectively breaking the 'chain island' dilemma. Parachains share the security of the relay chain, eliminating the need for self-built validation nodes and boasting three core advantages: high performance, high security, and customizability.

As the backbone of the network, DOT has a solid value proposition. In March 2026, governance voting established a hard cap of 210 million tokens, ending long-term inflation and shifting towards a narrative of scarcity and deflation, highlighting its investment value. The token has a wide range of core uses: securing the network through staking, decision-making in on-chain governance voting, bidding for parachain slot access, and paying cross-chain transaction fees, making it the value hub of the entire cross-chain ecosystem.

The ecological layout is vast and continually growing, gathering projects from various fields such as DeFi, NFTs, and the Metaverse, with a number of active developers consistently ranking among the top globally. Utilizing OpenGov on-chain governance, token holders can directly participate in network upgrades and resource allocation, ensuring a high degree of decentralization. Additionally, the first spot ETF in the U.S. has been approved for listing, officially opening the door for institutional capital, fueling long-term developmental momentum.

Unlike coins focused on short-term speculation, Polkadot leverages top-tier technology, an elite team, top-notch capital backing, and a deflationary economic model, deeply engaging in cross-chain infrastructure. With the goal of building a Web3 future interconnected by myriad chains, it stands out as a cross-chain leader with both technical depth and long-term value.

Celo (formerly CGLD): The King of Mobile Chains, Directly Facing Libra as a Quality Public Chain

Celo, originally CGLD, has made its mark as a top-tier public chain with its clear focus on mobile-inclusive finance, once seen as Facebook Libra's strongest competitor, with long-term growth potential recognized across the industry.

It's often referred to as the 'mobile Ethereum,' officially launching its mainnet in 2020 and later upgrading to an Ethereum Layer 2 network, significantly boosting compatibility and scalability. The project's biggest advantage is its incredibly user-friendly experience, allowing users to create digital wallets using just their phone numbers, eliminating the need for complex mnemonic phrases and greatly lowering the barriers to blockchain usage. Moreover, transactions are lightning-fast, with block confirmations occurring in just one second and negligible fees, perfectly catering to the everyday transfer needs of the general public, aiming to build a convenient financial bridge for the unbanked population worldwide.

Backed by a strong founding team with members from MIT, Google, and major tech companies, the project has a solid professional foundation. It has also garnered substantial investments from top-tier capital sources like a16z and Coinbase, ensuring robust financial backing for the project's sustainable growth, with a clear and determined path towards decentralized inclusive finance.

The token economic model is designed with long-term vision in mind, with a fixed total supply of one billion tokens that will never be increased, slowly released over a fifty-year period, and the team's and investors' tokens are locked up rigorously, keeping market circulation pressure low and establishing a solid value base. The token can participate in community governance, node staking, and serves as a reserve asset for various stablecoins, showcasing its diverse and practical value.

On the ground, achievements are impressive, leveraging the MiniPay application to accumulate millions of real overseas users, with practical applications in payroll settlements, cross-border exchanges, and everyday consumption across several countries in Africa and Southeast Asia, steadily increasing on-chain transaction volumes. Unlike speculative public chains focused on hype, Celo remains committed to real-world financial integration, patiently cultivating its niche for decades, leveraging its technological, capital, and ecological advantages to become a stable and quality potential asset in the public chain space.

Wild coins are all about human speculation; where greed arises is when retail investors' capital gets wiped out.

RVN, DGB, XVG, and XNO are recognized within the community as the four major wild coins, known for their extreme volatility and fierce price action.

RVN sees hot money flipping control and frequently changing hands, yielding explosive potential as it often doubles in short bursts or gets halved in an instant. The wash trading is aggressive and ruthless, with price movements lacking any pattern, leading to intense battles between bulls and bears. The veteran coin DGB has seen stagnant conditions for years, with a long-term downtrend. However, when the main players step in, it can suddenly surge violently, but those gains are fleeting, often leading to rapid pullbacks that trap traders. XVG relies solely on privacy hype without any real-world value, driven completely by forced capital movements, showing exaggerated price swings. After a short-term violent pump, it often experiences a cliff-like crash, with price action that is highly unpredictable and dangerous. XNO has a highly concentrated chip distribution, making it easy for funds to manipulate, with small amounts of capital capable of causing massive fluctuations; frequent spikes and severe price swings can be observed, leading to intense market turbulence.

These four coins share strong commonalities: chips are heavily concentrated, and main players frequently rotate, with a consistent pattern of violent pumps with no volume and sudden cliff-like sell-offs. Lacking core technology and ecosystem support, they rely solely on capital speculation to create extreme market conditions, making them typical profit-harvesting speculative assets.

All extreme surges and drops in the market are traps set by the whales to harvest desire. Chasing short-lived profits through FOMO and panic selling will ultimately get you devoured by the brutal market; preserving your capital and steering clear of wild speculation is the strongest foundation for investment.

The inflationary tokens of mainstream cryptocurrencies are not intentionally sold off; they are mainly used to incentivize network maintainers. Meanwhile, DOT and APT are adjusting their token hard cap, focusing on creating scarcity, reducing inflationary selling pressure, and attracting institutional capital.

DOGE has an annual inflation of around 5 billion tokens, categorized under the PoW mechanism as automatic mining rewards, with no directed selling. It consistently produces 10,000 tokens per block, with year-round uninterrupted inflation, and all newly issued tokens belong entirely to miners, with no team reserves or pre-mined shares. After miners extract tokens, they often sell them on the market, with retail and large holders picking them up, leading all holders to passively bear the cost of depreciation due to inflation.

SOL and ETH's inflation logic relies on the PoS consensus mechanism. SOL's initial inflation rate is 8%, decreasing annually to 1.5%, with 90% of new tokens distributed to staked validators and 10% allocated to the community treasury. New tokens may either be reinvested in staking or sold on the secondary market, leading non-staking holders to continuously face dilution from inflation. After the merger, ETH's annual inflation rate is only 0.5%-1%, complemented by a fee-burning mechanism, achieving net deflation most of the time, with all newly issued tokens allocated to staking nodes, resulting in minimal selling pressure.

Previously, both DOT and APT operated under an unlimited inflation model, resulting in persistent high selling pressure. DOT had an original inflation rate of 7%-10%, issuing over a hundred million tokens annually; APT had no total supply limit, with staking rewards causing ongoing inflation. Both cryptocurrencies will simultaneously change their rules in March 2026 to set a hard cap of 2.1 billion tokens. This move completely addresses the issues of unlimited inflation, replicating Bitcoin's scarcity narrative, significantly reducing market selling pressure, boosting market holding confidence, and aligning with traditional financial institutions and ETF entry standards, reshaping inflationary tokens into scarce value assets and fundamentally altering the long-term value logic of tokens.

The crypto space has turned into a restless walled city. Small-cap community tokens like RVN, DGB, and XVG really showcase the diverse nature of human behavior. During a market rally, the sentiment hits a fever pitch, and everyone jumps in, convinced that these coins are set to moon with hundredfold gains. Positive news and hype flood in, with FOMO driving the crowd to chase the trend.

These tokens lack solid backing from deep-pocketed investors; their value hinges on community consensus, and any price surge is purely driven by emotional camaraderie. But once the market reverses and the charts start to show weakness, those who were loudly bullish before quickly vanish, and the discussions fade into silence.

In times of euphoria, there's blind dreaming of wealth, and in the lows, a collective silence takes over. The consensus built purely on emotion is fragile at best. Without strong foundational support, the price spikes fueled only by slogans and fantasies are bound to be unsustainable, revealing the chaotic reality of the small-cap speculation market.

The fervent hype is all driven by greed; when the storm passes, people leave, and the hollow consensus ultimately crumbles under pressure.

Mina, DOT, APT, and SOL, the four major public chains, peaked between 2021 and 2023, becoming the top players in the crypto space with astonishing hype and gains.\nDOT was built by the co-founder of Ethereum and became the king of cross-chain in 2021, raising over $500 million, with its crowdfunding price skyrocketing nearly 200 times at its peak. The parachain auctions were fiercely contested, and its market cap remained among the top. SOL focuses on high performance, experiencing two significant surges in 2021 and 2025, with a peak increase of nearly 600 times. Its on-chain ecosystem is booming, earning it the title of the "Ethereum killer." APT, backed by the original Diem team and top-tier capital, was heavily speculated on by Korean investors after its launch in 2023, with gains exceeding 5 times, and fundraising became extremely competitive. Mina, with its lightweight 22KB chain, made waves, with its crowdfunding exceeding 100 times in 2021 and a peak increase of 36 times, leading the ZK privacy narrative. Now that the bull market has receded, the prices of these four coins have significantly retraced, and the former glory is no more, showcasing the brutal shifts in the crypto landscape.

RVN, SNX, and CELO were all breakout coins during the 2019 to 2021 crypto bull market, stirring up market excitement with their unique narratives, but now the market has cooled significantly.

RVN, as a pure PoW mining coin, has no pre-mine or fundraising. It was once publicly favored by Zhao Changpeng and got listed for free on Binance. It became the leading mining coin in 2019, skyrocketing in price by several dozens of times, and hit an all-time high in 2021, garnering immense support from miners and the community.

SNX is at the core of DeFi with its synthetic asset project. During the DeFi boom of 2020, its locked value surged, and after hitting major exchanges, it exploded in price, rising nearly a thousand times from its lows, making it one of the top DeFi coins of that period.

CELO, backed by top-tier capital like a16z, focuses on mobile stable payment public chains. After its launch, it gained extraordinary popularity due to its impressive investor lineup, leading to several-fold increases in market cap.

With the end of the bull market, market liquidity has shrunk, and the narratives of these three sectors are gradually fading. Coupled with new projects siphoning off funds, the prices of these three coins have retraced significantly, with high-level bags being stuck, and the once-bustling scene is no longer in sight.