#山寨币热点 #山寨季何时到来？
2024 copycat layout, the third issue - Astar$ASTR
Counting the hundred-fold coins that appeared in the last round of bn, more than 80% are new coins and second-new coins that were launched during the bear market before the bull market...

Hello everyone, the previous two issues talked about Space and Time, which was not launched, and Bouncebit, which was launched for less than half a year. Whether they are launched or not, they are new projects. Today we will talk about Astar, which has been online for more than two years and is almost fully circulated.
Counting the hundred-fold coins that appeared in the last round of bn, more than 80% are new coins and second-new coins that were launched during the bear market before the bull market. Astar was launched in January 2022, and it can be regarded as a second-new one.
Astar is a Japanese public chain project that I focus on (A long time ago, the name of ASTR was Plasm Network). Why should we focus on a Japanese public chain? The main reason is that Japan is gradually increasing its stake in Web3. With the strong support of the government, it has become one of the most dynamic Web3 markets in the world. This is one of the most important reasons why I am interested in this project. When ASTR was first launched two years ago, it set a very ambitious vision and goal, wanting to become the DAPP center hub of the multi-chain ecosystem and make web3 scalable. At present, the vision is very grand, and comrades must work hard. It can be seen that the Astar team has been moving in this direction in the past two years. Overall, the technical strength is acceptable, and it is not a project that only talks big. The financing institutions are quite luxurious. The earliest round of financing was led by Binance, and the second round of financing was led by Distributed Capital. Then Toyota, Mitsubishi, Mazda, Sony, etc. have directly or indirectly cooperated with Astar. Especially with Sony, they jointly established a subsidiary to develop "Sony Chain" for Sony, etc. From this, we can also see that Japanese companies are vigorously entering the web3 field community: The community scale and activity are medium-to-high water, and the team development and operation activities are relatively frequent, which is not bad. In summary: Astar is a public chain developed and launched by a Japanese team for two years. It belongs to the first-tier public chain project in Japan. The local layout is very full. It has won the cooperation of most of the major companies in the WEB2 to WEB3 field in Japan, and jointly developed the Sony Chain with Sony. The project has rich resources and a deep background. It was relatively active in the previous two small markets and was almost fully circulated. I personally think it is a bit like ADA in the previous round. I am optimistic about #加密市场反弹

#bouncebit $BB How to use BTC effectively is undoubtedly the focus of BTC ecology. Different project parties have submitted different answers in this essay.
Today, let’s talk about an interesting BTC ecological project-#bouncebit
BounceBit is a re-staking base layer in the Bitcoin ecology. In terms of design, it cooperated deeply with Binance to build #CeDeFi components with high returns; in addition, it built BounceBit Chain by itself, built specific use scenarios for re-staking, and integrated a complete system. In layman's terms, it is a re-staking public chain based on the Bitcoin ecosystem and combined with the liquidity of centralized exchanges. In terms of investment institutions, BounceBit raised a seed round of 6M US dollars in February this year, and in March and April this year, OKX Ventures and Binance Labs respectively made strategic investments, but the specific amount was not disclosed. In terms of core concepts, BounceBit's design is completely different from the current Bitcoin L2. It does not design new asset types, nor does it attempt to modify any part of the underlying Bitcoin protocol. On the contrary, it clearly knows that the core of the Bitcoin ecosystem is BTC itself, which has a huge market value and the best decentralized attributes. What BounceBit does is just to leverage BTC itself. This seemingly lazy and tricky approach is actually a way to get to the essence. BounceBit clearly tells users that this is a centralized product, and only uses BTC as an asset on the BounceBit chain. After all, the key is to use BTC in a way that BTC holders can trust, increase its usage scenarios, and the specific means can be flexible. BounceBit's solution is simple and direct, and it creates value around BTC revenue. I personally think this is a good application solution. In summary, BounceBit is the first project of #Megadrop , and has a deeper cooperation with Binance. The BTC ecological track itself is also one of the hot tracks in this round. It uses BTC in a way that BTC holders can trust. The solution is simple and effective, suitable for different scenarios and flexible. This round is optimistic!

The US CPI rose 3.4% year-on-year in April, which was expected to be 3.4% and the previous value was 3.5%; the US CPI rose 0.3% month-on-month in April, which was expected to be 0.4% and the previous value was 0.4%
The US core consumer price rose 3.6% year-on-year in April, in line with expectations; the core consumer price rose 0.3% month-on-month in April, in line with expectations.

US retail sales were flat month-on-month in April, which was expected to be 0.4% and the previous value was 0.7%. #美国4月CPI通胀数据即将公布 #BTC走势分析

$AI The only one on the entire network that combines AI+GameFi+SocialFi and they are all very pure and there is no concept of freeloading! Each of the key points is on the hot track of this bull market, and it is also one of the projects launched by Binance...
There has been no update for almost half a month, mainly because there are no coins worth talking about. The merger of FET AGIX mentioned before may be implemented this month. Today, I will mainly talk about the coin Ai. Let's analyze it rationally and try to expand the angle as much as possible.
#sleeplessai may launch a game in the near future. The official message is that it is doing the final test and the app is ready.
Pros:
1. The team is very mature in making this kind of virtual partner game, or it is transferred from web2. The advantage is that the product is mature, and the disadvantage is whether the web3 gene is sufficient. Moreover, this project is equivalent to speculating in the air before the product is launched. Now it is going online, which is the time for the product to be realized.
2. The first virtual boyfriend HIM (to be honest, I am not interested), the introduction of Ai and social networking are still more compatible with the game (personally, I am more optimistic about the virtual girlfriend HER), the user threshold is low, and it can continue to attract web2 users. There is no competing product in the market for the game type, and the superimposed concept is also easy to cultivate user stickiness. Combined with tokens, the project party said love to earn model, that is, cultivate a partner to enjoy the game while letting him/her make money. I am not sure whether it can be done, but it can still attract attention.
3. The economic model is okay. The investors and project parties lock it for one year (better than most new coins, those things are unlocked in a month and smashed, garbage), and 25% of the tokens are permanently locked and will not circulate.
Dislike points
1. I personally think the team marketing is very poor. I don’t know if it is because the game has not been launched (in fact, the lack of launch can better show the marketing skills)
2. The technical strength related to web3 is unknown. Most of these web2 chain-to-web3 teams have this shortcoming
3. The product delivery capability and quality are unknown, and we need to wait for the game to be launched
In general, each of $AI ’s own efforts have stepped on the hot track of this bull market. It is also one of the projects launched by Binance. I hope to make up for the shortcomings and develop rapidly. We also need a project that can quickly go out of the circle #5月市场关键事件 #AI板块强势进击

#比特币减半 I feel relieved when I see so many people bearish on the square

#ASI $FET $AGIX $OCEAN ASI token merger approved
Prepare to complete token swap in May. Exchange ratio 1FET: 1ASI 1AGIX: 0.433AGI 1OCEAN: 0.433AGI
Fetch.ai said in its official blog that the ASI token merger of the Super Artificial Intelligence Alliance (ASI) has been approved and is scheduled to start in May. After voting by the communities that make up the alliance (Fetch.ai and SingularityNET), the merger will put the ASI token among the top 20 cryptocurrencies by market capitalization. The total value of the merger is expected to be US$7.5 billion and is scheduled to be completed in May, merging FET, AGIX and OCEAN into ASI

#GameFi is undoubtedly a hot sector in this bull market. When will it be launched? #热门话题
In recent months, game projects such as $PIXEL $ACE have been launched one after another, including some game platforms and $AI , a game + AI concept project. The current performance is mediocre. In fact, from the roadmap of these projects, basically the products/games can only be launched at the end of the second quarter or the third quarter. As a game project, the game cannot be played, so it is difficult for the coin price to have a good performance (I personally think that these coins are launched a little ahead of time, which may be related to An An's layout)
When will it be launched? According to the bull market stage, it usually starts in the middle or late stage of this bull market. Combined with the launch date of these games, it is basically from the end of the second quarter to the third quarter. The time difference between the two is not too much. If this wave is still a two-headed bull, then the biggest opportunity for Game is in the second wave.

Several Game progresses are:

#ACEArena A beta version was recently released, and the game video released looks playable (including four game modes, battle royale, dungeon, 3v3 tower pushing, etc.)

#pixels There is an upgrade recently (the original words are the largest upgrade/expansion ever), which is also an opportunity to attract a large amount of traffic

#PortalLaunchpool​ Launch a game

In summary, the Game sector has not yet started, it is recommended to pay more attention and ambush, don't layout like the AI ​​sector when it is hyped up.

Continue #ASI FET OCEAN AGIX is about to merge into ASI. Which coin should be ambushed?
First look at the previously announced exchange ratio:
"The total supply of ASI is 2.63 billion, Fetch.ai tokens $FET will become ASI, SingularityNET tokens $AGIX and Ocean Protocol tokens $OCEAN will migrate to ASI at conversion rates of 0.43335:1 and 0.433226:1 respectively."
Note this ratio, the conversion ratio of AGIX and OCEAN is almost the same, the current price AGIX1.14\OCEAN1.19, there is a nearly 4% spread, that is to say, if you ambush now, AGIX is obviously more cost-effective! (The above exchange rate is the initial announced rate, according to the current actual market analysis), OK, if there is any new trend, please chat again #大盘走势 #热门话题

#ASI continue $FET $AGIX $OCEAN Based on the current situation, when will the hype start?
The second phase is in progress. The vote passed and the second phase of ASI was launched. There are still seven days for all the votes to end, and the result will not change.
The merger proposal will be officially passed on the 16th. Considering the market recovery in recent days, it is very likely to start early next Monday (or even earlier). It is estimated that this merger of ASI will become the biggest move in the blockchain field, especially in the blockchain AI field. The merger will bring a lot of topics and heat. With the market recovery (most likely AI sector will lead), there should be a good wave of returns.
In addition, a reminder, after ASI pulls up, but if there is no position, it is not recommended to chase high later. Our strategy is to either enter the market before the real hype or not enter the market! After all, it has been hyped twice, and with this wave, the market value will be inflated. It is better to buy other #Ai赛道 tokens, #Fet #AGIX #OCEAN than to chase high prices. Which one should I choose from these three? Let’s talk about it in the next article

#热门推荐 Let me talk about $ALT . AltLayer is an open decentralized protocol designed for rollups (mainly used for staking and token cross-chain bridges). In layman's terms, ALT provides several optimizations for L2. This competition is very new. Currently, ALT can be regarded as the leader. Recently, many new chains are also using ALT technology to optimize themselves, such as $CYBER \$XTER and other popular projects. I glanced at Twitter. The whole month of March was a collaboration with major projects-Sei, Inj, Polygon, Op, Tia, Ether, Gm, etc. Unlocking situation, investors locked for half a year, which can only be said to be average, okay, more conscientious than some projects that started linear unlocking after going online. #ALT #新币

#空投确认 $CYBER Update on several new actions of CYBER
1. Confirm the ID to give CYBER pledgers airdrops (picture below)
2. EARLY (recent TGE) confirmed the airdrops to CYBER pledgers of 1,666,666 (picture below)
3. The application for CYBER ecological funding ends on the 11th, and preparations for the on-chain ecology have begun
In this recent pullback, CYBER performed well, and even outperformed more than 90% of the altcoins on the market. The original heat of the pledge activity has temporarily passed, but the announcement of consecutive airdrops in recent days has made staking CYBER a small gold shovel (the last airdrop of ZK, four days, annual profit of about 3%). Now there are two more, which is more frequent than I expected. The resources of the project party are indeed good!
I think the pledge activity needs to be adjusted and optimized. According to the original rules, the longer the pledge time, the more proportion you get. The pledge of cooperative projects can be short-term, refer to the $BNB method. This will not have too much impact on long-term pledgers, but also mobilize the enthusiasm of new pledgers and amplify the effect of the activity. Do you want @CyberConnect here~
Finally, compared with the new coins that have been launched ten or dozens of times in the past few months, the current price of CYBER private placement 3u is not inflated, and even has a very solid feeling... The track is also very good, and the story can be told in a big way.
Off topic, this account will share some projects that I have carefully understood and tracked, not forcefully, objectively analyze, there are many bull market projects, everyone can judge, and come to the comment area to complain! #关注不迷路 #干货

$FET $AGIX $OCEAN One of the biggest opportunities after this wave of callbacks
Let's talk about the project's tried-and-tested marketing methods
1. Change the name of the token
2. By changing the total proportion of tokens, it can be enlarged or reduced
3. Merge the tokens of two projects into a new coin
Any of the above methods may be hyped
These three AI coins are currently voting in the community on the proposal to merge the three projects into ASI. As of the end of the 16th, almost 100% of them agree to merge. The relevant progress issued by the three projects is actually just a formality. After a wave of voting, the merger into ASI is a foregone conclusion, which presents a huge opportunity
Any of the above methods may be hyped. Now these three guys are equivalent to taking all three methods. Don't you think it will be hyped?
Finally, pay attention to this wave of decline and these three coins #大盘走势 #ASI #Fet #AGIX #OCEAN

Regarding the latest progress of #ACE #ACEArena #peace , let me start with myself. In the ACE staking activity I participated in a few days ago, from the time of staking to the withdrawal, the currency price lost nearly 20% in 6 days. Because I was not optimistic about the market, I sold out all of it after withdrawing it. Lose
A total of 1.18 PeACE were exchanged. I just checked the price. The ratio is 1:147ACE (picture). According to the price of 11u pledge, this is not a loss, and you can even make a small profit. You can get a 404ArenaNFT (picture)
We don’t know the progress of the game yet, so it shouldn’t take too long. The project team just released a video of the game. I feel that the playability is pretty good. At least I have the urge to play when I see the game screen (picture below). No. Like many chain games, I have no interest in playing them after watching them. If there is any news about the game, I will send it out as soon as possible. Interested friends can follow it or go to Twitter to watch the game video. I think it is very playable.
Finally, let’s talk about ACE’s staking activities. Judging from the currency price, the performance is very rubbish. 4 million has been locked up, accounting for 25% of the circulation, but it has been falling (a few days ago, the market was brought down, so we won’t complain). It was originally very good. It was a good activity, but it turned out to be a slap in the face, with bad reviews. However, ACE is essentially a game currency. If its own ecological game is launched and becomes popular, the price of the currency will naturally rise. The current garbage is 3/5 compared to last year. You can actually understand the performance of #id and #sui after they went online. Anyway, just lie in wait. When this wave falls, I will pick it up.

One question, do you think the big pullback will be before or after the halving? Or will there be no pullback and a new high directly? #减半周期 #回调 #热门话题

#ACE The ACE staking event has returned coins. This wave of staking started on the 26th. The cost is close to 11u each, and the current price is 9.3u. Then the peACE exchange ratio was originally 1ACE to 0.01peACE. As a result, the deduction was completed today. It seems that the event is based on the previous price. The coins deducted are equivalent to exchanging 1 ACE for less than 0.09 peACE. It’s too much fun! It’s really cool. This activity resulted in a direct loss of more than 25%! If this is the level, it’s better not to do any activities.
Let’s wait for this game. I’ll write another article when the game comes out. Let’s see how the quality of the game is and whether it can slap you in the face.

Let’s talk about #PIXEL from the perspective of user data.
User indicators: monthly active users exceed 1.5 million, which is equivalent to 30,000 daily active users. Currently, the activity level among all chain games on the market is among the top.
User engagement: Since September last year, transaction volume, game frequency, and user retention have increased significantly.
The founder of Aeix said that Pixels feel like the early days of Aeix. Next month, the game will have the biggest upgrade since its launch. This upgrade may be the largest increase in the game's growth, and is likely to drive an exponential growth in Pixels. ! So the question is, if there is a significant increase in users, what effect will it have on boosting currency prices? Let’s wait and see#BinancePIXEL $PixelPixels

##ACE2.0升级 Continue to talk about ACE, focusing on the staking activity that started yesterday
1. Starting at 3pm yesterday, as of now, the number of ACE pledges is 3.2 million, and the number of participating addresses is 8,259 – it only took one day.
2. The staking rule is to pledge ACE for three days to exchange for the amount of PeACE obtained per hour (exchange ratio 1ACE=0.01PeACE)
3. In the end, 9800 PeACE can be exchanged. Each PeACE is bound to an ACE Avater (ERC404, let’s not talk about this much), which is equivalent to the activity consuming 980,000 ACEs. This is very impressive. Zhao Bin’s current circulating quantity is 5 %about
4. Avater game. From the trailer released before, this game seems to have certain playability. We will wait until the game is playable and experienced.
To sum it up, ACE is the in-game currency. Although ACE has been criticized by users since its launch, judging from the participation in this event, it performed very well! The number of participants may eventually exceed 10,000, and the fundamentals are strong. It can also be seen that the community is very enthusiastic about game releases and staking activities. From a game perspective, this release can be regarded as an appetizer before the meal. ACE looks very promising as the core economic asset of the entire ecology (Endurance & Fusionists) #ACE🔥🔥 #GameFi #活动进行中

Let’s talk about Xter, the Web3 game platform, a must-see project on the gaming circuit during this bull market. Let’s highlight the key points:
1. Financing 5,500W, of which USD 4,000 will be raised in mid-2022 (during the deep bear period), and BN will invest 1,500W in July 2023 (the capital is very optimistic)
2. As a Web3 game portal, functional development is approaching completeness. Currently, in addition to supporting Web3 games, it also supports its NFT market and has its own Launchpad, which completes cold start, activity warm-up, and functional experience for many projects. Not bad (compared to #protal l, not to mention other things, it is obviously very solid and has no bells and whistles)
3. It has strong technical strength, and several self-developed games are ready to be launched one after another, including Overworld, Age of Dino, Palio, etc., covering multiple fields such as game development, operation, distribution, investment, and technology.
Here comes the focus, recently. In the past two days, it has started to warm up. The entire Xter ecosystem will hold an Odyssey-like event in early April. If you dig more on the 1st, you can get the above games and Xter points (it will be listed after the event). This may be a Da Mao, brothers who are interested in Web3 games can do a task. A link will be attached below. See for yourself#xter #热门游戏 #热门话题

Let’s talk about the AI ​​Token. Background – Cook visited the paper-folding game during his trip to Shanghai and praised the two series of paper-folding games “Love and Love” and “Nuan Nuan”. To be honest, I have no interest in these games. But after seeing this news, I still curiously checked it out. The result was that these games made by Paper Folding Game are very popular in this track and are developing very well. They have their own game market. So can sleepessai, a Web2 chain modification made by the same core team of the Paper Folding Game, be able to capture this wave of web3 traffic?
Sleepessai is currently in beta version of the game. I tested it and found it to be average. Maybe there are still many economic models that have not been added (this project is obviously still under construction, I don’t know why it is so eager to go online)
I couldn’t find the exact figure for a financing in December last year. The previous financing amount was 3.6 million, and Twitter sent out a weekly report every week. In fact, there is nothing to say. After all, the real thing is not posted. What I want to focus on is the virtual companion + AI. The concept has a lot of room for speculation, and the threshold for launching the game will be very low. If the AI ​​experience is good, the number of users may increase significantly. Add L2P incentives/gameplay, and some players of this type of game will be tempted to spend money. It is very Maybe if you get FOMO, it has the potential to become a popular Web3 game. It is recommended to observe more or ambush #热门话题 #sleeplessai