比特欧 Elvin

Grayscale made another move yesterday. They have released 2 reports this year:
1) Promising altcoins in the first quarter of 2025
2) List of assets to be considered for altcoins

Today, let’s focus on the second report. The so-called list to be considered means that Grayscale is currently looking for some high-quality altcoins to include in their asset list. If so, these included altcoins are likely to usher in a huge wave of capital inflows in the future.

I took a quick look at this list, which contains many low-market-cap tokens. The lowest market value is the AI ​​infrastructure project @flock_io, which has a market value of only 30 million (flock is also one of Binance Alpha). A total of 39 projects were announced in the report, of which 5 projects were unissued projects, namely:
• @hyperbolic_labs (AI cloud service)
• @PrimeIntellect (AI protocol)
• @SentientAGI (AI development platform)
• @SpaceandTimeDB (decentralized data platform)
• @StoryProtocol (on-chain IP)

12 of the 39 forms are related to AI, accounting for nearly 30%. It can be seen that Grayscale focuses on the three main directions of traditional Layer 1, AI and Defi. The following figure summarizes the information of 34 tokens👇👇#灰度基金

【 Which Altcoins Are Linked to American Institutions?】

The chart below summarizes 19 altcoins that are associated with American institutions, which have generally experienced a pump effect in the past. These American institutions can, to some extent, determine the direction of these altcoins.

For example, the tokens ($LINK $AAVE, $ENA, $ONDO) purchased by Trump's organization @worldlibertyfi have had a good pumping effect.

I've gathered info on the 16 billionaires that Trump brought along on his China visit. This time, he also brought representatives from various top-tier companies for his state visit to China, marking his first trip there since taking office; the last was in 2017.

The notable companies involved include: Tesla, Apple, Meta, BlackRock, Boeing, Citigroup, Goldman Sachs, Mastercard, Visa, and more. You could say this is a gathering of the cream of the crop from various sectors in the U.S.

The image below compiles the names, identities, representative companies, industries, and estimated net worth of these 16 billionaires. The visit will take place from May 13 to 15 (for 3 days), and the itinerary is still under wraps.

I've noticed that a lot of folks in the crypto space haven't hit up the exchange scene. At 24, not having done it yet feels like a missed opportunity, especially with everyone saying that guys lose their edge after 25.

There's less than a year left for Bitcoin to hit its peak.

I recommend you all get out there and trade on the exchange soon, or you might miss your shot.

The stats are in for this round of X creator earnings. Right now in the Chinese market, if you can hit over 1000u in two weeks, you're already in the top tier. Let's keep pushing, everyone!

Here's the leaderboard for this week👇
• 1st place: @DtDt666 (4450u)
• 2nd place: @NFTCPS (3961u)
• 3rd place: @Stanleysobest (2081u)

Arranged according to the chart, here are the handles of various X creators:
@Web3heibai @AirdropAlchemis @xiaoshunli @Xiaoniu6161 @wolfyxbt @LmhdbAi @thankUcrypto

@Crypto_Cat888 @XXY177 @EvaCmore @Bitwux @WY_mask @Crypto_He @0xVeryBigOrange @libapi_

@xincctnnq @klys7788 @CryptoPainter @CuiMao @cryptolfggo

Wow, the yield on Yu'ebao has dropped below 1%! Who's even still putting money in there?
In the crypto space, stablecoin USD1 is offering a yearly yield of 7%, and just a few days ago, the account $U opened a wealth management product with a max of 8.59%! Big players are raking in thousands, even tens of thousands of dollars every month from these interest rates.

For those with deep pockets, I still recommend going for the USD1 wealth management. They distribute the equivalent of $WLFI to your Binance account weekly, just as easy to withdraw as it is to deposit, with low risk and capable of handling large funds. Here’s a pic of the wealth management yield from USD1 big player @BTC563, who made a solid 2wu, living that stable life.

If you're managing your assets in crypto, your efficiency is already surpassing 99% of regular folks back home.

It's out! The top 11 memes discussed within the last 24 hours
- On Ethereum, we've got Space Dog and $UPEG
- On BNB Chain, there's Freedom of Money and Panda Head

The meme scene seems to be reviving these past few weeks. Which one are we going to long this time?

Binance's official Twitter @binance just hit 16 million followers, making it the most followed account in the entire crypto industry. I also grabbed some other data to compile the top 20 accounts in the Crypto space by followers, along with their xhunt ranking.

Right after big boss @cz_binance is none other than El Salvador's president @nayibbukele, but the highest weight still goes to @VitalikButerin. In terms of exchange rankings, Binance is first, Coinbase second, OKX third, Bybit fourth, and Bitget fifth.

If you're a newbie entering the crypto scene, you can follow these accounts for the freshest hot info 👇

Wow! Cursor has started supporting AI bloggers in the Chinese market!
Recently, the Cursor team member @edwinarbus has been DMing some influential AI bloggers, offering a free credit of $10,000, marking the first significant push of a top AI product into the Chinese market. But there's a catch—the credits have to be used by May 31.

Currently, only a handful of KOLs in the Chinese area have received this credit, making it very valuable. The stats show only 15 bloggers have this, with just 3 from the crypto space:
• Shatterwolf @wolfyxbt
• 0xAA: @0xAA_Science
• Bitcoin Orange @oragnes

The rest are purely AI-focused bloggers, so I recommend giving them a follow since they are Cursor-certified. Their Twitter handles are:
@lxfater, @Pluvio9yte, @frxiaobei, @berryxia, @realNyarime, @dingyi, @CuiMao, @runes_leo, @bozhou_ai, @GoSailGlobal, @gkxspace, @Stv_Lynn

Most of this information came from a tweet by @GoSailGlobal.

This time in Hong Kong, what impressed me the most was the closed-door dinner hosted by @predictdotfun. They are probably the Binance-related project with the highest exposure and buzz at the entire conference.

Now, Predict's fundamental advantages are:
• @dingalingts, the boss, is personally pushing for project exposure
• 2026 is set to be the year of prediction markets
• Binance has integrated Predict separately, greatly enhancing liquidity
• The big boss personally spent 30 minutes discussing with the Predict team in Hong Kong
• Opinion has lost its heat, while Probable he has solidified itself as the current leader in the BSC prediction market.

There were actually very few projects at this year's conference, and most have already shifted to the AI track. Predict can be considered a project that is continuously digging deep in its own lane, making rapid progress, with product, liquidity, and marketing all keeping pace.

The team is also very savvy with trends; for example, as Memes have recently gained traction, they quickly collaborated with @fourdotmemezh for a giveaway:

• Trade ≥ 100u on @fourdotmemezh using the same wallet (only counting meme coin transactions during the bonding curve phase).
• Trade ≥ 100u in Predict's meme-focused market.

They will randomly select 150 people, each receiving 100u directly credited to their Predict account (total value 1.5wu).

Binance's USD1 WLFI interest incentive has been extended again, the event will last until April 17, just one month. This time there are only 135 million WLFI tokens, with an annualized rate of around 4-5%. The benefit is that it accommodates large capital management, and those with spare cash are advised to invest.

After all, it is a bear market now, reduce speculation and focus more on financial management.

In the past two weeks, Bitou has received a total of $WLFI interest amounting to 164u. Using the value corrector @Wolfy_XBT , that equals 56 servings of pig trotter rice and 22 servings of KFC!

One Chart Tracking 46 Unreleased Token Projects (Episode 8)
The projects that have been active in the past few days are:
• @openmind_agi participated in Kaito's token sale, the robot track is a major favorite this year, with a valuation of 400 million, TGE 100% unlocked, and the conditions are not too harsh. But I still won't participate, I don't want to take risks just to get a small gain, it feels a bit like gambling for a small return.
• Zama's pre-auction reached 660 million, with 8 hours left until the auction ends.
• The king-level @farcaster_xyz from the last cycle has been acquired, and I'm still not sure what that means, it might switch business tracks.

The chart has added 3 new projects:
• @o1_exchange: A DEX backed by Coinbase, closely aligned with the Base ecosystem, still very early but already seeing a lot of attention from OGs in the Chinese-speaking community, the founder @stambouli_o1 previously worked at X.

• @renaissxyz: An RWA card project, the track is quite appealing to me, like BSC's $CARDS, Binance has always been paying attention to this track, there might be unexpected surprises.

• @PerleLabs: High discussion rate in the Chinese-speaking community, many KOLs are involved, and you can now earn points, those who like traditional earning methods can pay attention.

One chart tracks 42 unlaunched coin projects (Bear Market Edition)
Currently, the only two discussed sectors in the market are prediction markets / Perp DEX. Personally, I lean more towards prediction markets, as this is also the sector with the most external users / liquidity at the moment, especially since the leading one, Polymarket, has not yet launched a coin, so there is still room for imagination.

On the other hand, the performance of Perp DEX will depend on @Lighter_xyz after the coin launch, and considering the previous two leaders @Aster_DEX and @HyperliquidX have not performed well, the overall outlook is more pessimistic.

• Prediction market players (@Polymarket @opinionlabsxyz @Kalshi @predictdotfun)

• Perp DEX players (@lighter_xyz @TurboFlow_xyz @StandX_Official @edgeX_exchange @variational_io)

Note: The yellow annotations in the chart indicate hot sector projects

Little Red Book and Twitter are still too fragmented.
A web3 position with a monthly salary of 3000u
has been disliked and mocked by everyone on Red Book.

If this salary were posted for recruitment on Twitter,
it would definitely receive hundreds of resumes.

Red Book users: Even dogs won't do it!
Twitter users: Do you still need people? I can help!

The feeling the cryptocurrency world gives me now is
There are too many people on stage, and too few people in the audience
Everyone is eager to become KOLs, start projects, or take on other roles

But the real users in the audience are gone
The people on stage feel awkward because no matter how well you perform on stage
It's just the people on stage who are applauding you 👍

There are simply no audience members, sigh.

Do you want to ride in my car and chat about some business together? 😋

Compared the tags of Cz and Sun Ge on Douyin:
• Cz: Released from prison, richest Chinese, Binance.
• Sun Yuchen: Buffett dinner, space travel, eating bananas.

The former is mostly known for business achievements
The latter is mostly known for personal IP achievements

However, in a comprehensive comparison, the popularity/discussion level of Sun Ge's various videos is higher, even a bit higher than Cz, because there are simply too many topics about Sun, covering a wider audience??

Sei ecosystem's $TIMI has reached a new high, which is considered quite good among the few new coins from Binance Alpha. Since the TGE, the trend has been steadily climbing, doubling in value. @MetaArenaGaming's product is quite mature, and the interaction with the Sei Foundation has also been quite frequent.

The Sei Foundation is relatively well-capitalized among public chains, as they have previously invested significant time and effort in supporting their own ecosystem. @MetaArenaGaming should be one of the key projects being supported and can be considered a potential stock. $Timi's recent performance has been quite impressive, and its market cap has reached 3000w. I wonder if the team has plans to list on Binance contracts / spot trading.

I will keep an eye on the upcoming new models and whether the momentum can be maintained with the support of the ecosystem.

It has fallen to a point where I don't dare to open my eyes.
I don't dare to look at my exchange account
I don't dare to look at my wallet
I don't dare to look at the market data website
I want to cover my eyes, perhaps this way the pain will be a little less.

A visual guide to tracking 40 trending projects that have not issued tokens (Episode 3)
Removed the already issued tokens Canton, KiteAI, Pieverse, Allora, and added Nexus. Compiled the six projects that have been particularly active recently:
• @Lighter_xyz: Last week, Founders Funds led an investment of 68 million, with an institutional valuation of 1.5 billion. The day after the news was released, the daily trading volume exceeded 11 billion, and BitO gave them a T1 rating.

• @stable: Through qualifying deposits, there are 1.1 billion u and will receive 500 million u. The 1000u will not dilute the quota, and the low guarantee number won.

• @SentientAGI: Listed on Binance / OKX pre-market trading, launched an activity to add names with KOL suffixes + change avatars to earn badges, to generate market enthusiasm before issuing tokens.

• @edgeX_exchange: Launched a creator rewards program, the enthusiasm has picked up, and it is the Perp Dex with the second highest discussion rate after Lighter recently.

• @NexusLabs: Originally in the Depin hanging competition track, announced yesterday that they will officially create their own Perp Dex product.

• @build_on_bob: Listed on Gate's Launchpad for new projects, 50% unlocked on the same day, and the remaining 50% will be released monthly over three months, those interested can participate.