姆少聚合

GM20250514

1）Market Trend
BTC is consolidating. Altcoins are rising broadly, with ETH-related assets leading the charge. Meme coins on the Solana chain are flying everywhere, and market sentiment is increasing the risk of FOMO.
US stocks are rising. April CPI inflation data is better than expected. The market expects the first interest rate cut in September.

2）Market Highlights:
1. The public chain Solana is surging, with meme tokens from the Believe ecosystem such as LaunchCoin, Goonc, Dupe, Buddy, and Noodle seeing explosive increases. LaunchCoin has increased 100 times in 5 days, and the Believe launch platform is booming, issuing tokens based on social algorithm popularity, supported by AI DAO's token resources. Goonc is a token launched by OpenAI employees, backed by market makers. Dupe is a furniture e-commerce platform. Buddy is an AI media tool. Noodle is a Snake game. The Solana launch platforms Pump, LetsBonk, and other major battles like Glonk are celebrity coins featuring comedians.
2. The public chain Ethereum is also surging, with staking-related ETHFi, Eigen, and Ena following suit. Meme tokens like Neiro and Moodeng are experiencing significant gains. Among them, Moodeng (which V God likes hippos) and Neiro on the ETH chain have seen increases of over 10 times, making them leaders in the ETH meme sector.
3. The chain game project Puffverse has launched on Gate's Launchpool, which is a Web3 adaptation of the popular game MapleStory.
4. The privacy project Privasea AI has launched on BN Alpha, a homomorphic encryption project by a Chinese team. After BN Alpha transitioned to a points consumption system, retail traders' profit-loss ratio for trading and airdrop farming is extremely low.

GM20250513

1) Market Trends
BTC is down, and altcoins are generally down. The market rotation has moved to the worst-performing sectors.
U.S. stocks are up significantly, while gold is down. Progress has been made in Sino-U.S. trade talks. Investors are reducing bets on Federal Reserve interest rate cuts, with Goldman Sachs pushing the expected rate cut from July to December this year.

2) Market Highlights:
1. The worst-performing TON ecosystem, BSC ecosystem, and Polkadot ecosystem are starting to rebound, increasing market risk.
2. Platform tokens Launchcoin and Dupe have surged. Launchcoin is an AI-related launch platform supported by Alliance DAO. Dupe is an e-commerce platform. There is a trend of meme projects on the Solana chain moving from virtual to real.
3. The meme Ikun has surged; it is a meme of Cai Xukun on the Bonk launch platform, which has caught the attention of the major player BonkGuy.
4. BN Alpha will airdrop RDAC, NXPC, etc., and will start consuming points from May 13.

GM20250512

1）大盘走势
btc高位震荡，eth系表现强势。市场主线围绕全流通的超跌meme币。
美股震荡。中美贸易和谈取得进展，印巴停战，俄乌停战。

2）市场热点：
1、公链eth连续大涨，不过现货etf的机构资金没有净流入。eth在过去一年成为空头的做空大本营，市场预期一致必反转，借着6月初etf质押利好逼空拉盘。质押概念的ethfi、rpl等跟涨，ethfi要求vc投资者锁仓。
2、超跌老meme的moodeng、pnut、goat，阴谋集团强庄币的titcoin、rato、moonpig、dupe等大涨。moodeng是v神喜欢的河马，合约持仓超过市值，市场预期moodeng可能上bn现货。rato是pepe创造者mutt新书的主角，目前是eth链meme龙一。titcoin是阴谋集团，大跌后创出新高。moonpig被hyperliquid的头牌交易员james wynn坐庄。dupe也是阴谋集团。
3、bn次新币parti、init等上涨创新高。parti是链抽象，init是跨链，次新币筹码结构比较好，接近机构成本价容易拉盘。

GM20250509
1) Market Trends
BTC surged back to $100,000. The altcoin leader ETH rebounded at the weekly level, and altcoins have relative opportunities in the next 2-3 months.
U.S. stocks are rising. U.S. media reports that tariffs on China may be reduced to 50% next week.

2) Market Hotspots:
1. Public chain ETH surged, leading ETH-related projects, including meme coins like Pepe, Neiro, Moodeng, and ecosystems like Eigen, EthFi, Ena, etc.
2. Public chain Sui surged, which has been the strongest rising public chain recently.
3. AI projects like Virtual, Fartcoin, etc. surged. Virtual's new staking launch mechanism is a Ponzi flywheel.

GM20250508
1) Market Trends
BTC rises, altcoins rise broadly. The market lacks hot topics.
US stocks show strong fluctuations. The Federal Reserve has paused interest rate cuts for three consecutive meetings, and the market expects a rate cut in July.

2) Market Highlights:
1. BN Alpha airdrop of ZKJ and OBOL, ZKJ is a full-stack project in zk privacy. OBOL is an ETH chain staking protocol. BN Alpha will launch a points consumption mechanism starting next week.
2. Social Kaito experiences a short squeeze, with a short interest rate of -1%.
3. The old coin EOS rebounds and will exchange for a new coin A on May 14.
4. The meme coin Titcoin rises, approaching a new high after a sharp drop.

GM20250507
1）Market Trends
BTC is rising, altcoins are generally declining.
U.S. stocks are falling, the bear market rebound may be coming to an end. China-U.S. trade talks and India-Pakistan conflict.

2）Market Highlights：
1. Syrup and Kamino on BN. Maple Finance is institutional lending, Kamino is lending on the Solana chain.
2. Football fan tokens are rising, with the Champions League final at the end of May.
3. The stock of Zhuang has crashed and halved, as the manipulators dump their shares.
4. Meme's LLJeffy has seen significant fluctuations, with market rumors that the founder of Zerebro faked his death to scam investors.

GM20250506

1）Market Trends
BTC is starting to adjust, with altcoins experiencing a general decline.
US stocks are fluctuating downwards, with an increased probability of economic recession in the US this year. Buffett believes there will be opportunities for a significant drop in US stocks over the next five years.

2）Market Highlights:
1. Space and Time (SXT) on the BN Launchpool, with an upcoming alpha airdrop. SXT is a decentralized data platform with a total financing of $50 million. The BN wallet will host the IDO project MyX Finance today, which is a contract platform similar to GMX.
2. Significant rises in Four, Jager, and Donkey on the BSC chain. Jager is a trading platform, while Donkey is a meme that CZ has frequently promoted, both of which have been featured on Alpha. Four is a meme launch platform on the BSC chain, with CZ targeting the Dingaling launch platform, Boop.
3. OK Wallet DEX aggregation is returning to normal after a few months.
$BTC
$ETH
$BNB

On-chain blogger rankings, do you think it's real?

GM20250430

1）Market Trends
BTC fluctuates, altcoins plunge. The market lacks hot spots.
US stocks rebound.

2）Market Highlights:
1. BN Alpha launches new tokens Milk and Haedal. MIK is a liquid staking protocol based on Cosmos technology, and Haedal is a staking protocol in the Sui ecosystem. The BN wallet today added BSquared Network, which is part of the BTC ecosystem.
2. The Layer stock reaches new highs, with the operator controlling at least 25% of the circulating supply by withdrawing coins.
3. The meme token Trump plummets. The media under Trump, Truth Social, plans to issue a new coin, which may weaken the old coin.
4. On-chain meme tokens such as House, Hosico, Troll, Neet, and others from conspiracy groups soar. House's market cap approaches $100 million, and Ansem continues to increase holdings. The female right wants to issue tokens, usually towards the end of the market cycle.
$BTC
$ETH
$BNB

GM20250429

1) Market Trends
BTC is strongly fluctuating, with MicroStrategy purchasing $1.4 billion worth of BTC last week. Altcoins are rising and falling inconsistently, primarily driven by oversold rebounds and whale manipulation.
U.S. stocks are fluctuating, and the U.S. dollar index has retreated.

2) Market Highlights:
1. Whale-manipulated stocks like Layer and Memefi are surging. Layer has a clearly identified whale address. Memefi in the Sui ecosystem has surged several times.
2. AI projects such as Virtual, Shell, Cookie, and AIXBT are rebounding after being oversold. Most of the new AI projects on the chain are following the same trend.
3. Meme coins like Troll, House, Hosico, and Neet from the four major conspiracy groups are rising, with Troll hitting a new high after a significant drop. Bonk platform is experiencing liquidity issues, and most are following the same trend.

GM20250428

1）Market Trends
BTC adjustment, altcoins generally down. The net inflow in the crypto market over the past week was $9 billion.
U.S. stocks fluctuated and rebounded.

2）Market Highlights：
1. Binance will list ethsign, a decentralized electronic protocol signing platform that can be used for notarization, which is a project invested in by BN Labs from China.
2. The public chain Sui has a significant unlock of $270 million this week. The Sui ecosystem project WAL hit a new high; WAL is permanent storage. BN Alpha will airdrop Haedal, a staking protocol on Sui.
3. Meme's House surged, with a market cap approaching $100 million. Whales like Ansem and Him have made buy calls. In this round, on-chain AI coins generally underperformed against conspiracy group coins.
$BTC
$ETH
$SOL

GM20250425

1）Market Trend
BTC is fluctuating, with short-term rebounds facing resistance. The main lines of the market revolve around AI and memes.
U.S. stocks surged, and Trump is considering a tiered tariff scheme for China, with a more moderate tone. Federal Reserve officials' speeches have boosted expectations for a rate cut in June.

2）Market Highlights:
1. The public chain SUI has surged, with the SUI/BTC exchange rate breaking through on a weekly basis. The ecosystem, including CETUS, is also rising. SUI has launched a digital Mastercard supporting SUI tokens, which is now live in Europe. Users can add this card to Apple Pay and Google Pay for daily consumption of crypto assets. There are plans to launch a physical card and expand to the U.S. market in the future.
2. AI projects like Dark and DPCore have surged, both of which are based on the MCP infrastructure concept. DPCore is a conspiracy group from China.
3. Dolo is a modular DeFi market, with the latest airdrop from BN Alpha. BN has launched Alpha Points, calculating airdrop points based on Alpha and wallet holdings and transaction amounts.
$BTC
$ETH
$SUI

GM20250424

1) Market Trends
BTC fluctuates, altcoins rise broadly. The main theme of the market revolves around meme and AI.
US stocks soar, Trump softens his stance towards China and the Federal Reserve.

2) Market Highlights:
1. The meme token Trump surges and doubles, the top 220 holders can have dinner with US President Trump, and theoretically, those who borrow tokens can also participate. Some unlocks are postponed.
2. AI tokens Turbo, AIXBT, Cookie, Zerebro, etc., rebound. On-chain, severely undervalued AI tokens rise several times, and Zerebro collaborates with celebrity Kanye West.
3. The public chain Sui surges, beginning a weekly rebound. Ecosystem projects like Cetus and Memefi follow suit. Sui is the strongest performing public chain and may recently go through an ETF.
4. Zora is a social public chain, transitioning from an NFT public chain. BN Alpha airdrop.

GM20250423

1) Market Trends
BTC surged, BTC contract rate at -0.02%, short-term sentiment at the bottom. Altcoins rose broadly, with the market focusing on meme and AI.
US stocks soared, with Trump stating that tariffs on China will be significantly reduced, and trade conflicts are expected to ease. Safe-haven assets declined, with gold retreating after reaching $3500.

2) Market Highlights:
1. Hyperlance on BN is an inter-chain communication interoperability protocol. This time, the average return on the BN wallet IDO was around 200 USD, with BN Alpha single account airdrops totaling about 500 USD over the past few months.
2. Major public chains like Sui, Sol, and ETH surged, with Sui showing the best performance. The Sui ecosystem's Deep saw significant gains on Upbit in South Korea.
3. Meme tokens like Fartcoin and Troll surged, reaching new highs since the market rebound. Fartcoin is the top performer on the Sol chain rebound, entering the top 5 in meme market capitalization. Troll is a strong manipulation group stock, listed on BN Alpha and Moonshot.
4. AI tokens like Dark, Zerebro, Arc, Virtual, Aixbt, and Lumo rebounded. Dark is an MCP concept, while Lumo received funding from Nvidia.
$BTC
$ETH
$BNB

GM20250421

1）Market Trends
BTC fluctuates, the market focus is on AI.
U.S. stock market closed for Easter.

2）Market Highlights：
1. Small coins Voxel, NKN, Broccoli (F3B) have significant volatility. Voxel contract positions are several times that of spot positions, manipulated by speculators to create a short squeeze.
2. AI projects SkyAI, FHE, Lumo, etc. saw large increases. SkyAI is an MCP concept AI project on the Four platform's IDO. FHE is a homomorphic encryption privacy project that previously had an IDO on Cake, now transformed to AI, reaching a new market cap high.
3. Meme token Fartcoin on the Solana chain has risen, with large whales buying in. RFC and Dark have broken down, with funds returning to the leading Fartcoin.
4. Hype in DEX is rising. Hype has reached an 80% market share in on-chain contracts.
5. Methane in the BTC ecosystem has increased. Methane is an enhanced version of Rune, mainly from the Chinese community.
$VOXEL
$NKN
$BTC

GM20250418
1）Market Trends
BTC is strongly fluctuating, and the market lacks hotspots. The BTC contract rate is negative, indicating a short-term sentiment bottom.
U.S. stocks are fluctuating, and Trump plans to remove Federal Reserve Chairman Powell.
2）Market Hotspots:
1. The initial project on Binance Launchpool, based on Cosmos technology, is a full-chain rollup modular infrastructure that can operate across chains; its Series A financing round in September 2024 is valued at $350 million.
2. AI projects Dark and MTN have surged, backed by the same founder. Dark provides MCP AI for external platforms under the TEE protocol and is listed on BN Alpha. MTN is an investment DAO managed by voting on the Solana chain.
3. Major meme coins like Fartcoin and RFC on the Solana chain are starting to adjust, with some large holders selling off. The dog-fighting tool Axiom has started to support Chinese.

$SOL
$BTC
$ETH

GM20250417

1）Market Trends
BTC fluctuates, altcoins generally decline. The market focus revolves around the SOL ecosystem.
US stocks plummet. Fed's Powell makes hawkish statements but slows down the rate of tapering.

2）Market Highlights:
1. The new coin WCT experiences significant volatility, listed on South Korea's Upbit.
2. The public chain SOL rebounds, with its ecosystem projects Layer and Ray following suit. Layer continues to reach new highs as a strong stock, being a hardware-accelerated blockchain, previously involved in staking for the SOL chain, and recently launched the PayFi service. The DEX Ray introduces a meme launch platform, with 25% of transaction fees allocated for Ray buybacks.
3. Fartcoin, Dark, and others rise on the SOL chain. Dark combines AI and GameFi, utilizing the MCP open-source framework, with market rumors suggesting a conspiracy group.
$BTC
$ETH
$BNB

GM20250416
1) Market Trend
BTC fluctuates, altcoins generally decline. The market lacks hotspots.
US stocks fluctuate, and EU-US trade negotiations are at an impasse. Going long on gold is currently the most crowded trade.

2) Market Hotspots:
1. WCT listed on BN, WCT is an on-chain wallet connection infrastructure with a market capitalization of $300 million. BN Launchpool has an annualized yield of 8%, with low expectations.
2. The L2 solution ZKSync has dropped, with market rumors that the project team is secretly increasing supply to sell coins.
3. The public chain ETH has dropped. Sun Yuchen unlocked approximately $150 million worth of ETH from ETHFi, and it is highly likely that he will sell this week.
4. In DeFi, Uniswap has launched a mining subsidy of 8,000 WU for Unichain.
$BTC
$ETH
$SOL

GM20250415

1) Market Trends
BTC is fluctuating, altcoins are rising and falling unevenly. BTC contract rates are negative, indicating short-term sentiment at the bottom.
US stocks are strongly fluctuating, with technology tariff exemptions providing a short-term respite.

2) Market Highlights:
1. Kernel on BN is a re-staking project on the BSC chain, and the re-staking sector has already been disproven.
2. Fartcoin, Dark, and Memecoin on the SOL chain are seeing significant surges. Fartcoin is leading this rebound, Dark has hit moonshot status, and Memecoin is rumored to be a wash trading scheme.
3. Cyberwish on the BSC chain is surging, with Heyi fulfilling one wish daily on Twitter.
4. Kilo in DeFi has plummeted, suffering a loss of 700,000 due to a hacker attack.

$BTC
$SOL
$BNB

GM20250414

1) Market Trend
BTC follows the fluctuations of the US stock market, while altcoins generally decline. On-chain meme projects are no longer fast-tracked and begin to reward diamond hands.
US stocks rebound as Trump temporarily exempts some Chinese electronic products from tariffs. The US dollar depreciates rapidly, and gold continues to reach new highs.

2) Market Highlights:
1. The rebound of DeFi's Lista is a stablecoin protocol on the BSC chain, introducing the stablecoin USD1 and new features like lending from Trump family project WLFI.
2. Public chain Layer rises, continuing to hit new highs. Layer is a hardware-accelerated SVM blockchain that previously engaged in SOL staking and has undergone multiple transformations.
3. The stock OM crashes, plummeting 90% from $18 billion to $2 billion. It was previously highly controlled and its crash is similar to ACT.
4. The meme RFC surges, with a market cap exceeding $100 million. RFC is Musk's mouthpiece, with a 30% market control by backers. Market maker Wintermute buys in, and expectations are that it may go on Coinbase. Currently, the leading meme on the SOL chain is Fartcoin, with RFC as the second.
$OM
#rfc