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Rui
The market has been boring recently, so lets make a rough summary. 1. Big coins are BTC, ETH, SOL, and BNB. BTC has a relatively independent trend; ETH follows Nasdaq completely, and is even weaker than Nasdaq; SOL has basically stopped after the unlocking started + MEME was shut down; BNB is the most stable, and BSC+Wallet will rise as long as there is an angle. Big coins have no direction now, and they need good macro + good US stocks + micro-strategy financing to have a new wave. 2. New coins are the new online games. Binance-related PVP has been continuously advanced from within the institute. Everyone knows that there will be no premium if the spot is launched. IDO has become a game of who is faster. It is better to pour it online than to pour it on the contract. It is better to pour it on the contract than to simply go off work after the opening. As the third IDO, BR actually has the best days. With the expectations of the first two, the market buying is strong and you can do whatever you want. Although it has not been listed on the spot, it is estimated that everything that can be done on the chain has been done. When I arrived at KiloEX, I closed the trading as soon as the market opened. I believe that the project team did not sell the products... because there was probably no buying. As for the Seven Sons Fighting for the Crown, I can only say that Binance has tried its best (I want to sing a song about what else you want from me). Myshell and BMT can only see if the project team has a conscience (to be honest, I still have some conscience for both of them). I think Nil and Parti are amazing. In my opinion, they are both dragged down by the market and priced low, because the community is actually okay and there are buying orders. It will not be good for the project team to collapse themselves. Lets see again in a month. I can only say that GPS... it is a great market when it goes up and down, which is really a big opening and closing. The basic price of Bybits listed coins ranges from 100M to 50M. If the project team does not work hard, there is only one result: it will be closed. OIK caused such a big drama and attracted a lot of attention, but there is still no external buying. The project team only cares about fighting and really doesnt care about the community... I am curious that according to the community, everyone is locking up the project team to protect the market, so who is crashing the market? Some other new projects are not doing well. Among the old projects, the downward god Flock has already fallen below the cost of investors. After the Little Flying Saucer was listed on Bithumb, it quickly went off work. Fortunately, it has not fallen below the lowest point. The listing of Fuel and Avail can be regarded as an explanation to investors. Several investors who invested in it later said that they dont know what to do in the future. The listings of the coins on my list before are more interesting. IP and Bera are indeed relatively independent, and they are worthy of being S-level. Kaito and Xter have not fallen below the issue price, and they have also made a wave of money for everyone. In fact, they are already very conscientious. If the market turns good later, I think there will be fun. 3. Old coins (old old chains, old DEFI, etc.). As the main battlefield of institutions, this area is more magical. It belongs to mutual stupidity. In DEFI, Pendle, Uni, and AAVE have long-term institutions entering and exiting. The most interesting one is Cake. When the BSC hotspot came, institutions and retail investors P together to draw such an ugly K-line. In the public chain, Sonic has slowly built up the ecosystem. ZKJ is also slowly rising in the AI public chain, and the contract position is very high. Although the APT ecosystem is down, it has fallen to the point where it can’t fall any further. It also has money in hand. ATOM said it wants to do something new. At least these are still working, and they all have points to bet on. 4. Pull-up coins. To be honest, I don’t know much about this aspect, but the Auction wave really opened my eyes, and it was like the rhythm of the Korean exchange in the second half of 2023. Unfortunately, KYC in Korea is becoming more and more difficult now, and it is even more difficult to make such an effect. It requires large local resources. Most of the pull-up coins in other Binance exchanges are not sustainable. You have to run away as soon as you take a bite. In fact, since last year, there have been very few traders who can make money in the market who look at fundamentals. One group looks at news and narratives. Anyway, if the logic is clear, they will do it with large positions. The other group looks at funding rates and on-chain addresses. In essence, they follow the dealer and see if the dealer is strong. There is no way to rely on fundamentals for spot trading. Contracts are based on emotions and data. I hope that the market will slow down a bit in the next few months and give some spot opportunities, similar to Pendle, STX, and RNDR at the end of 2023. Otherwise, pure contract PVP is really difficult to play. Finally, I think the brightest star in the market in the past two weeks is Cheems. Always believe that sincerity is the secret weapon.
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