1. The end of a hundred billion scam, reshaping the market landscape
FTX was once the world's second-largest cryptocurrency exchange, which collapsed in November 2022. The scandal behind it included fraudulent operations, leverage abuse, and misappropriation of customer assets, leading to over $8 billion of user assets evaporating instantly. Thousands of investors have not yet fully recovered their losses.
After a long legal process, FTX's liquidators have finally confirmed: on May 30, over $5 billion in stablecoins will be refunded to users in one go. This will become the largest actual liquidity release event in the history of the crypto market since Mt. Gox.
2. This is not paper compensation; this is real money returning to users' wallets
Unlike early symbolic compensation, this round of refunds is directly returned to user accounts in the form of stablecoins like USDC and USDT, truly disposable funds that can be immediately put into the market.
⚠️ This is not 'account compensation' or debt certificates, but 'immediately available liquid funds'.
When this huge amount of funds returns to retail and institutional hands, coupled with the current market being at a sensitive point of declining Bitcoin dominance and the reboot of altcoin narratives, a new altcoin frenzy may soon be launched.
3. Unlike 2022, this time altcoins have three explosive conditions
Compared to the past, this unlocking has three key variables, which may very likely ignite a 'super cycle of altcoins':
Bitcoin dominance continues to decline
More capital is starting to shift to high-volatility assets, with altcoins becoming the next liquidity outlet.
The main narrative is clear
Fields such as AI, SocialFi, meme coins, and cross-chain bridges have gradually gained funding and user consensus.
Market sentiment is warming + micro market capitalization
Currently, the vast majority of altcoins have market capitalizations far below the bull market peak, and a slight increase in liquidity could trigger exponential growth.
🧠 At this time, laying out high-potential altcoins will be the biggest opportunity with both risks and rewards.
4. These 4 tokens may become the top choices for capital inflow, with returns potentially reaching hundreds of times
The following are the 5 tokens that may benefit most from the capital inflow in this round (including project introductions and current market capitalizations):
1. $LAUNCH | Launchcoin
SocialFi + Solana native token launch platform
Users can directly create their own tokens in comments on X (Twitter), realizing the assetization of social content.
🔸 Track: SocialFi / Creator economy
🔸 Current market capitalization: $205M
2. $SYRUP | MapleFinance
Institutional credit loan agreements
Provides on-chain unsecured credit loans, connecting traditional finance with on-chain capital.
🔸 Track: DeFi / On-chain bonds
🔸 Current market capitalization: $400M
3. $OBT | Orbiter_Finance
Ethereum L2 cross-chain bridge
Focusing on fast, low-fee inter-chain transfers, serving mainstream L2s like Optimism and zkSync.
🔸 Track: Cross-chain infrastructure
🔸 Current market capitalization: $44M
4. $RAY | RaydiumProtocol
Top DEX + AMM in the Solana ecosystem
Combines CEX depth + AMM automatic market making, excellent trading experience, and strong liquidity.
🔸 Track: DEX / Solana ecosystem
🔸 Current market capitalization: $924M
5. How will the market react? How should you respond in three major stages
1. Early stage (May 30 - early June)
Some users are selling off stablecoins -> Mainstream coins rise briefly
✅ Operational suggestion: Observe the movements of large on-chain transfer wallets, quickly ambush hot sectors
2. Medium term (early June - mid June)
Liquidity is accelerating into mid to low market cap altcoins
✅ Operational suggestion: Increase positions in the leading sectors of AI, DePIN, and Meme during dips
3. Late stage (end of June)
Bubble overflow, non-logical coins surge across the board
⚠️ Operational suggestion: Gradually take profits, control risks, and shift to a steady layout
Conclusion:
The $5 billion FTX refund is not redemption but a historic opportunity to reconstruct wealth distribution.
For investors who missed the bull market in 2021, this might be the last golden window for 'buying low'.
Do not chase prices at emotional peaks
And do not doubt everything before the launch
Grasp the on-chain capital trends, choose the right track, and diversify into quality coins
📌 If you choose the right target, $100 could very likely turn into $10,000 within 30 days.
