- Mainnet SOON and the upcoming airdrop (May 23) are already actively discussed in the Binance Alpha and Solana communities.
- Early participants with the NFT 'Pioneer' are rewarded — this encourages loyalty from day one.
- SOON has not yet demonstrated performance, security, or depth of integration. Hype may outpace actual results.
- A strong sell-off may occur after the airdrop: as with other L2 launches, initial distribution could lead to a short-term dump.
$ETH: Institutional level smart contracts.
- In 30 days, over 450,000 $ETH have been purchased by large holders; more than 1 million $ETH have left exchanges since April — this signals a reduction in selling pressure and long-term accumulation.
- Ethereum is evolving, but is becoming increasingly complex — Layer-2, rollups, restaking, and new token standards are emerging faster than they can be understood.
$HMT: AI x DeFi. Microtasks and identity markets.
- Viral distribution model: an airdrop campaign rewarding $HMT for completing surveys and referrals has gained widespread traction.
- The HUMAN model aligns with trends in decentralized identity, reputation systems, and the collection of labeled data for AI.
- Most participants are involved due to the airdrop, rather than an interest in the protocol. There are few signs of long-term participation in the ecosystem.
$XRP: Increase in potential demand from institutions.
- Launch of futures on CME (May 19): places $XRP alongside $BTC and $ETH at the institutional level — an important step in terms of liquidity and the emergence of structured products, including ETFs.
- Court's refusal to reduce Ripple's fine indicates the imminent conclusion of the years-long saga with the SEC, creating clarity after a long period of uncertainty.
- $XRP still has weak integration with DeFi and low social engagement outside its core community.