Industry Observations on the $PORT3 Project Dynamics:
1. The exchange layout strategy is worth noting. Coinone, as a compliant exchange in South Korea, has an average daily trading volume of approximately $320 million (data source: CoinGecko Q1 report), and its user base effectively complements that of Binance.
2. The dual impact of leveraged products on liquidity should be noted:
Positive: The launch of contract products usually brings a 30-50% increase in spot trading volume in the first week (historical data statistics).
Risk: High leverage may amplify market volatility, and attention should be paid to the position concentration indicator.
3. AI + Web3 track data shows:
- The development activity of related projects has increased by 120% in the past three months.
- However, less than 15% of projects actually generate protocol revenue (Dune Analytics).
It is recommended to pay attention to the execution of the project's Q2 technical roadmap, especially the progress of node network deployment and core indicators such as data verification volume. In the current market environment, infrastructure projects should focus more on their capability to expand actual use cases.
