Trong0322
19 Posts
Trong0322
https://x.com/trong0322
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37 Followers
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Number of holders $LINK just broke ATH.
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What’s noteworthy is how $LINK captures value: Chainlink uses revenue from enterprises + on-chain fees to buy back LINK in the market, then sends it to the Treasury.
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The more widely the infrastructure is used, the more LINK is bought. It’s estimated that every year the treasury accumulates about 7M LINK.
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On the institutional side, 2 ETF funds from Grayscale and Bitwise have already gathered around 6.77M LINK in just 6 months—equivalent to ~1% of the supply.
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If things go well, each year the ETF group could absorb ~2% of the available supply.
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But this is only part of what needs to be faced head-on: each year the Foundation releases an additional ~70M $LINK . The inflation rate is currently 10x the buyback pace.
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After subtracting the LINK Reserve + ETF absorption, the annual inflation is still at ~7%.
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Zoom out:
⠀
In the future, if Chainlink’s infrastructure generates more revenue, or a bull market accelerates the rate at which ETF funds accumulate, then maybe people will finally see LINK’s “GOD CANDLE.”
⠀
If nothing changes, then chances are LINK will still just move along $BTC the same way as in the previous cycle.
⠀
Anyone still holding LINK?
#LINK
⠀
What’s noteworthy is how $LINK captures value: Chainlink uses revenue from enterprises + on-chain fees to buy back LINK in the market, then sends it to the Treasury.
⠀
The more widely the infrastructure is used, the more LINK is bought. It’s estimated that every year the treasury accumulates about 7M LINK.
⠀
On the institutional side, 2 ETF funds from Grayscale and Bitwise have already gathered around 6.77M LINK in just 6 months—equivalent to ~1% of the supply.
⠀
If things go well, each year the ETF group could absorb ~2% of the available supply.
⠀
But this is only part of what needs to be faced head-on: each year the Foundation releases an additional ~70M $LINK . The inflation rate is currently 10x the buyback pace.
⠀
After subtracting the LINK Reserve + ETF absorption, the annual inflation is still at ~7%.
⠀
Zoom out:
⠀
In the future, if Chainlink’s infrastructure generates more revenue, or a bull market accelerates the rate at which ETF funds accumulate, then maybe people will finally see LINK’s “GOD CANDLE.”
⠀
If nothing changes, then chances are LINK will still just move along $BTC the same way as in the previous cycle.
⠀
Anyone still holding LINK?
#LINK
Trong is waiting for one more big liquidation round to buy large orders for $BTC
The last time, the market formed a bottom and broke the structure at 59k, but the liquidation is still lower than earlier in the year. So Trọng expects another bottom to accumulate large orders for the new cycle.
The limit orders are set at the $56.7k and $49.8k zones. These are just backup orders to catch strong flush moves. Trọng still spreads small capital and DCA into Bitcoin regularly every week.
Have you allocated your portfolio yet? If you need Trọng to research which project, drop it below 👇
The last time, the market formed a bottom and broke the structure at 59k, but the liquidation is still lower than earlier in the year. So Trọng expects another bottom to accumulate large orders for the new cycle.
The limit orders are set at the $56.7k and $49.8k zones. These are just backup orders to catch strong flush moves. Trọng still spreads small capital and DCA into Bitcoin regularly every week.
Have you allocated your portfolio yet? If you need Trọng to research which project, drop it below 👇
$ZEC ATH soon 💪💪💪
Trong0322
·
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The reason Trong buys $ZEC
Privacy will be the biggest asymmetric opportunity in the next cycle?
$ZEC increased by more than 500% in the past year. 31% of the total ZEC supply has been transferred to the shielded pool. Winklevoss Capital and Cypherpunk invested over $76M into ZEC. Grayscale filed an ETF application for Zcash. Smart Money is taking action👇
1. Crypto was born to solve 3 problems.
In 2008, the financial crisis broke out, and a group of anonymous programmers created Bitcoin as a form of money independent of banks or governments.
$ZEC increased by more than 500% in the past year. 31% of the total ZEC supply has been transferred to the shielded pool. Winklevoss Capital and Cypherpunk invested over $76M into ZEC. Grayscale filed an ETF application for Zcash. Smart Money is taking action👇
1. Crypto was born to solve 3 problems.
In 2008, the financial crisis broke out, and a group of anonymous programmers created Bitcoin as a form of money independent of banks or governments.
Send it $ZEC
Trong0322
·
--
The reason Trong buys $ZEC
Privacy will be the biggest asymmetric opportunity in the next cycle?
$ZEC increased by more than 500% in the past year. 31% of the total ZEC supply has been transferred to the shielded pool. Winklevoss Capital and Cypherpunk invested over $76M into ZEC. Grayscale filed an ETF application for Zcash. Smart Money is taking action👇
1. Crypto was born to solve 3 problems.
In 2008, the financial crisis broke out, and a group of anonymous programmers created Bitcoin as a form of money independent of banks or governments.
$ZEC increased by more than 500% in the past year. 31% of the total ZEC supply has been transferred to the shielded pool. Winklevoss Capital and Cypherpunk invested over $76M into ZEC. Grayscale filed an ETF application for Zcash. Smart Money is taking action👇
1. Crypto was born to solve 3 problems.
In 2008, the financial crisis broke out, and a group of anonymous programmers created Bitcoin as a form of money independent of banks or governments.
Binance just launched the AI-powered trading feature (Binance AI Pro).
In simple terms: instead of opening charts, reading news, and placing orders on the exchange yourself, now AI does everything in one place. From market analysis, placing spot and futures orders, to managing positions. You just need to tell it what you want.
Key points to note:
➡️ Use multiple AI models simultaneously: ChatGPT, Claude, Qwen, Kimi. Not dependent on any single model.
➡️ AI cannot withdraw or transfer money out of the exchange. Binance creates a separate account for AI, which is only allowed to trade, not to withdraw. If you want AI to trade, you must transfer money into the AI account first (completely independent of the main account).
➡️ Beta price $9.99/month (then $29.99). Try it for 7 days free.
➡️ 150M Binance accounts. If only 1% use it = 1.5M users trading with AI. The exchange volume could increase significantly.
Trọng's perspective:
This is not a small piece of news. Binance is the largest crypto exchange in the world. When they integrate AI directly into trading, it will change the way people trade.
But Trọng also warns: AI trading in a volatile market is a double-edged sword. Binance clearly states they are not responsible for the results of AI trading. You might want to test with a small amount of money first, don’t go all-in and then blame the bot 😂
What Trọng finds more interesting: the trend of AI agent trading is moving from experimentation to real products. Previously, there were only a few small protocols built, now Binance jumps in = validating the whole narrative. You should keep an eye on upcoming AI projects $BNB .
#Binance #AI $TAO
In simple terms: instead of opening charts, reading news, and placing orders on the exchange yourself, now AI does everything in one place. From market analysis, placing spot and futures orders, to managing positions. You just need to tell it what you want.
Key points to note:
➡️ Use multiple AI models simultaneously: ChatGPT, Claude, Qwen, Kimi. Not dependent on any single model.
➡️ AI cannot withdraw or transfer money out of the exchange. Binance creates a separate account for AI, which is only allowed to trade, not to withdraw. If you want AI to trade, you must transfer money into the AI account first (completely independent of the main account).
➡️ Beta price $9.99/month (then $29.99). Try it for 7 days free.
➡️ 150M Binance accounts. If only 1% use it = 1.5M users trading with AI. The exchange volume could increase significantly.
Trọng's perspective:
This is not a small piece of news. Binance is the largest crypto exchange in the world. When they integrate AI directly into trading, it will change the way people trade.
But Trọng also warns: AI trading in a volatile market is a double-edged sword. Binance clearly states they are not responsible for the results of AI trading. You might want to test with a small amount of money first, don’t go all-in and then blame the bot 😂
What Trọng finds more interesting: the trend of AI agent trading is moving from experimentation to real products. Previously, there were only a few small protocols built, now Binance jumps in = validating the whole narrative. You should keep an eye on upcoming AI projects $BNB .
#Binance #AI $TAO
Market adjustment and the importance of capital allocation.
Is everyone okay? Currently, Trong sees that the market is very normal, but many people are confused and scared. After looking at some Altcoins, Trong sees that many projects have even reached the entry of last September, a few are still broken. bottom. That shows the importance of capital allocation.
The projects in Trong's portfolio often have a lot of growth momentum and good value, so they will be stronger than the general market average such as: $NEAR, $RSS3, $GFI, $CFG, $RON, so Trong can see the rhythm of the adjustment. This adjustment is quite normal
😁
Meanwhile, the overpriced projects have returned to their true value and most of you are investing in overpriced projects such as: $ARB, $STRK, $ACE, $PORTAL,... capital has been divided 2 or 3 times from the top.
Newsbies who don't know how to allocate capital can consider spreading capital to each field (at least 1 project). To anticipate cash flow and optimize better. Because cash flow will be pumped according to each area/narrative, we can optimize areas that have received cash flow (pump strongly) to areas that have not yet pumped.
The following are potential areas people should consider spreading capital: #AI, #RWA, CSHT, Depin, GameFi, Restaking, SocialFi.
According to Trong's assessment, the market will accumulate enough when it stands firm in this area (without breaking the bottom) in the next 10-15 days. That will be the time when Trong will DCA most of the remaining stablecoins and some projects Trong will consider increasing the volume such as: $CFG, $PIXEL, $CYBER, .... Trong will update more in the Smart Panda Insights channel.
In summary: Through this adjustment, perhaps everyone has realized the importance of capital allocation. In addition to having an effective investment portfolio, you can also avoid missed waves and optimize efficiency. Most importantly, even if the market fluctuates, your port will be stronger than the rest of the crowd. Is there anyone here who builds a port similar to Trong?
😁
#Crypto#Altcoins #Pixel #CYBER #NEAR
Is everyone okay? Currently, Trong sees that the market is very normal, but many people are confused and scared. After looking at some Altcoins, Trong sees that many projects have even reached the entry of last September, a few are still broken. bottom. That shows the importance of capital allocation.
The projects in Trong's portfolio often have a lot of growth momentum and good value, so they will be stronger than the general market average such as: $NEAR, $RSS3, $GFI, $CFG, $RON, so Trong can see the rhythm of the adjustment. This adjustment is quite normal
😁
Meanwhile, the overpriced projects have returned to their true value and most of you are investing in overpriced projects such as: $ARB, $STRK, $ACE, $PORTAL,... capital has been divided 2 or 3 times from the top.
Newsbies who don't know how to allocate capital can consider spreading capital to each field (at least 1 project). To anticipate cash flow and optimize better. Because cash flow will be pumped according to each area/narrative, we can optimize areas that have received cash flow (pump strongly) to areas that have not yet pumped.
The following are potential areas people should consider spreading capital: #AI, #RWA, CSHT, Depin, GameFi, Restaking, SocialFi.
According to Trong's assessment, the market will accumulate enough when it stands firm in this area (without breaking the bottom) in the next 10-15 days. That will be the time when Trong will DCA most of the remaining stablecoins and some projects Trong will consider increasing the volume such as: $CFG, $PIXEL, $CYBER, .... Trong will update more in the Smart Panda Insights channel.
In summary: Through this adjustment, perhaps everyone has realized the importance of capital allocation. In addition to having an effective investment portfolio, you can also avoid missed waves and optimize efficiency. Most importantly, even if the market fluctuates, your port will be stronger than the rest of the crowd. Is there anyone here who builds a port similar to Trong?
😁
#Crypto#Altcoins #Pixel #CYBER #NEAR
🔥The 53rd project on Binance Launchpool is called Renzo - $REZ
💎Renzo Protocol is a liquid restaking (LRT) project on Arbitrum. Acts as an interface to the EigenLayer ecosystem that secures Actively Validated Services (AVS).
✅The project has raised $6.4M with a quality Backed team such as: Binance Labs (lead), OKX Venture, Mantle Network, Robot Ventures, SevenX Ventures,...
➡️Instructions for joining Launchpool.
✅Just stake $BNB or $FUSD in the EARN ⇒ section to receive $REZ tokens.
⏰Time: 7:00 April 24 - 06:59 April 29 (Vietnam Time).
🌐Note: Binance will be the first Cex exchange to list $REZ with trading pairs: REZ/BTC, REZ/USDT, REZ/BNB, REZ/FDUSD and REZ/TRY at 19:00 on April 29.
🔥If you don't have a Binance Account, register here to get 15% back on your trading fee forever👇
https://accounts.binance.com/register?ref=63125182
🖥Details about Binance Launchpool: https://www.binance.com/en/support/announcement/introducing-renzo-rez-on-binance-launchpool-farm-rez-by-staking-bnb-and-fdusd-b1e64410cc9c4ab29687392f5581a61b
#BinanceLaunchPool🔥 #BinanceLaunchpool
💎Renzo Protocol is a liquid restaking (LRT) project on Arbitrum. Acts as an interface to the EigenLayer ecosystem that secures Actively Validated Services (AVS).
✅The project has raised $6.4M with a quality Backed team such as: Binance Labs (lead), OKX Venture, Mantle Network, Robot Ventures, SevenX Ventures,...
➡️Instructions for joining Launchpool.
✅Just stake $BNB or $FUSD in the EARN ⇒ section to receive $REZ tokens.
⏰Time: 7:00 April 24 - 06:59 April 29 (Vietnam Time).
🌐Note: Binance will be the first Cex exchange to list $REZ with trading pairs: REZ/BTC, REZ/USDT, REZ/BNB, REZ/FDUSD and REZ/TRY at 19:00 on April 29.
🔥If you don't have a Binance Account, register here to get 15% back on your trading fee forever👇
https://accounts.binance.com/register?ref=63125182
🖥Details about Binance Launchpool: https://www.binance.com/en/support/announcement/introducing-renzo-rez-on-binance-launchpool-farm-rez-by-staking-bnb-and-fdusd-b1e64410cc9c4ab29687392f5581a61b
#BinanceLaunchPool🔥 #BinanceLaunchpool
RWA Hidden Gem - Bullish Alpha Part 2
Continue with part 1
6/ $ONDO - OndoFinance belongs to the Treasuries segment with support from Blackrock and a series of other prominent VCs such as: DCG, Pantera, Coinbase, CMS, Wintermute, Founders Fund
They have 2 main products: Stablecoin $USDY & tokenization of US government bonds
TVL 300M+
Fundraising: 32.4M
MC: 1.2B
FDV: 8.3B
Although $ONDO is currently the lead trend RWA project (only counting projects that already have tokens), Trong will still choose to Invest in the Private Credit segment, specifically $CFG & $GFI with a higher expected ROI than $ONDO
7/ $mTBILL - @MidasRWA is a project in the same segment as $ONDO with support from Blackrock & Circle. Midas' main product is the tokenization of the US government's treasury
Backed: @hiFramework, Coinbase, Hack VC, CSR, Block Tower,....
Fundraising: 8.75M (Seed Round)
Trong believes that @MidasRWA will be the next hidden gem in the RWA field and they are no less than $ONDO .
8/ $TRADE - @Polytrade_fin marketplace for RWA with outstanding Backed platforms such as: @DWFLabs, @0xPolygon,....
Fundraising: 5.51M
MC: 66.52M
FDV: 203M
Trong personally will not invest in $TRADE at the present time because it does not have a good position
In the forecast, RWA will be one of the most explosive narratives next to AI CSHT & GameFi. If you don't have it yet, please take advantage of it.
$SNX $MKR $LINK
Continue with part 1
6/ $ONDO - OndoFinance belongs to the Treasuries segment with support from Blackrock and a series of other prominent VCs such as: DCG, Pantera, Coinbase, CMS, Wintermute, Founders Fund
They have 2 main products: Stablecoin $USDY & tokenization of US government bonds
TVL 300M+
Fundraising: 32.4M
MC: 1.2B
FDV: 8.3B
Although $ONDO is currently the lead trend RWA project (only counting projects that already have tokens), Trong will still choose to Invest in the Private Credit segment, specifically $CFG & $GFI with a higher expected ROI than $ONDO
7/ $mTBILL - @MidasRWA is a project in the same segment as $ONDO with support from Blackrock & Circle. Midas' main product is the tokenization of the US government's treasury
Backed: @hiFramework, Coinbase, Hack VC, CSR, Block Tower,....
Fundraising: 8.75M (Seed Round)
Trong believes that @MidasRWA will be the next hidden gem in the RWA field and they are no less than $ONDO .
8/ $TRADE - @Polytrade_fin marketplace for RWA with outstanding Backed platforms such as: @DWFLabs, @0xPolygon,....
Fundraising: 5.51M
MC: 66.52M
FDV: 203M
Trong personally will not invest in $TRADE at the present time because it does not have a good position
In the forecast, RWA will be one of the most explosive narratives next to AI CSHT & GameFi. If you don't have it yet, please take advantage of it.
$SNX $MKR $LINK
RWA Hidden Gem - Bullish Alpha Part 1.
Blackrock has entered the RWA game, a sector with huge potential & market share but still undervalued. Here are 8 Hidden Gems that will make you regret if you miss them
1. As an Investor, Trong only focuses on 4 main pieces of the puzzle including: Private Credit, Treasuries, Infrastructure & Marketplace.
2. $CFG - @centrifuge L1 EVM acts as a Platfrom Onchain Credit with the best cash flow performance in the Private Credit segment with a loan amount of 294M$.
With Backed voltage stabilizers such as: @fabric_vc, Coinbase Ventures, Galaxy Ventures, IOSG Ventures, BlockTower Capital,...13495
In the context of#RWAprojects that have had a sudden growth, there is only $CFG with the best Active Loans growth rate but no major fluctuations in price => opportunity for you to get on board. .
✅Fundraising: 38.83M
✅MC: 350M
✅FDV: 388M
3/ $GFI - @goldfinch_fi is a Private Lending project, providing loans without collateral (only serving institutional customers).
Standing out with a huge Backed lineup including: @a16z, @IDEOVC, @cbventures,....
$ONDO has BlackRock, $GFI has a16Z :D
$GFI is currently ranked 3rd in the Private Credit segment with a total loan of 107M$ after $CFG & $MPL.
Those who joined after $GFI are also on X4.
✅Fundraising: 37.7M
✅MC: 278M
✅FDV: 444M
5/ $MPL - @maplefinance Rare project operating in both Private Credit & Treasuries segments.
Maple had a great time in the previous cycle with total loans reaching 2B$, but due to the influence of Celsius, they were also affected by bad debt of 53M$.
With Backed voltage stabilizer: @hiFramework, @polychain, CSR, Spartan,...
Their highlight lies in the usecase when allowing holders to participate in staking to share revenue.
Currently $MPL ranks top 2 in the Private Credit segment with loans of 167M & 16M in the Treasuries segment
✅Fundraising: 8.9M
✅MC: 68M
✅FDV: 154M
In the Private Credit segment, Trong will still prioritize $CFG. After $CFG, $MPL will be the next option (if there is a good position) 😁
Due to the character limit, today's post will only be here, everyone. Trong will publish part 2 tomorrow.
Blackrock has entered the RWA game, a sector with huge potential & market share but still undervalued. Here are 8 Hidden Gems that will make you regret if you miss them
1. As an Investor, Trong only focuses on 4 main pieces of the puzzle including: Private Credit, Treasuries, Infrastructure & Marketplace.
2. $CFG - @centrifuge L1 EVM acts as a Platfrom Onchain Credit with the best cash flow performance in the Private Credit segment with a loan amount of 294M$.
With Backed voltage stabilizers such as: @fabric_vc, Coinbase Ventures, Galaxy Ventures, IOSG Ventures, BlockTower Capital,...13495
In the context of#RWAprojects that have had a sudden growth, there is only $CFG with the best Active Loans growth rate but no major fluctuations in price => opportunity for you to get on board. .
✅Fundraising: 38.83M
✅MC: 350M
✅FDV: 388M
3/ $GFI - @goldfinch_fi is a Private Lending project, providing loans without collateral (only serving institutional customers).
Standing out with a huge Backed lineup including: @a16z, @IDEOVC, @cbventures,....
$ONDO has BlackRock, $GFI has a16Z :D
$GFI is currently ranked 3rd in the Private Credit segment with a total loan of 107M$ after $CFG & $MPL.
Those who joined after $GFI are also on X4.
✅Fundraising: 37.7M
✅MC: 278M
✅FDV: 444M
5/ $MPL - @maplefinance Rare project operating in both Private Credit & Treasuries segments.
Maple had a great time in the previous cycle with total loans reaching 2B$, but due to the influence of Celsius, they were also affected by bad debt of 53M$.
With Backed voltage stabilizer: @hiFramework, @polychain, CSR, Spartan,...
Their highlight lies in the usecase when allowing holders to participate in staking to share revenue.
Currently $MPL ranks top 2 in the Private Credit segment with loans of 167M & 16M in the Treasuries segment
✅Fundraising: 8.9M
✅MC: 68M
✅FDV: 154M
In the Private Credit segment, Trong will still prioritize $CFG. After $CFG, $MPL will be the next option (if there is a good position) 😁
Due to the character limit, today's post will only be here, everyone. Trong will publish part 2 tomorrow.
Compare Data Availability costs on Ethereum
👇
Hello everyone, Trong currently sees that the community is quite hyped about @CelestiaOrg when everyone knows that $TIA is the leading project in the DA segment. But in reality, $TIA 's DA is 28 times more expensive than $NEAR , with @ethereum being 87,800 times (after update EIP-4844 Ethereum's DA will be 4800 times).
For those of you who don't know, Data Availability (DA) will help Validators/Nodes in the network have enough reliable data from the past, thereby authenticating and creating new data and then storing it. into Blockchain. In short, DA is a data storage solution for L1s and NEAR is the best project in this field because their infrastructure is very strong and stable (never had a network failure) and extremely low costs.
Projects using NEAR DA include: @arbitrum, @dymension, @alt_layer, @Starknet and @0xPolygon,... NEAR DA will have 2 fee sources including network storage fee + tx fee on NEAR (calculated in blocks) and this unintentionally causes $NEAR to deflate faster. Especially when Layer2 ecosystems explode, NEAR will also benefit from its DA service. You can imagine when the GameFi wave comes, especially when fully-onchain games launch, how terrible the amount of data will be.
😁
That's how great NEAR's infrastructure and technology is. Later, if you see someone post an article saying $TIA is the boss in the DA segment, you just need to quietly send this article to them.
😂
#NEAR#TIA #LAYER2
👇
Hello everyone, Trong currently sees that the community is quite hyped about @CelestiaOrg when everyone knows that $TIA is the leading project in the DA segment. But in reality, $TIA 's DA is 28 times more expensive than $NEAR , with @ethereum being 87,800 times (after update EIP-4844 Ethereum's DA will be 4800 times).
For those of you who don't know, Data Availability (DA) will help Validators/Nodes in the network have enough reliable data from the past, thereby authenticating and creating new data and then storing it. into Blockchain. In short, DA is a data storage solution for L1s and NEAR is the best project in this field because their infrastructure is very strong and stable (never had a network failure) and extremely low costs.
Projects using NEAR DA include: @arbitrum, @dymension, @alt_layer, @Starknet and @0xPolygon,... NEAR DA will have 2 fee sources including network storage fee + tx fee on NEAR (calculated in blocks) and this unintentionally causes $NEAR to deflate faster. Especially when Layer2 ecosystems explode, NEAR will also benefit from its DA service. You can imagine when the GameFi wave comes, especially when fully-onchain games launch, how terrible the amount of data will be.
😁
That's how great NEAR's infrastructure and technology is. Later, if you see someone post an article saying $TIA is the boss in the DA segment, you just need to quietly send this article to them.
😂
#NEAR#TIA #LAYER2
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