Which new token did you add to your ICM portfolio this week, | game_for_one no Binance Square

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Which new token did you add to your ICM portfolio this week, and why?

Aviso Legal: inclui opiniões de terceiros. Não se trata de aconselhamento financeiro. Poderá incluir conteúdos patrocinados. Consulta os Termos e Condições.

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People complain about the cult-like behavior and lack of seriousness in this market - asking for more rationality and professional participants. But that behavior is what creates the opportunity. This market moves on emotion: belief, fear, greed - not clean models or fair value. That emotionality is what drives the volatility and mispricings. And that’s where the edge comes from. The best runs: Bitcoin, ETH, Solana, AVAX happened not because things were rational, but because they weren’t. They were chaotic, driven by conviction often bordering on delusion. That dynamic hasn’t gone away. It’s just moved. The majors are more mature, more institutional. The real volatility, the emotion-driven flows, are onchain now. Partly because of the lack of MMs. But more so because of who’s playing, retail-heavy, fast-moving, attention-driven participants. That structure creates dislocations. It’s been a wide-open door for anyone switched on.

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People complain about the cult-like behavior and lack of seriousness in this market - asking for more rationality and professional participants. But that behavior is what creates the opportunity. This market moves on emotion: belief, fear, greed - not clean models or fair value. That emotionality is what drives the volatility and mispricings. And that’s where the edge comes from. The best runs—Bitcoin, ETH, Solana, AVAX—happened not because things were rational, but because they weren’t. They were chaotic, driven by conviction often bordering on delusion. That dynamic hasn’t gone away. It’s just moved. The majors are more mature, more institutional. The real volatility, the emotion-driven flows, are onchain now. Partly because of the lack of MMs. But more so because of who’s playing, retail-heavy, fast-moving, attention-driven participants. That structure creates dislocations. It’s been a wide-open door for anyone switched on.

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When you believe in something in this space, there are two outcomes: You get sent to the dry cleaners… Or You time it right and sail off on a 100ft yacht. Binary. No in-between.

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With a potential Solana ETF on the horizon, there's a good chance many SOL utility plays get rerated. Which ones do you find most compelling, and why?

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Lured by promises of gold, the Sol tourists flocked to Base land, got predictably robbed, and are now retreating home with lighter bags and heavier lessons.

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