I really missed this wave of Bitcoin's rise. If I had laid out the World Cup event tokens a year in advance, I would always be ahead, right?
1. National Team Related Tokens
ARG (Argentina Football Association Fan Token)
Advantage: The Argentina National Team is the 2022 World Cup champion, with a large global fan base, and the upcoming 2024 Copa America may further boost attention.
Risk: The circulating market value of the token is relatively low (approximately $3.81 million, based on OKX platform data from April 26), and the price volatility is small, making it easy to be trapped in a long position over time.
POR (Portugal National Team Fan Token)
Advantage: The traffic effect brought by stars like Cristiano Ronaldo is significant, and the Portuguese team, as a traditional strong team, may see a surge in popularity during major events.
Risk: The circulating market value of the token (approximately $1.32 million, based on OKX platform data from April 26) and liquidity still need to be observed.
2. Club Tokens
$JUV (Juventus Fan Token)
Advantage: As the first fan token launched on the Chiliz platform, the infrastructure is complete, and Juventus, as a Serie A powerhouse, has a stable global fan base. Market value approximately $13.7 million.
Risk: The correlation between club events and the World Cup is low, and the explosive potential during the event is questionable?
$SANTOS (Santos Club Fan Token)
Advantage: Brazil has a deep football culture, Santos Club has over 3.1 million fans, the circulating market value is high (approximately $59.6 million), and liquidity is good.
Risk: Need to pay attention to whether the performance of the Brazil National Team in the World Cup drives related popularity.
$LAZIO (Lazio Football Club)
One of the underlying assets of Binance index contracts, with clear short-term speculation potential. (Market value approximately $21.19 million)
The international influence of the Italian club is limited, and there is a need to be cautious about the risk of a decline after the World Cup.
PORTO (FC Porto)
Issued through Binance Launchpad, supporting NFT staking, voting rights, and other practical functions, with strong liquidity.
The Binance index contract has seen significant short-term gains since its launch, and recent collaboration dynamics are worth paying attention to (market value approximately $22.29 million).
MENGO (Flamengo Club)
It is a Brazilian football club and the most popular club in Brazil. (Market value approximately $1.2 million)
Risk: Need to pay attention to whether the performance of the Brazil National Team in the World Cup drives related popularity.
3. Other Tokens (must be evaluated cautiously)
CITY (Manchester City Fan Token)
As a top Premier League club, Manchester City's token circulation rate is only 18%, and it needs to rely on event results or star effects for short-term stimulation.
Other more: GALFT, TRA (tokens from two Turkish clubs), ACM (AC Milan Football Club), ATM (Atletico Madrid Football Club), INTER (Inter Milan Football Club), etc.
4. Investment Strategy
First Choice: Considering that next year's event is the World Cup, national teams should be prioritized. For example: ARG, POR (these two can be bought on OKX, with low market values and are the most relevant national team tokens for the World Cup).
Second Choice: Binance's three musketeers: SANTOS (event hotspot) + PORTO (Binance cooperation) + LAZIO (index contract).
Additionally, increase attention on JUV (which I personally like very much, frequently drives the market, sells on peaks, and continues to buy on dips, maintaining a long-term trading strategy).
(These four tokens are all available on Binance. Liquidity will be better.)
Regarding actual operations: Since there is still more than a year until the World Cup, fan token prices are easily influenced by event results, exchange dynamics, and the overall cryptocurrency market, so strategies need to be adjusted dynamically based on real-time information. I currently only hold a small initial position in several tokens. I plan to start purchasing in September this year, but if there are any black swan events or price drops in the meantime, I will also buy immediately if the price is attractive, and I will gradually reduce my position a month before the World Cup begins.
