Hello everyone, I am Crypto Muba
The 'Big White' mentioned by fans is hailed as 'the Buffett in rising markets and the Soros in falling markets.' As a leader in the crypto field, Big White primarily focuses on spot trading, supplemented by contract operations, and has become a versatile trading expert with precise market judgment and a steady operating style.
Big White is also a senior analyst in the blockchain market for spot, contract, and on-chain gold dog layouts! Win rate exceeds 96%!
Introduction
Bitcoin breaks new high at $110,000, USD1 stablecoin ignites the market
On May 22, 2025, Bitcoin broke the historical high of $110,000, coupled with the passing of the 'GENIUS Act', stablecoin USD1 unexpectedly became the market focus. Binance announced the launch of World Liberty Financial USD (USD1) at 8 PM, becoming the third mainstream exchange to support it after HTX and MEXC, promoting the 'US dollar hot money + Trump label' market.
The token B (BUILDon) on the Binance Alpha platform surged 192% in a single day, LISTA, STO, and others followed suit, the 'WLFI concept' heat soared. WLFI officially announced support for BUILDon and purchased B tokens, the market speculates that USD1 may replace FDUSD as Binance's main stablecoin.
Big White is actively exploring opportunities related to USD1 and WLFI within the Binance ecosystem, which projects are worth paying attention to?
1: USD1 goes all out, analyzing the 'ecosystem binding' between WLFI and Binance
What is USD1? USD1 is a US dollar stablecoin launched by World Liberty Financial (WLFI) in March 2025, pegged 1:1 to the US dollar, 100% backed by short-term US Treasury bonds and dollar deposits, with BitGo Trust Company as the custodian.
Why is USD1 so popular?
Trump family endorsement: co-founders include Eric Trump, bringing built-in traffic.
Market cap skyrockets: soared from $128 million to $2.1 billion within two months, becoming the world's top seven stablecoins.
BNB Chain dominance: 90% of circulation is on the BNB Chain, and has already launched on exchanges like HTX.
Multi-chain support: has expanded to Ethereum and BNB Chain through Chainlink's CCIP protocol.
Institutional entry: Abu Dhabi MGX injected $2 billion into Binance using USD1.
Future potential? The market speculates that Binance may test USD1 through the Alpha platform, which may become the core stablecoin of the BNB Chain in the future.
2: Overview of the hottest Trump concept targets
USD1 Concept
Surging Meme coins (short-term high volatility)
BUILDon (B)
Launched on Binance Alpha on May 21, skyrocketing 480% in 6 hours, with a market cap of $220 million
WLFI officially purchases Meme coins for the first time, regarded as the leader of the USD1 concept
USD1 construction plan is about to kick off, promoting the BNB Chain ecosystem
usd1doge & wlfidoge
usd1doge saw a tenfold increase in a single day (from $130,000 to $2 million), currently down to $730,000
wlfidoge peaked at 4 times but failed to maintain momentum
EAGLE
The first USD1 concept coin on Ethereum, peaked at a 1067% increase in a day (peak value $3.74 million), now priced at $0.018
(Note: Other USD1 ecosystem Meme coins on the Four.Meme platform have lower market values and have not yet emerged)
WLFI officially announces cooperation concept
LISTA
WLFI strategically cooperates with Lista DAO, USD1 enters its lending system
Increased by 46.62% on May 22, may benefit from USD1 liquidity growth in the future
STO (STONE)
Plans to integrate USD1 to enhance cross-chain yields, already supporting 20+ chains
Officially announced cooperation on May 9, no large-scale purchases yet, increased by 20% in a day
The 'WLFI purchase' concept
Core strategic reserves (officially announced)
BTC | ETH | TRX | LINK | SUI | ONDO (incorporated into reserve assets on March 18, 2025)
Key projects for increased holdings
TRX - a total of 40.99 million coins (approximately $10 million)
Three intensive purchases in January 2025
USD1 is about to be deployed to the TRON chain
Vaulta (A) - 7.386 million coins ($6 million)
Including 3.636 million EOS + 3.75 million VA
Purchased via PancakeSwap and 1DEX
LINK - 256,000 coins ($6.7 million)
Purchases to start in December 2024
AAVE - 17,700 coins ($5.7 million)
Two large purchases
Potential layout projects
SEI: 5.98 million coins ($1 million)
AVAX: 103,000 coins ($2 million)
MNT: 5.99 million coins ($5 million)
ENA/ONDO/MOVE: each at the $2 million level
Market impact
Driving the surge of ecological coins such as BUILDon (480% increase), usd1doge (10 times)
Significant increases in cooperation projects like LISTA and STO (LISTA up 46%)
A new narrative is forming, with multi-chain expansion accelerating
Market sentiment is high. USD1 ecosystem tokens such as BUILDon, usd1doge, and wlfidoge have attracted significant market attention with multiple times of increase in a short period, while projects like LISTA and STO that cooperate with WLFI or integrate USD1 applications are also starting to gain attention.
Currently, a new narrative is gradually forming around USD1 and WLFI, positioning for potential Alpha opportunities, becoming a forerunner in the next round of hot rotation.