If you missed the early dividends of $SOL, $OP, and $ARB, then $SOON, debuting on Binance Alpha, could be the Layer 2 project to bet on in 2025!
As a seasoned player who has experienced multiple bull-bear transitions, I deeply understand the rule of **"early discovery = excess returns"**. $SOON, as the first Solana Virtual Machine (SVM) Layer 2 project launched on Binance Alpha, not only secured $22 million in funding but has also caught the attention of top market makers like Jump Crypto, with **trading volume surging 300% after launching on May 23!**
This article will deeply analyze $SOON's **technical advantages, token economics, market expectations**, and provide **three different risk preference investment strategies** to help you seize this opportunity that may change the wealth landscape!
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## I. Who is $SOON? Why has it suddenly become popular?
$SOON is a **modular Layer 2 solution based on the Solana Virtual Machine (SVM)**, aiming to combine Ethereum's security with Solana's high performance, achieving **30,000 TPS** (5 times that of Optimism!).
### 🔥 Three core highlights
✅ Top team: CEO Joanna Zeng (former VP of Aleo) + Solana co-founder Anatoly Yakovenko as advisor
✅ Innovative financing: Raised $22 million through tiered NFT sales, with 51% of tokens fairly distributed to the community
✅ Technical breakthroughs:
- 50 ms block time (one of the fastest in Ethereum Rollups)
- Cross-chain interoperability (supports Ethereum, BNB Chain, TON)
- Gas fees are 90% lower than Arbitrum
Market data confirms:
- Jump Crypto received 2 million $SOON, suspected of preparing for market-making
- Binance lists SOON perpetual contract (50x leverage), liquidity skyrockets
- Alpha airdrop threshold of 190 points, claim 180 $SOON (worth about $270)
Key issue: Can $SOON replicate the rise myth of $ARB, or will it be dragged down by unlock pressure?
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## II. The logic of $SOON's surge: Why must we pay attention now?
### 1. The Solana L2 narrative explodes
In 2025, the Solana ecosystem will welcome a second spring, with $SOL breaking through $500, and SVM (Solana Virtual Machine) becoming the new favorite among developers. $SOON, as the **first SVM Rollup**, directly benefits from this trend.
Comparison data:
| Project | Type | TPS | Financing | Current FDV |
|-------|------|-----|--------|---------|
| $SOON | SVM L2 | 30,000 | 22 million | 900 million |
| $ARB | EVM L2 | 4,000 | 1.2 billion | 15 billion |
| $OP | EVM L2 | 2,000 | 150 million | 8 billion |
If $SOON's market cap reaches 1/10 of $ARB, there is still a 3-5x space!
### 2. Binance Alpha debut effect
Historical data shows that **43% of the projects recommended by Binance Alpha eventually launch on Binance spot**, with an average return of 8 times. As a key support project, $SOON is very likely to land on Binance main site in the future, bringing a second explosion!
### 3. Market makers + contract launch, liquidity injection
- Jump Crypto suspected to enter market-making, 2 million $SOON have already arrived
- Binance perpetual contract launched, 50x leverage attracts massive funds
Short-term catalysts:
- Mainnet officially launched on May 28
- June **first ecological DApp migration**
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## III. Risk warning: Unlock pressure and valuation bubble
Although $SOON's technology is impressive, investors should be wary of two major risks:
### 1. Token unlock pressure
- 3-month unlock: NFT holders at the $900 tier (cost $0.28-$0.31) may sell above $0.5
- 12-month unlock: Team and institutional holdings (100 million tokens) may become mid-term pressure
### 2. Valuation bubble (FDV/TVL imbalance)
Currently, $SOON's **fully diluted valuation (FDV) reaches $900 million**, but the TVL (total locked value) is only $5 million, **FDV/TVL=18.7**, far higher than $ARB (2.3) and $OP (1.8).
Key issue: If the TVL growth after the mainnet launch does not meet expectations, valuations may be halved!
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## IV. Investment strategy: Three approaches to capture dividends at different stages
### Strategy 1: Short-term sniping (suitable for high-risk players)
Goal: Capture the liquidity premium in the early stage of launch
Operation:
- Claim airdrop on Binance Alpha (requires 190 points)
- Low leverage long on perpetual contracts (support level $0.22, resistance level $0.5)
- Quick in and out, avoid the risk of the first round of unlock in August
### Strategy 2: Swing arbitrage (suitable for mid-term traders)
Key indicators:
- TVL growth: If it breaks $20 million, increase positions
- Ecological progress: Focus on the number of DApp migrations
Take profit point:
- Short-term target $0.5 (2x space)
- Mid-term target $1 (if the mainnet stabilizes)
### Strategy 3: Ecological staking (suitable for long-term holders)
$SOON will launch **staking mining**, with an expected APY of 50%-100%.
Best entry point:
- Wait for the first round of selling pressure to release (in the $0.2-$0.3 range)
- Build positions in batches, hold until 2026
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## V. Conclusion: Should you buy $SOON now?
The answer is: It depends on risk preference!
- Aggressive: Enter at the current price, target $0.5 (2x), stop loss $0.2
- Conservative: Enter when TVL breaks $10 million
- Hoarders: Focus on staking mining, hold long-term
🚀 Take action now:
👉 [Claim Binance Alpha airdrop (requires 190 points)](https://www.binance.com)
👉 [Trade SOON perpetual contract (50x leverage)](https://www.binance.com)
Remember: in the crypto world, the biggest risk is not volatility, but missing out!
Disclaimer: This article does not constitute investment advice. Cryptocurrency risks are extremely high and may result in the loss of all principal. Please DYOR (Do Your Own Research).
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