20240328

1) Market trend:

The market fell, and all the copycats fell.

U.S. stocks rose, and leading Nvidia began to fall.

2) Market hot spots:

1. Etherfi and aevo, bn new stocks, soared. Etherfi’s total market value is as high as US$8 billion. Its financing valuation 2 months ago was US$200 million, which has increased 40 times in 2 months. The aevo contract fee is -1%, and the daily short squeeze is 6%. The market can only speculate on sub-new stocks with good chip structure, or signs that the market will adjust.

2. Ocean, Fet, and Agix in the AI ​​sector rose. The three tokens will be merged into token ASI according to the announced ratio, or there may be arbitrage opportunities. Good in the short term, bad in the long term. BN's previous hype about renaming the section rei turned out to be a preview.

3. The public chain sui surged to a new high, and ecological navi, cetus, etc. followed suit. sui will hold a conference on April 10. With recent subsidies to encourage the ecosystem, sui is the new public chain with the best user experience in this round.

4. DeFi’s velo has soared. The project side sits on the bank and returns the supply to the side, and votes to release most of the new additions into its own LP pool.

5. The Ethena airdrop is considered stable, with an off-market valuation of US$1 billion, and it is rumored that it will be listed on a major exchange. The stablecoin usde currently has a market value of US$1.4 billion, ranking fifth.