Let’s talk about $NOT and $TON again
NOT has nearly doubled from its low point. If the BNB mining in the previous period was not sold or the bottom was bought, the income would become decent again.
NOT has obvious advantages and disadvantages. Let’s talk about the bullish points first:
1⃣️Control degree, centralized airdrops, and no need for on-chain verification, so only the project party knows the proportion of holdings
2⃣️The ambiguous relationship between the project itself and the TON Foundation. If TON cannot be listed on the BN spot, it may empower NOT to a certain extent
NOT’s bearish points are also obvious:
1⃣️The coin is useless, but the MEME attribute is very embarrassing. There is no community culture. The potential narrative height is in the same category, and it is even worse than ORDI, BTC’s number one air MEME v.s. TON’s number one air MEME. If there is no way to explain to retail investors why they should buy, there will naturally not be enough buying in the long run
2⃣️If empowered, it may pull up the market in the short term, but it will also be embarrassing in the long run. Moreover, if the empowerment direction is similar to that of a gas token, it will inevitably weaken TON itself, and the empowerment direction is also tricky
As for TON, the two expected cards of Wallet and Tether have been played for the time being. How to play new tricks next depends on the team and the ecological ability. Personally, I think the probability of BN spot is still not high:
1⃣️The predecessor of the project was ordered by the SEC to refund, and cz is still in prison in the United States
2⃣️The contract has been listed, and BN already has trading volume exposure
3⃣️Hehehe
But these have nothing to do with whether TON and NOT can pull up the market. If you understand, you understand.
I think I am very objective and only do products that I can understand. I have been watching TON for a year and a half, and I don’t understand it.