$janitor belongs to an absolutely strong market, many Bnbchain projects scatter their tokens right after hitting alpha, whereas $janitor uses alpha to wash and accumulate tokens, clearly targeting the next strategic goal of Binance contracts, which currently needs a market cap of at least 30m (generally 50m). Two days ago when it was at 12m, I sent out a picture that indicated an excellent buying point;
$bmp is currently the only survivor in the entire NFT market. Those who haven't deeply researched $bmp may think it's a project similar to 404, but we daily players know that this is not just about swapping token images. We call it the on-chain Bubble Mart, and behind it, $bmp is likely to be the key protocol for the revival of NFTs. If the price of $bmp can reach a new height, then the era of NFT 2.0 might begin. Compared to the simple buying and collecting of NFT 1.0, I would like to call NFT 2.0 blind box NFTs - possessing stronger collectability and addictiveness;
$u, how should I put this, those who have experienced $koma definitely know what this price means. History will repeat itself time and time again. The outcome of $u doesn't depend on us on Twitter but on the offline situation. We on Twitter can only cheer, and many people are too anxious. I choose to upgrade myself to a diamond hand. If you can hold for more than half a year, then $u might surprise you.
Ps: There have been many speedruns with sol, is liquidity returning?
Someone reviewed the boop project with me again yesterday, and I just learned that the KOLs in the boop system got on board early at 1 million (I am no longer looking at my holdings while rushing for dogs, but I feel like I have to pay attention again and downloaded gmgn back). People like me who got on at 2 million without knowing are actually just liquidity. The bigger problem is that it’s obvious they are not on the same page as the boop platform; when dingeling got on board, they just poured in, so construction is impossible.
From this perspective, bnbchain and eth actually have an advantage in playing “sunshine strategies” or in terms of construction, because players on these two chains are used to a slower pace; after buying, they hope to sleep well and not see their investment drop to zero the next day. A fivefold increase in a month is acceptable to me, and I can also tolerate short-term consolidation, like $janitor on bnbchain just after launching alpha, and the recent revival of the eth community with $zeus. Recently, avax also seems to have some sunshine strategy flavor, recovering losses with a wave of $fomo.
It’s not that sol is bad; I still really love sol. It's just that solana is not suitable for using too many cunning strategies here. Currently, there are actually only three types of projects in solana that can achieve great results: top-tier consensus, top-tier capital, or top-tier new narratives, corresponding to $labubu, $aura, and $launchcoin. The least needed among these three is cunning; even if there is cunning, it’s not a play where leaders gradually get on board. For top-tier consensus, cunning destroys consensus; for top-tier capital, cunning means a heavy burden; for top-tier innovation, at most, I just greet you and say I’m fine with buying or not. Playing sol focuses on smoothness and fluidity; a deliberately staged leader’s game is clearly too contrived.
The pump was directly sealed, causing the SOL market to collapse. After looking at the SOL holdings, I directly lost hundreds of thousands of dollars. I decided to play dead for a while. In fact, after the pump was sealed, the other three exchanges should have taken some actions. I bought a little bit of a new token on Boop, which feels quite conspiratorial and might go to zero. I will continue to place bets; during FUD, it is the best opportunity to build positions.
Indeed, BNB Chain has once again welcomed the best opportunity, but I don't know which time this is. Anyway, I missed the opportunity every time before, and I don't know if I can seize it this time.
However, the state of the state-owned enterprise chain is still one of natural liquidity scarcity. The most obvious indicator is the relatively pure community token $JAGER. There are indeed many people building, but the price just won't go up. In comparison, the better-controlled $U has a much more stable price performance, but since the actual market cap is only over 4 million, it doesn’t say much. Those who can play and build on BNB Chain are all on this train. I feel I still need some time to recover my state. Additionally, the strong whale token $BMP, which everyone expects, seems to be a bit slow despite its stability. The NFT whale is like this; often, brand building outweighs token price. Moreover, the daily trading volume of the small monk $JANITO is indeed very large. Sometimes, whether the project party has money can be fully seen from the trading volume. $0XDREAM is playing dead, and the project party has a good hand but doesn’t know when to play it.
I played around with AVAX, invested $20,000 and now have $10,000 left, which could also go to zero at any time. This chain can only be said to be in the early stage of KOL group setting up the launch, while if BNB Chain is considered a state-owned enterprise chain, AVAX is a private chain.
These days, there has been a huge pullback, but it feels good. Every time there is such a pullback, it means that I am about to catch something big.