Jelly投研日记

Many people talk about GameFi, only knowing Ronin or the newly released Somnia. In fact, Immutable X is the earliest Layer 2 solution deeply engaged in NFT games.

It has several highlights💡:
* Zero Gas: A huge advantage for both developers and players
* Broad ecosystem: Gods Unchained, Illuvium, Square Enix, ESL Gaming are all using it
* Strong funding: Backed by ConsenSys + StarkWare + Temasek + Tencent

📊 As the ecosystem of NFTs and games gradually revives, IMX is slowly regaining its presence.
👉 Do you think it can benefit from the next NFT/GameFi boom?

#GameFi #imx

$NMR This round of surge 📈 is not just because of the AI concept, but because its application scenarios are genuinely implemented in the financial market. Numerai uses models trained by data scientists globally to predict stocks, achieving a net return of 25% in 2024. At the end of August this year, JPMorgan directly invested 500 million USD to endorse nmr. The current trend is very strong, and it feels like there is still room for momentum. #NMR #jpmorgan

Why do Koreans have such high hopes for $RED 🧐

💪Acquired Credora to further enhance its risk transparency as a DeFi project
🏘️RedStone has been integrated into multiple ecosystems, riding the wave of RWA's popularity
Every step is aligned with market trends, and the price has skyrocketed～

#memecoin🚀🚀🚀 #red

American real estate tycoon Cardone listed a luxury home in Miami for 400 pieces $BTC
Media says it was sold within 72 hours🏠💰
Regardless of whether the details are exaggerated
At least this shows that our $BTC has a high recognition in high-end transactions💪📈

#BTC #btc走势分析

$ETH has been fluctuating
So the question arises
When will it reach 5000🥸

Jack Ma just bought, whales are using 25x leverage to short Ethereum 🤯

Although many whales have recently sold $ETH , what is the principle behind 25x shorting❓
1. The price of Ethereum has fallen from its peak and may decline further
2. The market has already digested the positive news, lacking further upward momentum in the short term

However, institutions are buying heavily, and capital still bullish on Ethereum
In short, waiting for a follow-up, this wave of operation is still too dramatic 🤡

#ETH #eth走势分析

Affected by $WLFI , did $DOLO plunge drastically?

DOLO dropped 30% in one day.
Apart from the recent airdrop triggering profit-taking,
it must be related to WLFI.
After all, the founder serves as an advisor at WLFI🤔

Are those still in the market waiting to buy the dip? Or are they recharging their faith🥹

#dolo

Everyone is already familiar with crypto ETFs, which are easy to buy and sell, and their prices closely align with net asset value (NAV). So what is DAT (Digital Asset Trust) that CZ and Xiao Feng have recently focused on?

DAT directly holds assets like BTC and ETH through listed companies, then packages them in the form of stocks, allowing shareholders to indirectly invest in cryptocurrencies.

Characteristics of DAT:
High volatility: Stock prices often trade at a premium, with MicroStrategy reaching 70%;
Amplified returns: Returns can be enhanced through financing, staking, and DeFi;
Downside protection: When stock prices fall below NAV, arbitrage quickly restores balance;
Flexible and diverse: Covers strategies like staking, DeFi, mergers and acquisitions.

Compared to stable ETFs, DAT has higher risks and returns, making it suitable for aggressive investors. However, don't forget that high leverage + high volatility also means greater liquidation and regulatory risks.

‼️ So the question arises: Will DAT be the next wealth myth, or a high-risk speculative game?

#etf #CZ

Trump has launched a new token again, $WLFI will be unlocked tomorrow, should we wait?
$WLFI this time focuses on the concept of DeFi + RWA, positioning itself as a functional DeFi project, emphasizing compliance and a sustainable ecosystem.

Unlike the tokens previously issued by the Trump family, $WLFI looks much more reliable.
→ 85% of the USD1 stablecoin in the ecosystem is backed by high-credit RWA such as government money market funds, reducing the risks of algorithmic stablecoins.
→ 80% of the token unlocks are decided by community voting.
→ The project has passed the Cyfrin audit, and BitGo is holding the reserves, complying with US regulatory trends.

Market news also reveals that Nasdaq-listed company ALT5 Sigma has committed to acquire up to $750 million of the $WLFI tokens, which can be seen as a guarantee against market fluctuations. However, based on the previous performance of $TRUMP and $MELANIA , the Trump family's tokens are highly dependent on his personal influence, making the risk of investment difficult to assess. Trump, can I trust you one more time?

#WLFI代币即将解锁
#特朗普罢免美联储理事库克

🙈$ETH

The top 10,000 of Binance Wealth Management can earn 12% annualized

It's pretty good for stablecoins to have this yield

If you have idle $usdc, just throw it in and let us "sit and wait for the coins" 🤣

#ETH突破4000 Forget it 😇 Selling low always profits $ETH

#ETH突破4000
My e-person has finally stabilized above 4000📈$ETH