Mia Luo

XMR rises against the trend, will privacy coins make a comeback?
When the market as a whole is correcting, $XMR has shown an impressive +5.5% counter-trend performance, which is indeed eye-catching. Although it was questioned a few days ago due to a block reorganization event, on-chain data shows that active trading volume and long-term holding addresses are both increasing, indicating that community confidence is still intact.
This wave of outperforming the market is largely due to the brewing narrative around privacy. The stricter the regulations, the more the value of privacy coins is highlighted. With $BTC dropping below 115,000, XMR is still holding strong; isn’t this resilience a strong signal?
What do you think, will XMR take advantage of this market differentiation to create an independent trend?
#XMR

The recent rise of $PUMP is not just about speculation. The platform has spent almost all of its revenue this month on buybacks, directly consuming 5% of the circulating supply, which essentially provides a layer of support for the market.
On the creator side, on the first day of the new mechanism launch, streamers and authors shared over 2 million USD, which is higher than many GameFi rewards. The combination of trading and content is driving growth; there are indeed not many meme projects that can achieve such ecological synergy.
Now, with Binance's promotion of the 350 million PUMP event and the launch on Korean exchanges, if this wave of traffic and capital can be sustained, the gameplay of memes might truly be rewritten.
#memecoin

$ARB as the orthodox L2, the ecosystem is the most complete, rising from 0.24 to now, rebounding by double, but the rise of Base has really taken away too much traffic. For Arbitrum to maintain its popularity, it must come up with new things.
Recently, the drip plan that Arbitrum dao has been promoting has sparked community enthusiasm and increased liquidity, pushing the $ARB price back up. If the staking with a 7% annual return that has been anticipated can be implemented quickly, funds will likely follow in, and the price can surge again.

#layer2

Polymarket's recent bet has become popular: Who will be the next Fed Chair nominated after Trump takes office? In the market, Chris Waller has the highest odds, once soaring to over 30%. Interestingly, the probability of 'no announcement this year' is close to 40%.
Why is everyone betting on Waller? He is dovish on interest rates and has publicly stated 'there should be a 25bp rate cut', which is obviously favorable for risk assets; regarding crypto, he has repeatedly emphasized not to demonize new technologies, even acknowledging the financial role of stablecoins. This combination perfectly aligns with the Trump team's narrative of 'easing + crypto-friendly'.
The biggest significance of this matter is not who gets elected, but that the market is trading on expectations. Once Waller's odds continue to rise, the altcoins driven by BTC and ETH might start to ferment in advance; stablecoins, RWA, and on-chain payment-related tokens will also be pushed to the center of the narrative. Conversely, if there is a long period of 'no announcement', hot money may retreat, and funds could return to large-cap assets for safety.
If Waller really can take office, will the Fed's 'crypto-friendly + easing' become the trigger for the next wave of market movement?
#polymarket #美联储何时降息？

The old GameFi project $ACE is back in action
$ACE is a token running on the Endurance mainnet, which is specifically optimized for gaming, with low transaction fees and fast speeds, making it very close to traditional blockbuster Web3 games. In the ecosystem, $ACE can be used to buy NFTs, pay Gas, and also for staking and governance.
Its background is not bad either, having received early investments from Binance Labs and FunPlus, and it has also participated in Binance Launchpool. The community size is quite large, with over 1.8 million on-chain addresses, and its activity level is considered high among similar projects.
As for today's price increase, I think it's more driven by market sentiment. GameFi has recently been heated up again, and there is also a technical rebound demand, with short-term funds willing to take a gamble.
However, in the long run, the entire GameFi sector has experienced significant user loss, and such volatility is not suitable for heavy investments.
#ACE/USDT
#GameFi

USDe has been incredibly popular recently. Besides buying stablecoins themselves, there are actually some projects worth paying attention to.
$ENA: Ethena's governance token, reportedly preparing a $500 million buyback in the future, with significant upside potential.
$CRV: The TVL of USDe in the Curve pool has reached $250 million, with high liquidity, and it also rewards $CRV holders with traffic. The hotter USDe gets, the more stable Curve's position becomes.
$AAVE: Aave is already a blue-chip DeFi lending leader, and new assets entering the market equate to adding a new narrative for $AAVE.
My thought process: buy $ENA to bet on the buyback, focus on $CRV for liquidity, and allocate some $AAVE for risk mitigation. Who do you favor more?
#ENA
#CRV/USDT #aave

$Linea will be launched tomorrow! Recently, I carefully studied Linea, and apart from the coin price, it is fundamentally a paradise for developers‼️
Linea is a Type-2 zkEVM L2, fully compatible with Ethereum's EVM instruction set, allowing developers to migrate their DApps without rewriting code.
The performance is also impressive, with TPS reaching 6200, nearly 30% faster than before, and gas fees are only one-twentieth to one-thirtieth of Ethereum's. Coupled with ConsenSys's own toolchain, the development experience is very smooth.
In terms of ecosystem, $Linea already has 350+ applications, with Aave, Uni, and Sushi all launched in DeFi, and NFT and social aspects are also expanding. It can seamlessly integrate with MetaMask's 100 million user entry, showing huge potential; an ecosystem explosion is just a matter of time.
#Linea
#币安hodler空投linea

Win one game 🚀, lose one game 📉
Fan tokens are just that straightforward, directly linked to the team's strength, the win rate of $OG this year is only around 50% 🤯, isn't the risk a bit high to buy now
#og
#fantokens

Both are GameFi, why is the new $SOMI more popular than $Ronin?
The reason lies in the narrative strategies of the two paths:
* $SOMI packages itself as an operating system designed specifically for the metaverse and blockchain games: millions of TPS, sub-second confirmations, cross-game asset interoperability, these parameters are naturally appealing, bringing high popularity and high volatility in the short term.
* $Ronin follows a content-first path: deeply integrated with on-chain games, relying on sustained operations and cash flow to drive growth, lacking that kind of technical gimmick that immediately grabs attention, but relatively more stable.
If you are optimistic about the GameFi sector, a more stable choice like Ronin is also a good option.
#GameFi #ronin

The South Korean market is indeed fierce, $red went live and immediately skyrocketed
A quick surge followed 🚀 for cashing out
Upon seeing the news, Upbit directly opened a KRW trading pair for RED
It feels like a chance to make a quick profit 📈
#memecoin
#red

The logic of ABTC is very powerful, and it rises sharply 📈
In comparison, $BTC spot and ETF are simpler
If you want to follow this narrative, you can focus on 👉$BTC itself
Instead of taking risks with ABTC
#BTC
#btc走势分析

Recently, the on-chain fluctuations have made it feel like everything is wrong, and it might be better to just go all in on BTC... BTC has absorbed over 55% of the market's liquidity in this wave, with a single asset market share reaching 57.8%, which is very unhealthy.
It's hard to imagine what will happen to altcoins if Bitcoin drops; currently, the on-chain Meme track is suffering severe losses, almost halving. In the future, Bitcoin's volatility will likely lead to a difficult drop for altcoins, and then liquidity may return and increase. I hope altcoins can withstand it...
$BTC
$ETH
$SOL