天使-我为祖国赚外汇-世界人民大团结万岁

Have we welcomed the season of copycats?
This month, Ethereum leads to promote 'alt season'
It is noteworthy that the current tariff war has a 90-day pause, with the US tariff cap on China set at 30%. The market reacts optimistically, but it is important to note that the global effective tariff rate remains as high as 17.8%.
When Trump took office, the tariff rate was 2.5%.
Polymarket predicts a 40% chance of economic recession on May 15.
The cryptocurrency market is the asset class most sensitive to liquidity conditions.
What factors confirm 'altseason'? (Historical reference)
1. The last year of the cycle
2. The dominance of BTC is initially in the range of 65-70%
3. Transition from quantitative tightening to quantitative easing
4. Rise in ETH/BTC ratio
5. Retail index and animal meme explosion
We are still in the early stages of this process. The ETH/BTC exchange rate is still 0.024, and in USD terms, ETH's trading price has dropped 46% from its historical high. The Federal Reserve is still implementing quantitative easing policies.
Historical review
The 35% increase in ETH last week is surprisingly similar to the 68% increase from January 1, 2021, to January 7, 2021 (from $729 to $1,224).
At that time, the ETH/BTC ratio was 0.03, and just four months later, it rose to 0.07, with ETH/USD increasing by 370%.
This triggered a surge in altcoins, NFTs, 'metaverse' tokens, and alt L1 tokens. From January 2021 to May 2021, the market experienced almost no pullback. Subsequently, in mid-July, ETH underwent a significant sell-off (ETH fell from $4000 to $1800), and then rebounded to a historical high in November.
Some altcoins (such as Terra Luna) continued to rise, surpassing the peaks of BTC and ETH, and ultimately, we welcomed a bear market.

The business landscape of Sign is divided into three main areas:

1. Digital Infrastructure, collaborating with governments of various countries to promote a new generation of digital infrastructure based on blockchain—including blockchain, identity systems, and asset distribution systems.

2. Super App, a self-built global community that makes it easier for more people to access quality assets and services.

3. Web3 Brokerage, where blockchain serves as the most powerful ledger, providing distribution and bulk trading services for various assets (not limited to native assets in the cryptocurrency space).
Yesterday, Sign also launched a staking program.
Staking $SIGN will unlock monthly over a period of 6 months.

For $SIGN priced above $0.2 each month, an additional 15% of the monthly allocation will be granted; otherwise, an additional 10% of the monthly allocation will be granted.

Binance New Megadrop
KernelDAO (KERNEL)

The total supply of KERNEL is 1 billion tokens, distributed as follows:
55% KERNEL: Community rewards and airdrops
20% KERNEL: Private sale
20% KERNEL: Team and advisors
5% KERNEL: Ecosystem and partners
Team/investor TGE unlocks 6 months after
Team long-term lock-up (30 months)
Current OTC price 0.3🔪

Kernel as the re-staking infrastructure led by the BNB chain
Total locked value (TVL) of three major products exceeds 2 billion USD:
Kernel: The largest shared security infrastructure on the BNB chain
Kelp: The second largest liquidity re-staking token (LRT) on Ethereum
Gain: Tokenized treasury

Is it rolling or shooting? About $GUN
Key Points
1. A top-tier world-class game launched by Gunzilla @playoffthegrid (the highest concurrent viewership on Twitch was 140,000)
2. Gunzilla has entered the top ten in daily active addresses and trading volume in blockchain
3. FPS shooter games are the best path for WEB3 gaming
4. Off The Grid reached a peak of approximately 2.5 million monthly active users, with a steady growth in the core player base, adding 100,000 daily active users just last month
5. Off The Grid is a leading battle royale game developed by Gunzilla Games, ranking first on the Epic Games Store and surpassing Fortnite!
Currently, the game is available for early access on PC, PlayStation 5, and Xbox.
Just five months after the early access launch of Off The Grid, the GUNZ ecosystem achieved record-breaking testnet results:
- Over 14.5 million unique wallets
- Processed over 480 million transactions
- A peak of over 900,000 DAW
6. Off The Grid is based on the economic design of Counter-Strike CS:GO and incorporates many luxury digital goods standards relied upon by Valve, such as: visibility (third-person shooter games make skins visible 24/7), legacy and personal history (on-chain economy unlocks immutable digital history), scarcity and uniqueness, and superior quality aesthetics.

What exactly is Nillion?
Nillion is "a blind computation network that allows data storage and computation without decryption."
Blind computation is a type of cryptographic computing technology that allows data owners to delegate computation to third parties without revealing the original data, obtaining correct computation results while the third party cannot see or infer the input content.
Blind computation is a key technology. Safely handling private data is an important requirement for network services, and the key difference between Web2 and Web3 lies in the "scope of accessible data". Web2 operates on private databases, limiting the exposure of personal information, while the transparency of Web3's blockchain allows for universal access to on-chain data.
Nillion's unique ability to compute data without decryption offers new possibilities for handling sensitive data. Nillion aims to address not only Web3 challenges but also a broader range of potential specific use cases.
👉 For example, AI agents:
To enable AI to serve as a personal assistant for handling individual daily tasks, it needs access to highly private data. Without blind computation, there are almost no secure methods to train AI on personal data. Thus, Nillion's blind computation could become the key infrastructure for perfectly personalized AI assistants.
The Nillion ecosystem is rapidly expanding, with significant progress in foundational platforms and innovative applications dedicated to building a network in this space. Leading AI infrastructure platforms (such as Virtuals, Capx, Ritual, and Skillful) have signed agreements or committed to integrate Nillion. In terms of applications, end-user solutions such as Pindora (personal social agent), Fulcra (agent health advisor), and Space of Mind (agent mental health advisor) are actively building on Nillion to develop their applications.
👉 Data Market (Data-to-Earn)
Individuals create vast amounts of data through daily digital interactions, but this information is often locked in isolated centralized databases. Nillion provides an underlying privacy infrastructure that allows individuals to integrate their data and maintain true ownership while enabling potential buyers to safely analyze and utilize this data.
This innovative approach opens up new possibilities for the data market, allowing benefits from the ever-expanding data economy without sacrificing control over personal information.

Myshell is a great gift for Binance users, with the Binance Web3 wallet ICO profits reaching $500. From October 2023 to December 2024, it has attracted 22 institutional investors, with a total financing of $16.6 million.
The project consumed $19.7K in gas within six months, with daily active users at 592.1K, and a contract interaction volume of 119.6 million over 180 days,
followed by the token unlock schedule.

The Rising New Oracle = Redstone

Today, the DeFi space has far exceeded the basic realms of trading and lending. It now includes liquid staking, re-staking, leveraged products, and derivatives. DeFi protocols are not only diverse but also operate across multiple blockchain networks. The diversity and complexity of services and blockchain infrastructure are increasing, driving the demand for a broader and more adaptable oracle ecosystem.
A key difference between RedStone and Chainlink and Pyth Network is that it plans to utilize re-staking to achieve oracle security.

RedStone has developed RedStone AVS using leading re-staking protocols such as EigenLayer and Symbiotic. Initially, a small number of data feeds will be integrated and expanded based on demand. Compared to traditional single-token staking mechanisms, this re-staking-based security model is expected to provide higher security assurances. This feature has now been launched on the Ethereum and Base mainnets.

RedStone offers both push and pull oracles, highly adaptable to various DeFi protocols and blockchain networks. This flexibility has driven the rapid growth of RedStone, making it one of the fastest-growing oracle projects in the market. Notably, while other oracles have experienced security breaches, RedStone has maintained a zero-hacker record.

SOLayer Ecosystem Overview
sSOL token is the native liquid staking token of Solayer, representing staked SOL (Solana) in the re-staking network. This token is crucial for the Solayer ecosystem, providing users with liquidity representation for their staked assets, which can be traded or used in various DeFi protocols.
Holding sSOL allows users to earn staking rewards while maintaining the flexibility to participate in other DeFi activities.
Solayer is building the first hardware-accelerated SVM blockchain, InfiniSVM, and launching the first Solana re-staking protocol, which has attracted over 500MM in TVL and 300,000+ independent depositors. In addition, the team has launched sUSD, which is Solana's first interest-bearing, RWA-supported stablecoin.

Solv Protocol Token Price Prediction
The current OTC price of SOLV token is $0.3 (quoted in Vietnam). Due to the loss of market purchasing power and the influence of public opinion on the project, the current trading activity is relatively sluggish.
The Solv platform holds a total of 25,300 BTC.
Solv Protocol is a well-known platform in the field of Bitcoin staking. It builds a Bitcoin-centric financial ecosystem by enhancing liquidity and maximizing the utility of idle Bitcoin assets.
SolvBTC.LST (Liquid Staking BTC): A Liquid Staking token that allows users to earn returns from Bitcoin while maintaining liquidity.
Staking Abstraction Layer (SAL): Simplifies the complex process of staking Bitcoin in multiple ecosystems, provides a unified interface for Bitcoin holders, and generates returns across blockchains.
According to the project documents, the maximum supply of SOLV is 9,660,000,000 tokens, and the supply can be increased in the future through Bitcoin reserve issuance. The initial circulating supply at the time of listing on Binance is 1,482,600,000 SOLV.
SolvProtocol Operation Mode

A look back at some of the on-chain projects built in the BIO ecosystem 👇 this year

First, some ecosystem stats:

> DAO-funded projects: 60
> Total funding deployed by DAO: $7.37m
> Token IP market cap: $43.84M

VITARNA has been experimenting with gene therapies to inhibit mutations that cause aging.

Recent updates:
> Feasibility study of Artan-102 by Lonza
> Artan-102 shipped to CRO for mouse dosing soon
@Mykalt45 @vita_dao big move
@athenadao IP-Token is funding @CorderoMarioD lab to address ovarian aging with small molecule inhibitors.

HEMPY is ValleyDAO's new hemp-based project.

In partnership with the Austrian Center for Industrial Biotechnology (ACIB) and Prof. Georg Gübitz, it aims to improve hemp processing through enzyme selection.

Others
> @longcovidlabs Antiviral drugs for long COVID-19
> Curetopia (@endrarediseases) Rare disease treatments and cures
> @QuantumBioDAO Quantum microscope for biology

BIO Protocol provides a funding track for the next era of decentralized science, powered by tokenized scientific IP.

Simon's Cat Analysis
Inspired by Animation
The inspiration for "Simon's Cat" comes from the famous animated series by British artist Simon Tofield. The series features a chubby, mischievous cat who always finds ways to get more food from its owner in humorous scenarios.
This British animated series has garnered over 1.6 billion views on its official YouTube channel, with view counts on other social networks being 2-3 times that. The Simon's Cat memecoin project aims to bring the image of this cat into the blockchain and crypto community, leveraging its popularity.
Social Value
By connecting with the cat-loving community, the CAT memecoin contributes to charitable activities, particularly for the rescue and care of abandoned cats. Every CAT token transaction contributes to cat rescue organizations, creating social value and attracting the attention and support of animal lovers worldwide.
Web3 Growth
260K Token Holder
400M Market Cap
2M Telegram follower
230K X follower
9.8M Facebook follower
6.3M YouTube follower
6.4M TikTok follower

$PENGU Token Craze: Major Events in the Evolution of Pudgy Penguins
📜 NFT Launch: Pudgy Penguins were released in 2021, with 8,888 unique digital penguins on the blockchain.
🛍️ Retail Ventures: Walmart and Target offer plush toys, bridging the digital and physical worlds.
💸 Community Benefits: NFT holders receive 5% royalties from toy sales, combining on-chain and off-chain success.
🌟 Market Leadership: Over $1.2B in collectibles solidifies Pudgy Penguins' status as a blue-chip NFT.
🐧 PENGU Token: The launch of the new token revitalizes the ecosystem and creates more value for the community.

Attached Image: Price Trend Chart of Penguins Over the Years

What will Vana bring us?
The new internet Web3 promises us a revolution: decentralization, freedom, and true digital ownership. However, with the Cabal hype, speculative bubbles, and frenzy caused by memes, we have not seen the new internet revolution movement.
Vana may bring a shift towards digital public sovereignty.
Taking Volara as an example, it is the leading data DAO within its ecosystem. Volara ensures that users own their Twitter/X data and the AI models built on it, perfectly aligning with the principles of user data ownership and data liquidity. Volara focuses on Twitter/X data, providing valuable access and insights for researchers and developers. By democratizing this data, Volara is breaking down the excessive price barriers imposed by Twitter/X on data access (Twitter charges $42,000 per month for API access).
Additionally, the power of AI models completely depends on their training data; although the training data legally belongs to each user, it is held by centralized platforms. Vana launches data liquidity pools (DLP) to incentivize, aggregate, and cryptographically verify valuable data, liberating data from closed walls and driving the development of AI.
Vana has achieved:
Scaling and decentralization
First Data DAO, 2024
Decentralized data infrastructure
16 independent data DAOs
Mass adoption
Attracting 100 million users
Aggregating the world's largest training datasets
Training foundational models owned by users.

Movement($MOVE) has launched on Binance, with a price drop of 30% in the last 24 hours. The Ethereum Layer 2 token has reached new highs on both BINANCE and COINBASE, but is now experiencing a sharp correction due to profit-taking pressure from airdrops and some VC institutions' need for liquidation. Overall, the performance of L2 prices this year has been disappointing. MOVE started at 0.2 on BINANCE and has seen a significant increase. To deter users from selling tokens, the project has set a claim fee of 0.015 ETH for airdrops, increasing the cost of claiming. The Movement L2 ecosystem is built on top of MoveVM, using Facebook's Move programming language, which is also used by Sui and Aptos. Bulls praise its parallel computing, native modularity, and resource-oriented architecture.
The biggest issue with the Movement token is that the Layer-2 sector has underperformed in this bull market. For example, the largest L2 token, Mantle, has only increased by 76% year-to-date, while Bitcoin's increase has been 126%.

Year-to-date, 43% of Solana’s actual economic value comes from Jito Labs.

Currently, 94% of that value goes to SOL holders.

Jito gets the remaining 6% (3% to Jito Labs, 3% to the DAO).

The key is that Jito essentially controls the order of transactions on Solana.

It’s almost as valuable as L1 itself.

Meanwhile, L1 has no say in anything Jito does.

Thena(THE) Data Supplement
Token Trading Volume 30d%-2.08 billion USD (+15,867.3%)
Token Holders 30d%-21.84K (+9.6%)
Total Value Locked (TVL) 30d%-33.61 million USD
Trading Volume (30 days)/30d%-2.1 billion USD (+188.6%)
Fees (30 days) 30d%-2.61 million USD (+137.7%)
Revenue (30 days) 30d%-1.26 million USD (+76.9%)
Active Users (Daily) 30d%-8.22K (+435.5%)

USUAL data supplement
Net deposits/30% 361.6 million USD +15.8%
Total locked value TVL 361.6 million USD
Fee income (30 days) 1.16 million USD +19%
Fee income (365 days) 14.16 million USD
Data statistics for the past three months.

SUI is the next SOL?
Starting to see discussion about SUI being the Solana of this cycle.

1. Both networks were processing a large number of transactions in the early days, but Solana's transaction volume clearly exceeded SUI.
2. Despite the higher number of transactions, SUI's fees are still lower at present.
3. SUI's DeFi ecosystem is currently more mature than Solana's in Q2 2021.

4. Both networks have strong developer ecosystems, but Solana's developer ecosystem is much larger than SUI's at a similar stage of development.

5. From a fully diluted price/fee perspective, SUI is more reasonably priced (based on the annualization of the past 30 days' fees), but both appear quite overvalued based on this metric.

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Note: Solana in Q2 2021 is used as a reference because the development stage of the Solana network at that time was similar to SUI today, but it should be noted that SUI has a certain first-mover advantage due to the Diem project and the market was in a bull market in Q2 2021.

Notcoin current data compilation
Number of registered players: 35,197,39
Daily average activity reached 5 million
Notcoin NFT holders: 117,282
Number of Notcoin NFTs: 795,042
Total token supply: 102,719,221,714 $NOT
Launchpool token rewards: 3,081,576,651 $NOT (3% of total token supply)
Initial circulating supply: 102,719,221,714 $NOT (100% of total token supply)
Token contract: https://tonviewer.com/EQAvlWFDxGF2lXm67y4yzC17wYKD9A0guwPkMs1gOsM__NOT
Hard cap for each user:
BNB pool: 3,637,972 $NOT
FDUSD Pool: 641,995 $NOT
Number of rewards per pool
BNB pool: 2,619,340,153 $NOT (85%)
FDUSD pool: 462,236,497 $NOT (15%)
Total rewards: 3,081,576,651 $NOT

Renzo Protocol Operation Data Collection
Renzo was established to promote the widespread adoption of Eigenlayer.
ezETH is a liquidity re-collateralization token that represents the user's re-collateralized position in Renzo. Users can deposit stETH, rETH, cbETH or native ETH and receive ezETH accordingly.
1. Total number of independent depositors 53,445
2. Total amount of re-collateralized ETH 1,052,921
3. Re-collateralization points 864,034,976
4. Total Renzo points 1,889,027,590
5. Daily re-collateralization points 25,130,255
6. Weekly user growth rate: +0.73%
7. Weekly TVL growth: +0.0784%
8. TX single transaction: 15.51ETH
Profit realization: +$258.44K