octopusycc

In fact, the entire industry was in a highly unbalanced state before the emergence of Binance Alpha and OKX Dex.

This kind of imbalance
was originally between VC institutions and retail investors,
now it is between KOLs and retail investors.

The most important thing for projects is still the value investment and value holding of retail investors.
The value of Binance Alpha lies in aligning the interests of retail KOLs and institutional project parties.

Only by achieving a positive cycle can off-market funds take this industry seriously.

Beneath ETH, SOL, and BNB, it seems that only Sui remains.

Why is that?

Sui has nearly unlocked all the links behind Crypto.
It has already become a necessary part for users, projects, and exchanges.

As we all know, those who can truly make significant money are the ones who control a crucial resource. At this point, you become a target for the demand of lower-tier players while also satisfying some needs of the upper-tier players, making you an irreplaceable role in the industry. This should be the ultimate goal that market participants strive for.

This is true across all industries.

An extremely important piece of trivia

Airdrops are the selling cost that the project team needs to commit to, and almost all airdrops will directly translate into selling pressure

Therefore, it is more appropriate to absorb this part of the selling pressure at a lower cost in the current market environment of altcoins. (Except for projects with a lot of money)

The newly launched Alpha project Mirai cannot be written anymore
Virtual people are similar to MEME
Related to on-chain speculation, rational analysis is not possible anymore.
If you are optimistic about the AI track, you can try below 15M
binance alpha

blast estimated soft rug @blast
avoid pit

Aden's Sharing
Equity asset allocation priority plummets, BTC soars
ETH remains
It can also be said that it represents the size of risk exposure that can be allocated
XD

Quickly chat about Alaya @Alaya_AI $AGT (not broad

Keywords:
1. Textile Worker Center
2. The product introduction is very boring and does not belong to a first-level investable project
3. No financing disclosure, approximately 50 million valuation
4. The opportunity to go live on the main site is slim, testing the product capability and marketing team of this project

This is a platform for data collection and tagging
To put it simply, it's a decentralized manual textile factory
Training a large number of textile workers for manual production

The product introduction holds no appeal for me
It's not the type I would invest in

As it stands, there is a considerable distance to spot trading, let's wait and see the K-line situation after going live on Alpha

Due to the lack of financing disclosure, I personally estimate the valuation
This project’s valuation will not exceed 100 million USD
A feasible valuation is around 45 million USD

Assuming 10% financing, about 5 million USD on hand
Then at least cash out 10 million USD in the market
It seems to be a project looking to do something in the Future (contracts)

@binancezh #binance

nxpc airdrop receipt card does not freeze

nxpc directly great speed pass binance spot
😂
It seems that the listing conditions are still reliable

1. Can bring web2 volume to binance
2. Sustainable income
3. Has core competitiveness and advantages that other projects completely lack

NXPC possesses all three, belonging to the Gamefi track, NXPC has fired the first shot, Animoca is probably eager to get involved and do something

Altcoins have indeed entered an industry turning point
@binancezh @heyibinance

I’m seriously chatting... Is the project team watching my Twitter?
A friend said it might become a new coin leader here.
If we really want to play this way, it’s not impossible.
The project team will probably be very uncomfortable. How about a challenge?

However, there is a very important core here.
My analysis does not constitute any advice for contract execution.
New coins with low circulation and high control will turn into targets for the project team.
Targets for contract liquidation.
This point is extremely important, and most people cannot manage risks well.

Binance announced three Alpha projects, this is the third one analyzed today
$RDAC (non-general)

@redactedcoin @binancezh @heyibinance

Keywords: (too long, don't read the summary version)

1. There are contradictions, institutional investors admit losses, and the valuation may be different from the actual valuation

2. The project introduction is too ordinary, without any advantages, and does not constitute an opportunity for spot listing on binance

3. The team's marketing department is not professional and has a low voice. It needs to pay long-term attention to whether there are improvements and new progress in this area, and it even looks amateurish

4. After the current listing, the transaction volume is ordinary and relatively mediocre

5. It is suitable for brushing scores around 0.045-0.05

6. Investor relations may be poorly maintained

7. Pay attention to the trading opportunities after listing Binance Future (contract)

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I am still very confused when looking at this project. The Abstract is actually very general. In theory, all projects can be written like this.

From the public data, the public offering round raised 3 million US dollars with 70 million US dollars. My question here is that the actual delivery here should be 60 million US dollars, not 70 million US dollars.

According to the official website, a total of 10 million US dollars were raised, and the other 7 million US dollars were paid by institutions.

The current FDV is 50 million US dollars, which is equivalent to the public offering round. All institutions admit losses.

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There is actually a contradiction here. A low opening (even lower than the public offering round) means institutional losses. The founder of this project is a member of Animoca's Marketing & Incubation

@Kemuri_eth

From the perspective of Marketing, the current tweet reviews of this project are very low, even lower than my analysis post. This, to some extent, shows the amateurism and unprofessionalism of the current Marketing team. This needs to be supplemented, otherwise it will constitute the core problem of Binance Spot in the later stage. For details, see the official Twitter account of the project @redactedcoin

KOLs don't seem to have found them well, but just dredged up some Web3 relationship links. In my opinion, this is not so professional, after all, your investors have so many as shown in Figure 2.

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Because I have doubts about the valuation above, I think the actual delivery valuation of this project will not be higher than 45 million US dollars, so the actual calculation is based on this valuation,
The current valuation is around 51 million US dollars, which is equal to the valuation. For example, alpha score-brushing users can trade and brush scores between 45 million US dollars and 60 million US dollars, and the potential loss should be less.

Judging from the currently disclosed data and some social media observations, the professionalism of this project is average, and extra caution is needed to be taken in the time loss of long-term investment.

$NXPC is a crypto project led and invested by NEXON (not widespread)
@MaplestoryU @binancezh @BinanceWallet

Keywords:
1. A web3 project developed under traditional web2
2. Financing $100 million with a valuation of around $500 million (specific valuation information not disclosed, but should be accurate)
3. On Alpha, a low opening trend should be visible; if FDV is below $500 million, it can be positioned
4. The project team should not be overly cunning; before listing, I believe it won’t be too much of a pump and dump, with a relatively high chance of being listed on Binance Spot (spot trading)
5. It needs to be verified whether this project has a professional Crypto team
6. There is a relatively high hope of being listed on Binance spot

Nexon is a video game publisher whose products include Dungeon & Fighter, Puzzle Bobble, and KartRider.

Previously invested projects that have been listed include $OAS @oasyschain

Currently, FDV is $156 million, mainly listed on Upbit and Bybit, with extremely low volume, market makers/actual buying interest is not active, and I believe it won’t be as cunning as some old-school project teams

————————————————————

The hope of being listed on Binance is relatively high (not insider information, I guarantee with my reputation, for the following reasons)

1. The project is quite special; in addition to having excellent resource pathways in Web3, it has a large amount of Web2 resources
2. The project is rooted in South Korea, with a purely Korean background; I believe Bithumb and Upbit will become huge buying power, which is different from other ground-pushing Korean project teams
3. Existing users can potentially convert to web3 users, meeting Binance's core standards for listings (can refer to that wave on Telegram)
Under this standard, a “green channel” can be opened
4. If continuous revenue is generated, the hope will be even greater
@heyibinance If the big sister sees this, please don’t think I’m leaking insider information; I know Binance is cracking down on this, and I want to clarify again.

————————————————————

Disadvantages:
1. The sector has problems; the Gamefi sector is nearly discredited, and current capital almost cannot invest in Gamefi; institutional investors will be cautious after TGE
2. A $500 million valuation on Alpha is too high; Alpha currently does not have sufficient purchasing power, and the profit-making effect is significantly weak; it will be relatively difficult for the project team to cash out. This is a point where the project has to make sacrifices; if it quickly gets listed on Spot, this will change
3. The vast majority of web2 projects transitioning to web3 exhibit extremely unprofessional characteristics, even being rudimentary; after issuing tokens, there may be quite a few issues. My personal suggestion is to do less and make fewer mistakes.

————————————————————

Operational advice: If below $500 million, it can be entered, but considering the potential risks if the project is unprofessional, it may not actively maintain market value; this needs to be paid extra attention to the K-line trend after listing. In the future, I will continue to track the trend of this project. If launched on Future with an FDV exceeding $1.5 billion, extra caution for price manipulation risks is needed.

Write about nxpc soon
Everyone can think about whether to choose nxpc or prai

Analyze another project of FHE Privasea @Privasea_ai (Non-Guan)
Still in the FHE track. $PRAI

Keywords:
1. Valuation is a bit high
2. The project team has money
3. The project may be a bit narrow
4. If I write an ad like this, the project team might come after me with a knife
5. Target price 0.36-0.72 (Round A target price)
6. Good entry position: below 0.2
7. Good shorting opportunity: above 0.6

In January this year, completed Round A with 180 million USD (i.e., the listing round financing)

Expected to have raised 5% of the tokens and financed 9 million USD, enough to cover potential hidden costs of listing.

I believe the Round A deal is acquiring tokens at 80% of the value (not insider information, personal speculation) and after listing, raising to 2-4 times to liquidate and complete the Round A financing return.

Round A investors are GSR and Amber, both of which are relatively compliant market makers. Personally, I judge that the opening trend will not be too bad; public sentiment is more important for GSR and Amber.

——————————————————————

FDV opening target is 360 million USD - 720 million USD; if the opening is below 200 million USD, it will be a good entry position.

If it reaches above 600 million USD, I believe institutions will lock in profits through hedging, and retail investors can choose to short (this is a high-risk operation, extra attention is needed for one's risk management capacity).

Total token amount: 1 billion pieces

Therefore, the opening price is the target price of 0.36-0.72; below 0.2 is a good entry position, above 0.6 is a shorting opportunity.

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If I were an institution, I believe that the products delivered by Privasea currently do not have strong sustainability. Without new products delivered, I would not hold this project continuously from a long-term perspective.

However, it is still necessary to pay attention to the marketing level of Privasea after its launch, potential public relations capabilities, and the market makers' performance on the K-line.

Quickly analyze APT $APT (non-wide
Just saw the opportunity
Currently at resistance on the 15-minute level, with an excellent risk-reward ratio on the 15-minute level, support at 5.667
There may be a trading opportunity to rebound to 5.87 (the next important resistance)
Clear support below around 5.11

Looking back at the analysis of new altcoins from March to now

axl
fhe eth
hyperlane
init
haedal
sign
mbox
babylon
parti
bank
kernel
zk
nillion
gps
Currently, only parti has failed

Let's make a table for everyone to see, if each one follows along, what kind of returns we could achieve XD

It's a bit hard to stabilize...
If you're really looking to short, I suggest buying some Put options.
The IV isn't high right now...
Shorting at the top seems a bit foolish right now.

Recently, my health has been getting better and I am back in business!
I will mainly call back the new coin analysis from the past month
Organize it into a table

In a sense, I am going against the market makers / dismantling market-making behavior

Of course, everyone's aware that ETH has been underperforming

BTC first broke 50,000, ETH 4,000
BTC first broke 100,000, ETH 4,000
BTC second time broke 100,000, ETH 3,900
BTC third time broke 100,000, ETH 3,700
BTC fourth time broke 100,000, ETH 3,400
BTC fifth time broke 100,000, ETH 3,300(1.15)
BTC sixth time broke 100,000, ETH 3,200(1.20)
BTC seventh time broke 100,000, ETH 3,100(1.27)
BTC eighth time broke 100,000, ETH 3,000(2.2)
BTC ninth time broke 100,000, ETH 2,700(2.3)