Eric SJ
Verified Creator
Open Trade
Occasional Trader
4.4 Years
🔹推特@sjbtc9丨技术分析＆项目分析/投研丨公众号:R3 Trade丨币安注册邀请码:69633959
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The market is sluggish. At the request of some friends, I am preparing to launch a live streaming segment specifically for project analysis. The segment will be called
Ten O'clock Web3: Morning Project Analysis
From the name, you can tell it starts at ten o'clock in the morning, every Tuesday, Thursday, and Saturday.
If I miss a day without reason, I will send red envelopes to the family!
Let’s set a flag for one month first; everyone is welcome to support~
Ten O'clock Web3: Morning Project Analysis
From the name, you can tell it starts at ten o'clock in the morning, every Tuesday, Thursday, and Saturday.
If I miss a day without reason, I will send red envelopes to the family!
Let’s set a flag for one month first; everyone is welcome to support~
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Taking Binance Square as an example, let’s think about: What strategic value does a content community have for a platform?
For an exchange, its product form is essentially a trading tool. At the peak of the domestic Internet era, someone once said: "A good product should be used and then gone."
However, when a platform has gone through the initial growth period of high expansion, especially when the industry is currently in the stage of transitioning from high growth to stock, good products should not be used and then gone.
So what strategic value does the Binance Square product have for Binance?
🗝️Article title
1. Discuss the rationality of Binance Square
2. Why is this a product moat that is difficult to replicate?
However, when a platform has gone through the initial growth period of high expansion, especially when the industry is currently in the stage of transitioning from high growth to stock, good products should not be used and then gone.
So what strategic value does the Binance Square product have for Binance?
🗝️Article title
1. Discuss the rationality of Binance Square
2. Why is this a product moat that is difficult to replicate?
See original
Regarding GUN, adding some information
A blogger shared some related information about the new coin, as shown in the image below. There is too much homogenized information in the market, and based on these views, I would like to add some other points:
1. $GUN is a token, with the game hosted on its own chain.
GUNZ is the name of the chain, and this type of application chain is essentially another form of centralization.
I looked at the white paper, and the team did not try to cover up anything, simply defining themselves as: a private permissioned chain.
Smart contract deployment on the chain needs to be under a permissioned whitelist model, and node addition is the same.
Additionally, in terms of punishment mechanisms, GUNZ differs from more traditional POS designs by not adopting a confiscation design, thus avoiding losses of rights caused by hardware issues of the software.
1. $GUN is a token, with the game hosted on its own chain.
GUNZ is the name of the chain, and this type of application chain is essentially another form of centralization.
I looked at the white paper, and the team did not try to cover up anything, simply defining themselves as: a private permissioned chain.
Smart contract deployment on the chain needs to be under a permissioned whitelist model, and node addition is the same.
Additionally, in terms of punishment mechanisms, GUNZ differs from more traditional POS designs by not adopting a confiscation design, thus avoiding losses of rights caused by hardware issues of the software.
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6 Upstream Tracks/Protocols in the Ecosystem
During the gold rush, the most profitable are often not the miners, but the upstream merchants selling various services.
The number of infrastructure projects has shown an exponential growth trend in recent years, and many upstream solutions have begun to emerge in the market.
From the very beginning of one-click chain creation to the one-click issuance of Pump fun, these actually belong to the upstream ecological niche.
This article reviews these tracks and related protocols that are upstream.
Let's summarize first:
1) One-click chain creation (L1)——Cosmos/Polkadot.
2) One-click chain creation/RaaS (L2)——Optimism.
3) Cross-chain bridge deployment——deBridge.
4) Deployment of wallet and chain abstraction solutions——Particle.
The number of infrastructure projects has shown an exponential growth trend in recent years, and many upstream solutions have begun to emerge in the market.
From the very beginning of one-click chain creation to the one-click issuance of Pump fun, these actually belong to the upstream ecological niche.
This article reviews these tracks and related protocols that are upstream.
Let's summarize first:
1) One-click chain creation (L1)——Cosmos/Polkadot.
2) One-click chain creation/RaaS (L2)——Optimism.
3) Cross-chain bridge deployment——deBridge.
4) Deployment of wallet and chain abstraction solutions——Particle.
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There is almost no source, the market is getting worse, and the overall sentiment has also turned quite poor.
I've written a lot over the past couple of days and set several themes, but today I just can't focus my attention to continue writing.
So let's discuss in the comments: besides memes, which of your holdings do you think is better? What’s the reason?
I will take a look at each asset, and if I'm interested, I will directly quote your comment to write specifically about it next week (from the sector to the specific asset).
I've written a lot over the past couple of days and set several themes, but today I just can't focus my attention to continue writing.
So let's discuss in the comments: besides memes, which of your holdings do you think is better? What’s the reason?
I will take a look at each asset, and if I'm interested, I will directly quote your comment to write specifically about it next week (from the sector to the specific asset).
See original
Missed the live stream, misread the time xd👉🏻👈🏻
I will make it up to everyone tomorrow morning, maintaining at least three broadcasts every week! Sending a little red envelope to everyone.
The content of the live stream includes: technical analysis tutorials + market analysis + basic and technical analysis of alternative coins.
See you tomorrow, don't miss it!
I will make it up to everyone tomorrow morning, maintaining at least three broadcasts every week! Sending a little red envelope to everyone.
The content of the live stream includes: technical analysis tutorials + market analysis + basic and technical analysis of alternative coins.
See you tomorrow, don't miss it!
See original
Currently, there is a new type of drug circulating in the industry — $ETH
After purchasing it, the following symptoms are usually present:
(1) Appearing insane
(2) Mental disorder
(3) Nervous sensitivity
(4) Mood swings
(5) Bulging eyes
(6) A mind filled with fantasies all day long
This drug has a very strong transmissibility, primarily coming from the carrier, and it is extremely difficult to quit, with withdrawal symptoms being very severe; those without strong willpower find it hard to overcome.
After purchasing it, the following symptoms are usually present:
(1) Appearing insane
(2) Mental disorder
(3) Nervous sensitivity
(4) Mood swings
(5) Bulging eyes
(6) A mind filled with fantasies all day long
This drug has a very strong transmissibility, primarily coming from the carrier, and it is extremely difficult to quit, with withdrawal symptoms being very severe; those without strong willpower find it hard to overcome.
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A friend just asked me what I think about $PARTI
To be honest, it's a bit sentimental. Perhaps everyone is a bit reactive towards the so-called VC coins, leading to some hesitation about a new coin with a circulating market value of tens of millions.
A circulating market value of seventy million, a total market value of around three hundred million, exceptional cost-performance ratio, no need to say more.
Those who have used their product UniversalX probably wouldn't sell the airdrop, right?
At least I have never sold a single one, and I even bought more.
To be honest, it's a bit sentimental. Perhaps everyone is a bit reactive towards the so-called VC coins, leading to some hesitation about a new coin with a circulating market value of tens of millions.
A circulating market value of seventy million, a total market value of around three hundred million, exceptional cost-performance ratio, no need to say more.
Those who have used their product UniversalX probably wouldn't sell the airdrop, right?
At least I have never sold a single one, and I even bought more.
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Trends in the Concept of Security Tokenization in the RWA Sector
A few days ago, while writing a post about $STONKS, I noticed during my data research that the market size for the [security tokens] sector has surged.
Earlier this month, the market size for this sector was only less than 20 million, but by the end of the month, the total value had surpassed 500 million, growing dozens of times in just a few days.
What's going on? I dug into various sources and basically figured it out.
1. The growth of the sector mainly comes from the Algorand chain, developed by a wallet developer @exodus, which issued through the Securitize @Securitize platform.
Earlier this month, the market size for this sector was only less than 20 million, but by the end of the month, the total value had surpassed 500 million, growing dozens of times in just a few days.
What's going on? I dug into various sources and basically figured it out.
1. The growth of the sector mainly comes from the Algorand chain, developed by a wallet developer @exodus, which issued through the Securitize @Securitize platform.
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You may have overlooked some of Binance's on-water and underwater actions~
I participated in my first IDO on BN wallet after $PARTI was launched. The return rate for a single transaction was about 10%, so the annualized return on that single transaction was over 120%.
What else do you need a bicycle for?
I realized one thing, $BNB In terms of the capital efficiency of a single coin, at least I glanced at the top 50 CMC market capitalizations, no coin can be higher than BNB
Behind this benefit is the Buff flywheel brought by the trinity growth line.
(1) BNB Chain currently plays the role of a power forward, playing a back-to-back singles game in the competition among several major "on-chain phantoms". BNB-based on-chain activities are aligned with mainstream liquidity.
What else do you need a bicycle for?
I realized one thing, $BNB In terms of the capital efficiency of a single coin, at least I glanced at the top 50 CMC market capitalizations, no coin can be higher than BNB
Behind this benefit is the Buff flywheel brought by the trinity growth line.
(1) BNB Chain currently plays the role of a power forward, playing a back-to-back singles game in the competition among several major "on-chain phantoms". BNB-based on-chain activities are aligned with mainstream liquidity.
See original
It's OK, it's OK, it's OK
With more than 7,000 airdrops, I have made back some of the losses on Meme😭
Brother, I have spent so much time on Particle and UX, and written so many long and short articles
It can be said to be full of emotion, smooth and fluent, and every word is a pearl. You still can't blame me for not getting any of it
Take a step back and say that you didn't even charge the IDO of BN wallet, so you can't blame me for that
I will take the last step, and after the IDO, I will put the remaining 3BNB back, and then cx @Crypto交易员朱一旦 to charge
What do I want to do? I hope my good brother can make back the losses on Solv on $PARTI 🤤
#币安Alpha上新
With more than 7,000 airdrops, I have made back some of the losses on Meme😭
Brother, I have spent so much time on Particle and UX, and written so many long and short articles
It can be said to be full of emotion, smooth and fluent, and every word is a pearl. You still can't blame me for not getting any of it
Take a step back and say that you didn't even charge the IDO of BN wallet, so you can't blame me for that
I will take the last step, and after the IDO, I will put the remaining 3BNB back, and then cx @Crypto交易员朱一旦 to charge
What do I want to do? I hope my good brother can make back the losses on Solv on $PARTI 🤤
#币安Alpha上新
See original
Directly return the remaining 3 of $BNB from the IDO back to $PARTI , this Particle project also has the official application UniversalX, I have always been in CX, can't just talk
In the short term, let's see how much can be supplied on BN, in my opinion, the price on this chain is very underestimated
I also mentioned it briefly during the live broadcast this morning
In the short term, let's see how much can be supplied on BN, in my opinion, the price on this chain is very underestimated
I also mentioned it briefly during the live broadcast this morning
See original
Deconstructing Pharos丨From hardware acceleration to RWA expansion
In the new cycle, each chain is still competing for performance. In the post-infrastructure era, how can the performance chain break through?
Does RWA require a dedicated chain?
The competition for infrastructure has entered the second half, and the communities and ideologies of various general solutions in the first half are gradually maturing in the market.
1. Let me first briefly review the basic performance chain that is still active in the first half of this cycle.
Ethereum has many sufficiently efficient execution layers in the short term through off-chain expansion (but it also buries a mine of liquidity and distraction for the ecosystem)
Solana, as the performance chain in the previous cycle, often holds the crown in this round of Meme cycle
Does RWA require a dedicated chain?
The competition for infrastructure has entered the second half, and the communities and ideologies of various general solutions in the first half are gradually maturing in the market.
1. Let me first briefly review the basic performance chain that is still active in the first half of this cycle.
Ethereum has many sufficiently efficient execution layers in the short term through off-chain expansion (but it also buries a mine of liquidity and distraction for the ecosystem)
Solana, as the performance chain in the previous cycle, often holds the crown in this round of Meme cycle
See original
Live streaming at Binance Square in the morning, nearly 800 listeners, previously it was only a couple of hundred, finally matching my follower count a bit🤤
⏰ Every Tuesday, Thursday, and Saturday at 10 AM, I will be live streaming at Binance Square
Mainly discussing various projects, covering both fundamentals and technical aspects
The live streaming feature in the square can directly project K-lines, so I can answer questions for everyone, and the audience below can also have a more intuitive understanding
I haven't synchronized with Twitter this time, so everyone can come to the square for a chat in the morning
Because I previously synchronized once, but Twitter's space neither supports projecting K-lines nor opening Rootdata, so we just talked without much room to maneuver
Crazy support!
⏰ Every Tuesday, Thursday, and Saturday at 10 AM, I will be live streaming at Binance Square
Mainly discussing various projects, covering both fundamentals and technical aspects
The live streaming feature in the square can directly project K-lines, so I can answer questions for everyone, and the audience below can also have a more intuitive understanding
I haven't synchronized with Twitter this time, so everyone can come to the square for a chat in the morning
Because I previously synchronized once, but Twitter's space neither supports projecting K-lines nor opening Rootdata, so we just talked without much room to maneuver
Crazy support!
See original
I have the impression that Solana has brought up Roam for the Nth time.
In fact, before the Meme craze officially emerged, DePIN was the main focus of Solana's new cycle ecology.
At that time, the East was engaged in BTC L2, and the West was engaged in DePIN, which was a common phenomenon of separation.
Except for the distributed GPU track, almost none of Solana's DePINs were listed on the top exchanges.
From Helium, Grass to Roam, it is the same.
ROAM has maintained a continuous growth in node scale after TGE. The last time its node number was counted, it was still just over one million. Now according to depinscan data, it has reached 2.8 to 3 million.
_____________________________________
At present, the entire DePIN, including distributed GP The U track is in a lukewarm stage, but it is treated as a main line by some popular infrastructures
There are some concepts that I think are very empty
But I don’t feel this way on ROAM. The most intuitive scene experience is that I went to Quanzhou to play at the beginning of this month. I was connected to a nearby Roam WiFi hotspot while eating at a noodle restaurant. At that time, the impact of the combination of virtual and reality came to me
Just this point alone, allowing nodes to actively share their own WIFI as a regional resource, is undoubtedly more scale-effective than Web2’s [WIFI Master Key] that allows WIFI to be passively captured
In fact, before the Meme craze officially emerged, DePIN was the main focus of Solana's new cycle ecology.
At that time, the East was engaged in BTC L2, and the West was engaged in DePIN, which was a common phenomenon of separation.
Except for the distributed GPU track, almost none of Solana's DePINs were listed on the top exchanges.
From Helium, Grass to Roam, it is the same.
ROAM has maintained a continuous growth in node scale after TGE. The last time its node number was counted, it was still just over one million. Now according to depinscan data, it has reached 2.8 to 3 million.
_____________________________________
At present, the entire DePIN, including distributed GP The U track is in a lukewarm stage, but it is treated as a main line by some popular infrastructures
There are some concepts that I think are very empty
But I don’t feel this way on ROAM. The most intuitive scene experience is that I went to Quanzhou to play at the beginning of this month. I was connected to a nearby Roam WiFi hotspot while eating at a noodle restaurant. At that time, the impact of the combination of virtual and reality came to me
Just this point alone, allowing nodes to actively share their own WIFI as a regional resource, is undoubtedly more scale-effective than Web2’s [WIFI Master Key] that allows WIFI to be passively captured
See original
A Few Things About Project Airdrops~
What problems currently exist in airdrop designs?
In the past year, how has community sentiment regarding some popular airdrops changed?
(1) Hyperliquid might be one of the largest and most well-received airdrops in the past six months, considered a typical example among projects without publicly available financing information.
Currently, the market's judgment on whether a project [is worth early interaction] carries a significant weight of financing information.
Because high financing often means endorsement from more professional institutions.
_____________________________________
Earning income through airdrops has become one of the most common user acquisition and community building strategies in Web3.
In the past year, how has community sentiment regarding some popular airdrops changed?
(1) Hyperliquid might be one of the largest and most well-received airdrops in the past six months, considered a typical example among projects without publicly available financing information.
Currently, the market's judgment on whether a project [is worth early interaction] carries a significant weight of financing information.
Because high financing often means endorsement from more professional institutions.
_____________________________________
Earning income through airdrops has become one of the most common user acquisition and community building strategies in Web3.
See original
Nillion, newly launched on Binance LaunchPool, should be the top-tier project with the largest information gap between Chinese and English.
The new Binance Launchpool project is Nillion. I can guarantee that apart from a few friends who have heard about the airdrop, 99% of those reading this post have not heard of it.
So
Why do I say that Nillion$NIL should be the top-tier project with the largest information gap between Chinese and English?
As for why it’s considered a top-tier project, the reason is simple: its primary market valuation is at least over 600 million, and it has a significant community consensus in the English-speaking market, making it a major protocol in the privacy computing sector.
Additionally, I have some personal insights that I'll share in this article:
So
Why do I say that Nillion$NIL should be the top-tier project with the largest information gap between Chinese and English?
As for why it’s considered a top-tier project, the reason is simple: its primary market valuation is at least over 600 million, and it has a significant community consensus in the English-speaking market, making it a major protocol in the privacy computing sector.
Additionally, I have some personal insights that I'll share in this article:
See original
What do teachers often say about left/right side trading?
In a nutshell
Left side trading involves bottom fishing and top picking, which is difficult in judging tops and bottoms.
Right side trading involves chasing highs and cutting losses, which is difficult in judging trends.
For example, as shown in the image, taking the current Bitcoin market as an example:
(1) Looking at the daily candlestick chart, the current price is right near the downtrend line.
(2) This position allows for both long and short trades around the trend line, which can confirm the two different perspectives of the left and right sides.
(3) A right side breakout to go long implies that this rebound will extend into a larger uptrend.
[Not eating the fish head and fish tail, only eating the fish body], represents the right side thinking.
(4) A left side breakout to go short implies that this rebound will end here, resistance is effective, it's a phase top, short TMD.
[Trying to eat the fish head and attempting to run at the fish tail] represents the left side thinking.
_____________________________________
There is another situation:
(1) A right side breakout on the daily chart to chase long, when viewed on an hourly basis, may actually be left side because at this time, the hourly market might suggest a pullback in your system.
(2) Predicting and acting on this pullback, in the context of the hourly mindset, is left side trading.
Thus, we need to establish at least one premise for determining the styles of left and right side trading: to clarify our entry point timeframe and not be influenced by the noise of different timeframes.
The most direct solution concerning left and right side trading and different timeframes can be summarized in two phrases:
"Only when both large and small timeframes rise and fall together is it the best right side entry point."
"When the small timeframe goes against the large timeframe, the left side is the best cost-performance ratio."
In a nutshell
Left side trading involves bottom fishing and top picking, which is difficult in judging tops and bottoms.
Right side trading involves chasing highs and cutting losses, which is difficult in judging trends.
For example, as shown in the image, taking the current Bitcoin market as an example:
(1) Looking at the daily candlestick chart, the current price is right near the downtrend line.
(2) This position allows for both long and short trades around the trend line, which can confirm the two different perspectives of the left and right sides.
(3) A right side breakout to go long implies that this rebound will extend into a larger uptrend.
[Not eating the fish head and fish tail, only eating the fish body], represents the right side thinking.
(4) A left side breakout to go short implies that this rebound will end here, resistance is effective, it's a phase top, short TMD.
[Trying to eat the fish head and attempting to run at the fish tail] represents the left side thinking.
_____________________________________
There is another situation:
(1) A right side breakout on the daily chart to chase long, when viewed on an hourly basis, may actually be left side because at this time, the hourly market might suggest a pullback in your system.
(2) Predicting and acting on this pullback, in the context of the hourly mindset, is left side trading.
Thus, we need to establish at least one premise for determining the styles of left and right side trading: to clarify our entry point timeframe and not be influenced by the noise of different timeframes.
The most direct solution concerning left and right side trading and different timeframes can be summarized in two phrases:
"Only when both large and small timeframes rise and fall together is it the best right side entry point."
"When the small timeframe goes against the large timeframe, the left side is the best cost-performance ratio."
See original
How to distinguish between left-side and right-side trading
In short
Left-side trading involves bottom fishing and top picking, which is difficult in judging tops and bottoms
Right-side trading involves chasing rises and cutting losses, which is difficult in judging trends
An hour's right-side trading may appear as left-side trading on a 5-minute chart, so determining the style of left or right side requires at least one prerequisite: clarifying your entry point cycle.
In short
Left-side trading involves bottom fishing and top picking, which is difficult in judging tops and bottoms
Right-side trading involves chasing rises and cutting losses, which is difficult in judging trends
An hour's right-side trading may appear as left-side trading on a 5-minute chart, so determining the style of left or right side requires at least one prerequisite: clarifying your entry point cycle.
See original
How to enter Sonic and participate in the ecosystem from other chains?
“Fantom: Do I remind you of the past?”
The following are the 5 protocols on Sonic based on defillama's monthly cross-chain trading data, which we can use to enter the Sonic ecosystem from other chains.
The following rankings are based on monthly trading volume, listed from largest to smallest:
1. deBridge @deBridgeFinance
This is a cross-chain protocol I have also introduced a few times, and in my opinion, this protocol has an advantage that many teams do not possess: agility.
Any protocol that has hot spots in the market will quickly integrate, whether it is a bear chain, HypeEVM, or Story; they are the fastest protocols to support cross-chain in the market.
The following are the 5 protocols on Sonic based on defillama's monthly cross-chain trading data, which we can use to enter the Sonic ecosystem from other chains.
The following rankings are based on monthly trading volume, listed from largest to smallest:
1. deBridge @deBridgeFinance
This is a cross-chain protocol I have also introduced a few times, and in my opinion, this protocol has an advantage that many teams do not possess: agility.
Any protocol that has hot spots in the market will quickly integrate, whether it is a bear chain, HypeEVM, or Story; they are the fastest protocols to support cross-chain in the market.
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