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Analyzing SOL's strength from three perspectives: faith, asset expansion, and chip structure, and discussing the future trend of SOL.
1. Faith is built through decline, consensus is built through rise Analysis: SOL dropped from $259.9 to $8 (a 97% drop), similar to the historical reshuffling of ETH (which dropped 94% in 2018) and BTC, eliminating speculators and stabilizing holders. The profit effect during the rise attracts external buying, amplifying the fundamentals and forming a consensus.
Supplement: SOL's 'faith' comes from surviving the bear market (resolving outages, FTX crisis) and the bull market cycle (BTC ETF inflows).
2. Creating assets is key, MEME leader BONK and DePIN narrative Analysis: BONK locks in liquidity through airdrops and hype, attracting users, while DePIN expands the SOL ecosystem, positioning itself as a 'productivity public chain'. Public chains win through the profit effect and new narratives, rather than technological superiority.
Supplement: BONK boosted on-chain active addresses (from 200,000 to over 1 million), DePIN utilizes SOL's high throughput to attract Web2 users.
3. Concentrated chips and reduced selling pressure from lock-up Analysis: FTX holds 55.8 million SOL (13%) locked due to bankruptcy, similar to ETH 2.0 lock-up, reducing circulating chips. A staking rate of 70% and DeFi lock-up further support the price. Concentrated chips are beneficial for rising, while dispersed chips require more gaming.
Supplement: FTX unlocking may bring pressure, similar to ETH Shanghai upgrade corrections. Institutional funds enhance chip stability.
When is SOL expected to rise? Short-term (2025 Q2-Q3): Bull market continues, target $300-$350. Drivers: DePIN, BONK hype, institutional inflows.
Risks: Overheating, macro volatility.
Mid-term (2025 Q4-2026 Q1): FTX unlocking may trigger adjustments (10%-20%), target $400-$500. Drivers: New narratives (AI, GameFi).
Risks: Layer 1 competition.
Long-term (after 2026): If DePIN is realized and the ecosystem leads, it can break through $1,000; if ETH optimizes Gas or new chains rise, growth may be limited.
Summary and Recommendations
SOL's strength comes from the reshaping of faith, asset expansion, and chip lock-up.
Recommendations: Hold in the short term, focus on $300-$350. Be cautious of FTX unlocking in the mid-term, add positions on dips. Track DePIN and competitive dynamics in the long term. Monitor on-chain data (active addresses, staking rate) and FTX progress.
Analyzing SOL's strength from three perspectives: faith, asset expansion, and chip structure, and discussing the future trend of SOL.
1. Faith is built through decline, consensus is built through rise Analysis: SOL dropped from $259.9 to $8 (a 97% drop), similar to the historical reshuffling of ETH (which dropped 94% in 2018) and BTC, eliminating speculators and stabilizing holders. The profit effect during the rise attracts external buying, amplifying the fundamentals and forming a consensus.
Supplement: SOL's 'faith' comes from surviving the bear market (resolving outages, FTX crisis) and the bull market cycle (BTC ETF inflows).
2. Creating assets is key, MEME leader BONK and DePIN narrative Analysis: BONK locks in liquidity through airdrops and hype, attracting users, while DePIN expands the SOL ecosystem, positioning itself as a 'productivity public chain'. Public chains win through the profit effect and new narratives, rather than technological superiority.
Supplement: BONK boosted on-chain active addresses (from 200,000 to over 1 million), DePIN utilizes SOL's high throughput to attract Web2 users.
3. Concentrated chips and reduced selling pressure from lock-up Analysis: FTX holds 55.8 million SOL (13%) locked due to bankruptcy, similar to ETH 2.0 lock-up, reducing circulating chips. A staking rate of 70% and DeFi lock-up further support the price. Concentrated chips are beneficial for rising, while dispersed chips require more gaming.
Supplement: FTX unlocking may bring pressure, similar to ETH Shanghai upgrade corrections. Institutional funds enhance chip stability.
When is SOL expected to rise? Short-term (2025 Q2-Q3): Bull market continues, target $300-$350. Drivers: DePIN, BONK hype, institutional inflows.
Risks: Overheating, macro volatility.
Mid-term (2025 Q4-2026 Q1): FTX unlocking may trigger adjustments (10%-20%), target $400-$500. Drivers: New narratives (AI, GameFi).
Risks: Layer 1 competition.
Long-term (after 2026): If DePIN is realized and the ecosystem leads, it can break through $1,000; if ETH optimizes Gas or new chains rise, growth may be limited.
Summary and Recommendations
SOL's strength comes from the reshaping of faith, asset expansion, and chip lock-up.
Recommendations: Hold in the short term, focus on $300-$350. Be cautious of FTX unlocking in the mid-term, add positions on dips. Track DePIN and competitive dynamics in the long term. Monitor on-chain data (active addresses, staking rate) and FTX progress.
Seasonal Quest Pass: Fair and Transparent Limited-Time Season
XAI has launched an on-chain Season Pass smart contract, locking in task deadlines and total rewards, with all players competing in the same countdown. At the end of the season, the contract automatically calculates scores and airdrops exclusive NFTs and tokens, requiring no manual intervention, eliminating the possibility of manipulation. Season data is permanently stored on-chain, allowing for one-click reviews of past titles, rankings, and rewards, bringing undeniable fairness and commemorative value to esports-type PvE.
During the process of trading Memecoins on-chain, the trading community has gradually formed a unique terminology system. These terms constitute a common language among traders, and for newcomers, understanding these terms is crucial for grasping market dynamics.
Asset Size Classification P Small Soldier: Traders holding assets under $1M P Small General: Traders holding assets between $1M and $5M P Large General: Traders holding assets between $5M and $10M P Marshal: Traders holding assets over $10M
Trading Behavior Terms Head of the Car: Refers to an address that is monitored by many people, and the address holder has a significant market influence after buying or selling Drench: Selling coins to others, commonly known as "dumping" Bagged: Describes a confirmed event CA: Sending out the token contract address Sitting Idle: Refers to a trading behavior of staring at on-chain information for a long time, looking for opportunities
Trader Classification On-Chain Emperor: A player who operates sharply on-chain, with extremely high win rates and profits Idiot King: A player with extremely low win rates and significant losses
Market Phenomena and Strategies Cap: A behavior mockery where buying leads to a drop PVP: A trading behavior of buying when the market cap is extremely low and quickly selling to make a profit, while correspondingly, some will incur losses Trench: Refers to trading memecoins on-chain, which carries extremely high risks, akin to fighting in a trench Sweep Chain: Continuously looking for newly issued assets, searching for buying opportunities Find Angle: The importance of memecoins lies in emotion and storytelling; how to discover this virtual value? This is commonly referred to as "find angle".
During the process of trading Memecoins on-chain, the trading community has gradually formed a unique terminology system. These terms constitute a common language among traders, and for newcomers, understanding these terms is crucial for grasping market dynamics.
Asset Size Classification P Small Soldier: Traders holding assets under $1M P Small General: Traders holding assets between $1M and $5M P Large General: Traders holding assets between $5M and $10M P Marshal: Traders holding assets over $10M
Trading Behavior Terms Head of the Car: Refers to an address that is monitored by many people, and the address holder has a significant market influence after buying or selling Drench: Selling coins to others, commonly known as "dumping" Bagged: Describes a confirmed event CA: Sending out the token contract address Sitting Idle: Refers to a trading behavior of staring at on-chain information for a long time, looking for opportunities
Trader Classification On-Chain Emperor: A player who operates sharply on-chain, with extremely high win rates and profits Idiot King: A player with extremely low win rates and significant losses
Market Phenomena and Strategies Cap: A behavior mockery where buying leads to a drop PVP: A trading behavior of buying when the market cap is extremely low and quickly selling to make a profit, while correspondingly, some will incur losses Trench: Refers to trading memecoins on-chain, which carries extremely high risks, akin to fighting in a trench Sweep Chain: Continuously looking for newly issued assets, searching for buying opportunities Find Angle: The importance of memecoins lies in emotion and storytelling; how to discover this virtual value? This is commonly referred to as "find angle".
The large pancake at $BTC has been fluctuating horizontally around a thousand points up and down for several days. There isn't much cost-effectiveness in placing trades; regardless of the direction, the profit margins are compressed, and any misstep could hit the stop-loss. If there’s no market movement, keep your hands steady and take a good rest! #特朗普就职百日 #特朗普税改 #Strategy增持比特币
Dear friends, let me see who hasn't joined our Simey闪电的王牌KOL专属聊天室 yet. I am very much looking forward to everyone joining us, as our chat room has many benefits! So far, this chat room has distributed two 50U random red envelope 🧧 + two peripheral lottery tickets 🎟️. Everyone has been very active, and we are all having a great time. Therefore, we will continue the peripheral lottery activities every Saturday night at 8 PM. In Simey's Lightning Coin Binance KOL chat room, we will also share strategies and entertainment activities. Please support us more!
Game Charity: One-click to turn loot into donations
With Donation Router, players can directly donate a portion of their drops to whitelisted organizations like UNICEF after defeating world bosses. The contract generates donation receipt NFTs in real-time, recording the amount and game events, which can be showcased on social media and easily downloaded as receipts for year-end tax filings. Combat and charity happen simultaneously, making 'Playing games to save the world' more than just a slogan.
Dear all, let me see who hasn‘t entered our Simey Lightning’s ace KOL exclusive chat room. I‘m looking forward to your joining. Our chat room has a lot of benefits. Simey闪电币安王牌KOL聊天室 This month, a total of two 50U hand-to-hand password red envelopes 🧧 + a peripheral lucky draw 🎟️ have been issued. Tieju is very active, and everyone is also very happy to play, so the follow-up peripheral lucky draw activities will continue. Every Saturday night, Simey Lightning Binance Ace KOL chat room and chat room will also share with you. Strategy and entertainment activities, please support us!!
The Square's Eternal Profit Master casually earns tens of thousands, and I apologize for embarrassing everyone.
Brothers, I have already helped everyone pick up the car. For those who registered and traded using my referral code on Binance, I will pick you up in a Maybach for your trip to Xiamen. Hurry up and bring your friends who are still using other exchanges to register and trade with my referral code 🥳🥳🥳
Save where you can save in trading, spend where you should spend. New users can register using my invitation link to enjoy commission rebates! Registration invitation link: https://www.marketwebb.blue/join?ref=X0B9EVB1 Referral code: X0B9EVB1
Finally, I will send out a wave of dog coins as red envelopes, wishing all brothers a prosperous family, thriving career, and good fortune!
There are two things that must be better than the dealer when speculating in cryptocurrencies. One is that the capital chain is better than the dealer. As long as the capital chain is better than the dealer, the dealer's bottom will be easily copied by us. If you can do this, you are actually the dealer, which is obviously impossible. The second is that you must be more patient than the dealer, which is completely possible. Although my capital chain is not as long as the dealer, every time I add 80% of the position, the dealer almost always rebounds within three days, while I prepare for the dealer for three years. Since writing the headlines, I have not made a mistake once. Every time I add 80% of the position, I record it in time. Interested stock friends can go back and look it up. As long as someone copies my bottom after I add 80%, the chances of winning will be higher. To go to the currency market, we must be better than the main force in one thing, otherwise, why go to this market to withdraw money? $BTC $ETH #加密市场反弹 #币安Alpha上新 #Strategy增持比特币 $BTC
Red Envelopes 🧧 and Surrounding Lottery 🎟️ Preview Simey闪电币安王牌KOL聊天室 Dear friends, the market is cold and indifferent, why not come to our chat room to chat? In addition to having free strategy guidance from KOLs, we also have beautiful Web3 ladies who will teach you step by step how to grab Alpha airdrops. Joining the group now will bring even more benefits. Our chat room has already distributed two 50U lucky draw red envelopes 🧧 + two surrounding lottery tickets 🎟️. Everyone is very active and having fun, so we will continue the surrounding lottery activities, which will take place every Saturday night at 8 PM. We have also prepared many sets of surrounding prizes for everyone to win, including a Binance three-piece set, water bottles, scarves, and other merchandise. We welcome everyone to enthusiastically join the group and participate in our community exclusive benefit activities!!
First do what you should do, then do what you like to do. The first half allows you to have food to eat, the second half gives you something to think about #币安Alpha上新 $BNB