Jeonlees
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In the past few days, I have carefully reviewed the trends and structure of $ARTX , and the more I look, the clearer it becomes: the market pricing for it may still be at the level of 'Alpha New Coin', but what Ultiland is doing has already far exceeded this framework.
Everyone is focusing on price fluctuations, but what truly drives ARTX into a strong cycle is the signals that the entire system behind Ultiland is beginning to take shape. The team's background in funds gives them very rare execution capabilities and resource mobilization abilities in the RWA field, which is a barrier that ordinary projects cannot replicate.
The most overlooked key is the Ultiland ART FUND they initiated:
A long-term ecological incentive pool of 10 million ARTX (approximately 50 million USD).
The role of this fund is not short-term stimulation, but to pull up a complete chain of cultural assets:
Artists enter → Cultural institution collaboration → Artwork issuance → Asset on-chain → User trading → ARTX becomes the core value center.
This is a typical 'ecology-driven demand', not driven by emotions, nor purely relying on market speculation.
When you look at the market situation and these fundamentals together, you will find that the trend of ARTX is increasingly unlike a short-term project, but a rhythm of 'value being slowly discovered':
Clean up the market, concentrate the chips, repeatedly break through,
Each step seems to be preparing for a larger cycle.
So my current view is very clear:
The market prices ARTX as a new coin,
Ultiland positions ARTX as a core ecological asset.
When the market pricing of an asset begins to misalign with its true position,
The real market trend often has just begun.
#Ultiland $ARTX #RWA @ULTILAND
Everyone is focusing on price fluctuations, but what truly drives ARTX into a strong cycle is the signals that the entire system behind Ultiland is beginning to take shape. The team's background in funds gives them very rare execution capabilities and resource mobilization abilities in the RWA field, which is a barrier that ordinary projects cannot replicate.
The most overlooked key is the Ultiland ART FUND they initiated:
A long-term ecological incentive pool of 10 million ARTX (approximately 50 million USD).
The role of this fund is not short-term stimulation, but to pull up a complete chain of cultural assets:
Artists enter → Cultural institution collaboration → Artwork issuance → Asset on-chain → User trading → ARTX becomes the core value center.
This is a typical 'ecology-driven demand', not driven by emotions, nor purely relying on market speculation.
When you look at the market situation and these fundamentals together, you will find that the trend of ARTX is increasingly unlike a short-term project, but a rhythm of 'value being slowly discovered':
Clean up the market, concentrate the chips, repeatedly break through,
Each step seems to be preparing for a larger cycle.
So my current view is very clear:
The market prices ARTX as a new coin,
Ultiland positions ARTX as a core ecological asset.
When the market pricing of an asset begins to misalign with its true position,
The real market trend often has just begun.
#Ultiland $ARTX #RWA @ULTILAND
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The era of relying on your mouth has arrived, a nanny-level tutorial for the leading project Kaito 📣
🔥 Yesterday, as $NEWT went live, I believe everyone also saw the strength of $NEWT ! The rewards for relying on your mouth in the airdrop have really come true, with thousands of coins, even tens of thousands of coins directly deposited into wallets, allowing those who previously relied on Kaito to truly feel the charm of relying on your mouth 😋.
I don't know if the people who rely on their mouths are still eagerly waiting for Alpha's entry threshold, trying to grab the 125 coins given in the airdrop.
Meanwhile, some have already obtained several thousand or even tens of thousands of Newton coins qualifications.
Earning 4K daily on Kaito is not a dream; the operation is simple and super suitable for everyone—no trading, no fees, just 'creating content + linking wallets' to complete!
I don't know if the people who rely on their mouths are still eagerly waiting for Alpha's entry threshold, trying to grab the 125 coins given in the airdrop.
Meanwhile, some have already obtained several thousand or even tens of thousands of Newton coins qualifications.
Earning 4K daily on Kaito is not a dream; the operation is simple and super suitable for everyone—no trading, no fees, just 'creating content + linking wallets' to complete!
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The emergence of Injective is actually answering an old question that has been ignored for a decade: why have there never been 'true market participants' on-chain?
The more I research Injective recently, the more I feel that it is not just filling in a chain, but rather filling a missing market role that has been absent for over a decade—professional participants.
It sounds simple, but the entire crypto industry has been lacking this type of person:
Those who truly do structured trading
Those who truly do cross-market arbitrage
Those who truly do indexing
Those who truly do portfolio risk management
Those who truly do hedging
Those who truly do complex positions
Those who truly do cross-asset strategies
These people do exist, but they have no 'place to land'.
Traditional chains cannot provide tools, nor can they provide execution environments, and they certainly cannot provide verifiable transaction structures.
It sounds simple, but the entire crypto industry has been lacking this type of person:
Those who truly do structured trading
Those who truly do cross-market arbitrage
Those who truly do indexing
Those who truly do portfolio risk management
Those who truly do hedging
Those who truly do complex positions
Those who truly do cross-asset strategies
These people do exist, but they have no 'place to land'.
Traditional chains cannot provide tools, nor can they provide execution environments, and they certainly cannot provide verifiable transaction structures.
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Lorenzo Protocol: Why it resembles an emerging on-chain fund base more than the 'BTC LRT project'
Honestly, over the past week I have seen the Lorenzo Protocol more times than I have seen any ‘new narrative projects’. Not because it has done some eye-catching activity again, but because you will find that whether it is the CEX Research Institute, fund researchers, or users on our side brushing Alpha, whenever BTC returns, on-chain cash flow, RWA, Babylon, or ‘the next batch of infrastructure that can cross cycles’ are mentioned, the name still comes back to Lorenzo.
I don't really believe in this ‘market collective consciousness’, so I simply went through its data, architecture, and recent developments again, and the more I look, the more certain I am of one thing: many people’s understanding of it is still stuck at ‘isn’t this just a Bitcoin LRT?’, but in reality, it is moving towards a deeper position — one that abstracts multiple revenue lines into a unified underlying on-chain asset management infrastructure.
I don't really believe in this ‘market collective consciousness’, so I simply went through its data, architecture, and recent developments again, and the more I look, the more certain I am of one thing: many people’s understanding of it is still stuck at ‘isn’t this just a Bitcoin LRT?’, but in reality, it is moving towards a deeper position — one that abstracts multiple revenue lines into a unified underlying on-chain asset management infrastructure.
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Plasma: When 'Stablecoin Speed' Becomes a New Competitiveness, the New Financial Underlayer Has Already Started to Restructure
I have been repeatedly thinking about a question recently:
In the future global financial system, what will true competitiveness be?
In the past, we would say it was contract flexibility, asset innovation, developer ecosystems, AI integration…
But now I am increasingly convinced—
What determines the future pattern of on-chain finance is whether 'stablecoins can flow like air.'
You may not realize that stablecoins have become the 'common language' of the entire crypto world.
On-chain transactions, cross-border payments, salary disbursement, merchant collection, gaming economic systems…
The underlying layer of all scenarios is in stablecoins.
In the future global financial system, what will true competitiveness be?
In the past, we would say it was contract flexibility, asset innovation, developer ecosystems, AI integration…
But now I am increasingly convinced—
What determines the future pattern of on-chain finance is whether 'stablecoins can flow like air.'
You may not realize that stablecoins have become the 'common language' of the entire crypto world.
On-chain transactions, cross-border payments, salary disbursement, merchant collection, gaming economic systems…
The underlying layer of all scenarios is in stablecoins.
See original
Linea: Quietly advancing, continuously strengthening, it is transforming Ethereum's 'complexity' into real productivity.
The more I study Linea recently, the more I feel that its development logic is in a completely different world from other L2s. While others are focused on 'cheaper transactions', 'faster TPS', and 'larger airdrops', Linea seems to be doing something more abstract, deeper, and more ambitious—transforming the complexity that Ethereum will experience with explosive growth into real productivity that can be executed, verified, billed, and reused.
You will find that Linea is not about 'scaling chains'.
Linea is the infrastructure for executing complex tasks.
Moreover, very few people realize a key fact:
You will find that Linea is not about 'scaling chains'.
Linea is the infrastructure for executing complex tasks.
Moreover, very few people realize a key fact:
See original
$IRYS 0 The contract at the point is now up
Friends in the pattern can take a look at the last alpha airdrop, there are 50u now! Assess the situation and make a move
Hahahahahahahah I laughed to death 😂
Friends in the pattern can take a look at the last alpha airdrop, there are 50u now! Assess the situation and make a move
Hahahahahahahah I laughed to death 😂
See original
Kite: When AI Agents Start Making Automatic Payments, This Chain Is Attempting to Build the Next Generation Settlement Layer
Honestly, over the past two weeks, I've been completely overwhelmed by Kite while browsing Binance Square. The density of various content, discussions, hot topics, and trading reviews is a bit exaggerated. At first, I just considered it another 'new coin of the AI concept', until I seriously went through the technology and data, only to find that the underlying logic of this project is much deeper than the superficial memes.
Let me state my conclusion upfront: What Kite is really doing is not an AI concept, but rather preemptively betting on the 'payment infrastructure for AI Agents'. The value of this is far greater than what the average person can currently realize.
Let me state my conclusion upfront: What Kite is really doing is not an AI concept, but rather preemptively betting on the 'payment infrastructure for AI Agents'. The value of this is far greater than what the average person can currently realize.
come in
ULTILAND
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[Replay] 🎙️ ARTX AFTER ALPHA: Long-Cycle Cultural Carnival & Endless Airdrop Rain
01 h 08 m 54 s · 9.8k listens
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Yield Guild Games: While other projects are looking for users, YGG is already building the 'player class'.
Family, today I want to write a harsher, more realistic, and long-term perspective article, because the more I study YGG, the more I feel—
Its true ambition is not to occupy a few chain game markets, but to redefine the 'player class' of the entire Web3 gaming world.
You can understand it as:
While others are competing for users, only YGG is nurturing the 'next generation of Web3 players'.
This is not just a beautiful statement, but rather the underlying logic of all its actions over the past three years.
I will start with the eight most critical facts.
First, YGG is creating a 'player class structure', rather than a 'user pool'.
Its true ambition is not to occupy a few chain game markets, but to redefine the 'player class' of the entire Web3 gaming world.
You can understand it as:
While others are competing for users, only YGG is nurturing the 'next generation of Web3 players'.
This is not just a beautiful statement, but rather the underlying logic of all its actions over the past three years.
I will start with the eight most critical facts.
First, YGG is creating a 'player class structure', rather than a 'user pool'.
See original
The true scarcity of Injective is that it has made 'on-chain prices' reliable for the first time.
Recently, I spent a long time focusing on Injective, not to see the price fluctuations, but to observe its 'pricing logic.'
The more I look at it, the more I feel that its most revolutionary aspect is not the EVM or the order book itself, but rather:
Injective is one of the few infrastructures in the industry that has made 'on-chain prices' reliable for the first time.
Here, 'reliable' does not mean that prices won't fluctuate, but rather that the way prices are generated, the stability of price structures, and the logic behind price execution have finally become—verifiable, predictable, and reproducible.
The more I look at it, the more I feel that its most revolutionary aspect is not the EVM or the order book itself, but rather:
Injective is one of the few infrastructures in the industry that has made 'on-chain prices' reliable for the first time.
Here, 'reliable' does not mean that prices won't fluctuate, but rather that the way prices are generated, the stability of price structures, and the logic behind price execution have finally become—verifiable, predictable, and reproducible.
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🎙️ If Bitcoin Hits $150K… What Happens to Altcoins? Let’s Calculate LIVE!
End
02 h 10 m 52 s
3.1k
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Lorenzo Protocol: Why it is increasingly resembling a 'yield router on-chain'
These past few days, I have been repeatedly thinking about a question: why is it that among all projects doing BTCfi and generating yields, Lorenzo's discussions are clearly more stable, longer-lasting, and more penetrating across different circles? If you look at communities, exchange research, fund reports, Twitter data, and even the content of our Alpha players' chats, Lorenzo's name always seems to come back around.
I later realized something: it is not attracted by a 'shiny APY', nor is it supported by emotional trading to maintain its popularity. What truly attracts people is what it is doing, which goes deeper than most BTCfi projects.
I later realized something: it is not attracted by a 'shiny APY', nor is it supported by emotional trading to maintain its popularity. What truly attracts people is what it is doing, which goes deeper than most BTCfi projects.
See original
Linea: Every update is not noisy, but each quietly expands its 'control area' over Ethereum.
I now completely understand the rhythm of Linea. It is not the kind of chain that grabs attention through a major upgrade, a big event, or a surge of traffic. Its route is different—slower, steadier, and deeper, yet it keeps embedding itself tighter and firmer, making the Ethereum ecosystem increasingly dependent on it.
If you look at all the technical updates over the past six months, you will find a particularly interesting characteristic:
Linea has no 'emotional updates', only 'structural updates'.
It won't suddenly rush into AI due to a hot topic.
It won't suddenly stick to RWA due to a trend.
If you look at all the technical updates over the past six months, you will find a particularly interesting characteristic:
Linea has no 'emotional updates', only 'structural updates'.
It won't suddenly rush into AI due to a hot topic.
It won't suddenly stick to RWA due to a trend.
See original
📣 Raid Raid 17:00 241 points Attention with points‼️
Current blind box status, specific profit will be seen in the last five minutes
#alpha
Current blind box status, specific profit will be seen in the last five minutes
#alpha
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Linea: It is not 'building a chain', it is 'supporting the future load of the entire Ethereum'.
Recently, my feelings about Linea have grown stronger: its existence is completely unlike a typical L2 that develops step by step, but rather like a foundational framework placed deep within the Ethereum system, quietly supporting future loads.
It doesn't steal the spotlight, doesn't engage in gimmicks, and doesn't chase concepts, but the more you research it, the more you can feel that what it's doing is not 'filling the gaps of Ethereum' but 'extending Ethereum's capabilities'.
Many chains are building their own ecosystems.
But what Linea is doing is extending the ecosystem of Ethereum.
Many chains are trying to find new narratives.
But Linea is trying to make all narratives run smoothly.
It doesn't steal the spotlight, doesn't engage in gimmicks, and doesn't chase concepts, but the more you research it, the more you can feel that what it's doing is not 'filling the gaps of Ethereum' but 'extending Ethereum's capabilities'.
Many chains are building their own ecosystems.
But what Linea is doing is extending the ecosystem of Ethereum.
Many chains are trying to find new narratives.
But Linea is trying to make all narratives run smoothly.
See original
Plasma: When the cross-chain, cross-border, cross-system 'stablecoin pathways' finally have a unified answer
If you ask me to summarize the biggest technical gap in the crypto world over the past decade in one sentence, I would say:
We have been transmitting value, yet there hasn't been a single road built specifically for value.
You look at Ethereum——great, but expensive;
You look at Solana——fast, but focused on developer logic;
You look at Tron——cheap, but overly centralized;
As for various L2s, sidechains, and cross-chain bridges, they are each working independently on the matter of 'how to move value around.'
But what is the biggest demand on-chain?
It has never been about how fast you can run contracts, but rather—can stablecoins be issued at any time.
We have been transmitting value, yet there hasn't been a single road built specifically for value.
You look at Ethereum——great, but expensive;
You look at Solana——fast, but focused on developer logic;
You look at Tron——cheap, but overly centralized;
As for various L2s, sidechains, and cross-chain bridges, they are each working independently on the matter of 'how to move value around.'
But what is the biggest demand on-chain?
It has never been about how fast you can run contracts, but rather—can stablecoins be issued at any time.
See original
$AIO Last day 4 times, it's still a bit scary to rush
Fortunately, I caught a cold and went to drink hot water, missing the thrilling moment
The working alpha who wasn't caught is called the god of luck descending #alpha
Fortunately, I caught a cold and went to drink hot water, missing the thrilling moment
The working alpha who wasn't caught is called the god of luck descending #alpha
come in
小鳄鱼 China
--
[Replay] 🎙️ 《BHYRA：当收益成为共识，链上金融进入第三纪元》
01 h 32 m 55 s · 11.6k listens
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Yield Guild Games: Why I believe YGG is not about 'guild revival', but about 'player version of Ethereum'
Family, today I want to be more straightforward:
If you still see YGG as a 'Web3 guild', you really underestimate it too much.
The longer I study it, the more I feel its current direction is more like—
Ethereum of the player layer.
It's not a technical layer, but a relational layer, identity layer, economic layer, and collaboration layer 'player operating system'.
I set the tone of this article higher because I believe this perspective will help you re-understand its position in the blockchain game ecosystem.
First, YGG is not about 'player organizations', but about 'player consensus layer'.
If you still see YGG as a 'Web3 guild', you really underestimate it too much.
The longer I study it, the more I feel its current direction is more like—
Ethereum of the player layer.
It's not a technical layer, but a relational layer, identity layer, economic layer, and collaboration layer 'player operating system'.
I set the tone of this article higher because I believe this perspective will help you re-understand its position in the blockchain game ecosystem.
First, YGG is not about 'player organizations', but about 'player consensus layer'.
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BTCRebound90kNext?
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$BTC followed our prediction word by word, letter by letter 🥳🔥🚀
On 23 November, when we told you that BITCOIN has a massive inverse Fair Value Gap near 91,000 and it will pump to fill it… well, look at Bitcoin now 😮💨📈
74 million dollars got liquidated in the last 60 minutes because people thought Bitcoin would dump and they opened shorts 🫠💀
But the Panda Family?
We stayed safe… and we printed profits during this pump 💰🔥
And that’s not all…
Every single trade we gave yesterday is in amazing profit right now 🤝🚀
We told you to buy SOL, LINK, ADA, SUI and many others and we clearly said they would pump today.
Now look at them…
They’re flying ✈️🔥📈
Congratulations everyone 🎉
Let’s celebrate 🐼💚🚀
trade here 👉$BTC
long here 👇
#BTCRebound90kNext? #USJobsData #CryptoIn401k #CPIWatch #WriteToEarnUpgrade
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