#美国加征关税 Any asset needs to be sold to obtain US dollars for hedging, any asset, including Bitcoin, not to mention junk altcoins. This bull market may not rise, but I estimate it will fall.
The Sol chain has launched a time coin, and Solana co-founders Toly and RAJ have both issued coins on it, surprisingly one has a market value of 5 million and the other around 1 million. Oh my, this is a world apart from the prosperous times of Solana, when it casually reached over a hundred million. However, with Sol being included in the US Federal Reserve, I estimate it will come back soon, and one might consider positioning for these two; there may be a reward.
PUMPFUN has started to break out and started to eat swap. This is the rhythm of sending JUP and Ray away. The founder's meme coin #alon has doubled directly, but it is not recommended to touch it. The top ten households have continuous buying and selling activities, which means that the top ten dealers are in the band, and it is difficult for ordinary people to play. Recently, Solana's meme is very strange. #luce has not dropped much in this wave of big drops. It is stronger than AI coins. The market is really cold.
Solana AI Ecosystem: Is a Second Spring Coming? A Brief Analysis of AI Projects
AI projects on Solana have almost completely cooled down, but there is still a possibility of a resurgence, so here is a brief analysis of several major projects: 1. AI16Z Current situation: Peaked at a market value of 2.5 billion at the beginning of January, followed by a continuous decline and weak performance. Evaluation: Average project, lacks sustainable momentum, may need a new narrative or technological breakthrough to regain attention. 2. DegenAI Current situation: Supported by SHAWN, but market value has dropped to only 4.8 million, with no signs of rebound. Evaluation: Average project, lacks market confidence, difficult to make progress in the short term. 3. Swarms Current situation: American team, experienced in WEB2, continues development but lacks the strength to drive up prices (suspected domestic manipulation is lagging).
#SOL走势分析 Now, as AI fades away, the next wave of AI has gradually begun to emerge, focusing on a primary application. The first one, $SSE social browser, to be honest, is not that great, not as good as GMGN. The second, $WHISP, is quite good. With the launch of the Solana phone, this application has entered the app store, allowing direct connection to US credit card payments and enabling social transfers connected to X, supporting phone number transfers. It is expected to become the next target for rapid price increases.