远山洞见
ETH Holder
Occasional Trader
4.3 Years
永远持有BTC | 专注投研分析 | 相信周期轮动，看好加密未来。
11 Following
213 Followers
195 Liked
24 Shared
Posts
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Today I looked at #EGL1 again,
the project team's pace this time is tighter and more powerful than I imagined.
First, @EAGELS_VAULT tweeted that it will spend $100,000 to buy $EGL1 within the next 6 hours, while selecting 20 wallet addresses that are closest to its buying time to airdrop EGL1 as a reward. This type of game rule also indirectly creates a FOMO atmosphere on the chain.
In the following hours, the $100,000 purchase was realized and split into two transactions of $50K each, deposited into on-chain addresses transparently, which indirectly verified the resource mobilization and community activation execution power of the team behind EGL1.
Meanwhile, the trading data of $EGL1 continues to rise. In the BUILD ON event, EGL1 currently ranks first with an on-chain trading volume of $2.07B, far surpassing #Janitor ($922.58M) and #Liberty ($861.74M), the latter two are also considered major meme projects on BSC.
From the trading race data, a gap has formed between EGL1 and the second place, basically locking in the discourse power at this stage.
What’s more noteworthy is that all of this is still happening without any mainstream CEX listings— even Binance has not listed it yet. This indicates that EGL1 is a strong project that relies on community organization, content distribution capabilities, and topic intensity to rise.
There is also a potential variable behind this: Bloomberg has just reported that a group of crypto hedge funds is raising $100 million to invest in BNB assets through shell companies. This is a potential signal of capital flow for the entire BSC sector and seems more like a macro endorsement of the overall BSC ecosystem.
If this logic holds, then the political narrative assets built around the BNB chain—such as #USD1, $WLFI, and EGL1 as an extension of visual cultural carriers—may all become beneficiaries of incoming capital.
From this perspective, looking at EGL1, it feels like it is not an independent meme project, but a node in the entire BNB cultural structure. The foundation is laid by political memes, and it may connect to larger financial expressions.
Moreover, a key point is that there is currently no mainstream CEX involvement, which means it is still in the first half, and brothers can confidently build their positions while managing risk!
#usd #WLFI #EGL1
the project team's pace this time is tighter and more powerful than I imagined.
First, @EAGELS_VAULT tweeted that it will spend $100,000 to buy $EGL1 within the next 6 hours, while selecting 20 wallet addresses that are closest to its buying time to airdrop EGL1 as a reward. This type of game rule also indirectly creates a FOMO atmosphere on the chain.
In the following hours, the $100,000 purchase was realized and split into two transactions of $50K each, deposited into on-chain addresses transparently, which indirectly verified the resource mobilization and community activation execution power of the team behind EGL1.
Meanwhile, the trading data of $EGL1 continues to rise. In the BUILD ON event, EGL1 currently ranks first with an on-chain trading volume of $2.07B, far surpassing #Janitor ($922.58M) and #Liberty ($861.74M), the latter two are also considered major meme projects on BSC.
From the trading race data, a gap has formed between EGL1 and the second place, basically locking in the discourse power at this stage.
What’s more noteworthy is that all of this is still happening without any mainstream CEX listings— even Binance has not listed it yet. This indicates that EGL1 is a strong project that relies on community organization, content distribution capabilities, and topic intensity to rise.
There is also a potential variable behind this: Bloomberg has just reported that a group of crypto hedge funds is raising $100 million to invest in BNB assets through shell companies. This is a potential signal of capital flow for the entire BSC sector and seems more like a macro endorsement of the overall BSC ecosystem.
If this logic holds, then the political narrative assets built around the BNB chain—such as #USD1, $WLFI, and EGL1 as an extension of visual cultural carriers—may all become beneficiaries of incoming capital.
From this perspective, looking at EGL1, it feels like it is not an independent meme project, but a node in the entire BNB cultural structure. The foundation is laid by political memes, and it may connect to larger financial expressions.
Moreover, a key point is that there is currently no mainstream CEX involvement, which means it is still in the first half, and brothers can confidently build their positions while managing risk!
#usd #WLFI #EGL1
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#EGL1 initiated a donation initiative for #WLFI . I just looked at the data; currently, in less than ten hours, nearly a million EGL1 has been transferred, worth over 60,000 US dollars.
For a meme project, this proactive, community-driven donation with a spirit of contribution already reflects a very high density of consensus.
Many people are still unclear about the significance of the donations. I believe this is a deep binding of culture and traffic.
The foundational aspect of the $WLFI project goes without saying; it can be understood as the parent body of this round of #USD1 political memes, the root culture of the entire Trump meme system.
Now, the community's proactive donations are expressing a stance through on-chain actions, reinforcing the binding with #WLFI . In this process, supporting WLFI essentially means supporting one's own superstructure.
This action is both a spontaneous community-level initiative and a way to lay a hook for EGL1 to continue to benefit from WLFI + $USD1 .
At the same time, from the tweets, addresses that complete donations within the first 48 hours may receive an airdrop.
I have also just transferred a small portion of my holdings and look forward to friends holding #EGL1 paying attention to this matter and making appropriate transfers.
For a meme project, this proactive, community-driven donation with a spirit of contribution already reflects a very high density of consensus.
Many people are still unclear about the significance of the donations. I believe this is a deep binding of culture and traffic.
The foundational aspect of the $WLFI project goes without saying; it can be understood as the parent body of this round of #USD1 political memes, the root culture of the entire Trump meme system.
Now, the community's proactive donations are expressing a stance through on-chain actions, reinforcing the binding with #WLFI . In this process, supporting WLFI essentially means supporting one's own superstructure.
This action is both a spontaneous community-level initiative and a way to lay a hook for EGL1 to continue to benefit from WLFI + $USD1 .
At the same time, from the tweets, addresses that complete donations within the first 48 hours may receive an airdrop.
I have also just transferred a small portion of my holdings and look forward to friends holding #EGL1 paying attention to this matter and making appropriate transfers.
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#EGL1 announced a new incentive program called 'USD1 Meme Thrive Program'.
The core is to allocate 1 million USD, managed by the community treasury @EAGELS_VAULT, to purchase eligible BNB meme projects in the secondary market.
The official criteria are as follows:
- Must launch from http://Four.Meme;
- The project needs to actively promote $USD1 and $WLFI;
- Must have the ability to promote BNB meme culture;
- The community should be active and have a certain degree of influence.
Essentially, it uses funds as a screening tool, making a clear statement through on-chain buying behavior: which meme projects are worth supporting and allocating.
For EGL1 itself, this initiative holds greater significance, and it also indicates its desire to gain or enhance its ecological discourse power. Naturally, this is a good thing for us holders.
By initiating such a program, it aims to gradually transform its role on the BNBchain and increase its influence.
In the past, it was an ecological participant; now it is a selector, fund allocator, and narrative manager—what it is doing is converting its narrative into ecological standards and then using funds to reinforce the implementation of these standards.
This also means that its influence is gradually shifting from the projects themselves to the admission mechanism and resource allocation methods of the entire meme market.
As long as this mechanism is established, other projects will naturally optimize their communication, issuance, and community operations around the standards set by EGL1.
Finally, we look forward to seeing EGL1's actions promote the further prosperity of the BNBChain ecosystem while further consolidating its ecological position and actual influence in meme projects.
Whether the mechanism can be successfully implemented ultimately depends on execution and market feedback, but for this step, it has already taken a key leap from being a project to becoming an ecological builder.
$USD1 #WLFI
The core is to allocate 1 million USD, managed by the community treasury @EAGELS_VAULT, to purchase eligible BNB meme projects in the secondary market.
The official criteria are as follows:
- Must launch from http://Four.Meme;
- The project needs to actively promote $USD1 and $WLFI;
- Must have the ability to promote BNB meme culture;
- The community should be active and have a certain degree of influence.
Essentially, it uses funds as a screening tool, making a clear statement through on-chain buying behavior: which meme projects are worth supporting and allocating.
For EGL1 itself, this initiative holds greater significance, and it also indicates its desire to gain or enhance its ecological discourse power. Naturally, this is a good thing for us holders.
By initiating such a program, it aims to gradually transform its role on the BNBchain and increase its influence.
In the past, it was an ecological participant; now it is a selector, fund allocator, and narrative manager—what it is doing is converting its narrative into ecological standards and then using funds to reinforce the implementation of these standards.
This also means that its influence is gradually shifting from the projects themselves to the admission mechanism and resource allocation methods of the entire meme market.
As long as this mechanism is established, other projects will naturally optimize their communication, issuance, and community operations around the standards set by EGL1.
Finally, we look forward to seeing EGL1's actions promote the further prosperity of the BNBChain ecosystem while further consolidating its ecological position and actual influence in meme projects.
Whether the mechanism can be successfully implemented ultimately depends on execution and market feedback, but for this step, it has already taken a key leap from being a project to becoming an ecological builder.
$USD1 #WLFI
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Why you must pay attention to #EGL1 at this moment
This weekend I kept looking at #EGL1, originally just wanting to see if it would be like past similar narratives that were fleeting, but the more I looked, the more I felt this is not an ordinary meme.
The trend is good, the narrative is stable, the rhythm is lasting, ultimately through #BitgetOnchain.
Choosing to build a base around 66M.
First is the on-chain structure.
Four's official data has shown #EGL1 ranking first in USD1 trading volume for several consecutive days, with weekly active users, pool depth, and number of holders all continuously increasing.
The latest data shows: market value 65M, pool 1.9M, 24h transaction volume 173 million USD, number of holders close to 20,000; this set of data does not look like a temporary play for short-term gains but more like a project with mid-term control and consensus diffusion capability.
The trend is good, the narrative is stable, the rhythm is lasting, ultimately through #BitgetOnchain.
Choosing to build a base around 66M.
First is the on-chain structure.
Four's official data has shown #EGL1 ranking first in USD1 trading volume for several consecutive days, with weekly active users, pool depth, and number of holders all continuously increasing.
The latest data shows: market value 65M, pool 1.9M, 24h transaction volume 173 million USD, number of holders close to 20,000; this set of data does not look like a temporary play for short-term gains but more like a project with mid-term control and consensus diffusion capability.
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This weekend, I've been at home with the flu, nestled in bed and not going anywhere. Occasionally, I check group messages, and my friends are lamenting in voice chat that the meme pace on BSC has quickened again.
When everyone knows the endgame is to return to zero, the optimal solution is to be a paper hand—pump it up and then dump it. Once this learning effect takes hold, it's like a mutation in on-chain consensus; the PVP pace will only get shorter and harsher.
Unless someone can break this collective cognition, like if CZ suddenly decides to bring back an old coin that has returned to zero, then the market will reprice the possibility of the 'endgame', thereby delaying the PVP pace.
Moreover, BSC currently faces another problem: the inherent disadvantage of hot money inflow. Sol has become the default first issuance place; only things directly associated with CZ and Binance will be moved to BSC. To break this situation, there needs to be a non-CZ narrative but capable of naturally growing into a hit, like Routine, which can surge even when Sol is generally quiet, but no one plays on BSC.
This state is also a manifestation of the 'innovation decay effect'—homogeneous gameplay, information overload, diminishing returns, ultimately leading to intensified PVP and ROI approaching zero.
Now it remains to be seen whether CZ and BSC can still play an unconventional hand; otherwise, it will be hard to sustain.
When everyone knows the endgame is to return to zero, the optimal solution is to be a paper hand—pump it up and then dump it. Once this learning effect takes hold, it's like a mutation in on-chain consensus; the PVP pace will only get shorter and harsher.
Unless someone can break this collective cognition, like if CZ suddenly decides to bring back an old coin that has returned to zero, then the market will reprice the possibility of the 'endgame', thereby delaying the PVP pace.
Moreover, BSC currently faces another problem: the inherent disadvantage of hot money inflow. Sol has become the default first issuance place; only things directly associated with CZ and Binance will be moved to BSC. To break this situation, there needs to be a non-CZ narrative but capable of naturally growing into a hit, like Routine, which can surge even when Sol is generally quiet, but no one plays on BSC.
This state is also a manifestation of the 'innovation decay effect'—homogeneous gameplay, information overload, diminishing returns, ultimately leading to intensified PVP and ROI approaching zero.
Now it remains to be seen whether CZ and BSC can still play an unconventional hand; otherwise, it will be hard to sustain.
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Trump's political activities in the next four years will essentially build a traffic beacon for $TRUMP that never goes out. From the previous 2024 presidential campaign and the 2026 midterm elections, to the sudden progress of various crypto bills and tweets on social media, each round of public events may be transformed into fuel for price fluctuations.
This narrative engine, which is continuously powered by the real political ecology, makes TRUMP unique in the Meme track. In contrast, most animal-based currencies rely on the community's spontaneous creation of memes, just like desert plants that rely on rain from heaven. Once creativity is exhausted or hot spots are transferred, liquidity will evaporate quickly.
My strategic choice is essentially a response to this difference. 80% of the position is anchored on the Beta income of the $SOL ecosystem, because its underlying public chain attributes naturally undertake the traffic torrent brought by the Meme craze, which not only avoids missing out, but also controls tail risks through hard stop losses.
This narrative engine, which is continuously powered by the real political ecology, makes TRUMP unique in the Meme track. In contrast, most animal-based currencies rely on the community's spontaneous creation of memes, just like desert plants that rely on rain from heaven. Once creativity is exhausted or hot spots are transferred, liquidity will evaporate quickly.
My strategic choice is essentially a response to this difference. 80% of the position is anchored on the Beta income of the $SOL ecosystem, because its underlying public chain attributes naturally undertake the traffic torrent brought by the Meme craze, which not only avoids missing out, but also controls tail risks through hard stop losses.
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$TRUMP's Competitive Barriers
Entry-level Revolution:
Binance C2C direct purchases have lowered the threshold to "zero awareness level," with the proportion of non-crypto users continuously breaking through, forming a user base completely different from traditional Meme coins.
Compliance Exploration:
REXShares and Osprey Funds submitted the Rex-Osprey Trump ETF application, which, if approved, may become the first compliant product tied to a political IP, indirectly leveraging traditional capital to enter the market.
Scenario-based Breakthrough:
McDonald's is piloting $TRUMP payment verification, creating a flywheel effect of "Meme coin → physical consumption → secondary dissemination."
Entry-level Revolution:
Binance C2C direct purchases have lowered the threshold to "zero awareness level," with the proportion of non-crypto users continuously breaking through, forming a user base completely different from traditional Meme coins.
Compliance Exploration:
REXShares and Osprey Funds submitted the Rex-Osprey Trump ETF application, which, if approved, may become the first compliant product tied to a political IP, indirectly leveraging traditional capital to enter the market.
Scenario-based Breakthrough:
McDonald's is piloting $TRUMP payment verification, creating a flywheel effect of "Meme coin → physical consumption → secondary dissemination."
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Observations and thoughts on $TRUMP
During the past few days when I was back home, even my childhood friends who didn’t trade cryptocurrencies frequently saw discussions about “Trump Coin” on Douyin, and were even asked “Can I buy some?” The debate in the community was even more extreme—perhaps due to the recent price correction, the debate on “Can $TRUMP ETF pass” has been flooding the screen.
This two-way breaking effect from mass entertainment to the crypto community makes me rethink the long-term value of political memes.
The on-chain ecosystem is in an unprecedented emotional stalemate. Since $TRUMP ignited the political meme track, from the family coin #MELANIA, $BARRON to the popular $VINE, and even the pitfall of the Nasdaq concept
This two-way breaking effect from mass entertainment to the crypto community makes me rethink the long-term value of political memes.
The on-chain ecosystem is in an unprecedented emotional stalemate. Since $TRUMP ignited the political meme track, from the family coin #MELANIA, $BARRON to the popular $VINE, and even the pitfall of the Nasdaq concept
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$LINK and $XRP, which one do you prefer?
$LINK is more than just "an oracle", it is working with the world's largest financial institutions to promote the deep integration of blockchain and traditional finance.
Chainlink's cooperation cases include:
Working with SWIFT to connect more than 11,500 banks to the blockchain, and has now entered the pre-production stage;
Working with DTCC to put the net asset value (NAV) on the chain to promote the tokenization and distribution of mutual funds;
Working with the Central Bank of Brazil to promote the Drex CBDC project for supply chain management and trade finance;
Working with ANZ and ADDX to promote privacy-protected cross-chain asset settlement;
Working with UBS and SBI DAH to promote liquidity solutions for cross-chain tokenized funds;
Working with Euroclear and SWIFT to use Chainlink to create on-chain structured data for corporate action data;
Working with Sygnum and Fidelity to use Chainlink to provide NAV data support for tokenized funds;
Working with Bancolombia to use Chainlink to verify the reserve data of the Colombian peso stablecoin.
In contrast, although $XRP is promoted as a "bank coin", it has failed to gain effective market recognition in cross-border payment scenarios and lacks demand amid the rise of stablecoins and CBDCs.
Ripple has not cooperated with SWIFT and does not have the ability to compete with Chainlink. The market's expectations for $XRP are misunderstood, and the information asymmetry will not last long.
$LINK is more than just "an oracle", it is working with the world's largest financial institutions to promote the deep integration of blockchain and traditional finance.
Chainlink's cooperation cases include:
Working with SWIFT to connect more than 11,500 banks to the blockchain, and has now entered the pre-production stage;
Working with DTCC to put the net asset value (NAV) on the chain to promote the tokenization and distribution of mutual funds;
Working with the Central Bank of Brazil to promote the Drex CBDC project for supply chain management and trade finance;
Working with ANZ and ADDX to promote privacy-protected cross-chain asset settlement;
Working with UBS and SBI DAH to promote liquidity solutions for cross-chain tokenized funds;
Working with Euroclear and SWIFT to use Chainlink to create on-chain structured data for corporate action data;
Working with Sygnum and Fidelity to use Chainlink to provide NAV data support for tokenized funds;
Working with Bancolombia to use Chainlink to verify the reserve data of the Colombian peso stablecoin.
In contrast, although $XRP is promoted as a "bank coin", it has failed to gain effective market recognition in cross-border payment scenarios and lacks demand amid the rise of stablecoins and CBDCs.
Ripple has not cooperated with SWIFT and does not have the ability to compete with Chainlink. The market's expectations for $XRP are misunderstood, and the information asymmetry will not last long.
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Looking forward to $XRP , $AVAX , and $LINK benefiting from the favorable shift in domestic policies in the United States, especially in the strategic layout of RWA (Real World Assets).
Reason:
$XRP is closely associated with traditional finance, benefiting from changes in domestic policies in the United States, and is becoming an important participant in the payment, communication bridge, and RWA fields.
$AVAX : Launched in collaboration with JPMorgan, the Avalanche Evergreen subnet is designed for institutional use, meeting the development needs of RWA and bringing blockchain application scenarios to traditional finance.
LINK: Through the CCIP protocol, it connects on-chain and off-chain economies, facilitating interaction between DeFi and traditional finance (TradFi), unlocking numerous use cases for financial asset tokenization, making it a widely accessed crypto protocol for financial institutions.
#山寨季來了？
Reason:
$XRP is closely associated with traditional finance, benefiting from changes in domestic policies in the United States, and is becoming an important participant in the payment, communication bridge, and RWA fields.
$AVAX : Launched in collaboration with JPMorgan, the Avalanche Evergreen subnet is designed for institutional use, meeting the development needs of RWA and bringing blockchain application scenarios to traditional finance.
LINK: Through the CCIP protocol, it connects on-chain and off-chain economies, facilitating interaction between DeFi and traditional finance (TradFi), unlocking numerous use cases for financial asset tokenization, making it a widely accessed crypto protocol for financial institutions.
#山寨季來了？
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Looking forward to $LUCE's performance during Christmas and New Year.
Reasons:
Festival Effect: As the mascot for the Vatican's "2025 Holy Year" celebration, $LUCE will receive extensive official promotion and community engagement from December 24, 2024, to January 6, 2025.
Communication Potential: $LUCE's role has a strong meme characteristic, and with the Vatican promoting this role, it is expected to generate a large amount of official content, fan art, news reports, etc., which will greatly increase $LUCE's visibility.
Cultural Opportunity: The Vatican aims to attract young people's attention to religion through $LUCE. Whether from a religious perspective or a meme perspective, this cross-generational appeal will bring potential market dividends to $LUCE.
Potential Market Heat: The 2025 Holy Year celebration coincides with a bull market cycle, and $LUCE is expected to become one of the most discussed memecoins, especially during the celebration period, as market atmosphere and topicality will drive its performance.
Reasons:
Festival Effect: As the mascot for the Vatican's "2025 Holy Year" celebration, $LUCE will receive extensive official promotion and community engagement from December 24, 2024, to January 6, 2025.
Communication Potential: $LUCE's role has a strong meme characteristic, and with the Vatican promoting this role, it is expected to generate a large amount of official content, fan art, news reports, etc., which will greatly increase $LUCE's visibility.
Cultural Opportunity: The Vatican aims to attract young people's attention to religion through $LUCE. Whether from a religious perspective or a meme perspective, this cross-generational appeal will bring potential market dividends to $LUCE.
Potential Market Heat: The 2025 Holy Year celebration coincides with a bull market cycle, and $LUCE is expected to become one of the most discussed memecoins, especially during the celebration period, as market atmosphere and topicality will drive its performance.
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Bullish on $Pnut
Reasons:
Uniqueness and Cultural Background: The story of $Pnut is related to the American elections and has strong cultural and social influence. Elon Musk has mentioned $Pnut multiple times in tweets, and by posting 'squirrels' and related memes, he has significantly increased the market attention on $Pnut.
Community and Public Support: The discussions around $Pnut by Trump and the entire America have boosted its social recognition, making $Pnut the third largest meme coin after DOGE and PEPE.
Market Heat and Trading Volume: In the past three weeks, $Pnut has consistently ranked third in meme coin trading volume, even without being listed on mainstream platforms like Coinbase and Robinhood. Once listed, the expected trading volume will surge, potentially driving the market cap to skyrocket to $3-5 billion.
Future Potential: Once $Pnut lands on major trading platforms, it could experience an unprecedented surge, expected to explode rapidly like other major meme coins.
$PNUT #山寨季來了？
Reasons:
Uniqueness and Cultural Background: The story of $Pnut is related to the American elections and has strong cultural and social influence. Elon Musk has mentioned $Pnut multiple times in tweets, and by posting 'squirrels' and related memes, he has significantly increased the market attention on $Pnut.
Community and Public Support: The discussions around $Pnut by Trump and the entire America have boosted its social recognition, making $Pnut the third largest meme coin after DOGE and PEPE.
Market Heat and Trading Volume: In the past three weeks, $Pnut has consistently ranked third in meme coin trading volume, even without being listed on mainstream platforms like Coinbase and Robinhood. Once listed, the expected trading volume will surge, potentially driving the market cap to skyrocket to $3-5 billion.
Future Potential: Once $Pnut lands on major trading platforms, it could experience an unprecedented surge, expected to explode rapidly like other major meme coins.
$PNUT #山寨季來了？
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This week's token unlock
Dora Factory (DORA) will unlock approximately 28.57 million tokens at 8:00 AM Beijing time on December 2, accounting for 2.86% of the current circulation, valued at approximately $3.5 million;
Staika (STIK) will unlock approximately 1.57 million tokens at 8:00 AM Beijing time on December 4, accounting for 0.00% of the current circulation, valued at approximately $2.4 million;
Eigenlayer (EIGEN) will unlock approximately 1.29 million tokens at 3:00 AM Beijing time on December 4, accounting for 0.69% of the current circulation, valued at approximately $4.9 million;
Ethena (ENA) will unlock approximately 12.86 million tokens at 3:00 PM Beijing time on December 4, accounting for 0.45% of the current circulation, valued at approximately $10.5 million;
Everclear (NEXT) will unlock approximately 20.11 million tokens at 8:00 AM Beijing time on December 5, accounting for 18.82% of the current circulation, valued at approximately $2.6 million;
Delysium (AGI) will unlock approximately 8.57 million tokens at 8:00 AM Beijing time on December 5, accounting for 0.67% of the current circulation, valued at approximately $2.1 million;
Taiko (TAIKO) will unlock approximately 9.29 million tokens at 8:00 PM Beijing time on December 5, accounting for 11.38% of the current circulation, valued at approximately $20.9 million;
Cardano (ADA) will unlock approximately 18.53 million tokens at 8:00 AM Beijing time on December 6, accounting for 0.05% of the current circulation, valued at approximately $19.8 million;
Cetus Protocol (CETUS) will unlock approximately 8.33 million tokens at 8:00 AM Beijing time on December 6, accounting for 1.37% of the current circulation, valued at approximately $3.1 million.
#山寨季來了？
Dora Factory (DORA) will unlock approximately 28.57 million tokens at 8:00 AM Beijing time on December 2, accounting for 2.86% of the current circulation, valued at approximately $3.5 million;
Staika (STIK) will unlock approximately 1.57 million tokens at 8:00 AM Beijing time on December 4, accounting for 0.00% of the current circulation, valued at approximately $2.4 million;
Eigenlayer (EIGEN) will unlock approximately 1.29 million tokens at 3:00 AM Beijing time on December 4, accounting for 0.69% of the current circulation, valued at approximately $4.9 million;
Ethena (ENA) will unlock approximately 12.86 million tokens at 3:00 PM Beijing time on December 4, accounting for 0.45% of the current circulation, valued at approximately $10.5 million;
Everclear (NEXT) will unlock approximately 20.11 million tokens at 8:00 AM Beijing time on December 5, accounting for 18.82% of the current circulation, valued at approximately $2.6 million;
Delysium (AGI) will unlock approximately 8.57 million tokens at 8:00 AM Beijing time on December 5, accounting for 0.67% of the current circulation, valued at approximately $2.1 million;
Taiko (TAIKO) will unlock approximately 9.29 million tokens at 8:00 PM Beijing time on December 5, accounting for 11.38% of the current circulation, valued at approximately $20.9 million;
Cardano (ADA) will unlock approximately 18.53 million tokens at 8:00 AM Beijing time on December 6, accounting for 0.05% of the current circulation, valued at approximately $19.8 million;
Cetus Protocol (CETUS) will unlock approximately 8.33 million tokens at 8:00 AM Beijing time on December 6, accounting for 1.37% of the current circulation, valued at approximately $3.1 million.
#山寨季來了？
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Bullish $DOGE , the general bearishness of the market may be an illusion
Recently, many people have actively shorted $DOGE , thinking that this is the peak, but I have a different view. When the market unanimously believes that a certain target has reached its peak, it often does not really reach its peak.
Trading view:
Multiple potential catalysts
Trump returns to the presidency: If Trump is elected, he and Musk may vigorously promote cryptocurrencies and promote them through the "Government Efficiency Department".
Dogecoin ETF: I predict that there will be a Dogecoin ETF launched next year, further promoting the market demand for DOGE.
Impact of retail investors returning: When Bitcoin breaks through new highs and news of Trump's strong support for cryptocurrencies begins to spread, retail investors will return to the market, and DOGE will be their first choice.
Correlation between market sentiment and BTC performance
Although BTC's dominance continues to rise, DOGE has remained strong and even set a new cycle high. Once BTC.D peaks, DOGE's performance may be even stronger.
The "muscle memory" effect of retail investors
Looking back at the frenzy of 2021, when retail investors rush into the market again, the first target they think of may still be DOGE.
In short, there is no reason to be bearish on DOGE at present. The general bearish sentiment in the market makes me more confident to be bullish.
$PNUT
#PNUT走高
Recently, many people have actively shorted $DOGE , thinking that this is the peak, but I have a different view. When the market unanimously believes that a certain target has reached its peak, it often does not really reach its peak.
Trading view:
Multiple potential catalysts
Trump returns to the presidency: If Trump is elected, he and Musk may vigorously promote cryptocurrencies and promote them through the "Government Efficiency Department".
Dogecoin ETF: I predict that there will be a Dogecoin ETF launched next year, further promoting the market demand for DOGE.
Impact of retail investors returning: When Bitcoin breaks through new highs and news of Trump's strong support for cryptocurrencies begins to spread, retail investors will return to the market, and DOGE will be their first choice.
Correlation between market sentiment and BTC performance
Although BTC's dominance continues to rise, DOGE has remained strong and even set a new cycle high. Once BTC.D peaks, DOGE's performance may be even stronger.
The "muscle memory" effect of retail investors
Looking back at the frenzy of 2021, when retail investors rush into the market again, the first target they think of may still be DOGE.
In short, there is no reason to be bearish on DOGE at present. The general bearish sentiment in the market makes me more confident to be bullish.
$PNUT
#PNUT走高
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Let's review the top meme tokens and see what you can buy
We review the meme coin projects with the leading market value:
Dogecoin ($DOGE ): The originator of meme coins, using PoW mining, has long occupied the leading position in meme due to its purity and frequent support from Musk.
Shiba Inu ($SHIB): As a product of the same cycle as $DOGE , it has its own imitation plate attributes and is also a dog image, so it ranks second in meme.
Floki ($FLOKI): Named after Musk's pet dog, the narrative associated with Elon Musk strengthens its influence.
Goat ($GOAT): The first meme coin recognized by AI agents, with the pioneering significance of "meme + AI", bringing a unique narrative.
Neiro ($NEIRO): Dogecoin's "second dog" setting, with a simple and clear narrative, meets the market's demand for "animal meme coins".
PEPE: The widely circulated emoticon package last year, the representative of the attention economy, the meme coin that conforms to the new narrative, has become mainstream.
BRETT: The work of the artist PEPE, mainly blue-toned Base chain, the narrative is weak, but it has been pushed to the top under strong control.
WIF and POPCAT: The two leading meme coins on the Solana chain, one cat and one dog, take the cute route. However, due to the lack of native attention at the beginning, some markets found it difficult to understand their narrative.
NOT: It is considered a VC coin, lacking the essence of meme, and wearing the skin of meme.
Peanut ($PNUT ): It has become a new star in the meme market in just two weeks. Its narrative is closely linked to the US election and has received high attention from the Republican Party. As the first Binance spot animal coin that is not a cat or dog, it meets all the elements of a high-quality meme coin, and the narrative is simple, clear and persuasive.
We review the meme coin projects with the leading market value:
Dogecoin ($DOGE ): The originator of meme coins, using PoW mining, has long occupied the leading position in meme due to its purity and frequent support from Musk.
Shiba Inu ($SHIB): As a product of the same cycle as $DOGE , it has its own imitation plate attributes and is also a dog image, so it ranks second in meme.
Floki ($FLOKI): Named after Musk's pet dog, the narrative associated with Elon Musk strengthens its influence.
Goat ($GOAT): The first meme coin recognized by AI agents, with the pioneering significance of "meme + AI", bringing a unique narrative.
Neiro ($NEIRO): Dogecoin's "second dog" setting, with a simple and clear narrative, meets the market's demand for "animal meme coins".
PEPE: The widely circulated emoticon package last year, the representative of the attention economy, the meme coin that conforms to the new narrative, has become mainstream.
BRETT: The work of the artist PEPE, mainly blue-toned Base chain, the narrative is weak, but it has been pushed to the top under strong control.
WIF and POPCAT: The two leading meme coins on the Solana chain, one cat and one dog, take the cute route. However, due to the lack of native attention at the beginning, some markets found it difficult to understand their narrative.
NOT: It is considered a VC coin, lacking the essence of meme, and wearing the skin of meme.
Peanut ($PNUT ): It has become a new star in the meme market in just two weeks. Its narrative is closely linked to the US election and has received high attention from the Republican Party. As the first Binance spot animal coin that is not a cat or dog, it meets all the elements of a high-quality meme coin, and the narrative is simple, clear and persuasive.
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Peanut is gradually becoming a legendary IP of historical level, and we are witnessing the writing of this history. The rise of crypto and meme culture are quietly leveraging everything, turning people from cold-eyed bystanders into witnesses who care about the historical process.
The main line of the current market has been clarified, and $DOGE and $PNUT are expected to start the "spiral upward" mode:
DOGE: As the leader and the largest meme coin in terms of market value, $DOGE plays the role of opening up the meme market space, and may take the lead in launching the DOGE ETF and continue to lead.
PNUT: With higher cultural and political value, it is expected to follow closely and become the next $SHIB, with huge potential.
For $PNUT , the current circulation is still small, so it is recommended to cherish the opportunity to obtain chips.
#PNUT走高
The main line of the current market has been clarified, and $DOGE and $PNUT are expected to start the "spiral upward" mode:
DOGE: As the leader and the largest meme coin in terms of market value, $DOGE plays the role of opening up the meme market space, and may take the lead in launching the DOGE ETF and continue to lead.
PNUT: With higher cultural and political value, it is expected to follow closely and become the next $SHIB, with huge potential.
For $PNUT , the current circulation is still small, so it is recommended to cherish the opportunity to obtain chips.
#PNUT走高
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The "truth" of on-chain transactions and the real gameplay of the Big Golden Dog
On-chain players must be clear about one thing: the top development team (dev) will never let you easily make a lot of money in the inner market.
My words are not directed at anyone, but I hope everyone will take the following as the truth - this is the conclusion I came to after in-depth communication with the dev.
Trading point of view:
The operation of high-level dev:
The top dev who can make "Golden Dog" will always track the cost price and selling behavior of each buying address. Even if you get a little cheap chips in the inner market, it is difficult to lock in big profits, because the dev will make it difficult for you to hold for a long time through operation.
The actual situation of the inner market:
If you hear someone claim that they have taken 5% of the chips in the inner market and made a lot of money, most of the time it is to attract attention. Dev usually does not let this happen easily, because once too many people hold the chips in the inner market, their operation will also be difficult to maintain.
Choose the entry point carefully:
It is recommended that you chase the large orders of the Golden Dog project within the range of 500k-1M, rather than trying to get low-priced chips in the inner market, to avoid being misled by the high risk and complex operations of the inner market.
Remember, anyone who calls you in the inner market is either a group member who wants you to help support the price, or the dev wants you to help attract more funds. After understanding this logic, calmly choose the operation strategy that suits you.
$ACT $PNUT
On-chain players must be clear about one thing: the top development team (dev) will never let you easily make a lot of money in the inner market.
My words are not directed at anyone, but I hope everyone will take the following as the truth - this is the conclusion I came to after in-depth communication with the dev.
Trading point of view:
The operation of high-level dev:
The top dev who can make "Golden Dog" will always track the cost price and selling behavior of each buying address. Even if you get a little cheap chips in the inner market, it is difficult to lock in big profits, because the dev will make it difficult for you to hold for a long time through operation.
The actual situation of the inner market:
If you hear someone claim that they have taken 5% of the chips in the inner market and made a lot of money, most of the time it is to attract attention. Dev usually does not let this happen easily, because once too many people hold the chips in the inner market, their operation will also be difficult to maintain.
Choose the entry point carefully:
It is recommended that you chase the large orders of the Golden Dog project within the range of 500k-1M, rather than trying to get low-priced chips in the inner market, to avoid being misled by the high risk and complex operations of the inner market.
Remember, anyone who calls you in the inner market is either a group member who wants you to help support the price, or the dev wants you to help attract more funds. After understanding this logic, calmly choose the operation strategy that suits you.
$ACT $PNUT
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Analysis of the increase and sustainability of the Bitcoin bull market
From the current increase of Bitcoin ($BTC ), although there are signs of a bull market, the sustainability is still not enough to confirm the arrival of the bull market.
Looking back at historical trends: After breaking through the previous high, the Bitcoin bull market in 2021 rose for 42 consecutive days, and continued to rise for 98 days after the first retracement before reaching a high of $64,895. At present, the rise in 2024 has just broken through the previous high for 7 days, and has not yet fully demonstrated its sustainability.
Waiting for the best entry opportunity: A real bull market requires time and sufficient sustainability. Investors should be patient and wait for prices to retreat to the key EMA moving average support level, which is an ideal opportunity to build a position with a higher profit-loss ratio. Although small opportunities continue to emerge, such as yesterday's intraday volatility of Bitcoin exceeding 10%, big opportunities need to wait for the market to retreat to the key support position.
Mental management: In a bull market, rushing to "grab a handful" can easily lead to greater losses. Don’t blindly chase high prices due to FOMO (fear of missing out), the market will constantly create new entry opportunities.
From the current increase of Bitcoin ($BTC ), although there are signs of a bull market, the sustainability is still not enough to confirm the arrival of the bull market.
Looking back at historical trends: After breaking through the previous high, the Bitcoin bull market in 2021 rose for 42 consecutive days, and continued to rise for 98 days after the first retracement before reaching a high of $64,895. At present, the rise in 2024 has just broken through the previous high for 7 days, and has not yet fully demonstrated its sustainability.
Waiting for the best entry opportunity: A real bull market requires time and sufficient sustainability. Investors should be patient and wait for prices to retreat to the key EMA moving average support level, which is an ideal opportunity to build a position with a higher profit-loss ratio. Although small opportunities continue to emerge, such as yesterday's intraday volatility of Bitcoin exceeding 10%, big opportunities need to wait for the market to retreat to the key support position.
Mental management: In a bull market, rushing to "grab a handful" can easily lead to greater losses. Don’t blindly chase high prices due to FOMO (fear of missing out), the market will constantly create new entry opportunities.
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Note $$ACT, $GOAT may have reached a peak area!
Current observation: $GOAT has already entered a high position, with a market capitalization of 800 million USD. Retail investors are gathering, and funds and attention may be drawn away by $ACT in the future.
Opinion:
ACT Advantage: ACT has launched on top exchanges, attracting funds and sentiment influx. Due to lighter retail involvement, it offers better value for money and has significant upside potential.
GOAT Risk: GOAT's market capitalization is already high; without further liquidity support, it may be difficult to maintain the current high position, posing a risk of decline. Signs of on-chain whales reducing their holdings are also worth noting, indicating that market confidence may be wavering.
Strategy Suggestion: For GOAT, it is advisable to remain cautious in the market capitalization range of 800 to 1 billion USD. ACT is expected to welcome short-term upward opportunities due to support from top exchanges, and its trading trends should be monitored.
Current observation: $GOAT has already entered a high position, with a market capitalization of 800 million USD. Retail investors are gathering, and funds and attention may be drawn away by $ACT in the future.
Opinion:
ACT Advantage: ACT has launched on top exchanges, attracting funds and sentiment influx. Due to lighter retail involvement, it offers better value for money and has significant upside potential.
GOAT Risk: GOAT's market capitalization is already high; without further liquidity support, it may be difficult to maintain the current high position, posing a risk of decline. Signs of on-chain whales reducing their holdings are also worth noting, indicating that market confidence may be wavering.
Strategy Suggestion: For GOAT, it is advisable to remain cautious in the market capitalization range of 800 to 1 billion USD. ACT is expected to welcome short-term upward opportunities due to support from top exchanges, and its trading trends should be monitored.
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How long will the bull market last? Personal thoughts, please don't attack
Many people, including myself, have speculated whether the current $BTC trend is similar to the situation in June 2021—when the price broke through historical highs after several months of consolidation. If so, there might be about 4-5 months of upward movement left.
However, I believe this market may last longer than in 2021 for the following reasons:
1. Longer consolidation period: This consolidation period has lasted about 250 days, far exceeding that of 2021.
2. Strong rally after a long consolidation: Generally, after a longer consolidation or base formation, the subsequent rise tends to be stronger.
3. Different market structure: This time, there are ETFs and a large influx of capital, which is quite different from the market conditions in 2021.
4. Not yet at the initial rally phase similar to the winter of 2020: Although I hope so, I don't think our current market is in a zone similar to the end of 2020 when BTC just started to rise, as the current BTC levels are relatively higher.
I believe we may have a 4-8 month upward period ahead. I expect BTC to perform stronger (which has already started), BTC.D (Bitcoin dominance) to rise further, and then we will welcome the altcoin frenzy. While it won't completely replicate the altcoin season of January 2021, the upcoming period will be very exciting for many.
Many people, including myself, have speculated whether the current $BTC trend is similar to the situation in June 2021—when the price broke through historical highs after several months of consolidation. If so, there might be about 4-5 months of upward movement left.
However, I believe this market may last longer than in 2021 for the following reasons:
1. Longer consolidation period: This consolidation period has lasted about 250 days, far exceeding that of 2021.
2. Strong rally after a long consolidation: Generally, after a longer consolidation or base formation, the subsequent rise tends to be stronger.
3. Different market structure: This time, there are ETFs and a large influx of capital, which is quite different from the market conditions in 2021.
4. Not yet at the initial rally phase similar to the winter of 2020: Although I hope so, I don't think our current market is in a zone similar to the end of 2020 when BTC just started to rise, as the current BTC levels are relatively higher.
I believe we may have a 4-8 month upward period ahead. I expect BTC to perform stronger (which has already started), BTC.D (Bitcoin dominance) to rise further, and then we will welcome the altcoin frenzy. While it won't completely replicate the altcoin season of January 2021, the upcoming period will be very exciting for many.
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