This is an "informal" column from the Odaily editorial team. The author shares instant reflections and different perspectives on industry news, data, hot events, and their marginal details; discusses investment ideas and opportunities that are still being validated — they may not be direct keys to wealth, and could just be the questions themselves; shares observations gained from interactions with industry practitioners; and those materials that have genuinely enhanced our understanding, regardless of whether they come from inside or outside the organization.

The content of this column is based on the real investment and observation experiences of Odaily editorial team members, does not accept any form of business advertising, and does not constitute investment advice (after all, we are equally experienced in losing money). Its purpose is merely to expand perspectives and supplement sources of information, rather than to create consensus. You are welcome to join the Odaily community (Telegram group, official X account) to discuss, question, and joke around.

Asher (X: @Asher_0210)

Introduction: Primarily engaged in prediction markets, not touching contracts, and have no desire to buy spot.

Share: Since the beginning of the year, I have hardly opened the trading software, focusing mainly on popular projects in the interactive prediction market track:

Top projects Polymarket and Kalshi. Kalshi has been abandoned as non-U.S. users cannot complete KYC. Although there are expectations of airdrops for Polymarket, there is currently no points system or other incentives, making it difficult to evaluate potential returns. Given that the vast majority of market-priced transactions on the platform are still at 0 fees, the main interactive method is still used to hedge positions on other platforms.

Although Opinion collectively faced backlash, I still believe that there are prediction market projects that can succeed on the BNB Chain. In the past few days, Opinion has been severely criticized by early users. The airdrop share is only 3.5%, with each point's airdrop value around 6 USD, but many users' point costs are between 10–15 USD, arguably making it a universal loss situation. Even more outrageous is that many top-ranking big players who contributed significant fees ended up being classified as witches. This operation has nearly collapsed the sentiment of the prediction market sector within the BNB Chain ecosystem, causing a collective drop in TVL. However, I still believe and interact with dingaling's predict.fun, which currently has a TVL of 15 million USD, and according to community news, there will be significant movement starting this week, hoping to see if we can pull users from Opinion over.

DingDang: DingDang DD (@XiaMiPP)

Introduction: A complete novice～

Share: The three altcoins I have been focusing on recently: MORPHO, VVV, and POWER.

I have previously written articles on both MORPHO and VVV, and both are undergoing fundamental changes. The most significant positive for MORPHO is that Wall Street asset management giant Apollo announced plans to gradually purchase 90 million tokens within 48 months, indicating real buying demand. Technically, MORPHO is now on the right side of an arc bottom, with a strong trend reversal signal. However, I was a bit late to notice this.

VVV coincidentally rides the "era dividend" of AI Agents, where on one hand the project is actively reducing supply, and on the other hand, API demand is exploding, leading to a healthy cycle in token economics. Additionally, it is noteworthy that there are signs of strong controlling from whales on the contract, with lingering bullish momentum on long positions, making it worth observing for larger scale liquidations.

POWER, on the other hand, is completely under strong whale control, which should be ending now. Tokens under strong whale control spike rapidly, but they also fall dramatically; trying to grab a bite feels like walking on the edge of a knife.

Wenser (X: @wenser2010)

Introduction: Crypto abstract artist, fun person in the coin circle, sharp-tongued critic.

Share: 1. Since the beginning of the year, crypto stocks still move in sync with the overall crypto market, generally speaking, they have peaked. Aside from Circle, which has nearly doubled due to financial reports + shorts + revenue expectations and still has the potential to rise to around 110, other stocks, including those transitioning to AI, show some upward momentum, while others are practically unprofitable. To be blunt, crypto concept stocks in the market, especially DAT stocks, are such that when U.S. stocks rise, I do not; when U.S. stocks fall, I also fall. When the war started, I dipped a bit, as the war continued I fell more, when gold fell, I fell too, when Bitcoin rebounded, I still fell. The only rebound happened because BTC bounced back, which lifted BTC treasury slightly before continuing to drop. In conclusion, value your life, do not try to catch the bottom, only engage in short-term rebound operations, and never fall for the "value investing" trap in the coin circle again.

2. In terms of prediction markets, the Oscars are a theme event that will soon be settled, so I recommend closely following film critics' weekly reports and movements on X. Currently, movies like "All Quiet on the Western Front" and "The Banshees of Inisherin" have relatively high award probabilities;

3. I recommend an article after AGI, it's quite shallow, but the topic is interesting: Debate between the world’s leading AI fathers: When will true AGI arrive? Which professions will be eliminated first?

Azuma (@azuma_eth)

Introduction: A novice, keen on learning.

Share: I have been operating very little recently. Aside from focusing on financial management, the only proactive action was bottom-fishing CRCL at 52-58 in mid-February, with the logic betting on stablecoin demand in the AI era to solve payment issues, as Circle is currently the only major player with established plans; USDC in this market will have a first-mover advantage like USDT in the Crypto market — to put it plainly, stepping outside conservative profit estimation thinking, paying for dreams. However, the situation has developed beyond my original expectations, as CRCL rebounded too quickly due to impressive earnings reports and I am considering reducing my position.

Another slower matter is gaining LP subsidies from Polymarket, which is essentially enriching interactive behaviors — only less than 30% of addresses have received at least 1 USD in LP rewards. Based on practical results, it is still relatively easy to engage; the core strategy is to find high-subsidy, low-competition markets and to effectively manage risks after single-sided orders are eaten.

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