Daily Crypto Observations 240510
- The Telegram ecosystem's TON has been listed on Binance, with an FDV of several hundred billion. The ecological game "Dot Dot Dot" has synchronized with OKX and Binance, with an FDV of about 8 billion. The prominent VC Pantera has indicated heavy investment in TON, similar to the previous $250 million investment in SOL, so this investment should also be worth several billion.
TON is a good coin, but similar to WLD, it has high control and an extremely high FDV. Personally, I am bullish, but I would rather miss out than dare to buy.
Trump and Biden have contrasting attitudes towards the crypto industry. Trump strongly supports it to gain votes, and if elected, it should be considered a positive development. However, his rapid changes make it somewhat uncertain.
Current positions and discussions with some friends are still polarized. Personally, I hold a relatively high amount of U, with a 20% position in high-quality projects and new opportunities within the industry.
The meme platform http://pump.fun has generated more income in 24 hours than other platforms, which is somewhat surprising. People generally now dislike VC coins with high FDV. Objectively, the high FDV of copycat coins and the large amount of upcoming releases in the next year will create significant upward pressure. Subjectively, I personally believe that people's extensive pursuit of meme coins is actually a reduction in enthusiasm for investing in valuable coins.
Many institutions' experiences from the last bull market led them to heavily invest in "more valuable" coins, resulting in high valuations for these coins in this round, potentially leading to very low or even negative returns for many VCs.
The investment channel has added a new viewpoint category starting today, collecting various insightful perspectives.
Inspired by @0x_Todd, I have decided to keep a simple diary every day, and past diaries will be organized at http://dayu.xyz for future review.
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