
比特傻|May 14, 2025 12:15
Quick Review of the Primary Market
1. The main line of the market doesn't seem to be AI
The liquidity explosion brought by the new platform far exceeds that of doing projects
Sol's new platform, about 2 months ago, when Kin came out, there was a wave of promotion
Later, it ended with the complete annihilation of the entire army
2. We are contemplating an important question
If the main line of the market now becomes a new platform on Sol
PAS is the first wave
So, which is the second wave?
We have both mentioned kin and gfm
There's also a boop
The problem with toll is that the time for selling is too narrow, it's a combination of celebrity coins and utility
Moreover, the cost of entry and exit friction is high
3. Insufficient liquidity of BSC
It seems to be in a vacuum state on BSC. Except for Skyai
Things from the bottom up are almost gone
4. Sol is more suitable for strong control of the market
Uncontrolled trading, no increase for 5 minutes
Everyone's patience is running out
5. You will find that we have discovered almost all the amazing targets early on
If you can't make a lot of money in this group, or can't afford to pay for A8
It's because we couldn't find the target of the heavy warehouse, in the infinitely small p
6. The valuation of the pump is at $1 billion
If given to retail investors, it would be $2 billion
Believe's PAS is currently 200 million
Do you believe that the income has reached one tenth of the pump
This includes market expectations
How many new platforms have collapsed
7. If I had looked back three days ago
PASTERNAK has cut chives so many times that iclout started cutting them
And Rato is a good theme on ETH, with a high upper limit
Today's result is exactly the opposite
PAS, the lesson I learned
The liquidity environment is more important than the character of the project party
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