比特傻
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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