
pepper 花椒 解盘㊂ 正EV|May 17, 2025 23:40
See the post posted by @ masternak - using big 🐻 Measure the traffic and, by the way, point out ICM
When excellent products encounter tokens deeply tied to user experience, the token value will experience explosive growth
I don't fully agree with Ben's argument
How did 'believe' come about
🔴 Tian Shi: Market sentiment is improving, lacking in gold dogs
🟢 Geographical advantage: ICM narrative of Solana's core circle (emphasizing the incorporation of high-quality asset hairstyles)
🔵 Renhe: Clout name change+Launch coin's rise
ICM interpretation=web2VC. With so many portfolios that you can't launch, why not come to Solana and issue coins to exit ⏏️
The ICM concept and RWA concept are similar in that they are both a form of environmental arbitrage in structural asset demand
Is there a difference?
In fact, there is not much difference. What is considered high-quality when it comes to the issuance of high-quality assets? Can buying be exchanged for shares?
If the supply side of asset issuance is the target, Solana has already done a mature job. Should we consider the issue of legitimacy in the next step?
For example, what I am looking forward to is a "new platform" with dual currency and stock exchange, which is a real launch pad (I have news that I should already be working on it, and the first main promotion is @ OpenAI's shares)
Let everyone have the option to buy good assets, rather than letting everyone buy assets
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