Orange Evening Interpretation 7.10 If a man didn't treat you well before marriage, is it still possible for him to treat you well after marriage? Today I saw @ thecryptoskanda's post about pumps, and it really boosted my faith. He compared pumps to mass media, which is used to kill Facebook, TikTok, and Twitch. He then compared pump tokens to Ada XRP, a strong market cap that can push prices high even without delivering any products, relying on strong market value management. He also said that the biggest success secret of Hype comes from being a market cap. Most of his views are very recognized, but the only thing that worries me is whether the pump team can really do these things. You should know that pump was initially marketed under the slogan of anti VC and fair launch. The founder of pump even said in March 2024. At that time, a conclusion was drawn that every pre-sale was a scam, and as a result, this wave of ICOs took over. Isn't this just the prostitution of the anti pornography team leader. The pump team has no faith in holding encryption at all. They have cashed out all the earned SOLs, and sell them quickly when they accumulate a certain amount. If they can't even hold SOLs, I'm afraid they won't cherish the pumps they send out with a few lines of code. So investing in pumps is really a gamble. If the team really has lofty goals and wants to make the company a trillion yuan, then I believe the pump coin price will perform well. As the leader of Taiwan's cryptocurrency, the pump team can fully repay Taiwan's popularity by pulling up pumps when their gambling enthusiasm on the chain is low. When Taiwan can make money normally, the pump token will also attract natural capital to enter the market. This is... Currently, 99% of the projects in the cryptocurrency market are in a virtual environment, Pump is rare to achieve sustained profitability, so fundamentally speaking, pump is good. I also agree with my friend that even if Bond's market share briefly exceeds Pump, it does not mean that this pump has lost its leading position. During the Uni era, various DEXs led the way, but in the end, Uni, who was searching for a new world with a flashlight, laughed to the end. Therefore, it is worth considering to invest in pump. In terms of value investment, it is indeed a rare opportunity in this round, with a priority higher than Sahara and Plasma, and even more imaginative than WLFI. However, considering the market value of 4b and the dark history of the team, as well as the fact that this wave of fundraising is mostly second tier CEX, it is also worth participating in. The risk has increased, after all, the current project does not have the support of Binance, OKX, Coinbase, and UPbit, and there will be major liquidity issues, Binance announced that the contract will be launched on the 10th. For companies like Hype, only contracts have been arranged. Although there is no obvious competition between Pump and Binance, they are still part of Sol's major infrastructure. Binance has not arranged for Sol's ecological projects to be launched for a long time, so the spot market is also questionable. Personally, I think if you want to compete for Pump, you can compete for half during ICO, and the other half can go to the secondary market to seize the opportunity after the opening. Speaking of the market, this morning the pancake finally hit the bottom. Although it only rose 20u compared to before, it also shows one big thing, that is, the pancake has been completely converted into a US stock. Last night, Nvidia's market value broke through 400 million yuan, becoming the first 40000 yuan after gold Assets with a market value of over 100 million yuan are equivalent to opening up the ceiling of the subsequent US stock market. It was not until the US stock market closed that the pie surged, indicating that it was influenced by Nvidia and the US stock market. The left side reached a new high and the right side reached a new high. However, the overall performance of the counterfeit bull market in this round is completely disconnected from the pie, not to mention the new high. Most of them are hovering around historical lows. There are basically no assets that can outperform the pie in this round, which basically confirms that off exchange funds have not flowed into the cryptocurrency market. The cryptocurrency market is still a new field for traditional funds, and even those who are interested are likely to buy corresponding cryptocurrency treasury stocks. Therefore, with the increasing number of cryptocurrency stocks, in fact, most of the counterfeit stocks on CEX are not affected. All of them are unfavorable. If you want to truly become a knockoff bull, you still need a defi summer in the cryptocurrency circle The level of innovation is good. The sector that is expected to play a similar role in the future is the rwa stable currency. Once there is an obvious profit making effect in the currency market, such funds and assets will enter the market. However, before the internal narrative of the currency circle, the most stable shanzhai investment is only to invest in leading companies, or projects that can find alternatives in the stock market, such as ETF shanzhai, treasury shanzhai, and even those that have deep cooperation with listed companies or institutions, and then there are Trump family reserved, grayscale reserved, and future listed projects. Other previous rounds of old shanzhai, regardless of how brilliant they were in the year, are not recommended to take again this round. If you are reluctant to sell, you think you can make a comeback I think it would be better to switch to pump. The pump is limited to 100wu per person. Compared with the old garbage coin, this car is at least a bit more promising; In addition, the recent trend of ETH has been very strong, with 6 listed companies allocating ETH. The ETF inflow of 210 million last night was almost the same as the big pie, and it once broke through 2800 during the day. I think Ethereum is about to usher in a rebound market, so take good care of the spot market.