HIGER|12月 22, 2025 01:41
Recently, the secondary market hasn’t been moving much. I’m taking small positions to get a feel for things, but the performance of a few targets I’ve been watching is decent. I’ve explained the logic in my previous posts, but here’s a quick recap:
First, based on daily observations, Bitcoin’s trend is still in a state of tug-of-war. While it’s hard to distinguish the direction, the macro foundation is solid, so there are opportunities to participate.
Second, some on-chain data and overall altcoin data have shown signs of recovery, which has built a bit of confidence.
Here are the targets I’ve been involved with:
1. $币安人生 (Binance Life): Betting on whether it will be listed on spot trading based on API update rhythms. Additionally, through the logic of crypto-equity, I predict that the significance of launching in Chinese is particularly huge. It might not just be about memes but could leave room for future RWA (Real World Assets).
2. ZORA: With the launch of the Base app, a large number of users will start flooding in and using this app. Some celebrities will gradually join, bringing a lot of hype and traffic.
3. payai: x402 continues to be hot, and the leader payai has been performing impressively. There’s still potential to watch here.
Yesterday, I learned from the Tao Te Ching: 'Who can remain calm and gradually activate themselves through movement?' It means staying steady while taking gradual action to awaken oneself—exactly what this moment calls for.
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