laogo.ai
laogo.ai|Sep 21, 2026 10:13
A knockoff target suitable for midline ambush and layout, recommended for collection 1、 Narrative of 'Compliance/Institutional ETF Expectations' (Benchmarking ZEC/LINK) Narrative logic: Public chains and established DeFi with clear institutional compliance channels (such as Grayscale Trust, CFTC/SEC clear compliance status, and priority allocation of large asset management institutions) are the preferred entry points for traditional funds. 1. Litecoin (litecoin:native) Ambush logic: One of the oldest POW compliant currencies, the CFTC explicitly classifies it as a commodity. The market has always had expectations for the application of Litecoin: native spot ETFs (Grayscale LTC Trust discount premium rate is a leading indicator throughout the year). Market structure and form: Prices have been fluctuating horizontally in the low range for a long time, and retail investors have basically exhausted their selling pressure. It belongs to the typical target of "deep chip sedimentation and compressed volatility" and is suitable as an ambush object for low beta hedge/game ETF narratives. 2. Near Protocol (NEAR) Ambush logic: combines the dual concepts of Chain Abstraction and AI node infrastructure. High integration with Web2/traditional institutions (Grayscale has an independent Decentralized AI Trust). Market and Form: During the pullback period, the depth of spot orders was extremely good, and every time they fell back to the key weekly support line, institutional level Whale Orders were absorbed without trace, with obvious accumulation characteristics. 2、 Narrative of 'Real Cash Flow+Strong Repurchase Destruction' (Benchmarking HYPE/UNI) Narrative logic: Breaking away from the trap of "air governance coins", the protocol itself can generate high transaction/handling fee income, and the token capture mechanism is extremely direct (the income is directly repurchased and the token is destroyed in the spot market through smart contracts). 1. Raydium (solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R) Ambush logic: The absolute DEX head within the Solana ecosystem. Benefiting from the extremely high turnover rate of Meme and hot tokens on the Solana chain, the protocol generates a huge daily fee income and continues to repurchase and destroy Solana: 4k3Dyjzvzp8EMZWUXbBCjEvwSkkK59S5iCNLY3QrkX6R tokens. Market and Form: Fundamental income is strongly positively correlated with spot buying. During Solana's overall consolidation period, its spot CVD (cumulative trading volume difference) often shows a counter trend upward trend, and a pullback is a relatively clear spot suction point. 2. Aave (AAVE) Ambush logic: DeFi lending is the absolute leader, and protocol revenue is extremely stable. With the advancement of the "Aave V4" and the implementation of the Umbrella risk module, the agreement will directly use a portion of the excess returns for secondary market repurchases and safety module incentives. Market situation and form: The chips are highly concentrated in long-term Holders and institutional addresses, and spot sales have dried up. The price often exhibits a strong control characteristic of "ladder style upward movement, oscillation washing, and further ladder style breakthrough". 3、 Narrative of "RWA and TradFi Chain Clearing" (benchmarking Ethereum: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3/LINK) Narrative logic: With the promotion of interest rate reduction cycle and the clear regulatory framework, traditional treasury bond, private credit, and Tokenization on the commodity chain have broken out, and projects that provide infrastructure or have compliant US debt clearing channels are the first to benefit. 1. Centrifuge (CFG) Ambush Logic: A well-established RWA protocol that focuses on bringing real-world assets (such as corporate accounts receivable and structured credit) onto the chain, with deep partnerships with well-known institutions such as BlockTower. Market value and form: Compared to Ethereum: 0xfab6f8e4a5e8ab82f62fe7c39859fa577269be3, the market value is smaller and has higher elasticity. The spot trading volume is gradually increasing at a low level, with sufficient turnover at the bottom, making it a high risk/reward ratio ambush target under the RWA narrative. 2. Pendle (PENDLE) Ambush logic: As an absolute infrastructure for yield tokenization on the chain, Pendle not only enjoys the dividends of ETH/Solana staking income, but also accelerates its access to the profit stripping market of RWAs (such as interest bearing US bond assets such as sUSDe and USDY). Market situation and form: TVL remains at a high level, and the protocol has strong ability to capture profits. After experiencing a phase of pullback, spot buying shows strong elasticity at key support levels, making it suitable to build positions in batches when market volatility decreases.
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