
衣沐霖|0x牛牛|Jun 12, 2025 17:11
Mu Lin's daily nagging ":
The cryptocurrency industry as a whole is in a chaotic period, and I think there will be a clear main line emerging in the second half of the year, specifically reflected in:
1. Firstly, the number of competitors on the Pumpfun platform has increased. At that time, the rise of PF was due to the anti VC wave, but now on Sol, it has become another form of pouring money, which is the chaos at the level of blockchain coin issuing platforms
2. I am very optimistic about Binance Alpha. Alpha has dealt a blow to the traffic and funds of gate/bitget, and now it has successfully attracted traffic from outside the industry to enter. This is the chaos at the exchange level
3. Periodic pattern, defi nft gamefi PvP. Every narrative has fuzzy boundaries
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