丰密
丰密|12月 02, 2025 14:16
Two messages thrown by OPI @ opionlabsxyz today 1. Online for 5 weeks, the transaction volume at @ BNBCHAIN reached 5 billion US dollars 2. Completed tens of millions of dollars in financing. In addition, Kalshi has completed a $1 billion financing with a valuation of $11 billion, and both the leader and the second are competing for territory and leading positions. The prediction market has officially entered the stage of top capitalization and global land grabbing. If I were the third in command of a state, I would choose to issue coins first, And strive to generate maximum attention as much as possible. If I were OPI, the optimal solution now would be to issue coins and bind Aster Because at this stage, product expansion alone is no longer enough. It is necessary to break through the three points of asset issuance, attention, and community consensus at once. From a realistic perspective, Aster is currently the only super trading platform in the entire BNB ecosystem capable of undertaking asset issuances at this level. And what Aster lacks now is not the number of projects, What is missing is a super asset target that can truly be standardized and has a huge wealth effect. If OPI chooses to issue coins here and deeply bind Rocket Pool with Aster, it is also investing in yzilabs, which is equivalent to obtaining a high probability of direct access to Binance spot. Of course, this can also be done directly, but listing Aster first is in line with our previous strategic intention. The most important thing for Aster now is not to add a few more projects, but to 'explode a benchmark asset that can create a huge wealth effect'. And currently, the most suitable target for undertaking this script in the market is OPI. From the perspective of yzilabs and Binance, they should hope to work together. And OPI, exactly in line with Narrative: Predicting the Market+Real Trading Demand Momentum: 5 billion US dollars for 5 weeks, strong growth Structure: BNB Ecological List 1, Ecological Needs. The popularity of predictive projects can amplify FDV I've been thinking about it for a while, and currently the most suitable one to be exposed is OPI. And the postures we can do are: 1. There is currently no snapshot of OPI's participation points. How can we obtain more points at a low cost, 2. Consider how the mechanism and rules of Aster will evolve, and what predictions can be made in advance.
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