Hello everyone~ Let's meet on time this Sunday night! Although the crypto space hasn't welcomed any 'super events' this week, announcements of new listings, results of new rounds, investment and financing, and airdrop news have not stopped. I've organized the key points by sector and included reminders for key time nodes. Quickly check if there are any opportunities you might have missed.
[Listing]
1️⃣BN launched 2 new DeFi spots this week which have cooled off.
The newly launched DOLO and MITO, although both belong to the DeFi track, have not seen any significant trading volume in spot markets, completely lagging behind contract enthusiasm — it appears that people’s 'willingness to buy' for these new coins has clearly cooled down. Friends who want to buy are advised to first observe liquidity and not to rush in blindly.
2️⃣WLFI spot trading will start tomorrow.
WLFI is confirmed to launch spot trading tomorrow, but as of the time of writing, BN has not issued a formal announcement. It's uncertain whether a surprise notification will come tonight.
3️⃣Plasma launch delayed, expected in early to mid-September.
Originally set to launch on September 1st, it now seems very likely to be postponed. The new time window is expected to fall in early to mid-September. Just be patient and wait for further news from the official sources.
[meme]
1️⃣ WLFI and Bonk officially announce their collaboration.
WLFI just announced a collaboration with Bonk. As soon as the news broke, on-chain activity surged — it's been a while since MEME had such 'collaborative hype'. Those interested can keep an eye on future cooperative actions between the two; who knows, you might catch some short-term market momentum.
[New Round]
4 key milestones, tomorrow 2 TGEs + results announcement!
1️⃣Buildpad Lombard KYC has already ended.
Tomorrow (September 1st) at 8 AM, the results will be announced, and then funds can be deposited! The most concerning question 'Can it go directly to BN spot trading?' is still undecided, and the TGE date is also pending. Just wait for tomorrow's results.
2️⃣Four meme Creditlink: 210 million dollar final round, opening at 9.2.
The Creditlink project just finished its new round today, with a total amount reaching 210 million dollars. The enthusiasm is not low, and it will officially open on September 2nd. Friends who participated can prepare to monitor the opening market.
3️⃣Boundless: Over 18 times oversubscribed, TGE date to be determined.
Just finished yesterday, the 70 million quota was directly oversubscribed by 18 times. It's clear that everyone has high expectations for this project, but the TGE timing is yet to be confirmed. Keep an eye out for official notifications.
4️⃣Tomorrow, two TGEs will be launched simultaneously: ProtocolForest (regular) + PIEVERSE (Pre-TGE).
Key point! Tomorrow BN has two TGEs, and the Booster task for PIEVERSE is also starting simultaneously. If you want to earn points or participate in the TGE, remember to set your alarm to not miss it.
[Investment and Financing]
1️⃣Portal to Bitcoin: Raised 50 million, will be on BN Alpha + contracts next Wednesday.
After this round of financing, a total of 92 million has been raised. More importantly — it will be on BN Alpha and contracts next Wednesday. The progress is quite fast, so those who want to participate can do their homework in advance.
2️⃣aPriori: 20 million financing landed, is Monad about to launch?
As the MEV infrastructure + liquidity staking protocol on Monad, this round raised 20 million, totaling 30 million. Many people speculate that 'this might be a signal that Monad is about to launch', especially since ecosystem projects are starting to gather funds, which is worth watching closely.
3️⃣The Clearing Company: Former Polymarket team is doing something, raised 15 million.
A prediction market project created by the former Polymarket team has just raised 15 million in financing. It's been a long time since there was any new movement in the prediction market sector, so this project is worth keeping an eye on.
4️⃣USDAI: Received investment from YZi Labs + Linked with Plasma, 100M quota has been filled.
Not only did it receive investment from YZi Labs (formerly Binance Labs), but it also announced a collaboration with Plasma. The recently released 100M deposit quota has already been snatched up. We can look forward to the ecological dividends brought by this cooperation.
[Airdrop]
1️⃣Huma Finance: 2.1% airdrop distributed in two phases, withdrawal in between disqualifies participation.
The first season airdrop rules are clear: 2.1% of the total supply will be distributed in two phases, but be aware — if you withdraw in between, you won’t qualify for the next phase. If you want to maximize your share, you need to maintain your participation status.
[Summary]: 3 key trends, this is how to play next!
1️⃣ 'Not enough money' has become the norm: This week there aren't many new things, mainly focused on new rounds + financial management gatherings. Many people have reported 'not enough USDT', so it's recommended to prioritize high-certainty opportunities and not to blindly spend money.
2️⃣ Alpha is cooling down, Booster is about to heat up: The threshold for Alpha is getting higher, but returns are declining. It's expected that there will be a wave of 'resignations' soon; in contrast, Booster task returns are looking increasingly attractive, and it will likely heat up more in the future. If you want to participate, plan early.
3️⃣BN's listing strategy has changed, thinking needs to shift: Since Prove and Towns, BN has clearly stopped 'spot secondary trading' and shifted to promoting Pre-TGE + Booster task models. Everyone should stop focusing on 'first come, first served' — the current low yield makes it more meaningful to seize TGE opportunities.
That's all for this week's highlights! Let's chat in the comments, and I'll continue to help organize useful content for you next week~
