Understanding the development history of Didi and Meituan will help you understand everything.
加密币圈老炮
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$ASTER 's daily activity is 241 people, $HYPE is 57.5K people.
The data has already said so much, yet some still fantasize that ASTER can surpass HYPE?
Don't start to float just because of the four words 'Binance investment'.
Binance has invested in many projects, and the ones that eventually went to zero are not just one or two. The pattern of on-chain DEX has basically been established—HYPE is the absolute leader, and currently, there is no other project that shows any inclination to replace it, at least there is no sign of that now.
Why?
Because HYPE caters to native on-chain demand and is a project that truly creates ecological stickiness.
ASTER, in essence, is just a BSC replica + a sh*tcoin incubator V2, a typical strategy where Binance makes a substitute wherever they see something taking off.
The logic is simple:
SOL sh*tcoin became popular → Binance creates a BSC sh*tcoin.
HYPE became popular → Binance creates ASTER.
This is not innovation; this is a 'I also want a piece of the pie' business behavior.
Binance's strength has always been in the exchange system, not in the native on-chain ecology.
In the entire Binance ecosystem, the only project that can truly hold long-term value, penetrate cycles, and continuously create value is $BNB .
Does ASTER want to become the second BNB? Don't joke around.
From positioning to ecological logic, and to user quality, they are not even on the same dimension.
However, ASTER is very likely to become the second $CAKE:
Initial hype reaches its peak
Sh*tcoins drive a wave of prosperity
Liquidity starts to flow out
User activity declines
Eventually becomes an 'it's still alive, but no one mentions it anymore' old project
Summary: HYPE's position is very stable, ASTER is not a threat, just a filler.
The only one truly worth holding long-term in the Binance ecosystem is $BNB.
The rest... once the cycle is over, retail investors all understand.
#加密市场回调 #加密市场观察 #美联储重启降息步伐
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.See T&Cs.
