1. What is it? A Layer-1 blockchain optimized for stablecoins, using USDT as the native Gas token.
2. Application Scenarios a. Large amount settlements, payment processors b. USDT issuance/settlement infrastructure c. Tokenized government bonds d. Daily digital dollar transfers
3. Team Nationality United States, Germany, Middle East
4. Token Holding Analysis Top 10 control about 99.0% of the circulation
1. What is it? A cross-chain Web3 game/GameFi platform focused on integrating Play-to-Earn (P2E) game ecology
2. Application scenarios a. Purchase game content, NFTs, and asset items without third-party services b. Stakers receive a share of platform transaction fees and NFT sales revenue
3. Team nationality Anonymous
4. Token holding analysis The top 10 addresses control 97.07% of the total supply
1. What is it? A P2P trading market for Web2 game assets based on the Sui blockchain.
2. Application Scenarios a. Using on-chain custody to replace high-risk offline transactions and high-fee centralized platforms, achieving trustless trading of Web2 game assets.
b. Providing lending and liquidity services for in-game assets through smart contracts.
3. Team Nationality South Korea
4. Token Holding Analysis Only 17.68% of tokens are in circulation, with 82.32% of tokens in a locked state.
The concentration of token holdings is relatively high, with major risks arising from low circulation rates and large-scale token unlocking plans. Significant selling pressure may occur after early investors and the team unlock their holdings.
1. What is it? Provides compliant blockchain infrastructure for banks and financial institutions through a hybrid public/private chain architecture.
2. Application Scenarios a. Public chains and private subnets certified by KYC, connecting traditional banks with DeFi liquidity pools, providing privacy protection and regulatory compliance features.
b. Collaborating with Brazil's Núclea to provide accounts receivable tokenization services for over 150 Brazilian institutions.
c. Providing privacy solutions for the Drex pilot project of the Central Bank of Brazil.
3. Team Nationalities United Kingdom, Brazil
4. Token Holding Analysis The top 10 holders control 58.97% of the total supply.
1. What is it? It is a decentralized query engine that provides developers, dApps, AI agents, and enterprises with access to historical and real-time on-chain data across over 200 blockchains.
2. Application Scenarios a. Providing cross-chain indexing services for DEXs like GMX b. Providing real-time and historical blockchain data support for autonomous decision-making AIs c. Supporting wallet tracking, whale movement monitoring, AML checks, and arbitrage detection
3. Team Nationality Russian/Eastern European tech team, Swiss operational base
4. Token Holding Analysis The top 10 holders control nearly 80% of the tokens
1. What is it? Provides price data, RWA tokenization, AI data verification, and reserve proof services through a hybrid off-chain/on-chain architecture.
2. Application Scenarios a. Lending protocol price sources, perpetual contracts, liquid staking b. Verification of physical assets c. Prediction markets d. Cross-chain compliance, autonomous operation data OS
3. Team Nationality China/Singapore
4. Holder Distribution The top 6 holders control approximately 100% of the supply.
1. What is it? A Web3 decentralized film content distribution platform
2. What are the application scenarios? a. Tokenized film financing b. Rewards for content planning, subtitle production, and marketing contributions c. Ensure transparent revenue sharing for creators through smart contracts
3. Team nationality South Korea
4. Reasons for the decline 78% of the tokens are held by the project party, mainly for profit-taking and speculative selling
1. What is it? Layer 2, primarily targeting high-growth markets such as Africa, Southeast Asia, and Latin America, supporting local Web3 projects through incubators, accelerators, and a $15 million fund.
2. What are the application scenarios? a. Providing payment, identity verification, and financial service solutions for Africa, Southeast Asia, and Latin America. b. Supporting Web3 builders through incubators and accelerators. c. Supporting tokenized real asset investments like ENSC stablecoin (pegged to the Nigerian Naira). d. Unlocking Ethereum L2 access for 160 million users in Asia, supporting fintech, NFTs, and merchant payments based on USDC/USDT QR codes.
3. Team nationalities Switzerland, Japan, Africa, Latin America
4. Reason for the increase Investors' recognition of its long-term value in emerging market Web3 infrastructure development.
1. What is it? A decentralized blockchain native AI platform focused on building, training, and monetizing AI models, datasets, intelligent agents, and applications.
2. Application Scenarios a. Providing developers with a decentralized AI model training and commercialization platform. b. Crowdsourced data labeling. c. Providing enterprises with data processing and labeling services. d. Supporting collaboration and network building among AI agents. e. Providing universities and research institutions with AI research infrastructure.
3. Why did it drop over 50% in 24 hours? a. Unlocking 84 million tokens on November 26. b. Another 130 million tokens will be unlocked on December 26.
Conclusion Massive supply puts heavy downward pressure on prices.
1. What is it? Mainly used for data storage, combined with web3, making data immutable
2. Application Scenarios a. Provide an immutable training dataset to support collaborative learning among AI agents b. Store complete metadata to support dynamic evolution and royalty logic c. Scenarios requiring extensive data verification, such as scientific research, DePIN projects, social platforms, etc.
3. Nationality Uncertain, said to be a European and American project, but X shows ⚠️
4. Token Distribution Holders are highly concentrated, controlling 99.7% of the chips; they can either dump the market or maintain strict control #Irys
1. What is it? It is the token of the Kyuzo's Friends project, which is an AI-driven Web3 social board game built on the Sui blockchain.
2. Project Features a. Social gaming mechanism: Players can explore a virtual map, build and upgrade buildings, cooperate or compete with friends. b. AI-driven experience: Interaction with AI cat characters based on the DNAxCAT IP. c. NFT asset ownership: NFT trading, auctions, and rentals through the Gravforce marketplace. d. Cross-platform integration: Supports LINE Dapp Portal, lowering the entry barrier to Web3.
3. Advantages a. Strong IP authorization: Official authorization from the well-known Japanese IP DNAxCAT. b. The number one GameFi project on the Sui blockchain. c. Over 12 million registered users and 2 million monthly active users.
4. Risks a. The top 10 holders control 99.99% of the supply, posing a sell-off risk. b. Fierce competition in the GameFi space, with a relatively low success rate. c. The project is still in the early development stage, and the product features are incomplete.
What is the origin of the Reservoir (DAM) launched today #alpha ?
Reservoir is a stablecoin protocol designed to issue and scale its stablecoins (such as rUSD, srUSD, trUSD) by diversifying collateral through a mix of digital assets (like ETH, BTC) and real-world assets (RWA, such as real estate and bonds). You can think of it as a financial reservoir, where the water sources come from both rainwater (digital assets) and spring water (real-world assets), ensuring the stability of the reservoir's water level.
What are the core products? 1. rUSD: Unit price stablecoin 2. srUSD: Liquidity yield accumulation product 3. trUSD: Periodic yield product
About $DAM 1. Total circulation: 1 billion $DAM 2. Initial circulation: 199 million $DAM 3. Investor and team unlock: 12 months lock + 36 months linear release
Let's talk about today's mystery guest: $WILD Whether everyone managed to grab alpha today or not, understanding what Wilder World is can always be beneficial.
1. [What is Wilder World?] It is a decentralized metaverse platform that combines a 3D art world and gaming economy, providing an immersive experience for creators and collectors through VR/AR technology. The project transforms high-quality 3D artworks into tradable NFTs and deploys them in a game-ready virtual world.
2. [About $WILD ] a. Total supply: 500 million b. Circulating supply: 382 million c. Market cap: $178M d. Can be used to subscribe to Wilder Pro, $10$WILD per month e. Participate in platform decision-making and development direction
3. [What gameplay does Wilder World offer?] a. Transform 3D artworks into tradable game assets b. Provide a social network platform for digital creators c. Connect digital artists with brand collaborations in the real world
1. 【What is Bitlayer?】 It is the first production-grade Bitcoin Layer-2 network that implements BitVM technology, aiming to allow Bitcoin to have a thriving DeFi and dApp ecosystem like Ethereum.
2. 【Is it worth participating?】 a. Received a $9 million investment from Polychain Capital b. TVL: $445.7M c. Active addresses: 788,000 d. Total transactions: 72.6 million
3. 【Conclusion】 With innovative BitVM technology, top institutional backing, and strong TVL growth, it has a clear advantage in the Bitcoin Layer-2 space and is worthy of attention.
What is the significance of $VRA that launched today?
It is a project focused on solving the issue of advertising fraud, especially in the video and gaming sectors.
Through its patented 'Proof of View' (PoV) technology, it utilizes blockchain to verify whether the viewing behavior of advertisements and video content is genuine and valid, ensuring that advertisers' money is spent on real views rather than bots or fake traffic.
$VRA is positioned to provide a decentralized and transparent verification layer for the digital advertising industry. It is not just a hype concept but offers a viable technical solution to a real pain point worth billions of dollars each year.
1. [What is humafiance?] It is a pioneering Web3 protocol aimed at using real-world income as collateral to facilitate the flow of funds within the blockchain ecosystem. It allows users to borrow against future income (such as salaries or invoices), making DeFi safer and more practical for everyday users.
2. [Positioning:] To build the infrastructure for the PayFi (Payment Finance) system and strive to become a leader in this field. PayFi aims to digitize today's financial transactions (salary payments, loan usage, bill payments) and introduce them to the Web3 world.
So what is $ICNT ? A token for a decentralized cloud computing infrastructure. In simple terms, it is like a "cloud drive for the Web3 world," aimed at providing an open, data-sovereign infrastructure for AI development.
Positioning: The core of the AI sovereign data blockchain, aimed at providing a permissionless, data-sovereign infrastructure for AI development. Through ICNT, users can store and manage their data more securely and freely, and provide decentralized computing power support for AI applications.