猫小刀

We need to crack down on cryptocurrency speculation, what should we do, brothers? If I haven't made any money yet, I won't get arrested, right? $BTC

Lost everything, brothers. I found a good job direction for everyone in the bear market $BTC

Binance 11.13 Project $Planck View: @plancknetwork

Price: 0.15-0.25

Background: Depin track, providing low-cost, high-performance AI computing services through blockchain architecture and a global GPU network, many in the same track


Financing: Seed round $3.5M, plus strategic investment + public offering, totaling $7M, public offering price is $0.056, it is said that the project team has $60 million worth of H series super graphics cards


Token: Initial circulation 18%, community airdrop unlock + public offering accounts for less than 1% of initial circulation, plus Alpha's 2%-3%, initial liquidity provision accounts for 13%, the control is still good

Recently, Alpha has been around dozens of U, this can be paid attention to, heavy asset projects will be voted with feet
$BTC #ALPHA🔥 #币安Alpha项目

$ZEC What the hell is this???

Why is it rising so much?

Is it a Pixiu coin?

Binance Project 10.28 $TYCOON Opinion: Price see the chart ⏬


1⃣ Price: If the financing and public offering are true, estimated price: 0.07-0.13


2⃣ Introduction: TON blockchain gaming track, a model of earning by hatching dinosaur eggs and raising dinosaurs, with an app


3⃣ Background: There are rumors of 1M financing, but the source article did not specify the actual financing, and there is very little information online. Real players have said that the monthly active users on TG are in the hundreds of thousands, and 80% are just bots taking advantage of opportunities, data is questionable


4⃣ Control: Initial circulation 21.7%, total amount 1B, tokens for retail investors at TGE come from: airdrop 7.5% + public sale 1% + Alpha (2%-3%), the control on the day of TGE is not strong


It is not recommended to hold for the long term. Last year's craze for TG's mini-games like A Cat and A Dog ended in chaos, and the hype around blockchain games is poor, not to mention the questionable authenticity of this project's data.

Binance 10.28 Project $NB $MMT Opinion:
$NB Estimated Price: 0.11-0.16, $MMT Estimated Price: 0.7-1.1

There is a discussion-worthy question, tomorrow's Pre-TGE should be bright and sunny, giving Binance a neutral 1.5% of the chips at a price of 0.75,

That also means nearly 10 million airdrop, 100 U per person, which can be distributed to 100,000 people, so the absolute score is very low, sunny and bright, just like last time $YB

🎉$NB is doing Depin + data, transforming real-world weather and environmental data into verifiable on-chain data. I checked the official website and they really sell weather devices, $299 each

Background: Raised 10.5M, not famous, most of the participants are just here to make up the numbers, this track has nothing to say, PPT painting a pie-in-the-sky track, reference similar $WXM

Price: Initial circulation 18.4%, but it seems all airdropped, poor control of the market, no long-term value, sell directly. Estimated price: 0.11-0.16

🎉$MMT is doing DEFI liquidity, similar to BoBing and UNI, it's trending hot on Twitter for new listings, brothers probably have seen enough

Background: Should include public fundraising, reaching 15M, all big companies, OKX, SUI, etc., after the hype of new listings, TVL has directly halved, large players arbitraging USDT have all decoupled

Price: Initial circulation 20%, community airdrop 9% + public sale 1.5% + Alpha (unknown 2%--3%) so the project party's chips will not exceed 8% at the opening,

Estimated price: 0.7-1.1, marketing is too good, the opening will likely be FOMO, but the project is not worth that much, reasonable valuation below 0.5

#AirdropBinance @币安Binance华语

Binance 10.27 Project $42 $Common $Xnap Opinion

$Common : Estimated opening at 0.02-0.05 FDV around 300-500 million
@SemanticLayer : No token economics, FDV around 60 million
$Xnap: Estimated opening at 0.03-0.07, FDV around 40 million

Big Hair Ranking:
@commondotxyz > @SemanticLayer > @snapx_co

$42 @SemanticLayer is an AI smart trading ranking + MEV allocation, token economics not released, page filled with pixel art, funding 3 million

For example, if you initiate a transaction on a certain DAPP, that DAPP has its own algorithm to distinguish the order of transactions to prevent miners from jumping ahead for GAS, then MEV profits are redistributed, Alpha estimate is about 50-70 US dollars gross

$Common is a social protocol, similar to @farcaster_xyz but with more functions, community + play to earn, total token supply 10 billion, initial 23%

The community airdrop is relatively small, less than 2%, plus Binance estimates retail holdings are not more than 8%, high control, the community is complaining, the more this kind of FUD, the more it will surge at the opening, estimated market value of 200-500 million is not a problem, corresponding price 0.02-0.05

@wintermute_t has invested, likely its market maker, winter market making style goes online with high premiums, opening gives you unlimited imagination. Then it’s just a washout; the four kings of Layer suffer personal experience, reference $STRK $PUMP

$Snapx is a trading terminal TG bot, a project with no information, a similar project on Binance Alpha @LABtrade_

Initial circulation about 20%, this has no highlights, but it can Shanghai demon @krakenfx I am also quite confused, reference $LAB this kind of wash after may need to do something, estimated opening at 0.04-0.07, FDV 50 million is normal

Note: The above prices are all subjective price predictions from personal teams and other analyses based on experiences of similar projects, and should not be used as investment basis $BTC #加密市场反弹

Binance 10.24 Project $ON $AT Opinion:

Summary: $ON price estimation is between 0.15-0.25, $AT is estimated to be around 0.06-0.1, AT is definitely a project for the locals, clicking your white paper redirected me to the international version of Feishu, what a talent.

$ON is focused on ZK data validation layer, previously worked on earning points through挂机, zero-knowledge proof track (ZK) is all about launching a series of waves.

For example, helping banks put property data on the blockchain, verifying the price and authenticity of property data, financing 20M.

Initial circulation is 14%, retail investors' chips are in airdrops (3.8%) and Alpha (estimated 3%), estimated price should be around 0.2, long-term value has no reference $AVAIL $ALeo $ZK.

$AT is focused on oracles, which manage on-chain price quotes and market data transmission, similar projects include $LINK $PYTH, financing 6M. YZI, ABCDE participated.

Initial circulation is 23%, it seems that retail investors' chips are only in Binance Alpha, estimated price is around 0.06-0.1.

Everyone can go to CMC and click on its white paper, then directly jump to the international version of Feishu, I am also quite confused.

Binance 10.23 Project $MET $APR Opinion:

Summary: The selling pressure of $MET after its launch is too high, estimated price 0.8-1.2. For $APR, whether it's an airdrop or TGE, I will sell whatever I get, estimated price 0.1-0.3.

$MET is a liquidity platform on SOL, similar to the new $MMT, with the pre-market price generally around 1U.

Initial circulation is 48%, and the airdrop is like hail. I also had a number when I did it myself before, and the selling pressure at launch should be fierce. It needs to drop and consolidate, with a reasonable value of 0.8-1.2.
All liquidity projects basically benchmark TVL and FDV1/1 (with some exceptions).

$APR is a LST protocol in the monad ecosystem, with a staking nested doll play, similar to Jto, Lido, etc., raising 30M, all from impressive VCs, but unfortunately, it chose a problematic chain.

YZI has accomplished a great feat. Looking at it this way, his big brother @monad hasn’t launched a coin on the mainnet, but he went ahead and launched Alpha, which makes it clear.

In token economics, the price is currently at 0.35, but a project that hasn’t even tested its own mainnet or product TVL is very anxious to launch a coin, with a market value of 300 million being just a name.

It looks like his big brother @monad messed things up, preparing to make a profit early, otherwise when the mainnet goes live, and the big brother's market value plummets, they’ll be in trouble after launching the coin.

However, he airdropped on the testnet, which is much better than Monad, probably from a previous sign-up. I also need to check it out, but I won’t hold it for long; I’ll give it to someone fated.

Binance 10.22 Project $Trutle @turtledotxyz Opinion

Summary: The over-the-counter price is 0.3 now, and it seems this might be the only significant opportunity for Alpha recently, but the control is weak, and there are likely many people dumping, returns see the chart below


Background: Trutle is a liquid phase distribution protocol. Simply put, you invest money to play DEFI, and it automatically helps you find the most profitable pools, similar to the gameplay of $YFI back in the day, but with more variations

TVL plummeted after the airdrop announcement: 370M-10M, with few real users currently at 70M

Financing: Raised 11 million USD, well-known institutions Amber Gsr, Theia, announced on 10.20 that another 5.5 million was invested, a typical pre-IPO hype

Control: Community airdrop 13.9%, Binance also took 5% for activities, chips are all in everyone's hands, the airdrop should not have been fully released, Binance Booster is also released in phases, control is weak

#币安HODLer空投TURTLE

Binance 10.20 Project $SVSA @SavannaSurvival Opinion

Summary: Korean chain game, last time's $SLX left the community in a tough spot, and this time it's again from Korea. This has a super high control, retail investors hold 1% of the chips.

Reasonable listing price $0.07–$0.1, high point $0.1-$0.15, FDV≈$100–150M. If the first-day price exceeds $0.20, it is largely controlled by the whales, not advisable to chase high prices. About 3 months later (private placement unlocks up to 12%) there may be a risk of correction.

Background: SVSA is a chain game based on the Korean chain KAIA, which has launched a mini-program on LINE, aiming to create a metaverse ecosystem themed around wildlife and climate protection through blockchain technology.

Financing: Not disclosed, but its private and public offering prices have been announced, ranging from 0.0175-0.035.

Control: Initial circulation is 6.48%, liquidity occupies 5%, retail investors hold 1% of the chips.
The rest are mostly early team members with very few TGE unlocks, negligible.

Actually, I somewhat doubt this data, but that's how it's written in the white paper #加密市场反弹

In fact, making money is really simple. My colleague is opening more, so I immediately short $BTC

Binance 10.14 TGE $Lab @LABtrade_ Opinion
Profit: 90U
Financing: 6.5M
Token Price: 0.11 VC: 0.025 Public Offering: 0.05
Total Supply: 1 billion Circulation: Unknown Retailer Chips: 5%

Summary: Except for compliant exchanges in Korea, this should be a grand slam, OK should also be listed, with 3 BNB fully invested, it is estimated to obtain 800 to 900 tokens, profit of 90U, the control is relatively high, there is still room above 1U

LAB is focused on trading terminals, which are bots used for trading meme coins, currently mainly featuring plugins and two products on TG, community feedback on the products is quite good

Key Background: Financing 5M, investments from VC like OKX, Amber, Gate, trading volume exceeding 700M, revenue 35M, Legion public offering of 30M token volume at a price of 0.05 USD

Token Control: Retailer chips come from public offerings + airdrops + Alpha, with an airdrop of 100 million tokens, TGE releasing 10%, public offering with 3+8 months linear unlocking, Alpha's estimated maximum TGE for new listings does not exceed 30 million tokens, which is 3%, retailer chips at the opening are less than 5%

Based on Binance Alpha's 3% share for new listings, each fundraising round is about 100K BNB, corresponding to fully investing 3 BNB to obtain 900 tokens, unit price around 0.1, profit of 90U (data may vary)
#BNB #BinanceAlpha #Airdrop

Today, participating in the new $YB, with an order of 160 coins, consuming 17 UBNB, earning 180 U
After hedging the short position of BNB, additionally shorting BNB earned over 1000 U

The situation of selling off BNB after participating in staking and new issuance affecting the price

This used to happen often before Alpha was launched, back then there were no thresholds, everyone could participate, and it was always tens of thousands of coins at a time. I vividly remember that many people specialized in sniping to release staking and short.

After launching Alpha, each staking has been very small, and the selling pressure has little effect.

Today, there are many participants at a low level, with an estimated total of 500,000 BNB, with selling pressure of five to six hundred million. Most people are either borrowing or hedging, and will sell off.

Some people say they are worried that the big players will intentionally pull up the price at the end to explode the short positions. This viewpoint seems quite funny; these hedging positions are all low leverage. How many big players can move the price by dozens of points with such a volume of BNB? Against this selling pressure trend, the big players are not that foolish.
#binancealpha #BNB创新高

Binance 10.13 New Play TGE $Enso @EnsoBuild Opinion
Token Price: 3.5
Funding: 14.2M
Total Supply: 100 million Circulation: 20.59% Retail Holder Chips: Less than 10%

Summary: Off-market price 3.5U, consistent with the initial price, but a reasonable market cap should be 150-200 million USD, which corresponds to a price of about 2U

This track has now passed the hype period; compared to Particle Wallet, it has a high opening and low closing, with a peak valuation of 20 times, currently at 5 times valuation. From a long-term value perspective, it has no value; the practical application value of the chain abstraction track is not high.

ENSO mainly focuses on the chain abstraction track and cross-chain infrastructure. Similar to Particle Wallet, Wormhole, and Stargate cross-chain bridges, but more focused on the application layer, integrating more than a dozen EVM chains.

Background Highlights: Funding 9.2M, Public Offering 5M, community revelations say it is a Shenzhen project, and there are indeed many Chinese in the team, plus this logo is very Chinese. The public offering is at 125 million USD, with a unit price of 1.25, lower than VC valuations.

Token Control: Retail holder chips come from public offerings + airdrops + Alpha; the airdrop rules have not been released yet, but it should involve many insider trades, and DC has already started to silence.

According to the initial circulation allocation, the airdrop should not exceed 4%, this part is included in the ecosystem's 21.59%. Additionally, the ETH chain has airdrop staking options for 12 months, reducing circulation.

#ENSO #BinanceAlpha #Airdrop

Binance 10.14 Project $CLO @YeiFinance Opinion
Token Price: 0.06-0.09
Funding: 2M
Total Supply: 1B Circulation: 12.9% Retail Holding: 7%

Summary: Yei is currently the leading lending platform on SEI, with an IDO public offering price of 0.03, but the TGE has not been unlocked. The funding is too low. However, the project team is trying various ways to increase control.

Selling directly above 0.1; the normal TVL/FDV for lending protocols is 10 times. Since it is the leading platform on-chain, a high valuation range is given, with 0.1 as an extremely high valuation price.

Yei Finance is the leading lending protocol on SEI, equivalent to AAVE and Venus on BSC, occupying 50% of the TVL on the SEI chain.

Background Highlights: It's a project by Chinese individuals; before co-founding, it was HSK's, and many KOLs were recruited for advertising, but the visibility is still very low because few Chinese play with SEI, and there is a DWF in the funding.

Token Control: Conducting IDO at an estimated valuation of about 30M, selling 1% of the total token supply, with a unit price of around 0.03U, but not circulating at the opening.

Community airdrop also has a lock-up reward; after 90 days, 2.5 times the airdrop can be obtained. The actual circulating volume at market opening is far less than 12.9%, and retail holdings come from Alpha+ airdrops, totaling no more than 7%.

#Airdrop #BinanceAlpha #CLO

Binance 10.12 Project $Corl @Coral_Finance Opinion
Token Price: 0.09 Alpha Estimated Earnings: 50U-80U
Financing: 5M
Total Supply: 10B Circulation: 23.2% Retail Investor Holdings: 10%

Summary: An unremarkable project, if it's divided, just take it directly; there are fewer and fewer projects. Currently, everyone is mainly waiting for the YB on the 13th, and the pre-market price of YB has surged to 1.4. It's suggested that anything around 210 is not worth it; just wait for YB.

Corl is a next-generation on-chain asset pricing trading platform, specifically serving various types of on-chain assets. This model is actually well-developed in traditional finance, but not many exist in the crypto circle.
Key Background: It's evident that this is a domestic project, and the team has not disclosed any information; the only notable aspect of the financing project is that Ku and Gate exchanges have invested.

Token Distribution Control: The tokens held by retail investors mainly come from Binance Alpha and airdrops. According to data from GitBook and CryptoRank, retail investor holdings do not exceed 10%, accounting for half of the initial circulation.

#BinanceAlpha #BNB

Binance 10.13 New Prime Sale Pre-TGE Token $YB Opinion
Token Price: 1.1
Financing: 5M+5M
Total Supply: 1B Circulation: 8.8% Retail Holdings: 4.3%

Summary: Yield Basis is a DeFi project that is "doing high-end renovations in a shell." Some say that claiming to completely solve impermanent loss is nonsense.

However, based on market prices, the star product + high control has already caused market FOMO, giving a pre-market FDV of 1 billion, while the current TVL is only 30M.

It is recommended to participate in the TGE if you have any allocation, as there is profit to be made from Binance's new plays, and if the price goes above 1 dollar, just run.

Yield Basis is a new DEFI product attempting to solve the old problem of DeFi—impermanent loss—by using BTC as collateral to borrow crvUSD and form a pool, creating a roughly 1:1 leverage structure, with the system automatically adjusting positions based on BTC price (buy on dips, sell on rises), achieving AMM-style hedging. (Actually, it's all nonsense)

Background Highlights: The founders of Cur are well-known and very popular in the DeFi circle, raising 5M in the seed round, and recently they publicly raised another 5M at a total market value of 200 million on Kraken.

Token Control: Low circulation. Only 2.5% of the public offering is in retail hands, and the total amount of tokens released for LP maintenance and airdrops is very limited.

#YB盘前合约 #TGE机会 #BinanceAlpha

Binance 10.8 Project TGE $slx @Slime_Miner's Opinion
Coin Price: 0.0075
Financing: Rumored 6M
Total Supply: 10B Circulation: 20% Retail Investor Chips: 5%

SLX is a new generation chain game supported by KAIA, with a gold mining model, backed by Korea's largest social media LINE, transitioning from web2 to web3, similar to MapleStory. The token operates across multiple chains on BSC and KAIA.

Key Background: Korea is its main market, currently having 21 million players, 150,000 monthly active users, and a peak monthly revenue of 2 million dollars. It is very popular on LINE, and the game is available on multiple stores, including Apple.

Token Control: Financing has not been disclosed, rumored to be 6M. The total token supply is 10B, with initial circulation mainly from airdrops for game points redeeming 250 million, along with CEX activities, with an overall estimate of 500 million, while the rest is held by the project team for marketing and market activities.

Summary: Binance loves to get into these chain games, but apart from MapleStory, there hasn't been a significant chain game. This one is detailed in aspects like background, but the downside is that it lacks heat. The DC community has already TGE'd but remains eerily silent, showing no imagination; recent trends are all on-chain, and VC tokens going live is a wave.

#BNB市值超越XRP #BinanceAlpha #币安人生

Binance 10.8 Project $pipe @pipenetwork Opinion
Coin Price: 0.78
Financing: 16.75M
Total Supply: 1B Circulation: 10.94% Retail Holders: 7% (Data questionable)

Pipe is into depin, similar to small grass, including FIL's approach, which is distributed storage, using idle storage resources to create a cheap storage network, a narrative lacking originality.

Key Background: Mainly supported by the SOL Foundation, the Depin track indeed has many projects on SOL, this project was very popular last year during the small grass boom, many were involved, but later its plugin was removed by Google.

Token Control: The public offering price of 0.25U at 3% will definitely crash, other airdrop rules are not clear at all, but Depin needs to distribute token rewards to nodes, the circulation in the first year won't exceed 33%, tokens are held by the project team.

Summary: Currently, the off-market price is already three times the public offering price, but the circulation is indeed low, and the actual market value is not high. This price range should be a reasonable opening range, the project lacks popularity, it's difficult to reheat the cold rice of the Depin track, initially clearing profit margins to see if the project team will use low circulation for some operations.

#BNB创新高 #BinanceAlpha #BNBChainMeme热潮