The Moonbirds project was established in 2022 and is a collection of 10,000 utility-enabled PFPs, which feature a rich and diverse pool of unique rare traits. More importantly, each Moonbird can unlock private club membership and gain additional benefits the longer the user holds it. (The project positions itself as the web3 version of Pop Mart)
Financing Status: Not disclosed
Technical Team: Kevin Rose is the chairman of Digg, previously the founder of Digg, and also a partner at True Ventures, having been a partner at Google Ventures. Spencer's real name is Spencer Gordon-Sand, an entrepreneur and venture capitalist who gained fame in the NFT space. He now serves as the chairman of the Rug Radio DAO committee.
Token Economics:
Moonbirds announced the BIRD token economics. The total supply of BIRB tokens is 1 billion, with 65% allocated to the community. Of the total supply, 27% will be allocated to Birb and Friends to build a stronger community; 25% allocated to investors and advisors; 12% for ecological partnership expansion and growth; 10% for value chain incentives; 10% allocated to the team; 8% as development reserves; 8% for liquidity.
On X, it has nearly 250,000 followers, and the popularity is moderate.
Next is its parent company's grand vision, benchmarking against Pop Mart: Moonbirds' parent company, Orange Cap Games (OCG), officially released the "Birbillions Thesis" white paper, proposing a hybrid business model of "physical collectibles + crypto memes." The white paper points out that the core pain point in the crypto industry is the disconnection between "serious companies" and "absurd memes." OCG aims to capture the attention of non-crypto users through the distribution of physical toys (via channels like Asmodee, GTS, etc.) and use the $BIRB token as a value coordination layer. Data shows that OCG's physical revenue in its second year has reached $8 million. This argument claims its goal is to become the first crypto-native consumer company to achieve $1 billion in annual revenue without relying on transaction fees or token sell-offs, but rather through physical sales. #空投分享 #alpha
The $350 billion investment between the US and South Korea is stuck, stock markets plummet, and the retail investor army composed of South Koreans goes against the trend to rescue the market.
After the South Korean National Assembly did not pass the $350 billion investment agreement with the US, Trump officially launched a tariff increase on South Korea in the early morning, and the Seoul Stock Exchange turned red, especially for the automobile stocks that heavily rely on the US market. Hyundai Motor plunged 4.8% within 30 minutes of opening, with nearly 12 trillion won evaporated from the market, and institutional investors rushed to cut losses and escape.
What is different is that the united retail investors in South Korea are all swimming against the tide, raising 23 trillion won to enter the market. According to data from the Korea Financial Settlement Agency, the number of newly opened stock accounts on that day alone reached 870,000, with young people aged 20-30 accounting for 63%. Retail investors raised 23 trillion won (equivalent to $17 billion) through methods such as cryptocurrency pledging and cashing out credit cards, ultimately pulling the KOSPI index up by 0.8% despite a 3.2% drop, proving that with enough unity, ants can also defeat elephants. #美国关税
The whole venue's consumption is covered by #plasma ! Yes, regular USDT transfers are directly free; this is not some deceptive word game to lure you in, but a strategy proposed by #plasma for ordinary stablecoin daily small transactions. In a world where stablecoins are rapidly developing, the market value of stablecoins was only close to 20 billion dollars in 2020, and by 2025, the scale of stablecoins has surpassed 300 billion dollars. However, stablecoins are still mainly used for on-chain settlements, with real daily transactions accounting for only one percent of the transaction volume, indicating that stablecoins have not truly integrated into people's daily lives. Due to the inefficiencies and high costs of traditional public chains, people still experience many pain points when using stablecoins for daily transactions. For example, if every payment through Alipay requires waiting a few minutes and incurs a toll fee each time, Alipay would not have such a high usage rate. The goal of #plasma is similar, to reduce the barriers of daily small consumption through a zero-fee strategy, allowing stablecoins to genuinely blend into real life, which is the ambition of @Plasma . $XPL @Plasma #plasma
Currently, various public chains are competing, and at this moment of turmoil, for XPL, it is both a crisis and a hidden opportunity.
A general's success comes at the cost of countless bones. For the strong, challenges are also opportunities. For $XPL , challenges such as the arc chain of circle, the reduction of gas fees in trx, etc., are also #plasma opportunities to prove themselves. Only by proving their unique advantages can they safeguard their own piece of land amidst the coveting of various public chains. In this war defined by throughput, ecology, and security, focusing on stablecoin transfer payments, @Plasma has opened up a differentiated track. As the world's first high-performance public chain with zero transaction fees for USDT transfers, this competition is a challenge from emerging specialized track public chains to traditional general-purpose public chains.
Today is January 28, the hexagram of the heavenly time: Earth and Heaven Tai (䷊), • Hexagram meaning: Three Yangs opening Tai, Yin and Yang interacting, symbolizing the unity of all things. Suggestion: when facing challenges, leverage the strength of the team to break the situation. Indeed! There are many hardships in life, and it is difficult to overcome them all with personal ability. Currently, $XPL is facing such a situation. In the current environment of liquidity shortage in the cryptocurrency market and the dual pressure of large-scale unlocks of tokens in 2026, the price of #plasma has dropped from a peak of 1.7u to the current 0.12u. It can be said that the market is severely lacking confidence in @Plasma , continuously falling! Therefore, in this difficult situation, having a good backing is very important, and the backing of #plasma is the renowned Tether, the issuer of USDT, which occupies half of the stablecoin market. With Tether's assistance, #plasma is continuously advancing in technology, application, and market aspects, expanding cooperation and market reach. With such a good friend, how can one not hope to occupy an ecological niche in the future stablecoin market? $XPL @Plasma #plasma
The crypto market doesn't believe in stories, only in prices. Where is the redemption path for XPL, which has plummeted tenfold?
In the cryptocurrency market, the price is the only thing that doesn't lie. Those who survive here have experienced countless instances of false promises, project scams, and the people here no longer believe in stories. Now, having fallen from a peak of 1.7u to around 0.12, the market's confidence has long since collapsed. This once-promising project that Tether had high hopes for has undergone a death spiral of plummeting coin prices, excessive unlocks, and crumbling market confidence. How can it break free? Next, let's take a look at what exactly happened and where the future lies.
When will the capital's big hand exert its power? Let's push XPL one more time!
In the beginning, the massive investment of 72 million dollars coupled with Tether's support lifted the price of the currency to a peak. The capital's big hand was indeed vigorous; back when it launched, it surged violently right from the start, and the airdrops left people satisfied. However, after the initial days of excitement, most people took profits and did not become true users of the currency. A few months later, the attention on the currency also dropped to freezing point, and the price fell through. So, is there still a possibility for the capital's big hand to lift it again? Let's give it another push with plasma!
First break and then establish. The current $XPL has been broken beyond repair, from a peak of nearly 1.7u when it went live to now falling to 0.12u. Will there be a passionate storyline of breaking first and then establishing next? What needs to be vigilant is that in 2026, #plasma faces enormous selling pressure from unlocked tokens, coupled with the current lack of liquidity in the cryptocurrency market, the overall environment is quite unfavorable. However, the project team of #plasma is still making efforts. Recently, #plasma has reached a milestone of having the second largest on-chain market globally. The project team of @Plasma is still working hard to promote its technology, market, and applications. With the backing of substantial capital behind #plasma and the resources provided by Tether, it is sufficient to support #plasma . It remains to be seen whether it can secure a place in the enormous cake of stablecoins in the future. $XPL @Plasma
The world has suffered from gas for a long time. In today's stablecoin transfers, major public chains act like bandits, saying this road is mine and leaving a toll for passage, making it difficult for stablecoins to be used in everyday small transactions. However, backed by Tether, $XPL has directly introduced a zero usdt transfer fee tactic, with all consumption covered by @Plasma . This benefits Tether in forming a perfect closed loop for issuing and transferring usdt, strengthening Tether's grip on the financial empire. With this, #plasma has also gained many cooperative resources. For example, recently, #plasma reached a partnership with Rain, enhancing internal liquidity and the value of the system's ecological tokens through cooperation with e-commerce platforms. However, it is important to note that #plasma 's native token still faces significant unlocking issues recently, so investments should be approached with caution. $XPL @Plasma #plasma
In today's era of consumption downgrade, cheap is the hard truth, and the prosperity of Pinduoduo proves this point. The zero-fee USDT transfer of $XPL also captures this point; the world has long suffered from high gas fees. The high costs and low efficiency of traditional public chains also hinder the use of stablecoins in daily life. #plasma uses this killer move: cheap is the best advertisement, which can continuously attract users through this tactic, ultimately retaining users through the ecosystem. In regions where African currencies are rapidly depreciating, people use #plasma to quickly convert their freshly received wages into stablecoins, and then trade using stablecoins in their daily lives, avoiding the property loss caused by currency depreciation. In regions like Vietnam and Southeast Asia, @Plasma is used to achieve cross-border e-commerce transfers, saving a significant amount on bank cross-border fees and increasing their profits. Starting from emerging markets, they expand the market, attract users, and occupy a special ecological niche in the stablecoin market. This is the layout of #plasma . $XPL @Plasma #plasma
History is not simply a repetition; seeking a sword by carving a boat is not advisable.
Recently, the news of the U.S. government shutdown triggered by the ICE law enforcement conflict has caused quite a stir. The probability on Polymarket is currently at seventy-two percent, and various shorts and media are beginning to create a panic atmosphere. However, it is important to note that this time, even if the government shuts down, it is quite different from the last time.
Last year, the two parties were unwilling to compromise over the so-called Obama healthcare, which ultimately led to the budget for all twelve federal departments being unable to pass, resulting in all government departments being paralyzed, which had a huge impact on the market.
This time, the U.S. Congress has learned from past experiences and abandoned the previous comprehensive annual appropriations, opting to have all departmental budgets approved separately. As of now, the budgets for seven departments, including the Department of Energy, Department of Justice, and Department of Commerce, have been approved. Only five departments, including the Department of Homeland Security and the Department of Agriculture, which includes ICE, have not been approved. Even if a government shutdown occurs, it will be a small-scale shutdown and will not lead to a complete system collapse as it did before.
However, everyone should still pay attention to market risks #U.S. government shutdown
Reflecting on the past when xpl surged to 1.7u from its initial launch to the current state of a tenfold price drop, will xpl also face an early demise?
I recall the past when Gongjin was young, when Xiao Qiao was newly married, with a feather fan and a silk scarf… Back in the day, when $XPL was just launched, it was like a tiger swallowing a thousand miles. The 200,000 airdrops sent upon launch are still vivid in memory, as if it were yesterday. It reminds me of a line from a Andy Lau movie: 'Eat, one portion per person, others might think we can't afford it?' Moreover, it skyrocketed right after launch, reaching a peak close to 1.7u, truly a youthful achievement. Who would dare to underestimate it? However, several months later, the price of #plasma has plummeted tenfold, market confidence is severely lacking, and with a large unlocking event approaching, how should #plasma navigate the road ahead? This is a dilemma.
The ten thousand big mountains press on me, this is the current situation of the $XPL token price. Not only is there a high pressure of unlocking tokens, but competitors like Circle's ARC chain have emerged. Meanwhile, the cryptocurrency market has long lost liquidity; the super crash on October 11 of last year has led to the claim that altcoin value is essentially zero, and the market has already lost confidence. It is indeed very difficult for #plasma to regroup. However, let us first look at the macro perspective. As U.S. Treasury Secretary Yellen said, the U.S. will ensure that the dollar continues to maintain its position as the world's dominant reserve currency, and the U.S. will achieve this goal through stablecoins. If stablecoins want to integrate into people's daily lives, they need to meet the high efficiency and low cost of daily small consumer spending, and #plasma perfectly fits this requirement. The zero transaction fee for USDT transfers launched for high-frequency trading is a strong advertisement, and being cheap is the biggest weapon. This strategy can allow #palsma to rapidly expand its market in emerging markets like Africa and Vietnam. If #plasma can secure a place in the big cake of stablecoins in the future, it may be able to restore its former glory. $XPL #plasma @Plasma
Today's core hexagram: Tianze Lǚ (original hexagram) → Tianlei Wuwang (transformed hexagram), Lǚ hexagram text: "Step on the tiger's tail, do not bite people, success," emphasizes the need to be cautious and avoid risks, and to assess the situation; just as the hexagram indicates, in today's market downturn, we need to assess the situation and not rashly go all in, for example, the token $XPL , after experiencing a massive unlocking of $12.4 million worth of tokens in the past two days, how is market confidence, and whether there will be more large unlockings next, all of this needs to be understood. We also need to understand whether the project party has given up on this project. Let's first look at the recent cooperation achieved by #plasma , and the cooperation with an e-commerce platform with a monthly revenue of $80 million; such cooperation can effectively enhance the liquidity of #plasma 's ecosystem. Liquidity is the absolute core of all finance, and @Plasma now has the second-largest on-chain lending market in the world and is building a new financial infrastructure. In the future super large cake of stablecoins, it may not be impossible to get a slice. However, in the short term, we still need to pay attention to market sentiment, as well as the recent large unlockings, and the tokens frozen by the project team for one year in 2026 will soon be unlocked. Short-term market entry requires caution; do not rashly go all in and get trapped. Next, we will see how the project party of #plasma resolves this eventful winter, how to soothe market sentiment, how to empower the tokens, and how to continue to steadily promote project construction, all of which test the capabilities of the #plasma project party. $XPL #plasma @Plasma $XPL
Understanding a Cryptocurrency in One Day: The XPL Edition
In the Year of the Horse, fortunes are getting better, symbolizing that there is light at the end of the tunnel. Friends in the cryptocurrency circle during the Year of the Horse should hope that the tokens they choose to gamble on will run like a thousand-mile horse, gaining momentum and increasing their assets. The question arises: buying tokens is like betting at a gambling table. If you are unclear about the chips in your hand and your opponent's hand, how can you dare to place heavy bets? The same applies to buying coins; only by understanding the diverse cryptocurrencies in the market can you choose your own thousand-mile horse. Therefore, we need to learn more about different cryptocurrencies. Today, we will roughly understand the $XPL token through an article:
Can XPL, which has seen its price plummet tenfold, escape the death spiral caused by price drops and large unlocks?
Its rise is vigorous, and its fall is sudden. In the crypto circle, many tokens were the center of attention when they first launched, with prices skyrocketing faster than a high school boy's erection. Of course, once the initial halo fades and tokens lacking fundamental support start to decline, it’s like free-fall; they don’t look back, and their former glory is gone. $XPL Just like that, who could forget the generosity of depositing 1U and airdropping ten thousand tokens, heralding the dawn of the super airdrop era? Each person received 200U, totaling 200,000 shares, with all past events vividly remembered. Supported by a massive capital background and Tether's backing, the price skyrocketed to nearly 1.7U upon launch. Now, the splendor has faded, leaving only desolation; the price is down to 0.12U, having fallen more than tenfold. There are fears that this could trigger a price collapse ➔ market panic ➔ intensified selling ➔ complete liquidity exhaustion ➔ continued price decline, a death spiral. This is the current situation of #plasma , and next, we will carefully explore its potential risks and revitalization possibilities.
Let stablecoins be great again! #plasma said. As the former chairman of the U.S. Commodity Futures Trading Commission stated: We are discussing a market that could reach trillions of dollars, and stablecoins could fundamentally change our understanding of global market capital flows. For stablecoins to integrate into global capital flows, they must meet the characteristics of high frequency and low fees; @Plasma directly struck a blow by offering zero-fee USDT transfers. This seemingly small zero can leverage the entire digital economy. In today's Africa, in some high-inflation areas, people turn their salaries into stablecoins as soon as they are paid, and then use stablecoins for daily consumption. In the retail sector, both users and merchants do not need to worry about their hard-earned money being eroded by fees. In the cross-border e-commerce of Southeast Asia, it has also eliminated friction, allowing value to flow across borders, one transaction at a time, laying the groundwork for the future. When we use USDT to buy coffee or McDonald's at zero cost in our daily lives, it is as instant as a scan-to-pay transaction. Stablecoins have entered a new era that belongs to them, and #plasma will occupy its ecological niche. $XPL @Plasma #plasma
Blocking its sharpness can weaken its spirit. In the vast realm of stablecoins, the USDT issued by Tether is undoubtedly the most widely circulated. However, although Tether has a huge issuance volume, it can only watch helplessly as its issued USDT incurs various transaction fees when transferred across different public chains. Thus, #plasma was born with the support of Tether. As the CEO of Tether stated: Stablecoins are entering a new era of large-scale application. If we want stablecoins to integrate into people's daily lives, we must allow people to use USDT for seamless consumption in their daily transactions. Just imagine, if you have to pay a fee every time you use Alipay, would you still use Alipay for your purchases? At the same time, this also undermines the existing interests of other public chains, cutting off their old profit chains and reshaping the market landscape. Tether aims to create a monetary empire centered around Tether, and in doing so, #plasma can also gain various partnerships and resources, expanding its influence. It is not impossible for it to occupy a special ecological niche in the stablecoin market in the future. $XPL @Plasma #plasma
Even if you have countless backgrounds and immense talent, under the blade of October 11 in the cryptocurrency circle, what strength do you have? Initially possessing $72 million in funding, a founder with a Goldman Sachs background, and claiming support from Tether with $XPL , today the coin price has long plummeted to a tenth of its value. I remember when it first launched, it surged directly to nearly 1.7u at its peak. Time flies, and in the blink of an eye, several months have passed. The market has shifted from an initial FOMO mentality to the current state where altcoins are worth nothing. So, does #plasma still have a future? #Plasma is a blockchain project focused on stablecoin infrastructure. Since it is infrastructure, what is the outlook for stablecoins? The global stablecoin market size is currently in a rapid growth phase, skyrocketing from $2 million in 2020 to 250 billion yuan by May 2025, roughly a 12-fold increase over five years. Various institutions are predicting that the stablecoin market size will surpass $1 trillion by 2030. Naturally, if one can occupy an ecological niche in this super cake of stablecoins, what worries could there be for the future? Moreover, @Plasma not only has basic USDT transfers with zero fees but also has the super backing of Tether. In the future, there may be a place in the stablecoin competition, but one must pay attention to the team's unlocking of tokens in 2026 and the current lack of market liquidity. Investment should be cautious. $XPL @Plasma #plasma