Cryptovietnam🌿 (@thanhye51173089) • Hey
success for those who can wait
https://www.binance.com/en/activity/referral-entry/CPA/together-v3?ref=CPA_00KPZ04RPC
Publications
- This part is mostly about the general market overview without mentioning much about the coins I'm holding like $WLD, $STRK, $ARB, $OP, $ALT,...
Mostly because during this period, people are under a lot of pressure and tend to make impulsive decisions, which is very risky.
Coins are now back to their lowest entry points, so if there are good backers and solid platforms, hold on tight, folks. 90% of coins will break new highs when cheap money starts to flow in!
As long as you don't get too greedy and take on excessive risks, by 2025 you will surely see decent profits!
You must understand that when money is pumped out, a lot of it flows into the financial markets. Just look at the misery of China when the real estate market collapsed, and you'll understand the crucial role of financial markets in regulating and circulating money.
Stay strong and patient during this period, and you'll have the opportunity to reap good rewards in the future.
- I will start accumulating $ZRO at $2.7.
I've already invested in $ZKJ, $RDNT, $PORTAL, and $W, so it wouldn’t make sense not to go all-in on the leader.
As a FAN of LayerZero, I’m fully committed.
The reason I choose to invest heavily in related assets is simple: Crosschain!
I believe Crosschain will be indispensable in the future of blockchain.
Especially with LayerZero being the number one Crosschain project, integrating numerous chains.
The stories of $LINK and $ZRO are completely different, and they serve entirely different purposes.
The CCIP of $LINK will be bullish for a different narrative, not the Crosschain story that $ZRO is currently leading.
But it doesn't matter which one pumps, as I hold both.
\#BTC, #LayerZero, #ZKJ, #RDNT, #W, #ZRO
- Yassssss
- Lottery tickets are bought even when people know they won't win! Yet, when it comes to coins with a sure future increase, people FUD?
One thing is certain: $BTC will exceed $100k and $ETH will surpass $8k.
Rumor has it that the ETH ETF will become operational this July, which will push Altcoin season closer. The approval of S-1 and trading of the ETH ETF are key factors.
From last year to this year, despite the FED not lowering interest rates, coins have still surged. This year, the FED is expected to lower interest rates, stimulating cash flow.
\=> These are the main drivers for crypto. What do you think?
If you look at the #altcoin chart, the prices are not much different from last year's coin prices.
\#altcoin is very cheap right now! Just look at the prices of $OP, $STRK, $ALT, $SUI.
Now is the time to bet and hold, folks.
I've already invested and have just a little $ left.
FUD if you want, but I'm holding my coins and not selling.
Now is the time to hold on!
\#Bitcoin #Altcoin #Crypto #BTC #SUI #STRK #ALT
- Looking at the weekly candles for #BTC, we can see that the situation is quite bleak. If this week ends with another red candle, there's a high likelihood that BTC will drop to test the 59-60K range to retest the previously established support area, along with touching the middle BB line.
Regarding BTC's outlook, I personally think BTC will test the support mentioned above and then move up. This might happen within this month. June will likely be a red candle, and July will be a green candle as BTC continues to cling to the upper BB.
At present, if you look at the monthly candles, you'll see BTC is still very stable, with nothing unusual. It's still above all EMA lines and holding onto the upper BB.
What trend are you anticipating for BTC?
- \*\*Low Float High FDV Strategy: Beneficiaries and Victims 🤔\*\*
By definition, the term "Low Float High FDV" refers to projects that have a low circulating supply of tokens (float) but a high full dilution value (FDV).
This means that the Market Cap of the token is very small, but its valuation is very high, which makes long-term holders susceptible to heavy losses when the non-circulating supply starts to be unlocked and sold on the market.
The strategy used by projects at the end of 2023 and the beginning of 2024 has significantly reduced the number of truly potential tokens to buy and hold, such as $SOL, $AXS, $SAND,... from the previous season, resulting in Crypto lacking a prolonged trend lasting at least a few months like before.
The downside of Low Float High FDV is that airdrop allocations with only 5-10% of the total supply will have a much higher value, making airdrop farmers the biggest beneficiaries.
I have witnessed many people change their positions or even transform their lives by farming airdrops in the early part of this year, with notable examples including $XAI, $PIXEL, $ENA, $ETHFI, $PYTH, $TIA,...
Recent large projects like zkSync and LayerZero no longer use Low Float High FDV, causing the value of airdrops to plummet even though the total airdrop supply has not decreased, with 8.5% for $ZRO and more than 17% for $ZK.
To make it easier to understand, let’s consider the following example:
\- Project $A airdrops only 5% of the total supply but has an FDV of $10B at TGE, equating to $500M airdropped to users.
\- Project $B airdrops 15% of the total supply but has an FDV of only $2B at listing, making the airdrop significantly less valuable than $A, with only $300M.
From an investor’s perspective, the Low Float High FDV strategy diminishes the project’s attractiveness or even its potential. However, from an airdrop farmer’s perspective, this strategy is advantageous as it allows them to earn a larger sum of money without changing the cost, time, and effort involved.
Are you on the investor team or the airdrop farmer team? What’s your take on Low Float High FDV?
- Here, most of us are men, so my advice to you guys is to try to stand tall and move forward – treat every mistake as a lesson to help you walk more firmly in the future!
The main problem many of you have right now is not having a backup plan if you’re wrong, rushing into DCA too soon – consider this a lesson to realize what needs to be done!
Honestly, my feelings towards the market are completely normal, and I’m still happy because I can accumulate more cheap assets and get motivated to go out and make more money. I remain steadfast:
"Why be afraid? What goes down must come up."
If you don’t dare to bet, don’t ever dream.
To those who like to troll me, I think you should spend that time making money to DCA, because when I read your comments, I just laugh 😂😂😂.
In fact, having you guys troll me makes me feel less lonely because I always have someone watching me all day – it eases the longing for someone far away 😂.
\---
- 😁😁 Claims keep failing continuously, but the Gas keeps increasing steadily.
Damn you, Layer ZERO Dev team.
🔫 And to top it off, to receive the Airdrop, you need to donate $8.5 million for the Dev team to go on vacation. Truly, it's the mindset of gamblers, unmistakably.
- No matter how strong your desire to change your life is, you must always remember these principles!
1\. Before buying, do thorough research on the project yourself.
2\. Seek advice from experienced mentors who have been through many cycles. In this jungle of deceit, finding a good mentor can save you 50% of your time.
3\. Don’t trust the crowd too much. It's your money, in your pocket, and you are in control. The crowd can be right, but they can also be wrong. You need to do your own thorough research.
4\. Never lose your capital and never go all-in at once.
5\. Never borrow money to invest.
6\. Always set a specific target for yourself, especially a profit target. Locking in profits is never wrong; money in the bank is your money.
Whether you're experiencing FOMO or not, you control your game. Stay alert and set a definite number for yourself. Lock in profits and cut losses sensibly.
7\. Never re-enter the market after locking in profits.
\#Crypto may look easy, but it's full of traps. Take it seriously.
\#Crypto #Bitcoin
- Vietnam still has many top-tier players. Just one word: "Respect." 🙏
Respect because, despite such losses, they remain steadfast. If it were me facing such losses, I would silently bow out of the game. Even 5 to 10 years later, I wouldn't be able to recover.
Some people always get the waves right. Right, right, right, but if you don't even have 5k to turn your correctness into profit, what's the point of being right?
- gm
- \### AI/DEPIN and RWA Narratives: Potential x100 or x1000 Gains this Season!
\#### AI Narrative
1\. \*\*Historical Context:\*\*
\- The AI boom mirrors the "dotcom bubble" of the 1990s. Initially, internet technology faced skepticism, followed by widespread adoption and eventual market saturation. AI is following a similar trajectory.
2\. \*\*Current Sentiment:\*\*
\- Skepticism about AI replacing various life sectors is gradually shifting towards acceptance. This acceptance could trigger a significant market boom for AI-related technologies and tokens.
3\. \*\*Potential Tokens:\*\*
\- \*\*$WLD (Worldcoin):\*\* This high-profile project is expected to reach significant heights, with potential for three-figure valuation.
\- \*\*Other AI Tokens:\*\* $TAO, $ARK, $PHB, $ASI, and others have strong growth potential.
\#### DEPIN Narrative
1\. \*\*Depin Projects:\*\*
\- \*\*$RNDR (Render):\*\* Despite being a recent addition, $RNDR is holding its price well. Its recent airdrop and project developments, including the physical Aethir Edge node, indicate strong future prospects.
\#### RWA (Real World Asset) Narrative
1\. \*\*Concept:\*\*
\- RWA bridges traditional finance (real assets like stocks and bonds) with the crypto world. This integration can bring substantial capital inflow into the crypto market.
2\. \*\*Key Project:\*\*
\- \*\*$ONDO:\*\* Positioned as a key player in the RWA space, $ONDO is already part of significant portfolios and is expected to list on major exchanges like Binance soon. This listing could provide the liquidity needed for substantial growth.
3\. \*\*Market Perspective:\*\*
\- While concerns about fully diluted valuations (FDV) are valid, historical precedents like the dotcom bubble's economic impact demonstrate the potential for massive capital inflows. Mass adoption of crypto could justify high FDVs as traditional assets transition into the crypto space.
\### Strategy and Outlook
1\. \*\*Research and Selection:\*\*
\- While the market remains skeptical, focus on researching and selecting promising projects in the AI and RWA sectors. The current period of doubt provides an opportunity to build positions before a potential market explosion.
2\. \*\*Community Input:\*\*
\- Contributions and suggestions on promising AI and RWA projects from the community are welcome. Collaboration can help identify the next big opportunities.
\### Conclusion
The AI and RWA narratives offer significant growth potential, mirroring historical market booms. Strategic investments in projects like $WLD, $ONDO, and other AI/DEPIN tokens could yield substantial returns as the market evolves. Stay informed, research diligently, and prepare for the potential market upswing.
\---
Feel free to share your thoughts or suggest potential tokens in the AI and RWA sectors!
- Bản tính của con người đó là hay quên. Khi mà cả xã hội đang cùng nói về chủ đề gì đó thì nó nổi lên như hiện tượng nhưng sau đó rồi cũng sẽ chìm xuống khi có cái trend khác hot hơn.
Anh em nhớ thời kỳ đầu covid, Việt Nam truy lùng từng dấu bệnh nhân, tìm ra dấu vết đã đi đâu làm gì, tiếp xúc với ai...Rồi tới khi đại dịch bùng lớn, một ngày vài ngàn k => chả ai còn sức để truy dấu. Rồi tới đoạn block down, rồi hết block down, bình thường hóa .... bị covid cũng như cảm cúm vậy. Nói vậy để anh em thấy khi người ta quen với việc gì rồi thì nó sẽ bình thường và người ta quên mất nhiều ý nghĩa sự việc đó. Tầm này năm ngoái, ai mà nói với anh em là $BTC có #ATH ở 73K, chắc anh em cũng bảo người đó ảo tưởng, nên đi ngủ đi. Còn giờ thì $BTC đã có #ATH mới.
Hiện tại giá điều chỉnh từ #ATH có 10% nhưng anh em đã nơm nớp lo lắng, sợ hãi. Vì bây giờ anh em đã quá quen với nền giá này mà quên mất là chúng ta cũng phải trải qua bao khó khăn có được nền giá hiện tại. Thời gian đâu khổ thường rất kéo dài nhưng tới lúc đạt vinh quang sẽ đi rất nhanh nên anh em cứ vững tay.
- **Reasons for Criticizing zkSync Despite Receiving an Airdrop**
Many people have asked why there's still criticism of zkSync even after receiving an airdrop. Here are the main reasons zkSync deserves to be boycotted:
1\. \*\*Neglecting Real, Active Users:\*\*
\- Early adopters and the most active users who helped zkSync achieve top TPS among Layer 2 solutions, even surpassing Ethereum Layer 1, were ignored in the airdrop.
\- All criteria became meaningless if the snapshot balance was below $50 for 366 days.
\- Top 1% wallets not receiving airdrop is a severe issue for those who genuinely supported the network.
2\. \*\*Poor Airdrop Criteria:\*\*
\- The snapshot balance over 366 days plus adding LP seems like poor criteria.
\- Why were transaction volume, bridge volume, and total transactions excluded? Whales could simply farm and withdraw, appearing as real users, while small real users who continuously engage are ignored.
\- Airdrop criteria should have considered gas expenditure for a more fair distribution.
3\. \*\*Unbalanced Airdrop Allocation:\*\*
\- Wallets meeting all seven criteria received only 1k $ZK, whereas a wallet meeting just one criterion (paymaster with 5 tx and 4 activations in 12 months) received up to 100k $ZK.
\- The criteria were supposed to reward loyal users, but how can infrequent users guarantee continued engagement?
4\. \*\*Ineffective Sybil Filtering:\*\*
\- Wallets flagged for Sybil attacks on LayerZero still received significant airdrops on zkSync.
\- Tens of thousands of empty wallets with zero transactions received airdrops.
5\. \*\*Leaked Airdrop Criteria:\*\*
\- Leaking criteria to specific groups led to unfair farming of airdrops, which is a critical issue.
\- There’s evidence suggesting that some projects set up airdrop farms based on leaked criteria, leading to biased allocations.
6\. \*\*Unfair Distribution Among Ecosystem Projects:\*\*
\- Projects like ZkSwap had to fight for recognition despite significant contributions.
\- KyberNetwork, with 350k users, received no tokens due to their perceived alignment with certain groups.
\- Some projects like AAVE and LensProtocol received significant allocations despite limited contributions to zkSync.
\- Projects like Element (a leading NFT platform on zkSync) received nothing, while projects not yet live received large allocations.
7\. \*\*Misallocation to Inactive Users:\*\*
\- Users meeting all criteria received significantly fewer tokens compared to those in Degen vs. Bonsai airdrop campaigns.
\- This misallocation risks losing loyal users and early contributors, leading to a potential dead chain post-airdrop.
In summary, the distribution method was flawed and unfair, rewarding inactive and speculative users over real contributors. This has led to significant discontent among the true supporters and users of zkSync.
- Sorry #Starknet
and
\#PolyhedraZK
- The $ZK token has a total supply of 21 billion coins.
An airdrop of 3.67 billion tokens will be distributed to 695,232 eligible wallets, accounting for 17.5% of the total supply.
@zksync has raised $458 million, the highest among Layer 2 projects:
➯ **$ZK** raised $458M from a16z, Dragonfly, and ConsenSys. ➯ **$STRK** raised $282M from Coinbase, Paradigm, Sequoia, and Vitalik. ➯ **$OP** raised $268M from a16z, Paradigm, and IDEO CoLab Ventures. ➯ **$ARB** raised $123M from Pantera Capital, Coinbase, Polychain, and Lightspeed.
The team and investment funds hold 7 billion $ZK, which is 33.3% of the total supply.
Based on the current valuation of Layer 2 projects at around a $10 billion fully diluted valuation (FDV), $ZK's listing price is expected to be around ~$0.5, which aligns with the current OTC price.
- 🚨What happened in the last 24 hours in Crypto?
• **$W** - Wormhole co-founder @RobinsonBurkey hinted at the release of a Staking feature.
• **Nvidia** surpassed Apple to become the second-largest company by market cap, impacting the development dynamics of the crypto AI sector.
• **#AUCTION** - Bounce Brand announced additional Real-World Collectible (RWC) auctions.
• **$DYDX** - dYdX teased a major announcement coming tomorrow, hinting at something beyond their Android launch.
• **$MASK** - Mask Network announced that Season 1 of $MASK staking is coming soon.
• **$MNT** - Bybit opened registration and verification for users from China.
• **$OM** - Mantra partnered with ZAND BANK, which is licensed by the UAE Central Bank.
• **$STX** - Grayscale announced a live broadcast with Stacks co-founder Muneeb Ali, scheduled for June 6 at 11 AM ET.
• **$TAIKO** - Upbit announced the listing of Taiko. The trading start date is yet to be determined.
Source: Layergg
- With the inflow into #Bitcoin Spot ETFs and the potential success of Ethereum ETFs, do you believe there will be a CRYPTO INDEX FUND on the US stock market?
I believe there will be!
- **StarkWare lên kế hoạch mở rộng mạng lưới Bitcoin blockchain với công nghệ ZK-STARKs** StarkWare sẽ thực hiện 3 bước nhằm phát triển khả năng scale trên mạng lưới Bitcoin: - Starknet sẽ phát triển thành một layer 2 xử lý tác vụ đồng thời và đồng bộ trên Ethereum và Bitcoin . Một lớp layer duy nhất thực thi cả 2 chain cùng một lúc. - Lập quỹ 1 triệu đô cho researchers và developers nghiên cứu OP_CAT - Soft fork Bitcoin OP_CAT là con đường an toàn nhất để Bitcoin mở rộng quy mô. StarkWare công bố sự hỗ trợ dành cho OP_CAT. *\*Cơ bản, OP_CAT là một lệnh trong script language của Bitcoin, được dùng để nối hai đoạn thông tin lại với nhau, sử dụng trong các giao dịch trên blockchain Bitcoin. Vào năm 2010, Satoshi Nakamoto đã vô hiệu hóa vì lý do bảo mật. Tuy nhiên, những năm gần đây với sự xuất hiện của Ordinals, OP_CAT đã được đề xuất cải tiến trở lại.*
- when?
- NVIDIA is poised to overtake Apple to become the second most valuable company in the world.
Bitcoin has become the ninth largest asset by market capitalization globally, surpassing both Meta (Facebook) and Warren Buffett's Berkshire Hathaway.
The world is constantly changing, and we must adapt. Did you know that the list of the largest companies in the world used to be dominated by banks, and before that, by oil companies? Now, the five largest companies are all technology firms.
- $ENA started getting some hype when it surpassed null, but when the price took a deep dive, the praise vanished.
This pump-and-dump cycle might make you forget the conditions under which this coin will pump the hardest.
That will be when the entire market is booming—when every coin is green like the post-Tet surge. In such times, $ENA will be the greenest, regardless of whether the market trends towards AI, RWA, L1, or L2.
As long as the entire market is green and the funding rate is positive, $ENA will be the strongest performer. Just as we patiently waited for the right entry point, a 10% pump or dump now isn't significant.
Don't mistake a single tree for the whole forest. One downturn doesn't change the project's fundamentals. The reasonable price for $ENA is $5.
- **Is it too late to enter the market now?**
Some people have asked me about capital allocation when entering the market late.
**Is it too late? Absolutely not!** You'll feel it's too late only if you allocate your capital incorrectly, not because BTC has nearly quintupled since 2023.
The market will find a way to compel different participants to join. Since 2023, the majority have still been the old participants.
**The peak is expected around the end of 2025.**
Of course, some people who entered in 2023 are still not profitable. These individuals might feel they've made many mistakes and are increasingly rushed to make money for fear the cycle will end soon.
Many people left during the crash in Q4/2020. After that, many millionaires (not sure about billionaires) were born. Many people traded NFTs during that time and profited insanely (excluding me because I was just talking about it).
**I can't predict exactly when the market will surge. Neither can you.**
But I'm 90% sure that it's still early. You might have to endure a few more months of boredom, maybe 2-4 months. But remember one thing: don't give up.
- ✨The greenback is the greatest soft power the United States can possess?
🔶#USD, although its position has declined compared to a decade ago, remains the largest global reserve currency (currently accounting for 52% of global foreign exchange reserves). The USD is still used for international trade and energy payments in most markets.
🔶For crypto investors, changes in the M2 money supply are simply an indicator of entering/exiting a mid-term cycle. However, the USD has broader implications. A decrease in the US M2 money supply also means a global decrease in demand for USD-denominated debt and US Treasury reserves. Most countries, big or small, borrow heavily in USD and repay in their local currency, so the more their currency depreciates against the USD, the greater their debt repayment pressure. Clearly, during the FED's QT cycle, not only businesses but also global governments suffer. Since COVID, it’s not so much that the USD has strengthened but that most other global currencies have depreciated more against the USD.
🔶So, what choices do global economies have: 1) save themselves (like Japan, Germany, the UK) or 2) join the #dedollarization movement (like #BRICS). Emerging markets joining BRICS may not necessarily be "friendly" with China but might not have another choice when their internal strength is insufficient to withstand a strong USD.
🔶The DXY's fluctuations are largely influenced by the FED but also significantly by the White House. Monetary policy and measures to increase/tighten USD liquidity—indirectly affecting the US money supply—are determined by the FED. However, import-export tariffs and fiscal policies are decided by the White House and approved by the President.
🔶Former President Trump's last campaign focused on the slogan: #MAGA - Make #America Great Again. Trump, a true businessman, equates a strong economy with a strong country. He did everything to protect the US from trade imbalances with global partners/competitors (via import tariffs and sanctions on non-US companies). Trump wanted to maintain a neutral position, avoiding an overly strong USD, which he believed would kill American industry and benefit exporting countries (China and India). The Biden administration, on the other hand, focuses more on fiscal policies, pumping capital into the economy (through public investment packages and debt relief policies). #Bidenomics seemingly doesn’t care much about the strength of the USD.
🔶So, what if Trump returns to power? He would likely continue policies to maintain a weaker USD to reclaim export advantages for the US and boost the money supply to increase borrowing capacity for both domestic and foreign businesses. The implications for gold and #Bitcoin prices will be discussed in the next article.
- Besides being bullish on AI coins this time, I’m also bullish on $ENA!
I bought at 0.8, DCA'd a few times around 0.7-0.6, and thought it was over, but it's not too bad now!
Currently, I find the idea behind this coin extremely promising, and it is performing very well. The project's TVL (Total Value Locked) is growing incredibly fast!
For those still holding, stay strong and don't jump around recklessly!
- Based on the cyclical nature of the market, it is expected to peak sometime in 2025!
This means that we have only about 6 months until 2025. It's not too long to wait before we enter a crazy bull run, everyone!
$BTC will create a new all-time high according to the cycle and will be used to market and promote crypto.
$ETH will rise significantly, driving strong capital into the market, fueled by stories around DeFi and Restaking.
Altcoins at the current levels might present a strong accumulation opportunity. The capital pumped from $BTC and $ETH will flow into altcoins to create a FOMO wave, drawing large liquidity from new investors.
We may not be at the bottom of $BTC in this cycle, but we are at the bottom of a large and powerful Bullrun wave.
In one's life, there must be a few times to make bold decisions and be patient with those decisions for the path to success to open up, everyone!
- The market remains the same: the coins that people curse and cry about will often fly back up well!
The coins we buy a lot of tend to be suppressed - this is always true during the accumulation phase!
\---> Simply put, this proves that there are market makers manipulating the price. When there is a sudden influx of demand, they are unsure whether it is from weak hands or strong hands, so they need to suppress the price to test it.
As for me, I'm completely comfortable with this. Our goal is to hold until 2025, so don't pay attention to short-term fluctuations. Focus only on the long term!
If you watch the chart too much and focus on short-term fluctuations, sooner or later, you'll get scared and impulsively use your holding funds to trade!
Of course, what I'm saying here won't change the fact that 80% of you will sell off before the biggest wave of an altcoin hits!
Those who stay until the end will reap all the rewards - HODL.
- **Zksync quyết định từ bỏ tất cả đơn đăng ký nhãn hiệu cho thuật ngữ “ZK”.**
Chiến dịch truyền thông đánh bóng tên tuổi trước khi ra mắt token chính thức kết thúc.
Tất cả đang chú ý vào ngày dự đoán ra mắt chính thức 13/6, liệu lần này có ra mắt thật hay lại bom xịt như các lần đồn đoán trước đó?
- Những đồng coin mới list Binance trong giai đoạn Q1 bắt buộc phải pump lên để kiếm thanh khoản. Hiểu một cách đơn giản thì đó là giai đoạn tiền uptrend đặt nền móng cho sóng bull run cuối năm nay và 2025.
Với bối cảnh đó nhà cái muốn xả hàng số lượng lớn là rất khó. Chính vì vậy, sau khi pump lên kiếm thanh khoản họ bắt buộc phải tìm cách tích lũy, phân phối lại nguồn cung nhằm rũ bỏ tay yếu. Và đó là những gì 2 tháng qua chúng ta được chứng kiến! Sau khi weak hand xuất hiện nhiều, nhà cái sẽ đợi thời điểm thị trường đẹp để pump giá lên một cách điên cuồng nhằm thu hút F0 và tiếp tục lùa weak hand mới vào làm thanh khoản. Có một đặc điểm chung ở các đồng coin xuất hiện trong giai đoạn Q1 năm nay đó là:
\- Backer khủng và được chống lưng bởi những VC dày dặn kinh nghiệm
\- Dự án làm hợp trend
\- Token unlock cho quỹ và team số lượng lớn vào uptrend Mọi thứ đã được setup, còn về phía ae mình câu chuyện vẫn chỉ xoay quanh 2 thứ: **vị thế** và **niềm tin** về đồng coin đã chọn.
- Having experienced many market waves, I find that investing in crypto is not much different from traditional business investment!
Everything has its ups and downs. If you pay close attention, you'll see that the economy always operates this way, with the common goal being sustainable development.
Assets like stocks, gold, silver, and crypto, when viewed over the long term, share the common characteristic of a general upward trend.
Our job is to choose valuable assets to hold. Of course, each type of asset has its period of explosive growth, and when that time comes, confidently take your profits.
Delving into Crypto, after 2-3 Bull seasons, most altcoins cannot survive more than one season. The sustainability of this market is only reliable for $BTC and $ETH; the rest must be carefully considered before deciding to hold.
This season, altcoins will still go crazy when the wave hits, and our task is to take profits. Don’t forget that taking profits is the most crucial thing to do when investing.
For now, hold firmly onto your current coins. Don’t optimize or sell, as the time to sell will come in the next year.
- unlock?? it's may be safe for me to DCA this token! #SUI #APT
- If you're still hesitant about entering altcoins, take a look at the weekly and monthly candlestick charts for $ETH!
The price has been moving sideways for so long, creating a cycle of anticipation followed by disappointment, which is a way to shake out weak hands without the market crashing.
News might create panic and fear, but the way the price moves and the candlestick volume don't lie.
Everyone is waiting for S1 approval, but I'm certain it will happen because all indicators are aligning for an upward wave!
Currently, we're in a good buying and accumulation zone. If you compare, most altcoins are still at the price levels of August and September last year.
- A few promising areas for the uptrend season:
**Layer1**: Currently, L1s are popping up like mushrooms, attracting attention to projects that have raised significant capital and have strong backers. As the market becomes more crowded, it becomes increasingly challenging to identify high-quality projects. A safe-bet project in this space would be $APT and $SUI. For $NEAR, consider waiting for it to drop to the $ 5-6 range.
**Reasoning**: APT and SUI both originate from DIEM and use the Move programming language. SUI has raised $ 336M from a16z, Binance, etc., while APT has raised $ 350M from Jump, a16z, Coinbase, etc. The market cap for these two could reach $ 25-40 billion in the uptrend. NEAR is currently performing well with its AA and AI narratives, having increased 8 times from its bottom and maintaining strength during market retests.
**AI**: Consider $TAO, $RSS3, $DEAI, $ARKM, $PHA, $SPEC. TAO is particularly promising if you overlook $ASI. The other projects are higher risk. The AI trend is not to be missed this season.
**RWA (Real World Assets)**: $TRU, $CFG, $ONDO, $GFI, $TOKEN, $PARCL, $LTO. With both BTC ETF and ETH ETF approved this year, there's access to ample liquidity from traditional markets. BlackRock is leading the way with ambitions to tokenize real-world assets on the blockchain. Legitimate projects with legal backing will thrive.
**DEPIN (Decentralized Physical Infrastructure Networks)**: $AKT, $RDNR, $FIL, $DATA, $DIMO, $CERE, $IOTX. Nvidia is the leader in providing GPUs for OpenAI to train data for ChatGPT, but the current supply is insufficient. Demand will rise, benefiting projects in this niche and the broader storage/data sector.
**GAMEFI**: $PIXEL, $RONIN, $ACE, $ILV. Since there hasn't been a strong wave for GameFi yet, I would choose projects already listed on Binance.
**Resking-Modular**: $Ethfi, $LDO, $ALT. After EIGEN's early airdrop program launch, this narrative has been quiet. EIGEN's TGE in September could push these projects.
**BTC L2**: $ZETA, $ZEUS, $STX, $W, $MERL.
**Layer2**: $OP is currently the most stable. The OP stack is used by many, including Base, Zora, Mode, Combo, Celo, bringing in revenue for OP.
**Others**: $FJO, a project with revenue, real users, and a buyback mechanism for FJO from fees and rewards for holders. $BLUR, a large ETH ecosystem marketplace, could benefit from an NFT comeback. $JOE, a DEX with CLMM (Concentrated Liquidity) and an OFT (Omnichain Fungible Token) keyword. $MOE, a DEX on Mantle forked from JOE. $Cyber for SocialFi, $May for Zksync ecosystem wave. With the upcoming Euro wave, Fantoken might also benefit.
These are the projects categorized by sector that I find promising. There are thousands of coins/tokens out there that I haven't been able to check. Please share any other quality projects I might have missed. Thanks! 😀
- i don't hold this token!
- This bull run market follows a common formula, so don't worry too much.
Phase 1: Build confidence and hype. Push $BTC and top platform coins with compelling stories like $ETH. Then move to last season's tech stories such as blockchain technology, but this season will focus on AI blockchain, financial blockchain, RWA, etc. As these high-liquidity platform coins increase in value, the market's overall liquidity will also grow.
Phase 2: Attract new investors and excite the old ones. Strongly push staking trends, especially to reduce supply and easily pump altcoins with tremendous force. Then, intensify quick money-making trends like GameFi and DeFi farming. During this phase, memes can pump whenever they want, especially since this season more Americans are paying attention to coins, and they love playing the meme coin lottery.
Phase 3: The slaughter. Paint big technology narratives, like the Metaverse from the last season, supported by trends from traditional financial markets. This phase aims to lure money from those who took profits, typically by enticing them with high-yield passive income using their stablecoins and encouraging them to use stablecoins to buy the dip.
- Currently, the supporters of @PolyhedraZK are quite numerous, so I'm still backing #Zksync. However, in the long run, I'll need to carefully consider and think about how much airdrop I get from Zksync before switching sides. How about you all? How many wallets have you farmed, what is your total volume, and have you chosen your side yet? ^^
- ✅ As of May 30, 2024, institutional investors hold a total of 2,593,658 $BTC, an increase of 40,384 $BTC from May 7, 2024.
✅ Breakdown:
▶️ ETFs increased by 38,820 $BTC, from 994,306 $BTC to 1,033,126 $BTC.
▶️ Nations increased their holdings by 59 $BTC, from 566,277 $BTC to 566,336 $BTC.
▶️ Public companies increased their holdings by 1,489 $BTC, from 311,246 $BTC to 312,735 $BTC.
▶️ Private companies increased their holdings by 14 $BTC, from 525,460 $BTC to 525,474 $BTC.
▶️ Mining companies increased their holdings by 791 $BTC, from 48,187 $BTC to 48,978 $BTC.
▶️ DeFi holdings remained the same at 155,986 $BTC.
- AI and Depin (Decentralized Physical Infrastructure Networks) this season are projected to resemble the DeFi craze of 2020-2021.
It’s still too early to say that the AI trend has peaked; I believe there’s still a wave with potential x10 gains for large AI caps and x100 for genuine AI gems!
Why do I think AI and Depin are just getting started?
I remember clearly that during the DeFi mania in the blockchain market, traditional markets started to see multi-level marketing (MLM) projects piggybacking on DeFi with ridiculous names like "BitcoinDeFi."
Currently, I haven’t seen MLM teams start any AI projects yet, so there’s no reason to worry!
My AI-Depin portfolio is currently focused on top projects listed on Binance like:
$WLD
$ARKM
$FET - soon to be renamed $ASI
And a few projects I’m monitoring and participating in for airdrops:
\*\*Privasea\*\* - @Privasea_ai, backed by Binance Labs and OKX Ventures.
This one is waiting for the iOS app launch to start farming; it already has an Android app but without a code yet.
\*\*CARV\*\* - @carv_official, a combined version of $XAI and $SAGA --> A modular blockchain for AI and Gamefi with a high probability of listing on Binance.
This project requires investing money like the keynode purchase for $XAI.
Overall, it looks like there’s plenty of room for growth in the AI-Depin space, and the trend is just beginning.
- While #zkSync remains silent amidst the drama, calmly watching as others hint, go viral, and PR themselves, Polyhedra has continued to repost Polygon's accusations against Matter Labs from nine months ago.
It seems like a desperate attempt, resorting to borrowing FUD from another project to attack the competition.
After all, a token symbol is just a name, without proprietary rights for anyone. Exchanges only care about the revenue and profit they bring in; they prioritize whichever side benefits them the most. Naturally, when weighing the options, exchanges are likely to favor #zkSync.
This situation reminds me of when Aptos announced they were using the token symbol $APT, and a project on MEXC with the same symbol caused some uproar, but eventually, they had to change their name.
Polyhedra is backed by Binance Labs and valued at $ 1B, yet it's still not listed. Could the issue be the $ZK token symbol? Or perhaps the community was unhappy with the token price dropping fourfold after listing?
If Binance lists #zkSync with the $ZK symbol, Polyhedra might only have themselves to blame.
- $ETH closed beautifully last week!
When the $ETH ETF officially starts trading, you can be sure that the price of ETH will quickly break its all-time high!
Already, we can see $ARB and $STRK starting to rise alongside ETH, while OP, which has been heavily shilled, is still accumulating and shaking out weak hands 😂😂😂.
- Back in the day, I started seeing $BTC differently thanks to reading about the Silk Road incident!
Initially, I was just an average person with the conventional mindset that currency issued and backed by governments was the real deal, and these so-called cryptocurrencies were just scams!
Especially with their association with money laundering, they seemed completely worthless!
But after studying and working in finance for a while, I had to reconsider, because I began to realize that something could be considered an asset or money when people continue to believe in and support it!
Something used for money laundering isn't trivial.
Then, I started asking myself questions:
Why do criminals, who are always ready to betray and harm each other, agree to use a common currency like $BTC?
Why do hackers, with their genius minds in the underground world, trust $BTC? Why don't they hack the Bitcoin network? Clearly, they can't, right?
Now that $BTC ETFs have been approved, everything is clear.
Many people dream of gold prices returning to what they were 20 years ago so they can buy it because real estate prices are too high! Yet, they haven't realized that they can accumulate assets by buying $BTC right now!
At the end of this coin season, I will allocate most of my portfolio to $BTC!
- If memecoins continue to skyrocket compared to tech tokens, have you allocated a small part of your portfolio to any of them yet? 😂
It's not AI, not Layer 2, nor Socialfi as many might say 😂.
These are the stories that I think we'll see more of in the near future to attract newbies into the market 😄
- Previously, when you searched for $ZK on CoinGecko, you couldn't find Polyhedra. You had to search for Polyhedra specifically.
Now, on both CoinGecko and CoinMarketCap, $ZK is listed for zkSync, so many of you will understand the reason why 😅.
zkSync is 99.9% likely to be listed on Binance, and if Polyhedra gets listed later, they'll probably have to accept the change.
Pushing $ZK to $ 5 or $ 10 would be Polyhedra's response to zkSync 😂.
- \#Airdrop #Zkync: How Much Will You Get?
Finally, after more than a year of eagerly waiting, the day has arrived, folks. Zkysnc, the hottest Retroactive deal, the king of airdrop projects, the hope of the airdrop community, and the dream of the airdrop community, has finally set the date for its TGE.
Currently, what everyone is eagerly anticipating is:
When will the link to check the airdrop be available?
What will be the airdrop criteria? What will be the criteria for eliminating Sybil attacks? Is my wallet eligible?
How many tokens will each wallet receive, and what will be the approximate price of the token?
Let's try to comment and guess what will happen. Here’s my prediction:
Link to check the airdrop: Early next week
Airdrop criteria: Roughly mirroring Arbitrum’s criteria, including transaction volume, number of swaps, volume added to liquidity, number of active weeks and months, etc.
Criteria for eliminating Sybil attacks: Having activity on the ERC20 network and a few other layer2 networks, a minimum balance in the wallet, and using Nansen tools for filtering.
Each eligible wallet will receive an average of around 2,000 tokens, with each token priced at approximately $ 1.
- ### **$OP: My Strong Bet for This Bull Wave**
**$OP** is set to be the focal point for Ethereum Layer 2 solutions in the near future. While $STRK has been hit with various FUDs and $ARB has had a lackluster performance, $OP has built its reputation and credibility on its own.
**ETH ETF News:** With the anticipation of the ETH ETF announcement, if not for $ETH itself, then $OP is the top choice at the moment.
**Current Chart:** The $OP chart looks very promising. An uptrend has been established, distribution is complete, and it is in the final phase of accumulation. Both Binance and Coinbase have meticulously set up the $OP chart, indicating a potential strong PUMP.
**Onchain Analysis:**
Since the market crash on 12/4, MM Wintermute has received $ 16M in $OP since 21/5.
Coinbase is holding $ 2.7B in $OP (about 25% of the project) and continues to accumulate.
Binance has been accumulating $OP heavily since the beginning of 2024 and currently holds $ 735M in $OP, with the number still increasing.
For this bull wave, I'll take profits on $OP and reinvest in $STRK. This strategy should hold up well into the uptrend.
**Conclusion:** With the upcoming ETH ETF news, a promising chart, strong on-chain metrics, and a successful, trusted project, $OP under $ 3 is a gift right now.
**Strategy:** Buy and hold, folks!
- I got 85 token! It's seen a litle token. How much price per token bro?
- ### **$MANTA: Far from the Shore but Holding Strong**
Despite feeling distant from your goals, there's no need to worry when you're at the start of a bull run.
👉 Once the bull wave hits, all current buy orders will be considered "GREAT BUY POINTS" that latecomers will envy.
- **🔥 $Zk: The People's Choice #Zksyn is currently priced at 0.83$ in the OTC Pre-market**
**Total Supply:** 21B Tokens
**Airdrop:** 10% equivalent to 2.1B tokens.
**Fully Diluted Valuation (FDV):** ~17.4B$, which is quite reasonable.
$ARB FDV: 11.5B$
$OP FDV: 11.5B$
$STRK FDV: 12.1B$
👉 Assuming the total number of eligible wallets for the #Airdrop is ~1M, each wallet would receive an average of 2100 $Zk, which is approximately 1.7K$ per wallet. 👉 This could be the healing opportunity we’ve been waiting for 😅
⏰ According to information from The Block today, the Zksyn Airdrop might take place in mid-June. If this event occurs, congratulations to everyone as the market is about to experience a shower of opportunities!
- **High-Tech Project with a Total Supply of 21B: Good or Bad?**
There will be plenty of people mocking a supply like that, comparing it to #zkSync Inu. However, I see several advantages:
**Price Perception:** If the supply is too low, the price per token can be very high, creating a feeling of being "overwhelming" and "hard to buy." Many people still buy based on the notion that "the smaller the number, the bigger the potential X." This is why meme coins often have many zeros in front of their prices.
**Psychological Impact:** With a supply of 21B, the price is likely to stay below $ 1, making it seem more affordable and easy to buy. This can unintentionally create a psychological appeal where everyone feels like they can afford to buy.
**Market Cap Reality:** The true value lies in the market cap, but the psychological appeal of a lower price per token can drive interest and investment.
The only downside, as mentioned earlier, is that it might seem similar to meme coins. However, 21B is still an acceptable level and not excessively large to the point of being dismissed as just another #zkSync Inu.
In conclusion, whether it's a large supply or a high-tech project, what's important is the market cap and overall value. Best of luck to everyone—may you all be eligible! 🎉
- \[ #Crypto2024] - It’s evident that while #Bitcoin returns to $ 70k, altcoins are still worth only a third or half of what they were the last time $BTC was at $ 70k.
The altcoin game is different from $BTC. Playing altcoins requires patience because when altcoins take off, it only takes 1-3 weekly candles to achieve a 3-5x gain. In contrast, $BTC rises slowly but surely.
The majority of the time, more than 90% of the capital flow is in $BTC, with only a small portion allocated to altcoins.
Most of the time, altcoins are sideways, bottom-fishing, dealing with boredom and FUD. So, if you decide to hold altcoins, you must be very PATIENT.
In the "Romance of the Three Kingdoms," Sima Yi has a famous saying, "I wield my sword once, but I have been sharpening it for decades." The altcoin game is similar: patiently hold until you reach your target, then decisively take profits.