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Yuyue· 2025-09-17 16:01
Key Themes in Crypto Asset Issuance - Asset issuance is highlighted as the most critical theme in the cryptocurrency space [1] - Launchpads need to carefully consider what assets to issue and what game mechanics to employ [2] - Holo's attempt to empower CCM (Creator Content Monetization) is used as an example, emphasizing "sustainability" [2] Launchpad Considerations - A key question is whether early token holders can play a crucial role in project marketing [3] - The success of a launchpad depends on whether the game mechanics can create broad wealth effects and encourage greater participation [3] - The novelty of the game mechanics and its integration with the asset type are important for creating a compelling narrative [3] Ecosystem Development - Launchpads should aim to create a healthy ecosystem, similar to web2 platforms, with incentives for creators, platforms, and consumers [3] - The goal is to replicate the positive early development seen in ecosystems like inscriptions and pump memes, which lead to wealth effects and widespread participation [4] - Holo aims to solve the problem of bot front-running through long-term ecosystem participant incentives, random game elements, and diversification (whitelists/new users) [2]
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Yuyue· 2025-09-17 13:36
最近 Upbit 上币真的很勤快,终于看到 $PLUME 上线韩国所了很多次直播还有发推的时候我说过逻辑,原生 USDC 的集成对于公链,尤其是 Plume 这样有一定资管属性的 RWA 公链来说,原生 USDC 的集成至关重要。像是 SUI、SEI 等等,他们的爆发期也都在 native USDC 集成之后。正巧这两周山寨季,所以更是加速了这波集成基本面的上涨,迎来了上线 upbit 的信号上次原生 USDC 集成到 @plumenetwork 公链的时候我就说过这可能是个信号,还有小伙伴跟我确认是不是广的 😂 距离当时短短 2 周不到,涨了得有 50%Yuyue (@yuyue_chris):看见 Plume 最近走得挺稳的,找了找原因发现是 Plume @plumenetwork 正式宣布了与 Circle 的深度合作,在 Plume 公链上即将上线原生 USDC 与 CCTP V2USDC 集成后,在这条链上的理财活动包括 RWAfi、DeFi、社交金融等场景都会安全许多。公告中提到,现在能够直接使用 USDC 铸造原生稳定币 ...
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Yuyue· 2025-09-17 12:42
TGE (Token Generation Event) Analysis - The new TGE process involves three steps: depositing BNB, allocating KEYs and trading, and allocating TOKENs based on KEYs [1] - This new model, a bonding curve Pre-TGE, aims to attract more projects to build on the BNBCHAIN [1] - Binance aims to capture the entire profit flow from Pre-TGE to TGE for projects [1] Project & Market Opportunities - The first project on Aspecta should be closely monitored for alpha opportunities [1] - The first project on Four, $SKYAI, was a highly profitable project, suggesting potential opportunities with similar "first" projects [1] - $ASP's market capitalization of 200 million is considered reasonable [1] Aspecta ($ASP) Specifics - The exclusive BuildKey-based token issuance event (TGE) jointly launched by Binance Wallet and @aspecta_ai introduces a new model for projects seeking to list on Binance via Pre-TGE [1] - $ASP is considered to have fundamental positive factors, but its listing status on Binance is unclear [1]
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Yuyue· 2025-09-17 11:21
群友总结了一下以前的 TGE 是两步:存 BNB ——分配 TOKEN 并交易这个新 TGE 是三步:存 BNB ——分配 KEY 并交易——根据 KEY 分配 TOKEN 并交易等于是钱包 TGE 从 CAKE 变成 FORM 再变成 ASP 了,或许这也可以解释 FORM 前两天的大跌,有可能是被废太子了结合 cz bio 的变动,可以猜想一些事情,ASP 现在甚至还没上 BN 合约Yuyue (@yuyue_chris):币安是要把项目从 Pre-TGE 到 TGE 的全流程利润全部吃下了刚才这条币安钱包联合 @aspecta_ai 推出独家基于 BuildKey 模式的代币发行活动 (TGE) 对 Pre-TGE 想上币安的项目又提出了一种新的模式…$ASP 这波算是基本面利好么,不过看价格和上所情况来说 Aspecta 自己不知道为什么一直还没上 bn https://t.co/FLbEWZVJVP ...
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Yuyue· 2025-09-16 17:24
刷推时候刷到 $0G 空投资格查询及预注册网站现已上线!还记得当时 mint 的 NFT 地板一直稳在高位,E 本位和 U 本位都挺舒服的。从最近的行情来看,像 0G 这样的项目大概率能有一个比较好的开盘行情,希望 NFT 持有者可以麻一次0G Labs (Ø,G) - AI L1 (@0G_labs):0G Airdrop Registration is live.We thank our community for supporting 0G from the start. 0G's first airdrop is only the beginning of building a lasting legacy.Register now: https://t.co/5TlWsTXHe3 https://t.co/EJ4Le3Bzwk ...
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Yuyue· 2025-09-16 05:08
昨天看 @EnHeng456 链上买了点 $AA 我就跟了一手,看今天大宇 和大狮兄都 call 了这个项目 @ARAI_Systems总得来说买入的理由大狮兄说得很清晰了,我想补充一点,就是整体山寨情绪好的情况下大家有意愿冲,但市场又缺乏一个明确的主线或龙头,这种情况下能够吸引注意力的核心就在于联想和概念那 $AA 这个德扑顶配手牌加上红杉投资无疑是占尽了优势,去年红杉没记错的话只出手了两次土澳大狮兄BroLeon (@BroLeonAus):《Alpha 屎里淘金之 $AA 》币安 Alpha 虽然我用了个比较粗俗的比喻,因为上的币真的又多又密,很多我听都没听过。但瑕不掩瑜,其实目前小币的流动性是远远超过二线所的现货真实流动性的,尤其是有潜力的小币。昨天看到 CryptoRank 上关于币安 Alpha 的一个情况,其实过去一段时间按照 ROI https://t.co/Vuk5b0PNeP ...