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Yuyue· 2025-09-17 16:34
CZ 的 bio 更新情况参考他的推特 @cz_binance币安的新模式参考文章：https://t.co/9CycUIxN1P巫师的解读：https://t.co/Fdu4ZB3vR3@HoloworldAI 创始人 @tong0x 的解读：https://t.co/LV9VOpuYibtong (🌐,🌐) (@tong0x):HoloLaunch is the launchpad for creator-capital markets.The internet gave creators an audience, but not a way to turn that audience into lasting capital.With HoloLaunch, creators raise directly from their communities, gain their first 1,000 paying fans, and unlock liquidity ...
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Yuyue· 2025-09-17 16:32
Binance Ecosystem & Strategy - CZ's return is perceived as a positive catalyst for user profitability within the Binance ecosystem [1] - Binance is effectively integrating the appeal of meme coins from Solana to the BNB Chain [1] - Binance is successfully attracting meme coin enthusiasts to engage with alpha applications on its platform [1] Emerging Narratives & Opportunities - The industry anticipates the emergence of new narratives, such as more sustainable versions of ICM (Initial Coin Offering Management) & CCM (Centralized Crypto Management) & RWA (Real World Asset) plays [1] - Alpha points and Virtual/Holoworld's points systems are similar in essence, providing access to new projects through point accumulation [1] - ICM & CCM have unrealized potential in tokenizing internet capital or equity, but previous attempts lacked sustainability and incentives [1] - HoloworldAI is exploring such attempts, warranting attention [1] Market Dynamics & Recommendations - The industry should closely monitor the emergence of new "casinos" like perpdex, prediction markets, and Pokemon-like platforms [1] - Embrace liquidity without prejudice [1] - Keeping up with Binance's rapid iteration is crucial [1]
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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 ...