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Yuyue· 2025-08-29 11:22
Market Share & Dominance - Pump Fun dominates new token trading volume with a 90% share [1] - Letsbonk's performance is significantly influenced by useless; its share was over 80% when suppressing Pump Fun [1] Launchpad Lifecycle - The industry suggests that a 30-day timeframe may be too long to define a new token's lifecycle, as it is approximately one week [1] - The industry plans to analyze new token performance using 3-day and 7-day periods [1] Data Analysis - The report analyzes the daily trading volume of tokens created on Launchpads over a 30-day period [1]
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Yuyue· 2025-08-28 23:53
Investment Opportunities - Binance's $XPL two-month fixed wealth management products are nearing completion [1] - Binance offers various booster activities with annualized yields of approximately 20-30%, but attention should be paid to the redemption card time [1] - Four meme @four_meme_ is offering USD1 new coin offerings, with the first phase after the revision having a 0-point threshold, attracting nearly 100 million USD in funds [1] - Buidlpad @buidlpad is offering Lombard @Lombard_Finance USD1 new coin offerings, but some people feel the valuation is too high [1] - Falcon @FalconStable offers a basic annualized rate of 13-15% for USDf deposits [1] DeFi & Staking - Binance Wealth Management has a 12% current interest rate for 100,000 USDC [1] - Sui's new DeFi @MMTFinance offers stablecoin LP wealth management + points [1] - USDAI @USDai_Official offers deposit services [1] - Perpdex @Lighter_xyz offers LLP deposit services [1] Risks & Considerations - The increasing number of wealth management opportunities requires careful evaluation [1] - Some projects on Kaito have high valuations, leading to skipping [1]
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Yuyue· 2025-08-28 18:32
联想到做数据的艺术，今天讨论 SOL Meme Launchpad 的时候发现一个数据统计上的盲区虽然看目前 Pump 的排名远超第二，市占率极高，但我注意到一点，那就是绝大部分的 pump 币交易量仍来自超过 50 天以上的老币，但是，大家看 market share 的时候常常会忽略这点再看 bonk，大部分都是不到 50 天的新币。我在想做一个数据统计，如果在看 market share 的时候只看近 30D 或者 60D 新盘的话会不会比例大有不同？或许不是 bonk 不争气，只是 bonk 年纪太小。得有 Useless 带个头，找个新的爆点（比如 SOL USD1） ...
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Yuyue· 2025-08-27 10:57
Project Significance - Dolomite (DOLO) is a crucial project within the World Liberty Fi (WLFI) ecosystem, with its CTO playing a key role [1] - WLFI appears to have secured top-tier support, which is critical for on-chain ecosystem liquidity and could lead to a thriving ecosystem [1] Market Observation - The listing of DOLO on Binance is noteworthy, suggesting potential for more USD1 concept tokens to be listed on Binance [1] - The market should observe DOLO's performance on the WLFI app and its products [1] Industry Recognition - Congratulations are extended to the USD1 ecological project Dolomite for its listing on Binance [1]