X @Yuyue
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]