打新平台与项目分析 - Buidlpad 上的 @MMTFinance 项目问题本质是参与者过多导致资源分配不足[1] - Buidlpad 推出创业板 Vibe，可能存在一定的 alpha 机会[1] - 中文区域买盘和资金量过大，对打新阶段的资源分配造成压力[1] 市场趋势与周期 - 公平发射到 VC 币再到公平发射的周期切换速度加快，以往三个月以上的周期现在缩短到一个甚至几周[1] - 以 Bsc meme 为代表的新一轮，一个月内市值从 4 美元增长到 500 million 美元，达到天花板位置[1]

Market Trends & Investment Opportunities - The shift from "fair launch" to VC coin investment strategies is accelerating, with cycle times decreasing from over three months to as little as one month or even weeks [1] - Meme coin alpha opportunities are becoming harder to capture, prompting a shift towards pre-TGE opportunities in narratives that are not yet exhausted or disproven [1] - Pre-TGE participation remains a primary battleground, but requires careful project selection and reduced position sizes due to risks like project failures [1] Sector Analysis - Prediction markets, exemplified by Opinion Labs, offer early-stage participation opportunities, but require careful management of transaction costs and differentiation between speculation and investment [1] - Perpdex platforms like $HYPE are showing strength, but valuations should be approached cautiously, potentially benchmarked against HL [1] - Public chain ecosystems are facing pressure from BNBChain, limiting their potential upside until Binance selects projects for support [1] Specific Projects & Ecosystems - Solana's ICM event with Flywheel underperformed expectations, leading to ecosystem decline; Bybit integration offers a potential solution [1] - MMTFinance on SuiNetwork, launching on major exchanges after a security breach, faces uncertainty in driving ecosystem growth [1] - Plume Network's Nest V2, integrating WisdomTree's institutional RWAfi, presents a new avenue for wealth management with 200,000 RWA holders [1] - SeiNetwork's listing on Robinhood and potential Binance Alpha listings may create further ecosystem opportunities [1]