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]

晚上还在和朋友聊，公链生态其实没有那么简单。新公链里大部分生态项目连 binance alpha 都不一定搞得定，比如说 berachain 上线前吹得花好稻好，头部生态项目 TGE 困难，龙头搭上 WLFI 大船就也跟 bera 没关系了但 SUI 生态项目是真的把拆分盘做到极致了。看不懂一级为什么现在还猛投那些未 TGE 的那些新公链生态，在我看来其实还不如来 farm 这些 Sui 上的项目，最后我猜大概率吃空投 + 理财跑赢锁四年的一级投资……拿 @MMTFinance 举例来说，稳定币池子 APR 9-13% + 代币补贴的话最后或许能有 20%顺便提醒下 OKX cryptopedia 的活动还有 3 天截止Momentum (@MMTFinance):State of Sui Q2 2025 report is out!Learn about $Sui’s Q2 growth with record DEX volumes, rising TVL and market cap, strong institutional adoption, major infrastructure upgrade ...