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]

今天看到特别多声音说，一旦大众厌倦了 VC 币就会拥抱 meme，这种周期的轮转其实是很难把握的还有众多大项目等待 TGE，无论是多是空能提供机会就好，不预测只跟随Yuyue (@yuyue_chris):深夜想了想去年也就是 24 年 10 月有 $GOAT 开启了 ai meme 的浪潮我会期待今年有什么好东西出现，复习了下 10 月 11 月还是有不少东西能玩保持期待 ...

VC 币为什么崩了？请看这里小人物 (@MetaHunter168):消失的信任最近反复在思考一个问题：VC 币为什么崩了？表面看，可能是情绪低迷、流动性差；但本质上，是整个行业的信任机制正在崩塌。任何一个项目基本上由这四个角色构成：项目方、投资人、做市商、社区。理论上，这四方理应是共建共赢； ...