TGE (Token Generation Event) Analysis - The new TGE process involves three steps: depositing BNB, allocating KEYs and trading, and allocating TOKENs based on KEYs [1] - This new model, a bonding curve Pre-TGE, aims to attract more projects to build on the BNBCHAIN [1] - Binance aims to capture the entire profit flow from Pre-TGE to TGE for projects [1] Project & Market Opportunities - The first project on Aspecta should be closely monitored for alpha opportunities [1] - The first project on Four, $SKYAI, was a highly profitable project, suggesting potential opportunities with similar "first" projects [1] - $ASP's market capitalization of 200 million is considered reasonable [1] Aspecta ($ASP) Specifics - The exclusive BuildKey-based token issuance event (TGE) jointly launched by Binance Wallet and @aspecta_ai introduces a new model for projects seeking to list on Binance via Pre-TGE [1] - $ASP is considered to have fundamental positive factors, but its listing status on Binance is unclear [1]

群友总结了一下以前的 TGE 是两步：存 BNB ——分配 TOKEN 并交易这个新 TGE 是三步：存 BNB ——分配 KEY 并交易——根据 KEY 分配 TOKEN 并交易等于是钱包 TGE 从 CAKE 变成 FORM 再变成 ASP 了，或许这也可以解释 FORM 前两天的大跌，有可能是被废太子了结合 cz bio 的变动，可以猜想一些事情，ASP 现在甚至还没上 BN 合约Yuyue (@yuyue_chris):币安是要把项目从 Pre-TGE 到 TGE 的全流程利润全部吃下了刚才这条币安钱包联合 @aspecta_ai 推出独家基于 BuildKey 模式的代币发行活动 (TGE) 对 Pre-TGE 想上币安的项目又提出了一种新的模式…$ASP 这波算是基本面利好么，不过看价格和上所情况来说 Aspecta 自己不知道为什么一直还没上 bn https://t.co/FLbEWZVJVP ...

🤔 $BEE NETWORK TEASING TOKEN LAUNCH...? Do recent comments from @Beenetworkintl hint at TGE in the near future? ⬇️ https://t.co/r4BzT3A6cI ...

RT TokenFi (@tokenfi)Dear Vikings,TokenFi will have an announcement on Tuesday, July 29, at 1PM (UTC).Venue: $TOKEN X Spaces.Set your reminder to make sure you don't miss it 👇https://t.co/A93MAcIvIX ...

Summary of Conference Call Records Industry Overview - The conference call focuses on the cloud services and data center industry, highlighting key trends and developments in the sector [1][2][4]. Key Points and Arguments Cloud Services Competition - Microsoft is optimizing resources and enhancing user experience by bundling Azure cloud services and offering usage discounts to compete with Amazon and Google [1][2]. - The cloud services industry is experiencing a shift in IT budget adjustments, with a focus on cost reduction and efficiency rather than moving away from cloud services [2]. Data Center Location Trends - There is a notable shift in data center locations in the U.S. from traditional coastal areas (like New York and Silicon Valley) to regions with lower electricity costs, such as Texas and Seattle [1][4]. - Oracle's new data center in Texas is expected to contribute over $8 billion in orders, accounting for more than 10% of its projected $67 billion revenue for the new fiscal year [2][4]. Edge Computing and SME Engagement - Companies like Cloudera are attracting small and medium enterprises (SMEs) by offering pay-per-use models for edge computing, which significantly improves GPU utilization by 25%-30% compared to larger cloud providers [1][5]. - This model reduces customer costs and enhances the value proposition for SMEs [5]. Token Consumption Growth - Google's average monthly token consumption increased over 500% within a year, driven by programming demands and internal business consumption [1][7]. - ByteDance is experiencing similar rapid growth in token consumption, indicating structural changes in application development and business models [1][7]. Market Structure Differences - The overseas cloud market is characterized by a duopoly, primarily dominated by AWS and Microsoft, while the domestic market in China follows a 1+3+n structure, with Alibaba leading [9]. - ByteDance's aggressive pricing strategy is impacting Alibaba's profit margins, making it difficult for Alibaba to achieve its expected profit rate of around 15% [8][9]. Valuation and Market Dynamics - Chinese data centers are currently valued lower than their overseas counterparts, with a significant drop in AI premiums observed [10]. - The demand for data centers in China is primarily driven by major players like Alibaba and Tencent, with total demand estimated at 3-4 GW [10]. Future Directions - The cloud services industry is expected to focus on reducing IaaS layer expenditures, expanding low-energy data centers, and enhancing the cost-effectiveness of edge computing [6]. - The TMT (Technology, Media, and Telecommunications) sector shows improved safety margins, with potential investment opportunities in companies like Kingsoft Cloud and Alibaba [11]. Other Important Insights - The conference highlighted the importance of monitoring the performance of ByteDance's computing chain in the second half of the year, as it could exceed expectations [10]. - The overall sentiment in the TMT sector indicates a potential recovery in the cloud and data center segments, suggesting a favorable environment for investment [11].