Notes
🎯 Trong số 45 dự án có TVL nhất thì 44% các dự án đã list Binance
Liệu đây có phải là cơ hội list đầu tư các dự án trước khi được list @binance ?
Trong bài này, mình sẽ list cho anh em các dự án để dễ theo dõi 👇
🔥 New Listing: $FLUID from https://t.co/l3EgEtlXh7 Pilot Section @0xfluid
🔹 Trading Pair: $FLUID / $USDT
🔹 Trading Starts: 14:00 PM, March 27th (UTC)
Trade: https://t.co/S4TYWwRIhS
Seize the next potential token: https://t.co/pgrzFYauMA
More: https://t.co/EqwT4PCIVe
#MemeBox #GatePilot #Gateio #Memecoin
秉持长期主义的defi团队还是会被市场发现，从morpho到这次的fluid。一直坚持在defi一线，总会挖掘到隐秘的刚需，fluid从最开始的循环贷功能开始，到现在全面致力于优化lend和dex的流动性，提升资金效率，深受巨鲸用户和机构用户的欢迎。恭喜fluid守得云开见月明，也欣见okx在解决了sec危机后重启新资产上线。fluid的进一步介绍，可以看3d的视频：https://t.co/yZS2JB8XV1
📢 #NewListing
#OKX will list $FLUID @0xfluid!
🟢 $FLUID/USDT Spot trading will begin at 10:00 AM on March 27 (UTC)
More:
Top 10 projects with the highest trading volume growth in the past 12 months: $THE (188.9x), $COW (57.8x), $ACX (31.8x), $FLUID (14.7x), $TON (9.5x), $AERO (9.3x), $VELO (5.0x), $WELL (4.1x), $AAVE (2.5x), and $CRV (2.49x)
Data Credits: @dyorcryptoapp
5/ @0xfluid ( $FLUID )
本周重要的催化剂汇总：
二级市场情绪持续下跌，大部分项目会被淘汰，新叙述项目会在市场低迷期间迅速占领市场。
1/ $HYPE ，HyperLiquid 推出了 HypeEVM，为生态系统经济注入了通用性和可编程性，另外HyperLiquid 的 Hyperdelta 将采用Derive 的风险引擎
2/ $M ，M^0 基础设施现已在 Arbitrum 上线，此次扩展采用了 Wormhole 的 NTT 基础设施。
3/ $LQTY ，Liquity 协议正在重新部署其 v2 合约，以修复稳定池中的问题。如果您在之前的部署中开过仓，请务必将其平仓。
4/ $PYTH ，价格预言机的 Pyth Network 已扩展至 HyperLiquid，HyperLiquid VM 上赞助了 20 个项目的数据。
5/ $FLUID ，Fluid 推出了 Fluid Lite
6/ $FXS ，Frax Finance 利用 LayerZero 技术扩展 frxUSD 的跨链服务。
7/ $S ，GammaSwap 协议支持任何代币的免许可杠杆交易，未来将扩展至 Fantom 的新版本 Sonic。
Fluid在交易量上经常翻转老牌头部dex，目前来看Smart Collateral和Smart Debt这块的设计很成功，又能够在不排放代币通胀的情况下为LP产出Real Yield，算是这个周期DeFi比较聪明的创新。
之前Space聊过2次的 $FLUID
中文区没人说，我今天开始纳入观察列表，顺便讲两句
有几个逻辑Update一下给各位
1.DEX的交易量突然冲到了第三，紧随着Uniswap和Curve等老牌两大高峰，说明得到了鲸鱼和OG们的认可
2.CEX只上了Bybit，Bybit的Listing组专业度很高，之前讲过。因为这个币并不是热门币，所以Bybit的100多万美金的上币费肯定是跑不掉的
3.CMC排名只有3222位，FDV只有5亿，还算合理。实际按照我的二级观察来看，庄家的控盘率应该是70%左右，散户平均成本$6.3
4.我4年前就交互过他们的协议instdapp，产品力很强
5.Fluid走的是我们之前分享过的PoolAbstraction，池抽象叙事，这个和Uni的V4叙事有分庭抗礼的感觉
我目前只建了一点蚂蚁观察仓的原因是：
我担心庄家担心市场整体下跌散户担心不敢卖入最后庄家做市强度短期上不来
$FLUID Flywheel is set to explode in 2025
- @0xfluid is building a liquidity layer for the entire DeFi space, which will also include RWAs.
- Fluid has released one of the best new DeFi innovations of the year, allowing lenders and borrowers to use their debts and collateral as liquidity in pairs on Fluid DEX, creating extra incentives.
- Fluid DEX is integrated with a liquidity engine from Fluid Lending, which manages the constant flow of liquidity from lending to DEX while ensuring LPs receive the best incentives in the space.
- Fluid Lending has seen around 80% growth in lending users over the past 30 days, with approximately 7,000 users lending on Fluid right now.
- Fluid DEX has become the fastest-growing ETH DEX, capturing around 3% market share and achieving an average daily trading volume of $100M over the past 30 days.
- Fluid will announce a buyback once annualized revenue reaches $10M. Currently, it stands at $6.82M. With the current growth rate, they could switch to buyback in the next five months. However, I expect trading volume and lending-side TVL to increase by at least 2x in the next six months, potentially bringing the buyback period to three months.
- Fluid Governance will decide what to do with tokens from the buyback—whether to burn or distribute them.
One of the best write-up on @0xfluid. Not only covers Fluid as a protocol but also what it means to $FLUID
The wave is coming 🌊🌊
$INST to $FLUID Rebrand going into effect in 36 hours. 🔥
顶级交易员都在关注的催化剂
驱动山寨季继续进行：
1.流动性正在从 $INST 迁移到新代币 $FLUID ，为加速采用，Fluid 将推出一项增长活动。
2. Everclear 已批准 vbCLEAR 的质押和从 $NEXT 到 $CLEAR 的代币迁移计划，第一季奖励将于明天启动。
3. Derive（前身为 Lyra）宣布与 Ethena 集成，Ethena 将整合 Derive 的基差交易、期权、期货和金库功能。
4. Morpho Labs 宣布了 “Morpho Olympics”活动，最多 1000 万枚 $MORPHO 将奖励达到性能里程碑的金库。
5. Gearbox 新增了更多 BTCfi 策略，为 BTC 提供了更多的收益机会。
6. $CVX ，Convex Finance 宣布即将开启“新篇章”，暗示一款新产品即将发布。
7. Berachain 正在探讨将 Morpho Blue 集成到 Bend 中，Bend 是 Berachain 上的内置货币市场。
8. Orderly Network 在 Solana 上正式上线，开发者现在可以通过其 SDK 轻松集成永续合约。
9. $STRK ，StarkNet v2.0 已在主网上线，带来更流畅的用户体验并支持更多代币。
10. Coinbase 宣布将于 12 月 9 日上线 $MOVE 代币。
11. Wormhole $W 抵押奖励计划已正式启动，为参与者带来额外收益。
12. $CAKE ，Pancakeswap 推出 SpringBoard 平台，用户无需编码且无需启动费用即可轻松发行代币。
13. $AVAIL 、 $AERO ，Avail 在 Aerodrome 平台通过 AVAIL-USDC 交易池上线 Base 区块链。
14. Superseed 宣布 SUPERSALE 将于 12 月 9 日正式上线。
15.$TAO $AKT $RENDER，OpenAI 将举办为期 12 天的直播活动，介绍“许多新内容”，这可能推动 AI 相关资产的价格上涨。
16. 特朗普提名 $RSR 顾问 Paul Atkins 担任 SEC 主席。
#Bitcoin #ETH #SOL
BULLISH $INST to $FLUID rebrand governance proposal is now live.
- Fluid aims to reach a $10B market size by late 2025. It became the 3rd largest DEX on Ethereum within a month of its launch with only three pools — with more pools, it has the potential to surpass Uniswap in the future.
- Fluid is a haven for LPs right now, so I believe they’re going to attract more interest in the near future.
- Fluid plans to use 100% of its earnings to buy back tokens once it reaches $10M in annualized revenue.
- $INST holders can swap into $FLUID tokens without taking any additional steps. The total supply will remain the same.
- To accelerate its growth plan, Fluid will use 12% of the 43% total supply held in the treasury.
- Fluid has more plans, including adding new pools, more asset pairs, L2 integration, and the launch of DEX V2.