Notes
我评价为：釜底抽薪之计
我们推演一下
如果 Binance 不再上线 SOL 系 meme
那么 OKX Bybit 等一旦解读出这个信号后
也很难再上
因为每个交易所都有一个信念：
那就是不要让鼓声在自己拿花时停止。
但是反过来
所有的 meme 都需要交易所这个最终退出
你别说那种 500K 1M 的群友创业盘
真正的大机会必须要 CEX 退出
2 年前还不是这样
那时候，开发者和链和用户是三方绑定的
SOL 开发者就是去不了 ETH
EVM 开发者也写不了 MOVE 语言
上 SOL 项目就可以俘获 SOL 上开发者和用户芳心。
而如今虽然写作 DEV ，但那些人实际一行代码都没写
迁移成本极低
复制成本极低
说难听点：你不干有的是人干
链对 CEX 是早已是充分不必要条件
而 CEX 却依然是链的充分且必要条件
孰强孰弱，一目了然。
这一轮终于也要跑出一个建设型标的了
刚才 @cryp_orange 拉了一个 $bnbcard 的群
只是纯拉群但是不是cto
听说cto 是其他不知道谁在做
其实这种节奏才像是bnbchain 的原生感觉
这个路径从时间线来看
$why $cheems $koma $perry
这是第五个
这种项目的好处就是真的很持久
社区核心在几乎不会归0
币安 alpha 内迁后基本上市场上有个主流观点，就是上了币安alpha 获得的流动性等同于半个list 了币安现货，我觉得这个说法有点夸张成分，实际感受了下大概能捕获list现货10%-20%的量，一些活跃的项目可能捕获更多流量，如果你是刚玩bnbchain ，那么以下三个alpha 标的是不错的选择：
1、$koma :在bnbchain 还是无人问津的时代，$koma 在有段时间完完全全撑起了bnbchain 的热度，也在上线币安合约的时候完成了不跌反而涨的任务，虽然现在热度降低，但是社区依然非常活跃，在我看来list 币安现货只是时间问题，以项目方和社区的态度，上线现货是给了整个 $koma 更好的发挥空间，从k线来看，目前整个项目也处于底部形态；
2、$perry : 三个西兰花大战，$perry 在一旁独自美丽，4m不到的市值意味着更好的上涨空间，中外社区和谐共生，而且还有大户不断在圈外cx ，前期高点25m;
3、$aicell :曾经的bnbchain ai 龙一，最高市值100m，现在6m，在上轮ai 中撑起了bnbchain ai 一片天，团队的技术实力不错，拉盘也够狠，而且一直在藏牌，真正的产品没出来，但是看昨天的样子，大概是要亮出自己的技术牌了，multi agent 的叙事到现在币圈还没有真正落地的，就看他们的行动了。
最近有不少英文区的朋友关注我，欢迎你们，这篇文章或许对于你们加入bnbchain 生态有更大的帮助。
After Binance Alpha moved in-house, a mainstream view in the market emerged: getting on Binance Alpha provides liquidity equivalent to about half of a listing on Binance Spot. I think this claim is somewhat exaggerated. From my actual experience, it probably captures about 10%-20% of the volume of a Spot listing. Some more active projects might attract even more traffic. If you're new to the BNB Chain, the following three Alpha picks are solid choices:
1. **$KOMA**: Back when BNB Chain was still largely overlooked, $KOMA single-handedly carried the chain's popularity for a period. It even managed to rise instead of fall when it was listed on Binance Futures. Though its hype has cooled off now, the community remains highly active. In my view, getting listed on Binance Spot is just a matter of time. Given the attitude of the project team and the community, a Spot listing would give $KOMA a better stage to shine. From the K-line chart, the project seems to be in a bottoming phase at the moment.
2. **$PERRY**: While the "three broccoli wars" were happening, $PERRY stood out beautifully on its own. With a market cap of less than 4 million, it has greater upside potential. The Chinese and international communities coexist harmoniously, and there are whales continuously promoting it outside the circle. Its previous high was 25 million.
3. **$AICELL**: Once the leading AI project on BNB Chain, it reached a peak market cap of 100 million. Now at 6 million, it held up the AI sector of BNB Chain in the last AI cycle. The team has strong technical capabilities, knows how to pump the price aggressively, and has been keeping their cards close to their chest. The real product hasn’t been revealed yet, but judging by yesterday’s developments, it seems they’re about to show their technical hand. The narrative of "multi-agent" systems hasn’t truly landed in the crypto space yet, so it’ll depend on their execution.
Recently, quite a few friends from English-speaking regions have started following me—welcome! This article might be especially helpful for you as you dive into the BNB Chain ecosystem.
.@Eljaboom called and $PERRY answered.
Mentioned on March 12 at $0.002693 —> now at $0.003643.
Current ROA: +35.24%
ROA at ATH since the mention: +58.01%
Printing those gains even in a rough market. 📈
Perry @perry_binance send it on @BNBCHAIN & @four_meme_ 🚀
$Perry
0x5043F271095350c5ac7db2384A0d9337E27c1055
Using @SEEKBNBAI
https://t.co/fLgmtxq92f
是我们的时间，表姐。
The image depicts a candlestick chart for the trading pair PERRY/USD on a decentralized exchange, likely used for tracking changes in price over time. Here’s a breakdown of the key elements:
1. Time Frame: The chart appears to represent a 15-minute interval, showing price movement throughout the day.
2. Price Movement:
- The price has experienced a significant upward movement, particularly evident in the tall green candlestick on the right, indicating a rapid increase in value.
- The price started lower in the earlier part of the day and steadily increased, culminating in a sharp spike before stabilizing around 0.004347.
3. Market Sentiment: The sharp upward trend may indicate bullish sentiment, often resulting from positive news, influential market events, or increased buying interest.
Which is your favorite community on
#BNBChain ?
#F3B
714
$Perry
F3B 🥦
714 🥦
PERRY
I can see $Perry passing some of the Broccoli 🥦
Seems strong ones on @four_meme_
@perry_binance
Let’s push again for $PERRY
@perry_binance community is something else 🐕✨
Again Back to community
$PERRY
0x5043F271095350c5ac7db2384A0d9337E27c1055
#F3B @BNBCHAIN OnChain Data Winners.
0x12B4356C65340Fb02cdff01293F95FEBb1512F3b
$KOKO
FsA54yL49WKs7rWoGv9sUcbSGWCWV756jTD349e6H2yW
$HODL
0x32B407ee915432Be6D3F168bc1EfF2a6F8b2034C
Again Back to community
$PERRY
0x5043F271095350c5ac7db2384A0d9337E27c1055
#F3B @BNBCHAINZH OnChain Data Winners.
0x12B4356C65340Fb02cdff01293F95FEBb1512F3b
$KOKO
FsA54yL49WKs7rWoGv9sUcbSGWCWV756jTD349e6H2yW
$HODL
0x32B407ee915432Be6D3F168bc1EfF2a6F8b2034C
What else?
Again Back to community
$PERRY
0x5043F271095350c5ac7db2384A0d9337E27c1055
#F3B @BNBCHAINZH OnChain Data Winners.
0x12B4356C65340Fb02cdff01293F95FEBb1512F3b
$KOKO
FsA54yL49WKs7rWoGv9sUcbSGWCWV756jTD349e6H2yW
$HODL
0x32B407ee915432Be6D3F168bc1EfF2a6F8b2034C
What else?
