Notes
币安终于公布了他们的下架标准，一共三部分，根据这三条我会列举下架风险系数较高的代币：
1. 团队与治理
项目缺乏持续开发或看似被放弃。
开发更新不足或质量低下。
团队与社区和币安的沟通和透明度较差。
项目未能响应币安的定期尽职调查要求。
团队或所有权结构发生重大颠覆性变化。
2. 市场表现与交易活跃度
交易活跃度持续低迷或市场深度不足。
出现大幅崩盘或哄抬价格行为。
存在价格操纵或欺诈性交易行为的证据或嫌疑。
持续负面反馈或社区信任度丧失。
3. 产品和/或网络安全
项目可能存在的漏洞、安全漏洞或攻击。
代币供应量不合理或大幅增加，或代币经济学发生重大变化，损害持有者的利益。
项目未能满足新的法律或监管要求。
存在欺诈、疏忽或其他不道德行为，损害项目诚信的证据。
暂时可以根据非内部信息判断出的高风险代币如下：
1.最高风险的是被币安刚刚移除部分交易对的代币，符合流动性/交易量低这个标准：
$RAY (Raydium)
$TNSR (Tensor)
$VANA (Vana)
$VANRY (Vanar Chain)
$WOO (WOO Network)
2. $ZEC (Zcash)
产品/网络安全 - 监管合规性风险（标准3）
3. $ARK (ARK)
项目相对老旧，交易量和市场关注度较低（标准1，标准2）
3. $GHST(Aavegotchi)
交易活跃度/市场情绪极差（标准2）
4. $CELR (Celer Network)
经历过DNS劫持导致的用户资产损失事件，交易活跃度差（标准2，标准3）
5. $WAVES (Waves)
生态内稳定币（USDN）曾出现严重脱锚，引发社区信任危机（标准2）
many have asked me about $VANRY
I have no interest in buying it if it does not fit into the yellow accumulation box
below that level it is senseless to be a buyer
better to wait for correct confirmations
finding the bottom is difficult, if there will be some confirmations here below I will let you know I analyzed this chart with 2 lines and a box from an iphone, I hope it is useful to you
You already know the big exchanges are watching KAPO AND @CryptoWizardd bangers
$VANRY on Kraken perps 👊🏼
Just the beginning
Why don’t users like to play with VC-controlled tokens anymore?
I was shocked when I saw the data shared by @Panews. Project teams and Binance exchanges are colluding to rename and increase token issuance, which is completely an insult to the name of cryptocurrency. They are trampling on fairness and transparency to the extreme.
Some VC-backed tokens have been listed on Binance for several years, and the project team has already sold off almost all of their tokens, leaving them with very few tokens in hand.
However, the project still looks good in all aspects of maintenance. On the surface, it seems to be doing fine. The token is also circulating on first-tier exchanges like Binance. But the project team has no tokens left, which worries a bunch of institutional investors and the project team.
Finally, they came up with a solution: partnering with Binance to announce a name change for the project.
In fact, it’s just a re-issuance of new tokens to exchange 1:1 with the old tokens held by users.
If things stopped here, it wouldn’t be so bad—it’s just a name change and token swap, a simple new-for-old replacement.
But little did users know, the secret lies in the issuance of the new tokens.
The total supply of the new tokens increases by 2 to 4 times.
A portion of the new tokens is distributed to retail investors, while the vast majority goes into the hands of institutions. The tokens are then dumped on Binance, creating a situation where they make profits out of thin air. Binance also cooperates by changing the name and updating the data.
Examples:
$front, the original supply was 90 million tokens. After renaming to $SLF, the total supply increased to 360 million tokens, a fourfold increase. A portion of the new $SLF tokens was distributed to retail investors to exchange for $front, but the remaining billions of tokens stayed in the hands of the project team. During the last bull market, they cut down retail investors, and in this bull market, they increased the supply under the guise of token issuance.
$alpha was renamed LTLY, with the total supply increased from 1 billion to 3 billion tokens.
$TVK was renamed $vanry, with the total supply increased from 1.2 billion to 2.4 billion tokens.
$sxp saw its supply increase from 300 million to 610 million tokens.
$start was renamed $strax, with its original supply of 1.3 billion tokens increased to 1.96 billion. Who is that extra 660 million tokens for?
$matic, originally a first-tier project with 10 billion circulating tokens, was renamed to pol. After the change, its total supply increased by 2% annually. This is more reasonable, with only a small increase in the supply.
now $BNX wants to steal $FOUR community's effort by changing their name and then dump to it's user.
They are a VC coin, nothing related to meme, but now $FOUR has the best narrative: decentralization community fighting with evil VC rename tokens.
In the blockchain and cryptocurrency world, project teams can arbitrarily increase the total supply of tokens, diluting the value of tokens held by users. Binance has allowed such actions.
Is this how Binance protects its users?
@binance
@binancezh
@cz_binance
@heyibinance
Project teams arbitrarily increase the token supply, and Binance has failed to protect its users from this.
Of course, HeYi will say:
If Binance doesn’t support the increased supply, other exchanges will.
If you think it’s unreasonable, you don’t have to buy the token or you can short it.
But back when Binance was first starting out by CZ, it promised to protect users’ rights. I don’t think Binance has fulfilled that promise.
Data source: @PANewsCN
山寨重点：发掘10倍B，不错过这波阶段性行情
先说结论，山寨阶段性行情8月初就已经是底部，目前正在震荡启动中，接下来几个月将会进入爆发期。
10倍的B我觉得还是可以期待的，100倍需要更多的运气和逻辑，先争取抓10倍！
1）MEME和铭文赛道：
$WIF ：现价是1.57U
$WIF属于SOL生态在大所里面每次行情来的时候，都是最活跃的，活跃度超过$bome，
单论强势的逻辑，$wif的涨幅更显得好一点，社区的大户多，主力有钱。
$SATS 现价是0.000323U，$pizza是4.73u
铭文在去年10月到2月产生了一波财富效应，至今也洗了7个月
$Sats和$pizza都是在铭文里赋能的预期比较多的，应用场景也丰富，得益于unisat支持。
在接下来的山寨阶段性行情中，二者有望成为铭文板块中最强势的B种。
1）L1和游戏赛道：
$saga ：当前1.428U
其实$saag算是和游戏有点关系，我觉得游戏叙事将会回归，
并且是L1，参考上半场强势的L1们，而且$saga2025 年 4 月前不会解锁代B。
从技术角度，洗盘非常彻底，月线连续三个月收针线。
$Pixel 0.126U、 $YGG ：0.37
皮鞋属于区块链游戏活跃人数最高的，虽然不是大制作，但是趣味性还是不错的，并且是AXS之前的团队合作的项目，老外玩家多，中文圈几乎没啥影响利，流通市值低，但解锁确实挺不好，不过项目方也意思到了，不断做活动销毁代B，希望链游早点爆发，到时候看看它的表现。
YGG也属于强庄系列，游戏公会觉得的龙头，东南亚用户一直是小游戏的天堂部落群，我觉得游戏爆发，YGG也会有不错的表现。
YGG也属于强庄系列，游戏公会觉得的龙头，东南亚用户一直是小游戏的天堂部落群，我觉得游戏爆发，YGG也会有不错的表现。
上面两个B，技术角度，都是月线处于圆弧底。
3）AI赛道：
$vanry:0.0895U
Layer 1 + RWA+游戏+AI
概念有点多，哈哈,但我认为这个项目很会整活，营销一流，市值也不高。
猴哥上半场底部购买，坐过了几倍的过山车，继续看好，目前还没咋亏。
不重要： $Wld 现价1..429U，
这个B上半场封神，我自己也是9u多出掉的本金，中场休息也是回调最猛的，据传，OPENAI年底会有动作。
虽然不断解锁，但是目前已经跌到上半场启动前最底部的位置了，不要有敌意，没有一直跌的B。
届时AI都会有热度。
4）质押：
优先级：
$BB 0.294U、 $LISTA 0.335U、 $ETHFI 1.33u、 $SSV 18.7U
这些是我目前持有的B种，
$BB和$lista是B安的新型IEO项目，一姐曾评价过，项目不错，缺乏充分洗盘，如今我觉得洗的差不多了，
一波行情没问题！
$SSV这个B是曾是猴哥全网最早价值发现的人之一，
在22年12月份，10u左右布局，
20到30左右就逐步走光了，
今年年初又在47u的时候出掉了本金。
质押属于牛市发动机系列，我觉得这个价格拿着没问题。
以上给大家个参考。
技术面：目前新B和老B，月线都是经历了长期横盘，在9月和10月非常大的可能开启一轮的山寨行情。
