Notes

整理了一下RWA板块所有代币列表(如有遗漏欢迎补充) 1. $LINK 简介:去中心化的预言机网络,为智能合约提供链下真实数据 2. $AVAX 简介:高性能Layer1区块链,主打低费用、高吞吐量,兼容EVM。 3. $ONDO 简介:将美国国债等传统金融资产代币化,提供稳定收益产品 4. $ZKJ 简介:基于零知识证明的多链交易基础设施,聚合流动性并提升隐私性。 5. $HBAR 简介:企业级公链,,主打高效合规。 6. $OM 简介:聚焦合规RWA和DeFi的Layer1区块链,侧重亚洲和中东市场。 7. $INJ 简介:专为金融应用设计的Layer1链,支持衍生品、期货等去中心化交易。 8. $MKR 简介:通过抵押RWA发行稳定币DAI,DeFi核心协议。 9. $VET 简介:企业级供应链管理公链,通过物联网+区块链追踪商品全生命周期。 10. $ALGO 简介:主打即时交易终结性的Layer1链,采用纯权益证明. 11. $PENDLE 简介:DeFi收益协议,允许用户交易未来收益权。 12. $RSR 简介:稳定币协议Reserve的治理代币,支持抵押多样化资产发行稳定币。 13. $HIFI 简介:DeFi借贷协议,专注固定利率市场,支持RWA抵押借贷。 14. $TOKEN 简介:由Floki团队推出的RWA代币化平台,旨在简化资产上链流程。 15. $SNX 简介:去中心化合成资产协议,允许用户创建和交易追踪现实资产价格的合成资产。 16. $PLUME 简介:专注于房地产和私募股权投资的RWA代币化平台,提供合规的资产上链解决方案。 17. $AXL 简介:跨链互操作协议,通过去中心化网络连接不同区块链,支持资产和数据跨链转移。 18. $QNT 简介:企业级区块链互操作性协议,通过Overledger技术实现多链和传统系统的数据互通。 19. $RVN 简介:专注于资产发行和转移的PoW区块链,支持用户自定义代币化资产(如证券、商品)。 20. $TRU 简介:无抵押借贷协议,通过信用评估为机构提供链上贷款,部分贷款锚定RWA资产。 21. $PRCL 简介:PIRCL 是一个专注于环保与可持续发展的区块链项目,旨在通过技术创新推动绿色能源和碳信用市场的数字化。 22. $CTC 简介:基于区块链的信用协议,连接传统金融与DeFi,记录贷款历史并建立信用评分。 23. $POLYX 简介:专为证券型代币设计的合规区块链,支持股票、债券等RWA资产发行。 24. $DIA 简介:开源预言机平台,提供定制化金融数据喂价服务。 25. $CHR 简介:关系型区块链平台,支持复杂DApp开发。 26. $LUMIA 简介:高性能Layer1链,聚焦NFT和元宇宙经济基础设施。 27. $XCH 简介:环保型PoST(时空证明)区块链,主打绿色挖矿。 28. $LSK 简介:JavaScript友好的区块链平台,降低开发者门槛。 29. $XVS 简介:Binance生态借贷协议,支持超额抵押稳定币铸造。 30. $ZBCN 简介:实时流支付协议,支持工资、订阅等连续资金流。 31. $CPOOL 简介:机构级无抵押借贷市场,企业可通过发行债券融资。 32. $BABYDOGE 简介:Memecoin项目,结合慈善和通缩代币经济。 我将上述代币进行了一个分类: 当然,以上代币肯定包含硬蹭RWA赛道的,这两天会整理一些比较有RWA代表性的项目分享!
$LINK
+0.58%
$AVAX
-0.51%
$ONDO
-1.54%
$ZKJ
-0.31%
$HBAR
-4.28%
$OM
-1.94%
$INJ
-2.44%
$MKR
+3.31%
$VET
-0.26%
$ALGO
+0.28%
$PENDLE
-0.22%
$RSR
+2.29%
$HIFI
+2.92%
$TOKEN
+43.82%
$SNX
-0.42%
$PLUME
-1.05%
$AXL
-0.73%
$QNT
-0.04%
$RVN
-1.97%
$TRU
-10.4%
$PRCL
-7.92%
$CTC
-2.28%
$POLYX
+6.32%
$DIA
+20.13%
$CHR
+7.05%
$LUMIA
-1.21%
$XCH
-4.03%
$LSK
-2.46%
$XVS
+2.11%
$ZBCN
-3.31%
$CPOOL
-2.07%
橙子晚间解读 4.28 不得不说bitget的公关能力牛逼,这波给撸毛者发律师函并联合国内JC冻结其在币安上的资金行为,本来是受到广大吃瓜群众的一致鄙视的,毕竟你开赌场的自己亲自下场和玩家对赌了,玩家本身就处在不利的地位,这回你系统出bug了,然后就输不起了 开始寻求从场外把损失给捞回来,这操作还是挺流氓的,合着这游戏只有你能赢吗,输了就起诉呗。不过当我咨询律师后,发现从专业律师角度来看,bitget做法竟然是合理合法,律师把BG出的故障比作ATM出故障了或者运钞车的钱洒一地,然后摄像头里清清楚楚的拍下来是你拿的,在现实世界发生这种事儿,你肯定是跑不了的,另一个就是数据回滚,老美合规的证券交易所也是有先例的,2010年也有美股高频交易团队利用系统漏洞导致导致在几分钟内暴跌1000点,随后汇报给SEC后,SEC支持交易所回滚数据,从这点看,回滚也是有法律支撑的,虽然在币圈咱们绝对不齿这种事情,大家都是凭本事赚钱的,就算是撸子也是底买高卖一笔一笔的赚来的钱,凭啥交出去。所以这事儿关键点就在于是不是这几个被冻结资金的撸子通过恶意操作才导致bitget平台出现bug,还是平台现有漏洞,然后撸子合理利用规则获利,这个判定很重要,前者基本上相当于你在赌场出老千,然后跑了,赌场通过录像发现自己被坑所以才报警,后者是你通过细致观察,发现了赌场的规律, 然后再规则范围内交易获利,如果这样的话提现走人赌场应该是没话说的,这是两者最大的区别,当然bitget这边公关确实很牛,成功的把吃瓜观众给笼络起来了,说是把追回来的钱全部分给用户,这样至少基本盘没有出现大崩,当然据说事后很多评论bg的大V都陆续被公关了,还有说不让提bg幕后老板的,这些我觉得都是合理的,从品牌和商誉上bitget确实一定程度的被打击了,就跟咱们小时候打架,打输了的小孩去告诉老师了,虽然行为也合理,但是难免会被其他小孩嘲笑的,而bitget本身就是合约起家的,其作为用户的对手盘也是人尽皆知的,现在输了想起法律维权了,可能也会因此流失很多用户。 说回市场,今晚随着老美开盘,大饼的主力都要回来了, 上周大饼ETF净流入了30多亿,周末微策略再度发布投资追踪图表,暗示继续开始狂暴买入模式,上周还有商务部长儿子联合软银、Tether投入30多亿效仿微策略买入大饼,前天晚上亚利桑那州的比特币储备立法进入最终表决阶段,至少有五个州都在路上了,州级别的资金应该很快就要入场了,之前统计的得有300亿美元左右的买盘,还有最重要的就是川普的战略储备计划,近期很多消息都指向关税上的收入会有一部分用来储备大饼,这个资金量级也不会小,更重要的是带动很多主权国家一起储备,总之资金上支持大饼上涨绝对是没问题的,悬念就是今年15w还是20w的事儿,木头姐近期给大饼的预测,2030年如果市场不好30w,正常市场71w,牛市的话150w,这个预测可能去年看觉得离谱,现在看还挺合理。 山寨方面,ETH/BTC汇率已经企稳了,目前已经站在0.019上方了,币价也在1800上方,接下来以太坊短期有两个预期,第一个是5月7号的pectra升级,第二个是质押ETF的进展,周末灰度开始催SEC了,说因为没有质押ETF,灰度已经损失了6100w美元的收益,各家机构应该还是挺急的;长期以太坊有个RISC-V预期,这个升级可亿大大提升L1的性能,能够达到和sol、sui等公链竞争的程度,zk创始人认为这个将会帮助ETH夺回世界计算机的地位;其它山寨方面,$xmr 暴涨了近40%,据说会是有3250枚大饼被盗了,然后黑客利用XMR进行洗钱;板块方面,#meme #ai #defi #etf 相关赛道走势都很不错,$fartcoin $bonk $pengu 走势都超强,市值都站在1b以上了, 再加上 $trump 不断有大佬去抢排名,价格也在一路冲,这四个已经成为sol链的meme 前四,ai方面 $tao 走势不错,fdv重回8b上方,$virtual $arc $ai16z $vvv 等等最近几天的平均涨幅都在50%以上,ai agents 还有新项目 @babble_os 热度也极高,这走势应了我在最熊时刻依然说ai 是本轮主叙事的语言;#defi 和公链板块走势也不错,$fis $ray $layer $sei $hbar $algo 等等走势都很强,很多被申请ETF的山寨也是今年需要重点关注的对象;新币方面,币安 Alpha 上线Sign ,所有拥有65alpha积分的用户都能在开盘后10分钟内拿到1500空投,算是空投猪脚饭了,另一个alpha项目 Haedal Protocol 也将在明天开始交易,都可以关注。
$bonk
-3.85%
$pengu
-3.55%
$trump
-8.48%
$tao
+1.16%
$arc
-2.59%
$vvv
+21.24%
$ray
-2.59%
$layer
+16.8%
$sei
+0.16%
$hbar
-4.28%
$algo
+0.28%
.333- 2025 exit $hbar
$hbar
-4.28%
We have taken profits on $HBAR this morning at .1888
$HBAR
-4.28%
$HBAR broke out of this massive falling wedge! The next stop could be $0,38🎯 🏛 Trade #Hedera on LBANK: 👉 0% Maker Fee + Unlock Up to 13,029 USDT Cashback (No KYC)
$HBAR
-4.28%
$HBAR will take off better than $TAO I gave yall last week !
$HBAR
-4.28%
$TAO
+1.16%
Once #Hedera breaks out of this 1D falling wedge, it might snap to $0,38🎯 🏛 Trade $HBAR on LBANK: 👉 0% Maker Fee + Unlock Up to 13,029 USDT Cashback (No KYC)
$HBAR
-4.28%
Was free money! $HBAR
$HBAR
-4.28%
He he he level was unbeatable! $HBAR
$HBAR
-4.28%
$CVX gave y'all a solid long at NY open. $2800 margin 1500$ up 🤌
$CVX
+6.59%
$CRV
-0.75%
$Pendle
-0.22%
$HBAR
-4.28%
$TAO
+1.16%
My girls and boys were printing from $CRV actually. I would also look into $Pendle, $CVX, $HBAR and $TAO today. But if you leverage trade , pay attention and close longs when I close today. We will see fresh lows again after wednesday’s pump!
$CRV
-0.75%
$Pendle
-0.22%
$CVX
+6.59%
$HBAR
-4.28%
$TAO
+1.16%
You can take profits or trail sl below 8ema 15mins and let $Hbar run for tomorrow!
$Hbar
-4.28%
$Hbar 👀 soon !
$Hbar
-4.28%
Plan is to catch this beast around Monday. Aiming for .1555 $HBAR
$HBAR
-4.28%
⚡️ Top Projects with Market Capitalization under $10B $LINK $TON $HBAR $SUI $OM $BGB $HYPE $UNI $ICP $ONDO $APT $AAVE $NEAR $VET $ENA
$LINK
+0.58%
$TON
-1.21%
$HBAR
-4.28%
$SUI
-6.46%
$OM
-1.94%
$BGB
+0.51%
$HYPE
+3.19%
$UNI
-2.71%
$ICP
-2.18%
$ONDO
-1.54%
$APT
-0.91%
$AAVE
-0.88%
I give you 60% move in 24 h # FARTCOIN
$HBAR
-4.28%
$VELO
-3.69%
$PENDLE
-0.22%
$ALGO
+0.28%
the patience to find the levels and then wait for it to explode $HBAR Almost 50% up
$HBAR
-4.28%
$HBAR 👀
$HBAR
-4.28%
Yes $PI is the worst last 30 days, that's not bad if you are looking for entery point
$PI
-5.79%
$LDO
-1.35%
$ENA
-6.69%
$MOVE
+0.62%
$JUP
-2.75%
$OP
-0.69%
$SEI
+0.16%
$AAVE
-0.88%
$TRUMP
-8.48%
$HBAR
-4.28%
Worst preforming crypto (top 100) last 30 days 1. $PI -60% 2. $LDO -40% 3. $ENA -36% 4. $MOVE -33% 5. $JUP -33% 6. $OP -30% 7. $SEI -30% 8. $AAVE -29% 9. $TRUMP -29% 10. $HBAR -28%
$PI
-5.79%
$LDO
-1.35%
$ENA
-6.69%
$MOVE
+0.62%
$JUP
-2.75%
$OP
-0.69%
$SEI
+0.16%
$AAVE
-0.88%
$TRUMP
-8.48%
$HBAR
-4.28%
Another one $HBAR Learn whit eliz 🤝
$HBAR
-4.28%
💥BREAKING: $HBAR Foundation Submits TikTok Bid With OnlyFans Founder WTF!
$HBAR
-4.28%
$HBAR has been trading within this 1D falling wedge since December 2024. Once it breaks out to the upside, the target is $0,38🎯 Trade #Hedera on Bitunix - and get a free $100 after your first $500 deposit!
$HBAR
-4.28%
注意力到底有多重要? 代币本身没有实体价值(如黄金或房产) 只有少部分代币有应用场景(ETH、SOL),大部分代币的价格更多地由市场对未来的预期与共识决定,而注意力是形成这种共识的关键。 当代币受到足够多投资者和社区关注时: 用户基数增长,生态网络效应扩大。 市场认可度提升,流动性增强。 交易量和买卖深度增加,价格波动趋于合理与稳定。 那么搜索和浏览量最高的加密货币有哪些?这里有一个排行名单,数据来自谷歌和CMC,一共20个备受市场关注的加密货币: 1. $BTC 2. $PI 3. $XRP 4. $SOL 5. $ETH 6. $SHIB 7. $DOGE 8. $PEPE 9. $ADA 10. $TRUMP 11. $SUI 12. $BEER 13. $GROK 14. $HYPE 15. $HBAR 16. $LINK 17. $FARTCOIN 18. $KAS 19. $CRO 20. $ONDO
$BTC
-0.19%
$PI
-5.79%
$XRP
-1.62%
$SOL
-1.56%
$ETH
+1.06%
$SHIB
-1.47%
$DOGE
-1.19%
$PEPE
-1.4%
$ADA
-0.79%
$TRUMP
-8.48%
$SUI
-6.46%
$BEER
-11.63%
$GROK
+0.82%
$HYPE
+3.19%
$HBAR
-4.28%
$LINK
+0.58%
$KAS
-3.61%
$CRO
-0.08%
$ONDO
-1.54%
🆕 The Under $1 Basket has launched Get exposure to a variety of cryptocurrencies priced under one US dollar per coin, from meme coins to native tokens of Layer-1 blockchains 💵 🧺 $DOGE, $ADA, $XLM, $HBAR, (cont)
$DOGE
-1.19%
$ADA
-0.79%
$XLM
-3.18%
$HBAR
-4.28%
This partnership takes everything to the next level! If you haven't heard about @entertheorigin before let me take you up to speed. Built by a team with real VC pedigree (think Portal, Chainlink, Mavia, Seedify level wins), Origin is a new launchpad focused on curated access, not chaos. It’s about filtering noise, surfacing quality, and giving serious investors a real shot at early opportunities without the usual gatekeeping. Access works by staking $HBAR. That unlocks deal flow, earns you points, and puts you in position for $ORIGIN token rewards down the line. If you’re tired of being late to the best plays, Origin’s one to watch!
$HBAR
-4.28%
$ORIGIN
🔥 @NateGeraci@GregoryLBell of the $HBAR Foundation on Hedera's ability to be reliable and out-scale other blockchain networks such as $ETH , drawing Fortune 500 companies to build on Hedera Hashgraph
$HBAR
-4.28%
🔥 We're excited to announce the addition of $HBAR, $S, $AIXBT, & $RAY USDT Futures to the 0-Fee Fest! ⏳Start Time: Mar 17, 2025, 10:00 UTC Details:
$HBAR
-4.28%
$S
-2.06%
$AIXBT
+1.48%
$RAY
-2.59%
#KuCoin to list $TAO, $XMR, $HBAR and $WIF with $USDC trading pairs! Check the article for the full schedule of services.
$TAO
+1.16%
$XMR
-3.83%
$HBAR
-4.28%
$WIF
-10.04%
$USDC
+0%
$HBAR interesting chart ... where I am looking for these two triggers to have an important move .... waiting for one of the two to activate here on the chart you can understand it in a very simple way
$HBAR
-4.28%
💥BREAKING: SEC ACKNOWLEDGES FILING FOR GRAYSCALE HEDERA ETF BIG WIN FOR $HBAR HOLDERS
$HBAR
-4.28%
sec 韩国人 来一个人救! $stx
$stx
-5.48%
$link
+0.58%
$ondo
-1.54%
$xlm
-3.18%
$hbar
-4.28%
如果特朗普持续割…… 剩下五剑客 $stx $link $ondo $xlm $hbar
$stx
-5.48%
$link
+0.58%
$ondo
-1.54%
$xlm
-3.18%
$hbar
-4.28%
$btc
-0.19%
橙子晚间解读 3.6 大饼重回9W王者归来,关税大棒变空头支票,白宫峰会大饼储备稳了?新一波山寨ETF扎堆申请,以后没申请过ETF的山寨都不要碰了,因为没庄!manus 全网都在找内测码,虽说技术降维打击圈内ai agent,不过币圈更会拉盘! 大饼重回9w上方,看起来这波反反复复的关税炒作行情结束了,币价也回到了两周前水平,昨晚这波上涨主要是特朗普在最后关口把关税大棒给收回来一半,把对加拿大、墨西哥的汽车关税向后推迟了1个月,这个操作又让市场看到了希望,野村证券甚至直接得出结论,特朗普不仅不会兑现现有关税计划,甚至还有可能完全放弃对加墨的25%关税征收,因为关税只是特朗普的谈判工具,只要得到相应的好处后就会收手。总之这个关税危机算是有惊无险的过关了,场外资金也松了一口气,昨晚比特币ETF资金流向也出现了反转,结束了将近一个月的资金外流,单日净流入2200w刀,这个对白天市场也有提振作用,如果今晚ETF能够延续资金流入,那么市场大概率还是会继续回暖的。 另一个对冲起到提振作用的是昨晚美国商务部长透露川普会在3月7号的白宫加密峰会上宣布比特币战略储备,他还暗示了这之后比特币将会和其他加密区分开来,享有独特的地位,polymarket也给出了正向反馈,预测年内美国建立比特币战略储备的概率升到68%,看起来一切都在向好的方向发展,不过今天 $sol 联创toly 开始搞事情了,这货跟媒体说去中心化代币不应该成为国家储备,国家储备后去中心化就失败了,入选条件需要客观合理。这话让市场一哆嗦,尤其是sol的持币者对toly发言很不满意,这不是把利好往外推吗,市场还透露xrp高管居然向川普推荐把sol纳入储备,这是想拿sol做挡箭牌吧,另一个被川普提到的储备山寨 $ada 联储今天则是装了个b,说是收到150多条祝贺信息,他都懵逼了,总之接下来最关键的事件点就是白宫峰会了,目前确定参加且发币的项目只有 $link $xrp ,有币但没TGE的有 $wlfi ,另外ada创始人之前暗示过要参加峰会,但是白宫放出消息是ada创始人没有受邀,同样的还有 $ondo 创始人,这个可能会成为彩蛋,如果3月7号这哥俩出现在现场,估计又要炒作一波,总之3月7号必有大事发生。 另外就是各家机构都开始强推新的山寨ETF了,今天bitwise 向sec提交了 $apt 的ETF,canary 提交了 $axl 的etf申请,这就让山寨ETF申请成员又增加了两名,现在是 $ada $xrp $sol $doge $ltc $dot $hbar $apt $axl ,另外 $trump $bonk 据说也有机构准备要申请了,可能2025年会通过一大批山寨ETF,随着美国战略储备大饼,可能更多场外资金会瞄向通过ETF的山寨币,所以这些项目都有大量的潜在购买资金,以后币市可能会被区分为,战略储备级别、ETF级别和普通山寨,这三个等级的受众资金规模逐渐缩小,有可能ETF会成为接下来币市类似上市币安、upbit级别的利好。 最后说山寨的表现,昨天wlfi 又开始加仓了,加仓对象是eth、wbtc和 $move ,不用说了,这个消息只对move有利好,何德何能能和大哥二哥一起被翻牌子,果断暴涨了20%,wlfi 其它投资组合也被带起来了,$ondo 创始人据说要跟着wlfi创始人进白宫了,直接起飞,涨幅20%,$apt $link 这些都不说了,都是有利好的,robinhood上线了 $arb 把L2赛道都给带起来了,$inj $op $stx 都起飞了,另外 $icp 可能也快出利好了,其生态项目 odinfun 交易很活跃,龙头 odindog 市值维持在20m以上好几天了,单日交易量达到50m,非常活跃,而且 $icp 的4年解锁还有几个月就结束了,很快市场上的解锁抛压将终止,我觉得icp今年有机会证明自己,而且这货也是美国币还没有被炒作过;另外今天ai agents 出现了新的引爆点,即号称国运级别项目 manus,这是个武汉团队做的项目,很牛逼,能让你的电脑自动为你打工,出问题会自己找解决方法,现在全完都在找邀请码,这几天可能很多kol的测评结果就要出来了,到时候ai agents 赛道还会有一波,趁着现在没有起飞,可以提前布局。
$sol
-1.56%
$ada
-0.79%
$link
+0.58%
$xrp
-1.62%
$wlfi
+100.61%
$ondo
-1.54%
$apt
-0.91%
$axl
-0.73%
$doge
-1.19%
$ltc
-1.98%
$dot
+0.26%
$hbar
-4.28%
$trump
-8.48%
$bonk
-3.85%
$move
+0.62%
$arb
-2.07%
$op
-0.69%
$stx
-5.48%
$icp
-2.18%
Keep an eye on $HBAR! This symmetrical triangle might break any moment now! 📈Bullish - $0,33 📉Bearish - $0,17 Trade #Hedera on Bitunix - and get a free $100 after your first $500 deposit!
$HBAR
-4.28%
【 Daily Market Digest】📊 Unlock today's crucial crypto market insights in one glance! TopGainers⭐️ $CRS #CREDIT #LEGEND TrendingCoins🔥 $AAVE $PI $HBAR #FearGreedIndex #TopGainers
$CRS
-6.99%
$AAVE
-0.88%
$PI
-5.79%
$HBAR
-4.28%
If you could only hold 1 U.S. Crypto, what would it be? $LINK $MOVE $DOGE $HBAR $SOL $TRUMP $STX $FIL $ONDO $ALGO $INJ $LTC $SUI $XRP $DOT Let me know 👇
$LINK
+0.58%
$MOVE
+0.62%
$DOGE
-1.19%
$HBAR
-4.28%
$SOL
-1.56%
$TRUMP
-8.48%
$STX
-5.48%
$FIL
+0.27%
$ONDO
-1.54%
$ALGO
+0.28%
$INJ
-2.44%
$LTC
-1.98%
$SUI
-6.46%
$XRP
-1.62%
$DOT
+0.26%
BREAKING:特朗普推出加密货币战略储备!🚀 加密世界刚刚被颠覆!🌟 总统特朗普刚刚宣布创建一个新的加密货币战略储备, 加密世界一片沸腾!以下是您需要了解的信息: ✅ 已加入储备的加密货币: $BTC $ETH $ADA $XRP $SOL 这些加密货币已经入选,但接下来会加入哪些呢?让我们一起看看可能性! 💎最有可能加入的加密货币: $LINK (Chainlink) - 10/10 🎯 Chainlink 是一个去中心化的预言机网络,将现实世界的数据连接到区块链。它在去中心化金融(DeFi)中的重要性不容忽视! $AVAX (Avalanche) - 7/10 🚀 Avalanche 是一个高速区块链,正在迅速成为开发者的最爱。 $AAVE (Aave) - 6/10 💸 Aave 的去中心化借贷协议是 DeFi 生态系统中的重要一环。 $XLM (Stellar) - 6/10 🌐 Stellar 专注于互操作性,使其成为跨链解决方案的有力候选。 💎中等可能性的加密货币: $NEAR (Near Protocol) - 5/10 🔧 Near 是用户友好的、碳中和的区块链,现在正在进军人工智能集成。 $INJ (Injective) - 4/10 🛠️ Injective 的互操作性去中心化金融平台正在获得越来越多的关注。 $ONDO - 4/10 💼 Ondo 致力于将机构级的金融服务带给每个人。 $FIL (Filecoin) - 4/10 📁 去中心化存储解决方案的需求正在迅速增长。 可能性较低的加密货币: $HBAR (Hedera) - 3/10 🚀 高速、低成本的交易,同时注重环保。 $MINA (Mina Protocol) - 3/10 📱 轻量级区块链,专注于隐私和可扩展性。 你认为这些加密货币中有哪些有可能被加入战略储备?请告诉我,如果我遗漏了任何资产!🙏
$BTC
-0.19%
$ETH
+1.06%
$ADA
-0.79%
$XRP
-1.62%
$SOL
-1.56%
$LINK
+0.58%
$AVAX
-0.51%
$AAVE
-0.88%
$XLM
-3.18%
$NEAR
-0.08%
$INJ
-2.44%
$ONDO
-1.54%
$FIL
+0.27%
$HBAR
-4.28%
$MINA
-2.05%
Where I’m focusing my attention during these days: • $S and its onchain alts. Sonic gained over $700M in TVL from new ecosystem (not migrated from Fantom), and its 200m $S airdrop in the summer is one of the few interesting things to do in this market unless something changes. It reminds me of the early DeFi days with highly composable yields, and it’s been quite fun to play around with it. I also believe that, if sustainable, some coins like Pal, Metro, or Shadow, can offer great returns. • Offers great yields: >20% on stablecoins and >100% on $BERA pairs. It probably pays to be attentive and be early to the first onchain alts to launch. The token was getting a bid and performed more poorly after the Trump tweet. My thought is that people were buying BERA to farm it since there weren't that many interesting things to do and when there were more speculative opportunities people chased them. It offers a good hedge against a bad market, • dTAO and the new liquid tradeable subnets. Bear in mind that $TAO incentives are now directed towards them so valuations are going be trending down and highly illiquid initially, but there should be an optimal moment to go shopping. What I like the most is that it removes snipers out of the equation (not sure if entirely?), and TAO has proven to provide some valuable AI stuff instead of pure vaporware. • $SOL coins have been destroyed and the charts are true Burj Khalifas. If you zoom out, you can barely see the volatility at current prices (down -99% from ATH). However, I think there’s opportunity on that because people have stopped paying attention, volume has drastically dropped, etc. Most of them would be very quick trades for me, but some ranges are being established and given the crash and illiquidity, some news can give you 50% returns which ain’t bad in this market. I have successfully done it already and will keep doing quick trades with low money there. I like to think that AI coins are currently experiencing the summer that meme coins went through, totally dead and then recovering in Q3—but I can’t say it’s more than simply wishful thinking. I bought some $FARTCOIN in the low 30s too. It’s going to be a hero or zero trade—a bet on the bull run not being done yet with asymmetric upside. It’s still the only stupid coin with tradFi mindshare and maintains a high volume. • I was quite bullish on the AI Data sector some months ago and that’s why I bought a good bag of $GRASS. It has been a great surprise to see the price performing quite well and reclaiming the Q4 range lows. $VANA also did quite well with a 2x since the bottom as Binance Labs announced its invested and CZ became an advisor. Vana is an L1 with an ecosystem of dataDaos, tokens that can be tradeable on their chain and give a price (market cap) to specific sets of data. They are very illiquid at the moment but I will keep an eye onchain if the main token does well and it leads to a data narrative with Binance pushing. • US-based old coins, after Trump’s tweet. There is no way that altcoins such as ADA are included in a US reserve. In fact, I only think BTC should be part of it. Best take I saw is that Trump likes to go to the extremes to start negotiations. What I do think can actually happen is that there’s a reduced tax or even 0% tax for US-based cryptos, which would be quite bullish for $ADA, $HBAR, or $ALGO. The March 7th Summit is likely a sell the news, unless something that the market hasn’t considered is announced. Leading into that event, I think $TRUMP can be a good quick trade as well. Another potential narrative arising from this is RWA, simply because it makes sense to focus here in the beginning. • HyperEVM. Block space is currently quite expensive on Hyperliquid and team is scaling it slowly on purpose. I think that HyperLend and other main primitives will be launching in a 30-50 days window so that may be a second round for a nice onchain run on the L1. $HYPER is also at a good support and if stats keep trending higher or even at current levels, it’s probably a good buy. There’s probably some hesitation now because if people market bull market is over it probably won’t be able to hold its volume and fees. But regardless, a potential onchain ecosystem should do well imo. • If market remains choppy and/or trending down, pair trading will probably offer a good opportunity to make some money. I haven’t thought of my fav pairs yet so can’t give more details on that yet. Also, shorting some bounces after news that aren’t strong enough. If there is anything else that I am missing, feel free to drop your ideas.
$S
-2.06%
$BERA
+2.44%
$TAO
+1.16%
$SOL
-1.56%
$GRASS
-1.18%
$VANA
-1.71%
$ADA
-0.79%
$HBAR
-4.28%
$ALGO
+0.28%
$TRUMP
-8.48%
$HYPER
+1.31%
加密早报 * 每日不能错过的重要信息 * 2025年3月3日 1. 进入3月第一周,重大事件一览: 3月3 号 PMI 3月4号 川普国会讲话 3月7号 非农 &加密峰会 其中7号非常重要,这次非农数据整个华尔街都非常重视,因为这次非农的数据可以给出华尔街关于美国经济是否滞涨的答案。同时加密峰会也是行业高度重视的,我们要看美国政客要给出什么样的政策来支持未来的加密。 2. 本周大额解锁: $ENA (65.93%) - $855.23m $SUI (1.24%) - $106.98m 解锁的网站: https://t.co/SiUIlyIeVw https://t.co/mlY1tRwjRb 3. 周末两天时间,链上继续凉透了,不过因为马斯克的提及, $baby 表现还可以,跟 $pnut 是同样的叙事,当时市场给的预期和Pnut一样的时候,不过大家不要太fomo,pnut 只有一个,不可能复制。 4. 周末比特币生态meme 平台 https://t.co/yzc36NKugR 被大家fomo,第一个meme币 #ODINDOG 市值最高直接30M+了,不过我还是建议大家不要fomo,无论是哪个生态,什么模式,很难再有pump的辉煌。比特币生态还得看闪电网络以及RGB。 5. 川普喊单救市加密,周末都在休息的时候川普在自己的真相平台喊单 $xrp $ada $sol ,要助推成为加密储备计划之一,随后又补充了BTC ETH 。这很明显是一场阴谋,就在喊单之前几分钟,大户公开在Hype平台50倍杠杆做多2亿+的资金,如果没有内幕,谁敢公开高杠杆做多呢? 目前BTC的储备还没落实,各大洲正在讨论阶,对于川普的这些行为,不要太较真,他只是按照送钱人的要求说了该说的话,散户还是要根据自己的投资策略交易就好,不要被这些干扰。 Arthur Hayes:加密储备现在只是空谈,美国没有预算去增持比特币或山寨币。 6. 据链上数据分析师余烬监测,Bybit 黑客盗取的 49.9 万枚 ETH 或将于今、明两天全部洗完,当前地址里只有 6 万枚 ETH (约合 1.48 亿美元) 等待清洗。过去 24 小时 Bybit 黑客洗走了 9.65 万枚的 ETH。 7. 公链Cronos $CRO 拟重新发行700亿枚被销毁的代币,以支持战略储备计划。 【行情分析】 美国总统喊单加密,能量爆棚,过去24小时,ADA涨幅最猛,直接拉了80%,成为加密第8的货币,ADA一直是个谜,谁也不知道现在生态如何,钱包如何,反正就是涨。 上周还是熊市,这周就是牛市了,我此前说过,3月份是反弹季,昨晚川普喊单之后,反弹正式开始,短期可能还会验证底部支撑,但是总体是反弹月。然后会有一个震荡周期,真正的拉升只发生在下半年。 昨晚XRP ADA SOL之后,美国币又被市场重视,接下来还是以美国币为主,包括 $HBAR $rsr 等等。另外MEME 也要重视下,尤其是次新meme,市场没有全新共识炒作标的的时候,次新meme是最好的选择,比如 $trump $pnut 等等。 【风险提醒】 数字资产波动较大,风险极高,请谨慎参与,杜绝满仓梭哈,拒绝贷款杠杆;
$ENA
-6.69%
$SUI
-6.46%
$baby
+11.96%
$pnut
-8.04%
$xrp
-1.62%
$ada
-0.79%
$sol
-1.56%
$CRO
-0.08%
$HBAR
-4.28%
$rsr
+2.29%
$trump
-8.48%
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