Notes
10月31号的时候，Alliance公布了ALL15期毕业的一些项目。简单扫一下，看看有哪些可以着重关注一下。
（本文不含任何恰饭，请放心食用）
我按照发币概率和撸毛友好度排序给大家梳理一下
🌟不用关注，mark一下备注不用撸
🌟🌟关注，但是现在参与角度较少或者产品不成熟，mark一下就行。强撸灰飞烟灭
🌟🌟🌟可以撸，但是不用太上心，简单做点就行。
🌟🌟🌟🌟按头撸，必撸。可以专心撸。
🌟@bballxyz
本质上就是换玩法的炼油项目。开卡包或者买球员，组球队，PK，赢了赚积分。球员的购买是需要实打实的U去买的。这个项目10月21号前后有过一大波热度，游戏玩法机制都是比较成熟的，但是最近因为热度下降，所以里面的球员价格基本上都跌的差不多了。但是推特还是保持一周几条的频率在更新。
我的看法是：一个不错的壳子项目，但是单纯去撸觉得没啥必要。纯靠玩法和机制火不起来，后面如果卖壳子团队能赚一笔。
🌟 @ClipStake_X
这个项目大家可以理解成一个宣发渠道。项目方发布需求，设立奖金池，创作者创造内容在指定平台上发布。获得的数据就是获奖的依据。不建议专门去撸，一是感觉不会发币，二是这项目要火起来比较难
我的看法是：有才华的可以去上面撸个猪脚饭，其余的不建议去搞。除非有大融资
🌟🌟 @coalescefi
sol上的一个链上借贷的平台。目前没啥可以交互的角度。从空投角度来说，有发币概率。
我的看法是：关注后续融资情况，其余时间关注即可。
🌟 @CopperxHQ
U卡项目，不撸。这个没啥说的
🌟 @dayaxyz
这个也是U卡项目。不过这个是面对非洲那边的。大部分是to b的业务。非洲老黑那边因为本土货币崩盘，所以不少国家都对稳定币很开放。这个赛道我挺看好的，但是对散户没啥角度，所以不撸
🌟 @deksxyz
做礼品卡的，意思是把sol上的币给打包成礼品卡用于赠送。老外那边有礼品卡的文化，国内的话比较少。我个人不太看好这个赛道，不撸
🌟 @hyperlink_xyz
这个hyerlink大概率是要发币的，因为之前花了接近3WU去买了一个ticker叫 $PB 。不过现在具体的信息比较少，不知道是单开一个项目还是就是这个项目发币。而且交互的角度也比较少。可以关注一下
🌟🌟 @GluonMoney
这个项目的创始人之前在波卡上做了个DEFI项目叫做https://t.co/yV0LOxUcRz 。这个Gluon是做社交支付的，从描述上来看，应该类似于微信支付这种应用场景。叙事挺宏大的，但是跑起来挺困难的。不过可以关注，现在还是很早期的。
🌟🌟 @KairosSwap
利率预测市场，做对冲的一个项目。大概的逻辑是，你能看到各个金库的利率，冲U进去进行押注，然后到期后依据当日情况进行交割。说人话就是赌利率涨跌。
不考虑这个项目未来能不能做起来的情况下，从项目属性上来说，发币概率蛮大的。在参与之后，官方会让你Mint一个叫 Krystals 的代币，这个代币其实就是他们的积分，链上存在。目前holder才61个人，一共分发了124W的水晶。
https://t.co/PakTOGjpWw
坏消息是，官方说这个水晶没有任何效用（谁知道呢）
🌟🌟🌟 @o1_exchange
这个项目大家可以关注一下。我之前关注是因为我去扒N1 chain的生态发现的。项目有点类似于GMGN那种Meme交易平台，只不过上面的币是相对知名一点，并非是纯meme。融了4.2M，机构有coinbase和alliance好点。不过受限于现在Base上确实没啥交易量，所以这项目即使是Base官方转发了，貌似也没太多热度。
不过也好，没热度代币不卷。现在的活动情况如下
第一赛季有个OG的徽章，不过第一赛季9月5号就结束了。
目前是第二赛季，Base上有100E（36WU）的交易量或者邀请有300E的交易量，就能拿到巫师的徽章。持有巫师徽章，参加zora的交易大赛，是2倍交易量计算的。
这个zora的交易大赛额外说一下。因为这玩意儿确实不火，每周结算一次，今天是本周开始的第一天，貌似交易一丢丢就能拿150U左右的ZORA。具体要等到周末去看。我感觉，这个是有机会吃个猪脚饭的。你们关注一下。（如图）
🌟🌟 @OverHerdXYZ
一个匿名发帖的社交软件。签到，点赞，发帖，转发这些社交行为能获得代币。但是一天最多互动五条，理解成社交挖矿也可以。
目前支持ios和安卓的下载，自己去官网找。我刚下载了，还在测试中，目前没看到激励反馈。
🌟🌟🌟 @polldotfun
alliance孵化的预测市场，之前还拿过SOL黑客马拉松的奖项。我之前提过一次。界面做的很简洁，对单个事件只能支持是与否的投注，没办法像Poly那种，我中途可以卖掉我筹码。
这个大概率也会发币，刷的话，感觉可以搞一搞
#Downgrades - Dec 05, 2024
• $ABBV: Daiwa Securities Downgrades to Neutral from Buy - PT $180
• $AEO: JPMorgan Downgrades to Neutral from Overweight - PT $23 (from $27)
• $ALLY: Wolfe Research Downgrades to Peerperform from Outperform
• $AMAT: Morgan Stanley Downgrades to Underweight from Equalweight - PT $164 (from $179)
• $CHWY: BNP Paribas Downgrades to Neutral from Outperform - PT $30
• $CNX: JPMorgan Downgrades to Underweight from Neutral - PT $37 (from $31)
• $DVN: JPMorgan Downgrades to Neutral from Overweight - PT $191
• $F: Wolfe Research Downgrades to Underperform from Peerperform
• $FOUR: Benchmark Downgrades to Hold from Buy
• $FWONA: Seaport Global Securities Downgrades to Neutral from Buy
• $GRAB: HSBC Downgrades to Hold from Buy - PT $5.50 (from $4.25)
• $MRVI : Goldman Sachs Downgrades to Sell from Neutral - PT $4.25 (from $7)
• $NAUT: Goldman Sachs Downgrades to Sell from Neutral - PT $1.75 (from $2.25)
• $NCNO: Piper Sandler Downgrades to Neutral from Overweight - PT $38
• $OTIS: Barclays Downgrades to Underweight from Equalweight - PT $94
• $PB: Wolfe Research Downgrades to Peerperform from Outperform
• $PFG: Morgan Stanley Downgrades to Underweight from Equalweight - PT $80 (from $86)
• $RLMD: Mizuho Downgrades to Neutral from Outperform - PT $1 (from $23)
• $ROP: Barclays Downgrades to Underweight from Overweight - PT $569 (from $625)
• $SBRA: Mizuho Downgrades to Neutral from Outperform - PT $20
• $SM: JPMorgan Downgrades to Neutral from Overweight - PT $16 (from $15)
• $VCYT: Goldman Sachs Downgrades to Neutral from Buy - PT $37 (from $38)
#Upgrades - Sep 24, 2024
$BANC: Wedbush Upgrades to Outperform from Neutral - PT $18 (from $14)
$BNTX: Morgan Stanley Upgrades to Overweight from Equalweight - PT $145 (from $93)
$CMA: Wedbush Upgrades to Outperform from Neutral - PT $75 (from $52)
$CNH: Raymond James Upgrades to Outperform from Market Perform - PT $14
$COLB: Wedbush Upgrades to Outperform from Neutral - PT $31 (from $28)
$CRM: Piper Sandler Upgrades to Overweight from Neutral - PT $325 (from $268)
$LOW: Oppenheimer Upgrades to Outperform from Perform - PT $305 (from $230)
$PB: Wedbush Upgrades to Outperform from Neutral - PT $90 (from $75)
$RF: Wedbush Upgrades to Outperform from Neutral - PT $28 (from $23)
$RYAN: BMO Capital Upgrades to Outperform from Market Perform - PT $75 (from $65)
$WMT: Truist Securities Upgrades to Buy from Hold - PT $89 (from $76)
#Downgrades - Sep 20, 2024
$ACRE: Wells Fargo Downgrades to Underweight from Equal Weight - PT $7 (from $7.50)
$CMTG: Wells Fargo Downgrades to Underweight from Equal Weight - PT $8
$DAN: Wells Fargo Downgrades to Underweight from Equal Weight - PT $9
$DRI: Bernstein Downgrades to Market Perform from Outperform - PT $180 (from $190)
$FDX: Morgan Stanley Downgrades to Underweight from Equalweight - PT $200 (from $215)
$FRO: SEB Equities Downgrades to Sell from Buy - PT $19.05
$INSW: SEB Equities Downgrades to Hold from Buy - PT $55
$NTBL: JMP Securities Downgrades to Market Perform from Market Outperform
$PARR: Piper Sandler Downgrades to Neutral from Overweight - PT $23 (from $37)
$PB: Truist Securities Downgrades to Hold from Buy - PT $79 (from $81)
$PBF: Piper Sandler Downgrades to Underweight from Neutral - PT $25 (from $47)
$PEP: Morgan Stanley Downgrades to Equalweight from Overweight - PT $185
$RPD: RBC Capital Downgrades to Sector Perform from Outperform - PT $40 (from $50)
$STNG: SEB Equities Downgrades to Hold from Buy - PT $73
$VEL: Wells Fargo Downgrades to Underweight from Overweight - PT $20
$VLO: Piper Sandler Downgrades to Neutral from Overweight - PT $123 (from $169)
#Downgrades - Sep 17, 2024
$AGRO: Morgan Stanley Downgrades to Equalweight from Overweight - PT $12.50 (from $14.50)
$FYBR: JPMorgan Downgrades to Neutral from Overweight - PT $38.50 (from $35)
$GOLF: Jefferies Downgrades to Hold from Buy - PT $75 (from $86)
$OSBC: Raymond James Downgrades to Outperform from Strong Buy
$OZK: Raymond James Downgrades to Market Perform from Outperform
$PB: Raymond James Downgrades to Outperform from Strong Buy
$SEDG: Jefferies Downgrades to Underperform from Hold - PT $17 (from $27)
$VSAT: JPMorgan Downgrades to Neutral from Overweight - PT $15 (from $29)
