谈一下 #Binance 的第19期HODLer空投项目，基于Sui生态的流动性质押协议小海狸 $Haedal 。
$SUI 是这一轮表现极为亮眼的公链，尽管前些天遭遇了危机事件，但我们都能看到CZ主动发声援助它，币安也对其生态保持着build的初心，全力提供支持。Haedal Protocol作为Sui生态中的首个流动性质押协议，发行的haSUI是SUI上持有人数最多的LST代币，毫无疑问是SUI生态的龙头项目之一。
$HAEDAL 通过首发币安Alpha，将5%的供应量奖励给币安活跃用户以及 $BNB 持有者们，成为了少数被精选出在币安现货交易的SUI生态项目，其所捕获的生态价值和相对较低的市值，也能让我们感受到币安在项目选择上的用心。小海狸虽然是动物形象，但并非meme，币安始终在传播正确的价值观：真实在做建设的项目应该被看见。
从Launchpad到Launchpool，币安心选曾经给我们带来了无数的奇迹，只要坚定持有 $BNB ，就可以简简单单地低风险享受币安为用户提供的红利。现在的Holder空投项目，又何尝不可能创造新的惊喜？
成为 $BNB holder，积极参与币安活动，关注币安坚持建设的选币角度，是长期期望非常高的事。无论你的体量大小，都一定要多关注 #Binance 的Launchpool， $BNB hodler的空投，以及币安现货的上币角度等等。币安是加密行业毫无疑问的领头羊，而币安的选择总是会涌现财富密码。
#Binance Launchpool：https://t.co/Y6OWJqXXqG
加入 #Binance ，和2.5亿用户一起拥抱Crypto的未来：https://t.co/jxPmfDLKaS
这轮所有押注的山寨季逻辑无非是在赌这玩意的见顶，5月8号那波就算事后回看也像极了山寨季起点，结果五月下旬直接无缝切换回地狱行情，回撤得很emo，没有怨言，市场永远正确。
目前难玩的核心点不是噪音多而是没有创新，就算大饼新高流入的钱还是去大饼，山寨始终未脱离存量博弈，幸存者越来越少也越来越精明。
无论ETH、SOL还是其他L1，都缺乏一个类似上轮defi出现的真实叙事燃点，才导致场内最亮眼的项目是收pvp手续费的hype、pump等等，市场也不再像上一轮那样频繁奖励格局山寨的人。
但是，面临M2增量周期，我对行业是看好的，我不相信红利会一直这样消失。
普通人能做的，就是生存下去，等待燃点的出现，然后拥抱风口。目前，仅仅是风还没来。
1. $SOON Is at the Heart of the SVM Narrative
The Solana Virtual Machine (SVM) is emerging as a major theme in the Solana ecosystem, powering fast, scalable, and low-cost decentralized applications. Previously, $LAYER led the SVM narrative and delivered stellar performance — even after a significant correction, $LAYER still commands a market cap of $218M.
By contrast, $SOON is currently undervalued relative to its peers, despite having similar or stronger fundamental positioning. As interest in SVM-native applications continues to rise, $SOON stands to benefit as a core narrative token.
2. Jump Crypto Is Involved
Another strong reason to be bullish on $SOON is the involvement of Jump Crypto, a well-known and highly influential market maker and investor in the Solana ecosystem. Jump has been behind many of Solana’s biggest success stories. Their participation is a strong vote of confidence and suggests that $SOON is being positioned for long-term success with deep liquidity and potential institutional support.
3. Upbit List
$SOON is set to list on Upbit, one of South Korea’s largest exchanges, a market known for driving significant volume and speculative interest. Importantly, $SOON has not yet been listed on Binance spot, meaning the potential buying pressure is far from fully priced in. Once Binance or other top-tier exchanges like Coinbase list the spot, we could see a major influx of retail and institutional demand.
4. Attractive Entry Point with Limited Downside
The estimated token cost for early supporters (SOONests) was $0.31, and with current prices approaching this level, the downside risk is significantly reduced. For new entrants, this creates a favorable risk-reward profile, especially when paired with the high-upside potential tied to upcoming catalysts. The sharp increase in open interest on Binance Futures indicates that a significant amount of capital is currently betting on $SOON.
5. The Story of Layer 1 Is Rotating Back to Solana
We are likely entering a new phase in the market cycle, one where Layer 1 chains, especially Solana, regain center stage. As Ethereum fees remain high and Solana continues to deliver strong performance and developer adoption, the market will likely reward infrastructure projects that enable growth on Solana.
🍕15年前，Laszlo用两块披萨开启了我们对去中心化价值的想象。
🚀今天，超过2.5亿用户和币安一起续写加密世界的未来。
让我们在披萨节十五周年再次举杯，纪念一块披萨的传奇，庆祝一群人的信仰。
恭喜BTC刷新历史新高，Keep Building!
Happy 15th Bitcoin Pizza Day!🍕
#BinancePizza @Binancezh
To the sidelined souls, FOMO warriors, and itchy-fingered leverage hunters around the world:
This isn’t the calm before the volcanic breakout — it’s the fog before the fall into the abyss.
When Bitcoin pushes past 106K, that’s not the sound of victory — it’s the trumpet of greed’s final reckoning. You think you're chasing momentum. In truth, you're dancing on a razor's edge.
FOMO at this level? It’s not opportunity. It’s poison.
Those who ape in above 106K will be remembered not as victors, but as liquidated fuel. Leverage will tighten around your capital like a noose.
Longs will be slaughtered. Chasers will vanish. Ashes to ashes, dust to dust.
Markets don’t wait. But tops don’t send invitations either.
Friend — don’t dance at the edge of the volcano. Not every pump is your ticket to the moon.
The true winners now are not fearless — they are cold, calculated, and painfully patient.
Caution is the new conviction.
Yours sincerely,
— Shione
Enjoy the meme supercycle.
