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Renata2024/11/08 08:31

By:Renata

1.Zoomer Oracle: $SMILE Potential Analysis

Trading viewpoint:

Project Background: $SMILE is a stablecoin lending protocol based on Bitcoin, similar to the "Asian version of MakerDAO". It has now been launched on Bybit and coincides with Bitcoin's new historical high.

Market timing: Trump's election brought bullish market sentiment, and DeFi projects also saw a general rise.

Project features: $SMILE is an Asian project with a total supply of 210 million, a circulating market value of about 12 million US dollars, and an FDV of about 88 million US dollars.

Bullish factors: BTC ecosystem drive (especially after BTC ATH), DeFi track, new currencies, lower FDV, and have not yet attracted widespread market attention.

Latent risk: liquidity issues, similar to the challenges of most recent new projects.

Investment strategy: hold small positions, expect to hold in the medium term, and sell when the BTC ecosystem reflects this upward trend.

See the original text: https://x.com/ZoomerOracle/status/1854183282642223597

2.Second, Lao Bai: BTC/KRW hit a new high, focusing on the potential of $MEW

Trading viewpoint:

BTC/KRW broke through historical highs, attracting widespread market attention. Against this backdrop, $MEW, as the only cat token traded on Upbit with Korean Won (KRW) besides Doge and Shib, has unique scarcity.

$MEW has broken through a long accumulation period and is currently retesting historical highs. Although it has not experienced several times the increase of other meme coins, it has potential.

In terms of trading volume, $MEW has ranked in the top 20 and top 8 on Upbit and Bithumb. If it enters the top 2 again, the expected price may be repriced to 0.02 dollars - 0.03 dollars.

See the original text: https://x.com/resdegen/status/1854592075695784049

3.Unipcs: Optimistic about the future trend of $FLOKI

Trading viewpoint:

$FLOKI is one of the memecoins I am most optimistic about this cycle.

Historical Performance: The fourth quarter usually performs well for FLOKI. In November 2021, it reached a historical high in the previous cycle.

Catalyst: The highly anticipated Valhalla Metaverse game will be launched on the 28th of this month, which may become the driving force for FLOKI's next big trend.

See the original text: https://x.com/theunipcs/status/1854559312967823771

4.Mr. Pips: $SWELL Investment Perspective

Transaction reason:

ETH is in good condition, especially the performance of ETH beta, especially Eigen as an emerging beta project in the market.

SWELL has a market capitalization of $44 million and a fully diluted market capitalization (FDV) of $345 million, with a token economy model similar to recent listings such as Deep, Carv, and Grass.

The project supports perpetual contracts.

The airdrop effect was not good, and the airdrop farmers did not sell as expected, resulting in a low market circulation supply. The airdrop was launched 12 hours ago, and the market impact was relatively small.

Forecast: Under current market conditions, $SWELL is expected to easily triple to a market cap of $132 million and FDV of $1.03 billion.

See the original text: https://x.com/mrpipsphd/status/1854721275786383815

5.Bit into: secondary positioning allocation strategy

Trading view

Heavy positions in currencies:

Coins suitable for heavy positions are generally listed on top exchanges, have been deposited in the secondary market for more than 6 months, have a continuous bottom absorption for 3 months, and are fully circulated.

Example: MEW, MYRO, BOME, TAO, ORDI, SATS, RATS, METIS, ARKM, APE.

Zhongcang Currency:

Having a record of listing with more than 3 major firms, the secondary market has been settled for about 6 months, and there are signs of institutional investors absorbing funds at the bottom.

Example: PEPECOIN, NEIRO, 1000cat, PIZZA, DOG, DYM, STRK, SAGA, SKL, MANTA, MERL, ELON, PIXEL, YGG, PORTAL, BIGTIME, WLD, TIA, TRU, MASK, ETHFI, ENS.

Note: This type of currency may not be suitable for heavy positions and needs to be determined after in-depth research.

Light position currency:

Coins suitable for light positions are generally listed on several small exchanges, with low market value, poor liquidity, and low market attention. However, there is a correction in the secondary market for more than six months.

Example: ETHS, ATOMARC, QUARK, MSN, BILLY, APU, SILLY, TROLL, SEAL, PANDORA.

Ant Warehouse Currency:

Mainly on-chain coins, with good narrative and popularity, after about a month of adjustment.

Example: TERMINUS, DOGGO, MOODENG, KHEOWZOO, PNUT, BAN, ACT, GOAT.

Summary of viewpoint: The tenfold return on the secondary market is still worth paying attention to. Maintain a "slow is fast" mentality in investment strategy.

See the original text: https://x.com/roger73005305/status/1854683988209840540

6.Mr. Pips: $SWELL Investment Perspectives

Transaction reason:

ETH is in good condition, especially the performance of ETH beta, especially Eigen as an emerging beta project in the market.

SWELL has a market cap of $44 million and a fully diluted market cap (FDV) of $345 million, with a token economy model similar to recent listings such as Deep, Carv, and Grass.

The project supports perpetual contracts.

Forecast: Under current market conditions, $SWELL is expected to easily triple to a market cap of $132 million and FDV of $1.03 billion.

See the original text: https://x.com/mrpipsphd/status/1854721275786383815

7.Lao Bai: PayFI, AI Agent, Meme - Overview of the new main line of this round

Core viewpoint: The market trend of this round is gradually becoming clear, and it is expected to revolve around the following three tracks.

PayFI - Achieving Real-World Connectivity

The PayFI project has been active recently, and Stripe's acquisition of Bridge for $11.10 billion is a landmark event. PayPal's PYUSD publishing volume has exceeded $500 million, Visa and Mastercard's supply chain finance solution, Osmosis, scrvUSD, and others are also exploring Crypto Debit cards.

The encrypted payment system solves the problem of low efficiency in traditional payments and can meet real user requests. PayFI may be the key track for Web3 to achieve mass popularity.

AI Agent - Enhanced On-Chain Experience

Unlike traditional concepts such as "model assetization", AI Agents have unique innovations in Crypto, such as AI asset issuance, AI ShitPost, and AI Agent DAO in the $GOAT project.

This is a new field that Web2 cannot achieve and Web3 cannot complete alone. It is currently regarded as the most promising combination of AI and Crypto.

Meme - on-chain casino, the core of the PVP track

Pump.Fun opened Meme's Market Positioning. The Meme project acknowledges the PvP nature of the Crypto community, which is a way to satisfy entertainment and gaming. However, the Meme track is not the entire industry. When more valuable tracks emerge, it will return to its supporting role.

In the future, Meme may become a barometer and market activity signal in bull and bear cycles.

See also: https://x.com/Wuhuoqiu/status/1854379439666454745

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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