Yuyue
Yuyue|Feb 27, 2025 19:29
Reviewing the Opportunities on Solana - Capturing the Logic of the New Platform Background of the overall environment: -Pumpfun is about to release coins, and the entire model of Pumpfun may become weak. Therefore, Solana needs a new platform to receive traffic and buy orders, and actively create wealth -Some institutions have previously purchased a large amount of SOL from OTC, which may be driven by potential benefits, and there are also institutions attempting to build launch pads, jealous of Pumpfun's high pumping and high protocol revenue Therefore, there have been many new platforms emerging on Solana recently, such as @ timedotfun and Super @ _Superexchange from the past two days. Here, we will mainly talk about Super from the day before yesterday Super's propagation chain: -It should be a foreigner project party. When there are 16 fans, about half of them are foreigners and half of them are countrymen -On the evening of the 25th to the early morning of the 26th, the platform announced its official release, which gradually spread during the day of the 26th. Degen began to buy gradually on the evening of the 26th -In the early days of the Chinese section, bloggers such as @ off_thetarget and @ dominic_ckk wrote articles analyzing and spreading the content What should we look for next? -There is information about new platforms that have been preheated. Follow us and check if there are any representative tokens that may be released on the new platform in a timely manner -For new launch sites that already have volume, such as @ _Superexchange, follow up to see if there are any second waves/new memes appearing A brief analysis of the mechanism of super itself: -Mechanism: It has the flavor of Zhang Jian's fcoin (as Lao Jiucai said), which is to exchange trading volume for points --In my memory, there was a big guy named @ GridexProtocol who gained a lot of trading volume in mid-2023. If I remember correctly, @ Ice_frog666666 was a big guy that Ice Frog teacher gained from that project --There have been quite a few projects of the same type that involve trading volume to earn points in recent days -Core upward driving force: Integral repurchase model --The essence of this model is not a meme launch pad, but a defi plate. The driving factor for the rise is the APR brought by arbitrage and point brushing, so the token is a mining coin, and the benchmark is not meme --When the market and liquidity are not so good, the (3,3) model brings lower liquidity and higher volume. That's also why @ off_thetarget transferred the research experience of curve when analyzing You can read the article specifically: https://(x.com)/off_thetarget/status/1894950724036952218 -Subsequent strategies for this platform: --I don't have early costs, so based on the principle of playing new rather than old, I will focus more on platform coins and possible new leaders in the future --The platform itself needs more positive externalities, such as announcing financing and strong backers to promote a second wave of upward momentum --If you want to play, you can ambush some insider chips when you can no longer earn points. When the market is not good, avoid chasing high Due to the fact that the effect of new platforms is one of the few places that can still generate wealth creation effects in this period, my attention to new platforms will increase accordingly. However, the cost of chips is still a significant factor to consider. It is still recommended that everyone buy more when no one is interested At present, Super has already gained attention, so I will continue to monitor this platform and keep an eye on other potential new launch sites that may emerge. I have placed the super portal in the comments section. If you are interested, you can pick it up by yourself
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