
菠菜菠菜|bocaibocai - 黑化版😈|Mar 13, 2025 13:14
On chain micro strategy Solv is about to turn the tide? What does the $100 million Bitcoin on chain reserve plan mean? Solv basic stock+future trend analysis 📈》
Not long ago, Solv quietly launched a significant on chain Bitcoin reserve plan, with an initial scale of up to $100 million. Unlike previous projects that were heavily promoted, Solv chose to take a low-key approach this time, playing the game of 'quietly entering the village, not shooting anyone'.
As soon as the news was detected by the market, many people began to secretly hoard goods, and just now Solv officially announced that the first phase of the blockchain Bitcoin Reserve Offering (BRO) had successfully obtained institutional investment of $11 million. The market immediately gave positive feedback, pushing prices up by more than 20%.
After the commotion, how did Solv perform?
Solv has been accompanied by huge controversies since TGE, with the most representative being the previously highly publicized "1800BTC incident", which was once filled with various negative news and malicious FUD in the market. In addition, Solv's performance in the price after TGE was also disappointing.
However, objectively speaking, at that time, Solv TGE coincidentally collided with the issuance of coins on the same day as Trump, severely diverting market attention and draining liquidity, resulting in a huge blow to the Solv coin price in an unstable state.
But it should be noted that Solv is very generous in airdrops, with a yield of about 50% for Binance MegaDrop single accounts alone, and the points mechanism is also quite friendly to retail investors.
In the current market situation, "more airdrops, more listings, and better coin prices" has become an impossible triangle, as can be seen from the numerous projects recently launched on Binance. Even though Solv is under severe short-term pressure and its price performance is poor, its fundamentals remain robust, with TVL currently stable at around $2 billion.
From TVL's data analysis, it can be seen that after experiencing the FUD and TGE storms, Solv did not experience large-scale fund withdrawals, but instead showed strong customer stickiness. This is because Solv's main customer base is not retail investors, but institutional investors, who value the platform's reputation and security more.
Amidst the overwhelming questioning from retail investors, the vast majority of institutional investors still choose to store Bitcoin on the Solv platform for interest, and are willing to spend real money to continue supporting Solv's Bitcoin reserve plan, reflecting their trust and recognition of Solv. This is also due to Solv's accumulated industry reputation and good customer relationships in the institutional market over the past four years.
How to interpret Solv in the context of "monkey market" when the "shanzhai season" may no longer exist?
In the current market, everyone is saying that the "shanzhai season" no longer exists. In the environment of rapid expansion of asset targets for mass production of organizational projects, a project with long-term development potential must have the following three characteristics:
-The ability to generate sustained income indicates that the product has genuine demand and can generate stable cash flow;
-Proficient in marketing, able to attract market attention and drive price increases;
-Having a real and trustworthy team greatly reduces the risk of running away.
Compared to the above three points, Solv clearly possesses the first and third points, the only thing missing is the ability to handle marketing and market operations. Once Solv becomes enlightened and takes active action in this area, it is only a matter of time before the market value returns to a reasonable range. From the current market value, Solv is already in a clear value trough, highlighting its investment cost-effectiveness.
conclusion
Although Solv's TGE performance did not meet expectations, we believe the team has learned valuable experience from it and is preparing to start again from a brand new starting point, and fight a beautiful comeback. Looking ahead, the potential benefits of Solv include the continued implementation of the US Bitcoin reserve policy, the phased advancement of Solv's $100 million Bitcoin reserve plan, leverage effects, the empowerment upgrade of Solv Token (such as staking, dividends, etc.), and a strong rebound in market sentiment.
So, in the current market value that has already oversold, spinach wants to shout that sentence again:“ 😭 Let's forget about Solv's death.
Non investment advice, DYOR
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