
潜水观察员 🇨🇳|Mar 27, 2025 04:44
I have to admit that Sol can better capture external value
BNBChain really can't compete in this aspect
The global battlefield still belongs to Solana
However, currently there is a significant decrease in visible market funds
If it were before, it would have been basically 100m
The most amazing thing is that BTC is actually in a slow rising state
In this situation, there are no counterfeit cows or on chain cows
Simply put, there are no new innovations worth funding in the entire market
Return to BNBChain
The first round of the artificial cow actually ended after the vote for the Nine Sons to win the throne ended
This round is clearly dominated by community coins
The characteristic of community coins is that they fluctuate greatly with market sentiment
The result of community coins is actually that the leftovers are king
Projects that can continue to be built will win when bnbchain traffic returns
I personally think the second round of Bnbchain is in the process of brewing
AI+applications are definitely the biggest race track
Last year's Ai Bull on Sol will reappear on bnbchain
In terms of operation, I would bet on the launch of three products
Next is the VC coin of low market value on chain TGE
The IDO of Binance Wallet has actually been sampled
But I think if it weren't for the expectation of these projects being listed on Binance or already being listed on Binance
The IDO valuation of VC coin this time is still too high
Suggest @ heyibintance to turn Pancake's IDO into an automated product
Allow VC coins to set their own prices for on chain TGE
This can bring some VC coin traffic into bnbchain
Lastly, one more point is DeFi infrastructure
The power of memes on Sol makes people overlook the fact that their defi is also very strong
The Metaora platform is what bnbchain lacks the most
This direction is actually very suitable for entrepreneurship
In fact, compared to the prosperity of BNBChain in 2021
Nowadays, both the infrastructure level and user base are far from satisfactory
In a sense, we are currently bottom fishing at BNBChain
Everything has just begun
Looking forward to the second round of bnbchain
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