链上大师果冻酱

#injective $INJ
🌟Track Value: High Growth Track
The migration from CEX to DEX in the on-chain derivatives market is currently happening; the proportion of derivatives in DeFi trading volume is continuously increasing.
Injective's positioning is "on-chain derivatives infrastructure," which directly hits the track.

🌟Product Value: High Uniqueness, Few Competitors
Currently, there are very few chains that can provide native order books and highly customizable financial applications. On the technical level, Injective (with built-in order book) has almost no direct competitors among "professional DeFi public chains."

🌟Team Situation
Founder Eric Chen has a traditional quantitative and hedge fund background, with a deep understanding of on-chain derivatives architecture;
Co-founder Albert Chon is a Stanford master's graduate and former Amazon engineer, responsible for core architecture;
It is a team configuration that "understands both finance and engineering."

🌟Strong Investment Institutions
Early investors include:
Binance
Pantera
Jump Crypto
CMS
These institutions themselves are engaged in trading/derivatives, making them very aligned with Injective's positioning.

Overall, Injective's core advantages are its order book architecture, extremely low costs, cross-chain capabilities, and rapidly expanding financial ecosystem. The team is professional with a strong institutional background, allowing for continued observation.

$恶俗企鹅 An obvious dealer plate
When the market starts to shout
It begins to harvest
There are people shouting orders in the square again
Everyone be careful
As for me, I don't have a good outlook on this coin in the medium to long term.

I have to say there are really many warriors...
$TIMI has already become like this
And there are still a bunch of people banging away there
Is the studio really mindlessly spamming?...
If you ask me, it's better for everyone to switch to $FOLKS
To boost the trading volume
Don't let the big players of $TIMI close the door and beat the dogs
Let these 🐶 capitalists see our alpha people's backbone

$TIMI 开始关门打狗了

Yesterday I received the airdrop $IRYS
I took a glance at the historical airdrop value board
Basically all are below 20 now
Not going to zero is considered good
After some hesitation, I still sold at 18🔪
Didn’t expect this thing could actually rebound
But to be honest, if I went back to yesterday, I would still sell
After all, high risk low reward
I advise everyone to be rational.

Trading volume is the hard truth
Everyone votes with their feet
$TIMI has officially taken over $AIO to become the most suitable currency for brushing
No exceptions
Most importantly, everyone is playing
So there's no need to worry about taking over
Just steadily get on board and it's done

Today $TIMI is so smooth
In less than a minute, it directly reached nearly twenty thousand
The fluctuations before weren't actually that big
But the trading volume has always been stagnant
Finally, the trading volume has increased these past two days
Alpha people are overjoyed 😄
Everyone just needs to trade boldly
It's really a stable happiness

$IRYS airdrop received 18🔪
Better than nothing
Retirement retirement

Let's make a shallow prediction about how long the market for $恶俗企鹅 can hold on.
I guess the hype lasts for a day (to be precise, before we open our eyes tomorrow, or even sooner).
After all, the first wave of hype for the Chinese meme's number one coin $币安人生 lasted less than a day.
And the hype for $恶俗企鹅 on Twitter is far less than the previous Binance series.
Meme trading is always about emotions, and a good community environment doesn't help much.
I took a look at Twitter.
Official account has over 1000 followers.
The leading KOL has over 5000 followers.
Those who can run, should run.

Don't lose heart
There are always opportunities in the market
$BNBHolder $恶俗企鹅

Ah？？？？？
Alpha, when did you secretly start using Chinese memes？？？
$恶俗企鹅

I have been watching the trading boards of several popular coins in real time, and from the trading records, there really are a few hundred dollars per transaction being maintained. It's really simple to catch the studio; just freeze these transactions of a few hundred dollars for now. As for ordinary users, I really don't know what the point is in brushing a few hundred dollars in this market. Of course, if you are a serious player, please leave me a message; I would love to learn about what is currently being brushed starting from around $256 and over $100 (other than to protect accounts).
And a small reminder, everyone should brush when the transaction records are big and fast. The most important thing about $alpha coin is that there are buyers; although I am an investor, to be honest, the investment analysis logic does not apply here at all. Just look at the stability of the K-line and trading volume indicators and that's enough.
$BOS $TIMI $BAY

#yggplay $YGG
Let’s talk about this project in a straightforward manner; it’s the same old story: good track, good product, and a good team framework for analysis.
In terms of the track, the good days for play-to-earn and NFTs are already over. Play is something that can be played, but whether it can earn is another story. After all, 99% of gamefi projects are just flashy and end up being debunked in the end.
However, this project has an interesting mechanism design called Scholarships, where players can borrow NFTs to earn rewards. The profit-sharing model is also favorable for players, with 70% going to players and 10% remaining for the guild. If this can be achieved, it can be considered quite conscientious.
In terms of the product, it seems useful at this stage, mainly benefiting casual game players. Borrowing NFTs to play allows more people to participate, and the DAO + sub-DAO model can manage multiple game assets simultaneously, which addresses a small pain point.
Currently, the project selection is also relatively rigorous; there must be its own native token, play-to-earn mechanism, etc. Of course, the previous point still stands: whether it can really make a profit and truly be play-to-earn is key. Just playing without earning will certainly not last long.
Regarding the team, the three founders come from backgrounds in the gaming industry, investment banking, and blockchain technology, which is a pass.

More than fifty thousand people left yesterday
Is the good day of 220 far away?😄

#plasma $XPL
I became aware of this project because I often transfer between wallets on different platforms. It’s definitely a case of choosing whoever has the lower gas fees, and I also casually bought some XPL for gas, which is convenient for pure use. After a few days, I found that this thing even increased in value, and quite significantly too.
After careful consideration of the reasons for the increase, aside from the short-term fluctuations brought about by the market and sentiment, from our VC perspective, it ultimately boils down to three words: good product. $ETH gas fees are so high, and the market and slippage are already quite annoying. Who wouldn’t want to transfer a bit faster and with lower gas fees? Anyway, I'm currently using whoever is cheaper; I believe everyone will vote with their feet.

I never understood why everyone says there’s nothing to farm in alpha, but today I opened the farming dashboard and saw it skyrocketing. Isn’t this the perfect time to farm coins? Orders come in quickly and I can also make some extra cash on the side. Just follow the trend mindlessly and that’s it (Today I farmed $BAY , benefiting from the surge of over a thousand, I’ve already made a small profit of dozens of dollars. Recently, airdrops have high rewards but low amounts, and there aren't many quick transactions. I need to seize this market rebound and farm a few more rounds.

#lorenzoprotocol $BANK
Let's just say, $BANK is an old friend of us alpha people, and has helped us make some volatile money. After all, compared to volatility, traders are more afraid of a lack of trading volume... Among the few coins that didn't go to zero after a 4x increase, I researched the reasons, and it's likely due to a good track (no need to mention how hot DeFi is, of course I checked the white paper, this project isn't purely a DeFi, but more like a mix of CeFi and DeFi; the official explanation is that it tokenizes CeFi yield products and seamlessly integrates into DeFi) along with a decent mechanism design (most coins are still locked up, with parts locked for the team, investors, and the community, and the community holds a large portion, future unlocks also require community voting), I feel it's worth keeping an eye on, paying attention to news, and just remember to sell before each unlock.

$BEAT really is becoming more and more magical, it feels like $AIO 4 times after stopping, it can still rise again, after all, there aren't many coins that can be brushed right now. The feeling these days is that it's better to have a bigger fluctuation and still brush coins with a continuous upward trend. This way, maybe while earning points, one can also make some money from the fluctuations.
Previously, I got caught once, and my courage has shrunk. I remember at that time in the square, everyone was in despair. It seems people really need to have a broader perspective.
If I hadn't sold back then, I would have had an 8-9 times return by now.

Only one day left for $AIO , the daily decline incurs losses in handling fees, but it is currently the best choice. I don't know what else Alpha can trade next...