坚决不在交易所亏钱
跟踪市场热点 ，专注一级市场和交易所打新！从DeFi到NFT到GameFi赚到了人生第一个A8。所有言论非投资建议 DYOR ！
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$老子 clearance, this coin is a pile by the roadside
There is a saying that the toad doesn't bite people but disgusts them, this coin is like that, it's too disgusting this庄
$JTO This wave can go up, I will cut myself! Bearish
$JTO This waste falls when others fall, it still falls when others rise, the project team talks big every day.
Are you comfortable?
Xiao La is here to scoop the bottom! #ALPHA🔥
Many friends are extremely worried about Brc20. Let me share my personal experience.
It is currently in the first wave. Unexpectedly, the most outstanding person in the first wave is the king of memes, Zoo Rat.
The second wave has not yet begun, because every meme trend in our history has had two waves.
The first wave left everyone wanting more, but they pulled back midway and got off the market. The second wave was completely crazy.
At the moment, emotionally, I am far from completely crazy.
Why is the judgment not completely crazy? Generally there will be dragon one and dragon two. Currently there is only Long One, Long Two has never appeared in the zoo. There is also a stage where you can make money by buying anything, but currently only the leading ones are obviously the most powerful.
Finally let us wait and see.
Looking forward to the second wave, there will definitely be a cause for the outbreak. That is Binance Wallet.
It is currently in the first wave. Unexpectedly, the most outstanding person in the first wave is the king of memes, Zoo Rat.
The second wave has not yet begun, because every meme trend in our history has had two waves.
The first wave left everyone wanting more, but they pulled back midway and got off the market. The second wave was completely crazy.
At the moment, emotionally, I am far from completely crazy.
Why is the judgment not completely crazy? Generally there will be dragon one and dragon two. Currently there is only Long One, Long Two has never appeared in the zoo. There is also a stage where you can make money by buying anything, but currently only the leading ones are obviously the most powerful.
Finally let us wait and see.
Looking forward to the second wave, there will definitely be a cause for the outbreak. That is Binance Wallet.
Key crypto events in the second half of November
November 15th: $AMB – Token Economics Upgrade
November 16th: $TOKEN - Significnat Announcement
November 17: $BTC ETF Spot Approval Possibility
November 19: Swift - ISO 20022
November 22nd: $AXS - Axie Champion Closed Beta
November 23: NFTB - Announcements
November 24th: $GMT - Gas Hero Beta Test
November 27th: $QTUM - Mainnet upgrade
November 28th: $ILV: Beta 3: PVP released
November 29th: $LINK - Stake v0.2 priority migration
November 15th: $AMB – Token Economics Upgrade
November 16th: $TOKEN - Significnat Announcement
November 17: $BTC ETF Spot Approval Possibility
November 19: Swift - ISO 20022
November 22nd: $AXS - Axie Champion Closed Beta
November 23: NFTB - Announcements
November 24th: $GMT - Gas Hero Beta Test
November 27th: $QTUM - Mainnet upgrade
November 28th: $ILV: Beta 3: PVP released
November 29th: $LINK - Stake v0.2 priority migration
[As the hype resumes, let’s focus on understanding FTT’s current chip distribution]
The maximum FTT was 85 dollars, which was 22 dollars before the bankruptcy, and is now only 3.4 dollars. More importantly, FTT has been heavily locked up.
Once it restarts, it will definitely be hyped again before it restarts. Then it becomes very important to understand the current chip situation of FTT.
#FTT#FTX
1 The total supply of FTT is now 328 million. Although the total amount is large, the actual circulation is very small.
Below is a screenshot of the Top holders on the scope, which can be found.
The currency holding address 1 is FTX Treasury, and the currency holding address 2 is FTX Exchange. These two hold 195 million and 45.85 million coins. After ftx goes bankrupt, the ftts at these addresses should not be able to be moved. It was also found on the actual chain that there has indeed been no record of transfers in or out for a long time.
4, 5, 6, and 7 are all related to ftx. Among them, currency holding address 4 is the collection of assets after the bankruptcy of ftx. Although it has been selling assets recently, FTT has not sold or moved. It may be because ftt is directly related to ftx and is not legally allowed.
Coin holding address 5 is the ftt held by Alameda Reseach, which also collects ftt, but has never been moved out. The currency holding address 6 is bitDao's ftt. BITDAO and FTX hold each other's tokens. It seems to be locked for 3 years.
Coin holding addresses 7 and 9 are also addresses related to ftx. The chain shows that they have not been moved since the collapse of ftx.
Therefore, among the top 10 currency holding addresses, at least 7 addresses occupy a total of 270 million FTT and cannot be moved. Of course, there will definitely be more ftts that can't actually be moved. Because of other holding addresses, we don’t have time to analyze them one by one.
2 Then for the remaining ftt, there are still 58 million pieces. Then let’s investigate the chips in the exchanges. Binance has 38 million chips, and other exchanges have relatively small holdings. A total of 46 million coins are held.
3 FTT has surged about 5 times last week. We know that when general coins surge, a large number of users will recharge and enter the exchange. For this reason, we can measure the chips circulating outside FTT in reverse. Figure 3 in the attachment shows the transfers in the last seven days. The largest transfer was to the wallet address of binance8, which transferred a total of 3.46 million coins, which is very small compared to the amount currently held. And many of them may be transferred to Binance from other exchanges. For example, gate decreased by 2 million coins.At the same time, there are two large addresses on the chain that are transferring to each other.
On another level, FTT’s transfer frequency on the Ethereum chain is relatively low. So overall, although FTT still has 12 million chips outside the exchange, many of them are still unable to be moved. For example, there are some small-amount ftx-related addresses, or wallets that have lost their private keys, or large investors that have been locked in for a long time.
4 In total, the total amount of FTT is now 328 million, of which at least 270 million are related to FTX and cannot be moved. Of the 12 million coins held by on-chain addresses, it is estimated that more than half cannot be moved. The main ones circulating are on exchanges, mainly on the Binance exchange. The total current circulation is 50 to 60 million pieces. If calculated according to the current price, the circulating market value is about 200 million US dollars.
The maximum FTT was 85 dollars, which was 22 dollars before the bankruptcy, and is now only 3.4 dollars. More importantly, FTT has been heavily locked up.
Once it restarts, it will definitely be hyped again before it restarts. Then it becomes very important to understand the current chip situation of FTT.
#FTT#FTX
1 The total supply of FTT is now 328 million. Although the total amount is large, the actual circulation is very small.
Below is a screenshot of the Top holders on the scope, which can be found.
The currency holding address 1 is FTX Treasury, and the currency holding address 2 is FTX Exchange. These two hold 195 million and 45.85 million coins. After ftx goes bankrupt, the ftts at these addresses should not be able to be moved. It was also found on the actual chain that there has indeed been no record of transfers in or out for a long time.
4, 5, 6, and 7 are all related to ftx. Among them, currency holding address 4 is the collection of assets after the bankruptcy of ftx. Although it has been selling assets recently, FTT has not sold or moved. It may be because ftt is directly related to ftx and is not legally allowed.
Coin holding address 5 is the ftt held by Alameda Reseach, which also collects ftt, but has never been moved out. The currency holding address 6 is bitDao's ftt. BITDAO and FTX hold each other's tokens. It seems to be locked for 3 years.
Coin holding addresses 7 and 9 are also addresses related to ftx. The chain shows that they have not been moved since the collapse of ftx.
Therefore, among the top 10 currency holding addresses, at least 7 addresses occupy a total of 270 million FTT and cannot be moved. Of course, there will definitely be more ftts that can't actually be moved. Because of other holding addresses, we don’t have time to analyze them one by one.
2 Then for the remaining ftt, there are still 58 million pieces. Then let’s investigate the chips in the exchanges. Binance has 38 million chips, and other exchanges have relatively small holdings. A total of 46 million coins are held.
3 FTT has surged about 5 times last week. We know that when general coins surge, a large number of users will recharge and enter the exchange. For this reason, we can measure the chips circulating outside FTT in reverse. Figure 3 in the attachment shows the transfers in the last seven days. The largest transfer was to the wallet address of binance8, which transferred a total of 3.46 million coins, which is very small compared to the amount currently held. And many of them may be transferred to Binance from other exchanges. For example, gate decreased by 2 million coins.At the same time, there are two large addresses on the chain that are transferring to each other.
On another level, FTT’s transfer frequency on the Ethereum chain is relatively low. So overall, although FTT still has 12 million chips outside the exchange, many of them are still unable to be moved. For example, there are some small-amount ftx-related addresses, or wallets that have lost their private keys, or large investors that have been locked in for a long time.
4 In total, the total amount of FTT is now 328 million, of which at least 270 million are related to FTX and cannot be moved. Of the 12 million coins held by on-chain addresses, it is estimated that more than half cannot be moved. The main ones circulating are on exchanges, mainly on the Binance exchange. The total current circulation is 50 to 60 million pieces. If calculated according to the current price, the circulating market value is about 200 million US dollars.
Ordi's utility will be coming soon. Yesterday, brc20 founder Domo and brc20 indexer mentioned several important plans in the space about brc20 indexing:
1) Strengthen index decentralization and security
Open source indexing and strive to increase the number of indexers to more than 100 as soon as possible.
There is a problem here. In the past, indexers were mainly restricted by reputation. If the number increases to more than 100, will indexers do evil?
This requires the introduction of slash, so guess which asset will be used as the indexer's pledge asset?
I guess it's $ordi
2) Develop governance module
Domo mentioned that the governance module of the brc20 ecosystem is being developed so that the community of each asset can use it for community governance.
Guess which asset will be governed by the protocol?
I guess it's $ordi
You can listen to the replay of the meeting content. As for the utility of $ordi, it is my guess based on the content of sapce and is not an official decision of the brc20 agreement.
However, $ordi is the first asset deployed by domo and the largest asset on the Bitcoin chain. Following the first is first principle, there is a high probability that this will be the choice.
Listening to the plan in SAPCE yesterday, it seems to coincide with my proposal a month ago. Although I think Ordi's utility is not that important, from the perspective of ecological development.
Guard the decentralization and security of indexing;
Better governance of the future of the protocol;
These two things will obviously further promote the development of brc20 and btc meta protocols
1) Strengthen index decentralization and security
Open source indexing and strive to increase the number of indexers to more than 100 as soon as possible.
There is a problem here. In the past, indexers were mainly restricted by reputation. If the number increases to more than 100, will indexers do evil?
This requires the introduction of slash, so guess which asset will be used as the indexer's pledge asset?
I guess it's $ordi
2) Develop governance module
Domo mentioned that the governance module of the brc20 ecosystem is being developed so that the community of each asset can use it for community governance.
Guess which asset will be governed by the protocol?
I guess it's $ordi
You can listen to the replay of the meeting content. As for the utility of $ordi, it is my guess based on the content of sapce and is not an official decision of the brc20 agreement.
However, $ordi is the first asset deployed by domo and the largest asset on the Bitcoin chain. Following the first is first principle, there is a high probability that this will be the choice.
Listening to the plan in SAPCE yesterday, it seems to coincide with my proposal a month ago. Although I think Ordi's utility is not that important, from the perspective of ecological development.
Guard the decentralization and security of indexing;
Better governance of the future of the protocol;
These two things will obviously further promote the development of brc20 and btc meta protocols
Since its listing in May 2023, the price of $SUI has fallen for 6 consecutive months.
Few people will notice that the flow of funds into SUI
SUI's TVL has grown 10x since early August ($12 million to $120 million). But the price has not doubled from the bottom.
SUI is investing a lot of money to create incentive programs to encourage more users to flood into the ecosystem = it is expected that there will be a very large user breakthrough in the next 2-3 months. SUI price explosion is inevitable in the future. Refer to the previous apt at the beginning of the year.
At the same time, the ecological incentive program has not paid out tokens yet.
The high APY farming program has been out for almost two weeks, resulting in many tokens being locked into the protocol. I don’t know when the bookmaker will actually light the fire.
Few people will notice that the flow of funds into SUI
SUI's TVL has grown 10x since early August ($12 million to $120 million). But the price has not doubled from the bottom.
SUI is investing a lot of money to create incentive programs to encourage more users to flood into the ecosystem = it is expected that there will be a very large user breakthrough in the next 2-3 months. SUI price explosion is inevitable in the future. Refer to the previous apt at the beginning of the year.
At the same time, the ecological incentive program has not paid out tokens yet.
The high APY farming program has been out for almost two weeks, resulting in many tokens being locked into the protocol. I don’t know when the bookmaker will actually light the fire.
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