Preface
I drank a bottle of wine and smoked half a pack of cigarettes, but I still haven't figured out one question: who is the winner in this industry? Is it the project owner? Or the exchange? Or us leeks? Or is it a combination of the three, appearing at different time stages? In this round of market, we can see that the project owners are very competitive, retail investors are very competitive, and some exchanges are very competitive, such as the web3 wallet of Ouyi, and various first-time projects of Bitget. Only, Binance, once the industry leader, has always been very low-key. Maybe it is to wipe the ass of reconciliation with the SEC and CZ drinking coffee, but now, Binance is back and joins the ranks of the king of competition. Let's see what is the pump behind this?
Binance is getting anxious
Just today, Binance announced that it will launch a new launchpool project Sleepless AI, which is a web3+ai game platform project. This is not surprising. Recently, the various shovels in the Inscription ecosystem have been having a lot of fun (auction, double t, little turtle, bake and the recently popular zero). It is also normal for Binance to join the new launchpool. Why is Binance getting anxious? Because this is not the first time Binance has launched a new launch this month.
On December 20, Binance launched Fair Mode - NFPrompt (NFP), an AI-driven UGC platform. Analysis report: https://www.binance.com/zh-CN/research/projects/nfprompt
On December 11, Binance launchpad launched Fusionist. ACE is the native token of the decentralized gaming/social blockchain Endurance, and will house Fusionist (a Web3 AAA game).
Including this time, Binance has launched three new IPOs this month. When have you ever seen Binance be so diligent?
Binance is going to build momentum
We know that Binance has been very low-key since the beginning of this year, and the price of BNB is like a stablecoin. At the end of last year, Binance had been hammered by the SEC until some time ago, when Binance paid a sky-high fine, and CZ resigned and retired and went to jail. However, during this period, the market was not idle. Inscriptions were in full swing, and Sol had risen with a momentum that surpassed Ethereum. After the launch of the inscription market, Ouyi's web3 wallet undoubtedly became the big winner. OKB has also doubled since the beginning of this year, and it can be said that it has overshadowed Binance in all aspects. If Binance does not do something at this time, it would be a bit unreasonable. So last week, He Yi released Binance's declaration of entering the inscription market on AMA. Now the market is also rumored that Binance's web3 wallet will be launched on January 4, which is another big positive for inscriptions. After the news of the new listing came out today, BNB, Cake, Bake, BSW, BNX, etc. all pulled in. It is rumored that they all want to do BRC. Some of them may be rubbing, but it can be seen that Binance is still very determined this time.
Potential opportunities
My personal feeling now is that Binance is very anxious to make something happen. To be honest, Binance is invincible in the bear market, especially last year, it was simply killing people. But now there is liquidity everywhere, even Ethereum is not popular, so is Binance's liquidity advantage still big? I am not sure. I can only say that you should try to keep an eye on it. The projects that Binance is focusing on must be good. After all, they are also the first in the industry and their size is here. If you currently hold related assets, you can also take them and wait for the Binance web3 wallet to go online to see what the specific situation is.
By the way, I would like to mention that all of Binance’s current actions are basically centered around games and AI. I am very optimistic about these two tracks. One is the future outlet, and games are a good carrier for gathering traffic and funds. You can also pay attention to the direction of investment research.
Okay, that’s all for today. If you feel tired of staying in the circle or can’t find your direction, welcome to follow Xiaoqi, and let’s communicate and learn together.