I. Market Overview and Investment Points
In July 2025, Binance exchange will welcome a wave of new tokens, providing investors with multiple potential investment opportunities. This report focuses on analyzing the five new tokens launched on Binance in July 2025: TAC, TA, TANSSI, BULLA, and IDOL, conducting a comprehensive analysis from aspects such as issuance background, project team, token economic model, market potential, etc., to provide decision-making reference for investors.
Investment Points:
1. TAC (Trusted AI Chain): A blockchain specifically designed for EVM dApp access to the TON and Telegram ecosystems, having completed $11.5 million in financing, with the mainnet launching soon, and TVL has exceeded $700 million, indicating high market potential.
2. TA (Trusta.AI): A trusted identity network for the AI era, addressing challenges like Sybil attacks and cross-chain identity fragmentation, with over 3 million users. It has been integrated on Ethereum, TON, and BNB Chain, with clear application scenarios and market demand.
3. TANSSI (Tanssi Network): An application chain infrastructure protocol, raised $9 million, has been launched on Binance Alpha and contract platforms, with a 24-hour trading volume of 690 million tokens and a market value exceeding $150 million, demonstrating strong technical strength.
4. BULLA: A meme coin based on the BNB Chain, inspired by internet celebrity Hasbulla, positioned as the 'official mascot of the bull market', a community-driven project with strong social dissemination attributes.
5. IDOL (Core token of the MEET48 ecosystem): Fusing AI-generated idols, metaverse interactions, and fan-driven governance into a future ecosystem, having secured a $100 million FDV investment, with a unique business model and market positioning.
II. In-depth Analysis of TAC (Trusted AI Chain)
2.1 Issuance Background and Project Positioning
TAC (Trusted AI Chain) is a blockchain built specifically for EVM dApp access to the TON and Telegram ecosystems, aiming to allow Ethereum dApps to be seamlessly deployed into the TON ecosystem, bridging EVM functionality and liquidity to TON, helping developers focus on consumer-grade scenario innovation.
The core concept of TAC is 'deploy on EVM, promote on Telegram', allowing EVM Dapps to reach billions of users in Telegram. Applications operate in EVM, but users can operate in Telegram, significantly lowering the user access threshold.
Key Innovations:
- Bridging TON to EVM ecosystems, providing developers with an easy cross-chain development environment.
- Achieving a user experience of 'no installation, wallet connection, or complex dApp browsers' through Telegram Mini Apps.
- A Layer 1 blockchain built on CosmosEVM (evmOS), compatible with Ethereum development tools like Solidity, Hardhat, and Foundry.
2.2 Project Team and Financing Situation
The TAC project team consists of experienced blockchain professionals, with core members including:
- Pavel Altukhov: Co-founder and CEO, with multiple entrepreneurial experiences, also the founder of vlg.digital and Bemo.Finance.
- Marco Monaco: Co-founder and Growth Officer, former co-founder and Growth Officer at Linea, former Business Development Manager at Consensys.
- Suhail Kakar: Developer Relations Manager, formerly an engineer at Livepeer.
In financing, TAC has completed two rounds of financing totaling $11.5 million:
- Completed a $6.5 million seed round financing in November 2024, led by Hack VC and Symbolic Capital, with participation from Primitive Ventures, Animoca Brands, The Spartan Group, etc.
- In June 2025, completed a $5 million strategic round of financing, with follow-up investment from Hack VC.
2.3 Token Economic Model Analysis
The total supply of TAC tokens is 1 billion, with a carefully designed distribution mechanism:
Distribution Categories and Proportions and Unlocking Mechanisms
Investors and Advisors 20% 'cliff' release period of 12 months after TGE, followed by 24 months of linear vesting.
Early Contributors (Team) 22.1% Locked for 1 year starting from TGE, then linear unlocking over the next 2-3 years.
Foundation and Reserves 14.8% unlocked at genesis, deployed gradually and responsibly.
DAO Treasury 12% Most locked at TGE, unlocking within 36 months, with an initial 5% unlocked at TGE.
Growth Plan 10.0% unlocked at TGE and held by the foundation, 6% pre-allocated for long-term DeFi incentive programs.
Liquidity Management 3% Fully unlocked at TGE.
Launch Marketing and Incentive Programs 4.4% for exchange listings, community airdrops and marketing plans.
Mid-term Marketing and Incentive Plans 4.6% to continue the above initiatives.
Pre-mainnet liquidity supply 5.1% 3.3% effective circulation at TGE, the remaining 1.75% will vest over about 1.5 months after TGE.
Validator Guidance 3.0% Allocated to initial validator partners.
Infrastructure Partner 1% Tokens reserved for strategic partners, unlocked at TGE.
Initial Circulation: About 18% of the tokens will circulate during the token generation event, mainly including community incentives, exchange liquidity, and airdrop distribution unlocks.
Token Uses:
- Gas Fees: $TAC is the exclusive gas token for executing transactions and smart contracts on the TAC EVM.
- Proof-of-Stake Security: Ensuring the security of the TAC network through a delegated proof-of-stake (DPoS) mechanism.
- Governance: $TAC will become the governance token of the TAC ecosystem, empowering holders to participate in decision-making and shaping the protocol.
2.4 Market Application Scenarios and Potential Analysis
The application scenarios of TAC mainly reflect in the following aspects:
1. Bringing EVM Dapps to Telegram: TAC allows EVM Dapps to be accessed and operated locally in Telegram. Currently, Curve, Morpho, and Euler have already established dedicated Telegram mini-apps (TMA).
2. TAC's Collaboration with Chromia: Chromia, as a decentralized cloud server, will host TMA on Chromia's dedicated subchain, achieving 'everything on chain'. For example, the launched game project XOOB allows players to deposit USDT to play games, and these USDT can participate in other DeFi through TAC to generate returns, which are redistributed to players and game developers, all processes are on-chain, transparent and verifiable.
3. As DeFi Infrastructure: The liquidity incentive activity 'The Summoning' initiated by TAC attracted active participation from many leading funds, LPs, and infrastructure projects. As of the public launch of the mainnet, TAC's TVL has exceeded $700 million, indicating market confidence in TAC as the underlying infrastructure of TON ecosystem's DeFi.
Market Potential Assessment:
- Telegram has over a billion active users, combining the advantages of Telegram's vast user base and the complete ecosystem of EVM.
- Completed two rounds of financing totaling $11.5 million, with high recognition in the capital market for TAC's vision.
- The mainnet is about to launch, during the developer mainnet phase, multiple blue-chip DeFi protocols such as Curve, Morpho, Euler have been deployed.
- Over 20 leading applications are preparing for mainnet integration, ensuring deep liquidity and functionality at launch.
2.5 Investment Risks and Recommendations
Investment Risks:
- Technical Risks: As a newly launched project, the technical stability and scalability of TAC still need time to validate.
- Market Competition: In the field of cross-chain interoperability, there are several projects such as Avalanche, Fantom, etc., and competition is fierce.
- Token circulation pressure: The initial circulation volume is about 18%, with approximately 80% of the remaining tokens locked or controlled by the foundation, which will gradually enter circulation according to the unlocking plan, potentially leading to long-term selling pressure.
Investment Suggestions:
- TAC is an innovative and strategically significant project, suitable for investors with a high risk tolerance.
- It is recommended to pay attention to the actual operation of the TAC mainnet after its launch and the progress of ecosystem development.
- Consider using a batch accumulation strategy when the price adjusts, holding long-term to share in project growth dividends.
III. TA (Trusta.AI) In-depth Analysis
3.1 Issuance Background and Project Positioning
Trusta.AI (TA) is redefining digital identity in the AI + Crypto era through its on-chain identity and reputation protocol, aiming to verify humans and AI agents and launching a decentralized multi-chain infrastructure to tackle challenges like Sybil attack defense, reputation scoring, and secure identity verification.
In the AI-driven Web3 era, as AI agents increasingly participate in Web3, Trusta.AI provides the foundational layer needed to verify identities and build trust in hybrid intelligence ecosystems. It addresses challenges such as fake accounts (Sybil attacks), cross-chain identity fragmentation, and the anticipated challenge of autonomous AI agents driving over 80% of on-chain activity by 2028.
Key Innovations:
- Verifying human and AI agent identities, building trust in hybrid intelligence ecosystems.
- Providing an anti-Sybil attack airdrop mechanism, already used by Celestia and Starknet.
- Provide credit scoring for AI agents, supporting unsecured loans.
- Provides privacy-protecting identity solutions suitable for Web3 social platforms.
3.2 Project Team and Financing Situation
The Trusta.AI team consists of experienced AI and blockchain professionals, with the core team led by the Trusta.AI Foundation, members coming from AI, cybersecurity, and blockchain infrastructure fields.
In terms of financing, Trusta.AI has received support from several well-known investment institutions. Although the specific financing amount is not public, the project has over 3 million users, 2.5 million on-chain proofs, and has been integrated into Ethereum, TON, and BNB Chain, quickly becoming a trusted identity layer for Web3.
3.3 Token Economic Model Analysis
TA tokens are the native cryptocurrency of the Trusta.AI ecosystem, with a total supply of 1 billion TA tokens, and an initial circulation of 180 million TA (18%) at launch.
Token Distribution:
- Community, Ecosystem, and Foundation (66%): Including airdrops for early users and active participants (3%), community incentive measures and rewards (25%), marketing activities and grants (13%), and liquidity provision (5%). Additionally, 20% of the allocation will be retained in the Trusta Foundation's treasury.
- Core Contributors (21%): Set for team members and advisors who have been developing Trusta.AI since 2022.
- Early Supporters (13%): Allocated to seed and strategic investors from different financing stages.
Lockup Plan:
- Early supporters have a 6-month cliff period, followed by 18 months of linear release.
- Core contributors have a 12-month cliff period, followed by a 36-month linear release.
- Foundation allocations will unlock over 48 months.
Uses of TA tokens:
- Staking: Essential for service providers, validators, and AI infrastructure contributors to participate in the ecosystem.
- Payments: Used to pay for identity verification services, API calls, and other platform fees.
- Governance: Enabling holders to vote on protocol upgrades, strategic initiatives, and resource allocation.
- Mainnet Gas: The gas token for transactions within the Trusta.AI network.
3.4 Market Application Scenarios and Potential Analysis
The application scenarios of Trusta.AI mainly reflect in the following aspects:
1. Identity Verification and Reputation Scoring:
- Trusta Verification Service (TAS): A decentralized blockchain registration system for issuing verifiable credentials to human users and AI agents.
- MEDIA Score: A unique reputation scoring system that assesses account performance across five dimensions: monetary activity, engagement, interaction diversity, identity credentials, and account age.
2. Smart Proof (PoI):
- Expanded the traditional human proof system by recognizing AI agents as legitimate entities, allowing them to earn rewards and participate in crypto activities.
- TrustGo and TrustScan: User-facing tools providing real-time Sybil resistance, identity wallet services, and credit scoring.
3. AI Agent Ecosystem:
- In Q1 2025, complete full AI integration with leading AI operating systems (such as ElizaOS and Virtual).
- In Q2-Q3 2025, large-scale launch of smart identity services, issuing verifiable identities for 1 million AI agents.
- In Q4 2025, the mainnet of Trusta.AI will be launched, expanding TA tokens as fuel tokens and payment methods.
Market Potential Assessment:
- Has established strategic partnerships with Binance, Gitcoin Passport, Galxe, and blockchain infrastructures such as Solana, Arbitrum, and Starknet.
- Successfully supported Sybil resistance in the airdrop activities of Celestia, Starknet, analyzing over 570 million wallets across EVM and TON chains.
- As AI agents increasingly participate in blockchain activities, Trusta.AI is expected to become an important part of Web3 identity infrastructure.
3.5 Investment Risks and Recommendations
Investment Risks:
- Technical Risks: The combination of AI and blockchain is still in its early stages, and the maturity of the technology needs validation.
- Regulatory Risks: Identity verification involves personal data protection, and may face regulatory challenges from different jurisdictions.
- Market Competition: In the field of Web3 identity verification, there are already several projects like BrightID, World ID, etc., and competition is fierce.
Investment Suggestions:
- Trusta.AI is a forward-looking and innovative project, suitable for investors optimistic about the integration of AI and blockchain.
- It is recommended to pay attention to the progress of the Trusta.AI mainnet launch and the actual implementation of AI agent identity services.
- Consider using a batch accumulation strategy when the price adjusts, holding long-term to share in project growth dividends.
IV. TANSSI (Tanssi Network) In-depth Analysis
4.1 Issuance Background and Project Positioning
Tanssi Network, developed by Moondance Labs, is an application chain infrastructure protocol aimed at accelerating and simplifying the deployment process of application chains. TANSSI is the native token of Tanssi Network.
In the rapidly evolving blockchain environment, launching a decentralized network is often a complex and time-consuming task, requiring months of infrastructure setup, validator recruitment, and operational coordination. Tanssi Network is a groundbreaking solution that shortens this process from months to minutes.
Key Innovations:
- Provides automated infrastructure orchestration, eliminating bottlenecks in traditional deployments.
- Based on the Substrate modular framework, integrating through Symbiotic's re-staking protocol with Ethereum's security.
- Provides a shared security model with Ethereum-level security, without the need to build a validator set or attract economic security.
- Achieving decentralized sorting layers, without relying on centralized sorters.
4.2 Project Team and Financing Situation
The development team of Tanssi Network is Moondance Labs, with core members including:
- Francisco Agosti: Founder and CEO of Moondance Labs.
- Katherine: Tanssi Co-founder and CMO.
- Thiago Rüdiger: CEO of Tanssi Foundation, former Global Growth Director of Transfero.
In financing, Tanssi Network has completed two rounds of funding totaling $9 million:
- In May 2023, completed a $3 million seed round financing, led by Arrington Capital, with participation from Borderless Capital, HashKey Capital, D1 Ventures, Hypersphere, C² Ventures, and Jsquare.
- In March 2024, completed a $6 million strategic round of financing, led by SNZ Holding, KR1, Scytale Digital, with participation from Arrington Capital, Borderless Capital, Hypersphere Ventures, Wormhole, Blockchain Founders Fund, Cogitent Ventures, Frens Syndicate, and Gavin Wood (founder of Polkadot).
4.3 Token Economic Model Analysis
The total genesis supply of TANSSI tokens is 1 billion, aimed at ensuring decentralization, incentivizing participation, and funding long-term network growth.
Token Distribution:
- Core Community and Ecosystem Plans: 39.7% (397 million tokens)
- Early Supporters: 24% (240 million tokens)
- Core Contributors: 22% (220 million tokens)
- Foundation Reserves: 10% (100 million tokens)
- Community Sale - LFL: 2.3% (2.3 million tokens)
- Early Community - LFD Activities: 2% (2 million tokens)
Lockup Plan:
- Team and Core Contributors: 22%: Locked for one year, then unlocks 30%, with the remaining released linearly over two years.
- Early Funders: 24%: Locked for one year, then unlocks 40%, with the remaining released linearly over one year.
- Foundation Reserve 10%: 30% unlocked at TGE, the remaining released linearly over three years.
- Community and Ecosystem: 37%: 30% unlocked at TGE, the remaining released monthly over three years.
- Early Community Activity 7%: Unlocks 40 days after TGE.
Token Functions:
- Staking and Network Security: $TANSSI serves as the primary staking asset for network security, distributed to re-stakers including operators and sorters.
- Service payments and network operations: This token is essential for all key network operations, including application chain deployment, block production, transaction finality, and cross-chain messaging.
- Governance and Financial Management: $TANSSI holders participate in key decisions related to protocol development, parameter adjustments, and financial allocations.
- Incentivizing ecosystem growth: The token promotes ecosystem expansion by rewarding high-quality data providers, infrastructure operators, and developers contributing to network utility.
4.4 Market Application Scenarios and Potential Analysis
The application scenarios of Tanssi Network mainly reflect in the following aspects:
1. Deploying application chains for special applications:
Tanssi enables the rapid deployment of specific applications for DeFi protocols, gaming platforms, and tokenization of real-world assets (RWA). Teams can launch dedicated networks with custom trading logic, governance mechanisms, and economic models, inheriting robust security and infrastructure from day one.
2. Developer Infrastructure Automation:
The platform serves as a comprehensive infrastructure-as-a-service for blockchain developers, eliminating the need for managing validators, sorters, data availability, and cross-chain connections. This allows development teams to focus entirely on application logic and user experience rather than operational complexity.
3. Cross-chain Asset and Data Orchestration:
The Tanssi network has built-in cross-chain messaging capabilities through the Substrate XCM protocol and the trustless Ethereum bridge of Snowbridge. This makes seamless asset transfers and data communication possible between chains.
4. Decentralized Validator Coordination:
The platform provides permissionless validator and sorter coordination infrastructure, allowing operators to participate in network security across multiple Tanssi-driven chains simultaneously.
Market Potential Assessment:
- Strong technical strength: Based on the Substrate modular framework, integrated through Symbiotic's re-staking protocol with Ethereum's security.
- Testnet data is impressive: Over 9.4 million transactions, over 3,000 networks deployed, with more than 100,000 participants engaged in testnet activities.
- Wide application scenarios: Covering multiple fields such as DeFi, gaming, AI, RWA, etc., with over 140 projects already involved.
- Strong market performance: Launched on Binance Alpha and contract platforms on July 9, 2025, with a 24-hour trading volume of 690 million tokens and a market value exceeding $150 million.
4.5 Investment Risks and Recommendations
Investment Risks:
- Technical Risks: As a newly launched project, the technical stability and scalability of Tanssi Network still need time for validation.
- Market Competition: In the application chain infrastructure field, there are several projects like Substrate, Cosmos, etc., and competition is fierce.
- Token circulation pressure: The team and early supporters account for a high proportion in token distribution (46%), which may lead to long-term selling pressure.
Investment Suggestions:
- Tanssi Network is an innovative and strategically significant project, suitable for investors with a high risk tolerance.
- It is recommended to pay attention to the actual operation of the Tanssi Network mainnet and the progress of ecosystem development.
- Consider using a batch accumulation strategy when the price adjusts, holding long-term to share in project growth dividends.
V. BULLA In-depth Analysis
5.1 Issuance Background and Project Positioning
BULLA is a meme coin based on the BNB Chain, inspired by one of the most iconic figures of the internet and Web3, Hasbulla. BULLA is positioned as the 'official mascot of the bull market', aiming to embody market optimism, resilience, and faith in long-term growth.
The core idea of BULLA is: 'We turn every ordinary person into a bullfighter and turn every bear into an angry BULLA, one bull at a time.' In December 2024, BULLA was born, bringing together like-minded people who are optimistic not only about the market but about life itself. BULLA is not just a token; it celebrates the spirit of living boldly, disseminating relevant meme culture to connect and inspire everyone.
Key Features:
- A community-driven cryptocurrency aimed at uniting bullish traders, investors, and cryptocurrency enthusiasts.
- Thriving through social participation, marketing plans, and strategic partnerships.
- Low fees, fast transactions: Built on BSC, benefiting from low gas fees and high-speed transactions.
5.2 Project Team and Financing Situation
Regarding the team information of BULLA, public data is limited. BULLA is a community-driven project, and its development mainly relies on community strength and volunteer contributions.
In terms of financing, BULLA has no public financing information, and its development mainly relies on community support and token sales.
5.3 Token Economic Model Analysis
BULLA's token economic model is relatively simple, with a total supply of 1 billion tokens, all in circulation.
Token Distribution:
- Community Incentives: 20%
- Liquidity: 5%
- Airdrops: 15%
- CEX Listing: 5%
- Treasury Lockup: 20%
- Hasbulla Lockup: 20%
- Grants: 10%
- Advisor Lockup: 5%
Lockup Plan:
- Hasbulla Lockup: 20%, 6-month cliff, 36-month linear release, 0% unlocked at TGE.
- Treasury Lockup: 20%, 6-month cliff, 36-month linear release, 0% unlocked at TGE.
- Grants: 10%, 6-month cliff, 12-month linear release, 50% unlocked at TGE.
- Community Lockup: 20%, 6-month cliff, 18-month linear release, 10% unlocked at TGE.
- Advisor Lockup: 5%, 48-month linear release, 0% unlocked at TGE.
- Airdrops, liquidity, and CEX listings are not locked, fully unlocked at TGE.
Token Uses:
- Serving as a community governance token, holders can participate in community decision-making.
- Used for community incentives and reward programs.
- Serving as a medium for disseminating meme culture.
5.4 Market Application Scenarios and Potential Analysis
The application scenarios of BULLA mainly reflect in the following aspects:
1. Community Building and Incentives:
BULLA aims to create a strongly community-supported token that thrives on social participation, marketing plans, and strategic partnerships.
2. Meme Culture Dissemination:
BULLA integrates meme culture, viral dissemination, and bold energy, perfectly presenting the spiritual core of every true 'bull market believer'.
3. Social Trading and Investment:
BULLA provides a common identity symbol and communication medium for bullish traders, investors, and cryptocurrency enthusiasts.
Market Potential Assessment:
- Strong Social Attributes: As a meme coin, BULLA has strong social dissemination attributes and community cohesion.
- Active trading volume: After launching on Binance Futures, the 24-hour trading volume is considerable, with high market attention.
- Limited application scenarios: Compared to other functional tokens, BULLA's actual application scenarios are relatively limited.
- High Price Volatility: As a meme coin, price fluctuations are significant, and speculation is strong.
5.5 Investment Risks and Recommendations
Investment Risks:
- Market Risks: As a meme coin, BULLA has significant price volatility and is clearly influenced by market sentiment.
- Liquidity Risks: If market attention wanes, it may face liquidity shortages.
- Project Risks: Team information is not transparent, and project development mainly relies on community strength, which carries uncertainties.
- Regulatory Risks: The regulatory environment of the cryptocurrency market is constantly changing, which may affect meme coins like BULLA.
Investment Suggestions:
- BULLA is a high-risk, high-reward investment choice, suitable for investors with high risk tolerance and familiarity with the meme coin market, recommended for short-term holding while controlling investment proportion.
- It is recommended to treat BULLA as a speculative investment, controlling the investment proportion, not exceeding 5% of the total investment portfolio.
- Closely monitor community dynamics and market sentiment changes, and be prepared for profit-taking and stop-loss.
- Only recommend short-term holding, not for long-term investment.
6. IDOL (MEET48) In-depth Analysis
6.1 Issuance Background and Project Positioning
IDOL is the core token of the MEET48 ecosystem, which integrates AI-generated idols, metaverse interactions, and fan-driven governance into a future ecosystem.
MEET48 was born from the splendid success of the SNH48 group, which generates 110 million RMB in annual revenue through fan elections and has built a loyal fan community of 30 million fans over nearly a decade. MEET48 aims to combine the traditional idol industry with blockchain technology to create a fairer, more transparent, and interactive idol economic ecosystem.
Key Innovations:
- Combining AI-generated idols with real idols to create a completely new idol economic model.
- Building a decentralized fan governance mechanism, allowing fans to genuinely participate in the development of idols.
- Integrating metaverse technology to provide immersive interactive experiences.
- Achieving transparent economic incentives and equity distribution through blockchain technology.
6.2 Project Team and Financing Situation
Core team members of MEET48 include:
- Jason Liao: Founder of MEET48.
- Wayne Zhang: Co-founder of MEET48.
- IMing Lin: Chief Growth Officer of MEET48, previously worked at CRYPTOC and Lenovo.
- Siyu Yang: Market Director of MEET48, previously Vice President of Market at DeThings.
In terms of financing, MEET48 has strong institutional support, receiving a $100 million FDV investment from well-known investors such as Liang Xinjun (Fosun Group), HashKey Capital, Hash Global, and Animoca.
6.3 Token Economic Model Analysis
IDOL is the core token of the MEET48 ecosystem, and its token economic model is designed to support the long-term development and growth of the ecosystem.
Token Uses:
- Participate in the governance and decision-making of the MEET48 ecosystem.
- Purchase virtual goods and services, supporting idol development.
- Participate in fan elections and voting activities.
- Serving as a medium for value exchange within the ecosystem.
6.4 Market Application Scenarios and Potential Analysis
The application scenarios of MEET48 mainly reflect in the following aspects:
1. Integration of AI-generated idols and real idols:
The MEET48 platform features both AI-generated virtual idols and real-life idol artists, providing fans with diverse choices and interactive experiences.
2. Metaverse Interactive Experiences:
MEET48 has built a virtual metaverse space where fans can interact immersively with idols and participate in various activities and performances.
3. Fan-driven Governance:
The MEET48 platform adopts a fan-driven governance mechanism, allowing fans to participate in the platform's decision-making and development by holding IDOL tokens.
4. Fair and Transparent Economic Incentives:
Using blockchain technology, MEET48 has achieved a fair and transparent economic incentive mechanism, ensuring that both fans and idols can receive fair returns.
Market Potential Assessment:
- Business Model Innovation: Combining the traditional idol industry with blockchain technology to create a completely new business model.
- Strong Fan Base: Based on the successful experience of the SNH48 group, MEET48 has a strong fan base and industry resources.
- Broad Market Prospects: With the development of metaverse and AI technologies, the virtual idol market has broad development prospects.
- Strong financing strength: Secured $100 million FDV investment, providing ample funding support for the project's long-term development.
6.5 Investment Risks and Recommendations
Investment Risks:
- Market Risks: The virtual idol market is still in its early stages, with uncertainties in market acceptance and development speed.
- Technical Risks: Metaverse and AI technologies are still developing, with potential technical bottlenecks and implementation difficulties.
- Project Risk: MEET48 is an innovative project, and its business model and operational model need time for validation.
- Regulatory Risks: The regulatory environment for cryptocurrencies and the metaverse is constantly changing, which may affect projects.
Investment Suggestions:
- IDOL is an innovative and forward-looking investment choice, suitable for investors who are optimistic about the long-term development of virtual idols and the metaverse.
- It is recommended to treat IDOL as a medium to long-term investment, controlling the investment proportion, not exceeding 10% of the total investment portfolio.
- Closely monitor the project's technological progress and market feedback, and prepare for the psychological readiness of long-term investment.
- Consider batch accumulation when the price adjusts, and hold long-term to share in project growth dividends.
VII. Comprehensive Comparison and Investment Strategies for the Five New Tokens
7.1 Comprehensive Comparison of the Five New Tokens
To help investors better compare and analyze these five new tokens, the following comprehensive comparisons are made across multiple dimensions:
Projects: TAC, TA, TANSSI, BULLA, IDOL
Issuance Background: A blockchain designed for EVM dApp access to the TON and Telegram ecosystems; a trusted identity network in the AI era, verifying humans and AI agents; application chain infrastructure protocol simplifying application chain deployments; the official mascot of the bull market, community-driven meme coin; core token of the MEET48 ecosystem, integrating AI idols and the metaverse.
Core Innovations: Bridging TON to EVM ecosystems, Telegram integration, verifying human and AI identities, anti-Sybil attacks, automated infrastructure orchestration, Ethereum-level security, community-driven, meme culture dissemination, AI-generated idols, metaverse interactions, fan governance.
Team Background: Experienced blockchain team with multiple entrepreneurial experiences; led by the Trusta.AI Foundation, AI and blockchain experts; developed by Moondance Labs with strong technical strength; community-driven, team information is not transparent; developed by the MEET48 team with a background in the traditional idol industry.
Financing Situation: Two rounds totaling $11.5 million; no public amounts, supported by multiple well-known institutions; two rounds totaling $9 million; no public financing information; secured $100 million FDV investment.
Total Token Supply: 1 billion tokens, 1 billion tokens, 1 billion tokens, 1 billion tokens, not disclosed.
Initial Circulation Volume: About 18% of the tokens will circulate during the token generation event, mainly including community incentives, exchange liquidity, and airdrop distribution unlocks.
Token Uses: Gas fees, proof of stake, governance; staking, payments, governance, mainnet gas; staking, service payments, governance, incentives; community governance, incentives, meme dissemination; governance, purchasing goods, voting, value exchange.
Market Positioning: DeFi and Telegram Ecosystem Infrastructure, Web3 Identity Verification Infrastructure, Application Chain Deployment Infrastructure, Community-driven meme coins, Virtual Idols and Metaverse Ecosystems.
Launch dates: July 15, 2025; July 21, 2025; July 9, 2025; July 4, 2025; July 4, 2025.
Exchange Listings: Binance Alpha, Binance Contracts; Binance Alpha, Binance Contracts; Binance Alpha, Binance Contracts; Binance Futures; Binance Futures.
Market Performance: High trading volume and liquidity in the early stages of launch; high trading volume and liquidity in the early stages of launch; 24-hour trading volume of 690 million tokens, market value of $150 million; moderate trading volume with high volatility; moderate trading volume with sufficient liquidity.
Investment Risks: Technical risks, market competition, token selling pressure; technical risks, regulatory risks, market competition; technical risks, market competition, token selling pressure; market risks, liquidity risks, project risks; market risks, technical risks, project risks.
Suitable for Investors: Those who are optimistic about the long-term fusion of EVM and TON ecosystems, those who are optimistic about the long-term integration of AI and blockchain, those who are optimistic about application chain infrastructure, meme coin enthusiasts with high-risk tolerance, those who are optimistic about virtual idols and the metaverse.
7.2 Investment Strategy Suggestions
Based on a comprehensive analysis of the five new tokens, combined with the current market environment, the following investment strategy recommendations are proposed:
1. Diversified Investment Strategy:
It is recommended to diversify investment funds across different types of projects to reduce the risk of any single project. Consider allocating total investment funds as follows:
- TAC: 30%
- TA: 25%
- TANSSI: 25%
- BULLA: 10%
- IDOL: 10%
2. Batch Accumulation Strategy:
Considering the significant price volatility of new tokens during early trading, it is advisable to adopt a batch accumulation strategy:
- First Batch of Accumulation: 30% of funds will be accumulated appropriately in the early stages of the token launch.
- Second Batch of Accumulation: 30% of funds will be added when the price corrects by 15-20%.
- Three Batches of Accumulation: 40% of funds will be added during important project milestones or market corrections.
3. Combining Long-term Holding and Short-term Trading:
- For projects like TAC, TA, TANSSI, and IDOL with long-term development potential, it is recommended to hold long-term to share in project growth dividends.
- For meme coins like BULLA, it is recommended to treat them as short-term speculative investments, closely monitor market sentiment changes, and take timely profit and loss measures.
4. Pay attention to project milestones:
Closely monitor key milestones of each project, such as the launch of the TAC mainnet, the launch of the TA mainnet, and the development of the TANSSI application chain ecosystem, and adjust investment strategies based on project progress.
5. Risk Management Strategies:
- Set stop-loss levels: It is recommended to set a stop-loss level of 15-20% for each project to control investment risks.
- Regular Assessments: Monthly assessments of the investment portfolio, adjusting investment strategies based on project progress and market changes.
- Maintain Liquidity: Retain a certain proportion of liquid funds to seize market opportunities in a timely manner.
7.3 Risk Warning
Investing in cryptocurrencies has high-risk characteristics, and investors should fully understand and carefully assess the following risks:
1. Market Risks: The cryptocurrency market is highly volatile, and prices may fluctuate significantly due to market sentiment, macroeconomic conditions, and other factors.
2. Technical Risks: Blockchain technology is still evolving, with potential technical vulnerabilities and security risks.
3. Regulatory Risks: The regulatory policies of various countries regarding cryptocurrencies are constantly changing, which may have a significant impact on the market.
4. Liquidity Risks: Certain tokens may face liquidity shortages, making it difficult to buy or sell at ideal prices.
5. Project Risks: The project team may fail to achieve expected goals, leading to investment losses.
The information in this report is for reference only and does not constitute investment advice. Investors should make investment decisions based on their own risk tolerance and investment objectives.
VIII. Conclusion and Outlook
8.1 Summary of Investment Value of the Five New Tokens
Based on a comprehensive analysis of the five new tokens, the following summary of the investment value of each project is provided:
1. TAC: As a bridge connecting EVM and TON ecosystems, TAC has unique strategic value. The project team is strong, financing is good, application scenarios are clear, and market potential is significant, suitable for long-term investors optimistic about the integration of EVM and TON ecosystems.
2. TA: Trusta.AI is innovative and forward-looking in the identity verification field of AI and blockchain integration, addressing key issues of identity verification in Web3. The project already has a user base of 3 million, with clear market demand, suitable for investors optimistic about the long-term integration of AI and blockchain.
3. TANSSI: Tanssi Network has strong technical strength in application chain infrastructure, impressive testnet data, and strong market performance. As a star project among the new tokens launched on Binance in July 2025, it has high investment value and is suitable for long-term investors optimistic about application chain infrastructure.
4. BULLA: As a meme coin, BULLA has high speculative value, but the risks are also relatively high. It is suitable for investors with high risk tolerance and familiarity with the meme coin market, and it is recommended for short-term holding while controlling the investment proportion.
5. IDOL: MEET48 is innovative in the fields of virtual idols and the metaverse, combining traditional idol industry experience with blockchain technology. The project has strong financing strength and a broad market outlook, suitable for long-term investors optimistic about the development of virtual idols and the metaverse.
8.2 Market Trends and Future Outlook
Looking ahead, the cryptocurrency market in the second half of 2025 may exhibit the following trends:
1. Development of Multi-chain Ecosystems: As cross-chain technology develops, multi-chain ecosystems will become mainstream, and projects like TAC, TANSSI are expected to benefit from this trend.
2. Integration of AI and Blockchain: The fusion of AI and blockchain will accelerate, with projects like TA being increasingly applied in identity verification and trust building.
3. Application Chain Explosion: With the improvement of application chain infrastructures like TANSSI, application chains will enter a period of explosion, with numerous dedicated chains emerging in various vertical industries.
4. Changing Regulatory Environment: The regulatory policies of various countries regarding cryptocurrencies will continue to evolve, potentially having a significant impact on the market. Investors need to closely monitor regulatory dynamics.
5. Increased Participation of Institutional Investors: As the cryptocurrency market matures, institutional investor participation will further increase, bringing more capital and stability to the market.
8.3 Final Investment Recommendations
Based on the above analysis, the final investment recommendations are as follows:
1. Long-term Investors:
- It is recommended to treat TAC, TA, and TANSSI as core holdings, accounting for 80% of the total investment portfolio.
- Treat IDOL as a strategic allocation, accounting for 15% of the total investment portfolio.
- Treat BULLA as a speculative investment, accounting for 5% of the total investment portfolio.
- Adopt a batch accumulation strategy, holding long-term to share in project growth dividends.
2. Short-term Traders:
- It is advisable to pay attention to short-term trading opportunities for meme coins like BULLA, controlling investment proportions.
- Closely monitor market sentiment and hot changes, and be prepared for profit-taking and stop-loss.
- Utilize technical analysis tools to grasp entry and exit timing.
3. Risk-Averse Investors:
- It is recommended to wait and see, considering investment after the new tokens' market performance stabilizes.
- Focus first on projects with strong technical capabilities and good market performance like TANSSI.
- Control investment size, not exceeding 10% of the total investment portfolio.
Regardless of the investment strategy taken, it is essential to fully understand the project's background and risk factors, invest rationally, and avoid blindly following trends. In the cryptocurrency market, risks coexist with opportunities, and investors should make reasonable decisions based on their own situations.
