September 6 Lucky Carp Morning Report:
1. $BTC is still fluctuating around 80,000, waiting to see what happens after the U.S. stock market opens;
2. $ETH’s little brothers, the L2s, are all surging hard, while ETH is still grinding around 2,500; let’s wait until the chart is drawn and then collect;
3. $SOL founder toly has started shilling, and the primary market is brewing;
4. ARK Invest’s head of digital asset research: benefiting from more assets moving on-chain, LayerZero’s interoperability business may usher in rapid growth;
5. theunipcs shills USELESS again: says it may be a DOGE/PEPE-level opportunity this cycle;
6. machibigbrother: has withdrawn the acquisition offer for Friend.tech and supports the platform relaunching on Robinhood Chain;
7. Putin and the U.S. envoy, along with Kushner, have begun a meeting; are Ukraine and Russia going to negotiate again?
8. According to Bloomberg, UBS, Jane Street, and other firms collectively hold $75 million in Hyperliquid ETF positions;
9. The Bank of Korea: USD stablecoin trading may pressure down the local currency exchange rate;
10. The probability of a 25-basis-point Fed rate hike in September is currently 59.4%;
11. Zhao Changpeng attended a crypto conference hosted by the President of Kyrgyzstan, saying the country has already implemented a crypto regulatory framework;
12. Wintermute has bought over $3 million worth of PONS and may become a market maker for PONS on-chain;
Everyone is pretty afraid of Wintermute; whenever it shows up, it usually means nothing good;
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Primary market: BSC is mounting a full counterattack, and the wealth effect is expanding. Every now and then a million-dollar little dog coin pops up. The Mars coin good-news hype is over; let’s see whether Stonks and others can push higher and trigger alpha.
On Robinhood Chain, the leading token PONS finally got a sharp spike-and-pullback today, but the hype hasn’t faded. More quick-flip schemes are emerging, which is not very friendly to retail traders; you can keep watching before jumping in.
On the SOL chain, a token called ZCAT has run up to nearly 100 million, which is still relatively cold. Let’s see whether a few more can emerge. On the positive side, RAY has started to connect the coin-stock model, so let’s watch it play out.
In the secondary market, two sectors are rotating. In the L2 sector, as I expected, ARB and UNI continue to make new highs through leadership rotation. In DeFi, SUSHI, CAKE, and RAY are innovating and launching, driving a new round of momentum.
As expected, when exchanges compete and actually fight each other instead of just talking, it becomes the most retail-friendly era. At least there are more and more opportunities, but the problem is you still can’t hold onto them.
$币安人生 #跟着锦鲤学打百倍金狗
Follow Web3 Lucky Carp Diary, and the coins you buy will 10x
1. $BTC is still fluctuating around 80,000, waiting to see what happens after the U.S. stock market opens;
2. $ETH’s little brothers, the L2s, are all surging hard, while ETH is still grinding around 2,500; let’s wait until the chart is drawn and then collect;
3. $SOL founder toly has started shilling, and the primary market is brewing;
4. ARK Invest’s head of digital asset research: benefiting from more assets moving on-chain, LayerZero’s interoperability business may usher in rapid growth;
5. theunipcs shills USELESS again: says it may be a DOGE/PEPE-level opportunity this cycle;
6. machibigbrother: has withdrawn the acquisition offer for Friend.tech and supports the platform relaunching on Robinhood Chain;
7. Putin and the U.S. envoy, along with Kushner, have begun a meeting; are Ukraine and Russia going to negotiate again?
8. According to Bloomberg, UBS, Jane Street, and other firms collectively hold $75 million in Hyperliquid ETF positions;
9. The Bank of Korea: USD stablecoin trading may pressure down the local currency exchange rate;
10. The probability of a 25-basis-point Fed rate hike in September is currently 59.4%;
11. Zhao Changpeng attended a crypto conference hosted by the President of Kyrgyzstan, saying the country has already implemented a crypto regulatory framework;
12. Wintermute has bought over $3 million worth of PONS and may become a market maker for PONS on-chain;
Everyone is pretty afraid of Wintermute; whenever it shows up, it usually means nothing good;
-----------------
Primary market: BSC is mounting a full counterattack, and the wealth effect is expanding. Every now and then a million-dollar little dog coin pops up. The Mars coin good-news hype is over; let’s see whether Stonks and others can push higher and trigger alpha.
On Robinhood Chain, the leading token PONS finally got a sharp spike-and-pullback today, but the hype hasn’t faded. More quick-flip schemes are emerging, which is not very friendly to retail traders; you can keep watching before jumping in.
On the SOL chain, a token called ZCAT has run up to nearly 100 million, which is still relatively cold. Let’s see whether a few more can emerge. On the positive side, RAY has started to connect the coin-stock model, so let’s watch it play out.
In the secondary market, two sectors are rotating. In the L2 sector, as I expected, ARB and UNI continue to make new highs through leadership rotation. In DeFi, SUSHI, CAKE, and RAY are innovating and launching, driving a new round of momentum.
As expected, when exchanges compete and actually fight each other instead of just talking, it becomes the most retail-friendly era. At least there are more and more opportunities, but the problem is you still can’t hold onto them.
$币安人生 #跟着锦鲤学打百倍金狗
Follow Web3 Lucky Carp Diary, and the coins you buy will 10x