Highlights of recent big coins
$AVAX: On the 22nd, the Helicon mainnet upgrade; on the 21st, roughly $27 million will be unlocked first.
$ENA: Staking lock exemptions; Ethena’s DAT has been re-priced in U.S. stocks.
$SEI: Canary Capital has filed an application for a SEI ETF.
$NEAR: Privacy transactions, Hyper perps, TVL, and incentives all need to be delivered.
$POL: Plans to burn 100 million tokens.
$AAVE: Automated buyback is still pending; expectations have not yet materialized.
Others: ZAMA has been getting a lot of promo traffic, and it’s still worth watching. ONDO mainly looks like distribution/selling pressure; many alt coins and big coins aren’t doing well.
Big coins have momentum, but most are already at resistance levels. It’s safer to wait for a pullback and then buy on the rebound. As for this market, if it isn’t pumping and isn’t getting promo inflows, it’s basically finished. The main theme is still coin + stock plays; if there are buyback-positive signals, you can also buy. I think Robinhood still has a second wave—watch that in particular. For BSC, there isn’t much new—just the three-card combo of alpha, perpetuals, and interactive features.
$AVAX: On the 22nd, the Helicon mainnet upgrade; on the 21st, roughly $27 million will be unlocked first.
$ENA: Staking lock exemptions; Ethena’s DAT has been re-priced in U.S. stocks.
$SEI: Canary Capital has filed an application for a SEI ETF.
$NEAR: Privacy transactions, Hyper perps, TVL, and incentives all need to be delivered.
$POL: Plans to burn 100 million tokens.
$AAVE: Automated buyback is still pending; expectations have not yet materialized.
Others: ZAMA has been getting a lot of promo traffic, and it’s still worth watching. ONDO mainly looks like distribution/selling pressure; many alt coins and big coins aren’t doing well.
Big coins have momentum, but most are already at resistance levels. It’s safer to wait for a pullback and then buy on the rebound. As for this market, if it isn’t pumping and isn’t getting promo inflows, it’s basically finished. The main theme is still coin + stock plays; if there are buyback-positive signals, you can also buy. I think Robinhood still has a second wave—watch that in particular. For BSC, there isn’t much new—just the three-card combo of alpha, perpetuals, and interactive features.