Recent big-coin bullish news:
1. $AVAX Helicon mainnet upgrade on the 22nd, with 27M unlocked on the 21st
2. $ENA lock-up exemption: Ethena DAT is re-priced in US stocks
3. $SEI Canary Capital files for a $SEI ETF
4. $NEAR privacy transactions, Hyper perpetual contracts, and TVL/incentives rolling out
5. $POL plans to burn 100 million coins
6. $AAVE automatic buyback—timing to be announced
Other: $ZAMA is getting traffic, still good for more
$ONDO is mainly a coin being distributed/“selling flow”-driven
Other meme coins + big coins—most don’t have enough trading volume
Summary:
① Big-coin market, but many are near resistance levels; pullbacks are what make good entry points
② In this market, coins that aren’t being pumped or promoted are basically finished
③ Coin stocks are still the main storyline; coins with buyback-value positives can also be bought
④ Personally, I think Robinhood still has a second wave (my main focus)
⑤ Nothing much to write about Bsc—alpha + contracts + engagement, the “three-hit combo”
1. $AVAX Helicon mainnet upgrade on the 22nd, with 27M unlocked on the 21st
2. $ENA lock-up exemption: Ethena DAT is re-priced in US stocks
3. $SEI Canary Capital files for a $SEI ETF
4. $NEAR privacy transactions, Hyper perpetual contracts, and TVL/incentives rolling out
5. $POL plans to burn 100 million coins
6. $AAVE automatic buyback—timing to be announced
Other: $ZAMA is getting traffic, still good for more
$ONDO is mainly a coin being distributed/“selling flow”-driven
Other meme coins + big coins—most don’t have enough trading volume
Summary:
① Big-coin market, but many are near resistance levels; pullbacks are what make good entry points
② In this market, coins that aren’t being pumped or promoted are basically finished
③ Coin stocks are still the main storyline; coins with buyback-value positives can also be bought
④ Personally, I think Robinhood still has a second wave (my main focus)
⑤ Nothing much to write about Bsc—alpha + contracts + engagement, the “three-hit combo”