Imitation-funds this round of rebound—the narrative that rises the most is the buyback story:
PUMP, #hype , with one-year revenues of 320 million and 430 million USD respectively—projects with real income use buybacks to give token holders a reason to stay. Most strong “shanzhai” (imitations) rely mainly on data and buybacks for support.
In the privacy sector, $ZEC leads the way, with NEAR following—going down the BTC privacy “meal substitute” narrative.
ARB, $UNI —eating the tokenized U.S.-stock dividend benefits. The Robinhood Chain rides on Arbitrum; in on-chain crypto-and-stocks, you can’t bypass Uniswap, and the ceiling is very high.
In DeFi, $PENDLE is decent, while #AAVE is slower but has a solid foundation; coins like #AKE that are purely market-maker plays are hard to understand.
The overall market is only just starting up. “Shanzhai” comes later than the big BTC. It’s also not too late to plan and roll out “shanzhai” after BTC has run for a year.
PUMP, #hype , with one-year revenues of 320 million and 430 million USD respectively—projects with real income use buybacks to give token holders a reason to stay. Most strong “shanzhai” (imitations) rely mainly on data and buybacks for support.
In the privacy sector, $ZEC leads the way, with NEAR following—going down the BTC privacy “meal substitute” narrative.
ARB, $UNI —eating the tokenized U.S.-stock dividend benefits. The Robinhood Chain rides on Arbitrum; in on-chain crypto-and-stocks, you can’t bypass Uniswap, and the ceiling is very high.
In DeFi, $PENDLE is decent, while #AAVE is slower but has a solid foundation; coins like #AKE that are purely market-maker plays are hard to understand.
The overall market is only just starting up. “Shanzhai” comes later than the big BTC. It’s also not too late to plan and roll out “shanzhai” after BTC has run for a year.