Bridge of the Era

Nếu chỉ nhìn vào giá, ARB là một khoản đầu tư gây thất vọng.

Nhưng nếu chỉ nhìn vào giá, bạn có thể đang bỏ lỡ bức tranh lớn hơn.

Đây là điều mình đang theo dõi.

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Arbitrum không còn cạnh tranh bằng lời hứa về TPS hay phí rẻ.

Lợi thế của họ nằm ở hệ sinh thái.

Hầu hết các Layer 2 đều có công nghệ tốt.

Nhưng không phải Layer 2 nào cũng có thanh khoản, người dùng và nhà phát triển.

Đó mới là "con hào" thực sự.

Tuy nhiên, ARB vẫn có một vấn đề mà nhiều người né tránh:

Giá trị của mạng lưới chưa chuyển hóa hoàn toàn sang giá trị của token ARB.

Đây là câu hỏi lớn nhất mà thị trường đang đặt ra.

Nếu trong tương lai, doanh thu, hoạt động on-chain và cơ chế quản trị giúp token ARB có nhiều giá trị kinh tế hơn, cách thị trường định giá ARB có thể thay đổi đáng kể.

Ngược lại, nếu hệ sinh thái phát triển nhưng token vẫn không tích lũy được giá trị, ARB sẽ tiếp tục chịu áp lực dù mạng lưới vẫn tăng trưởng.

Đó là lý do mình không chỉ theo dõi giá.

Mình theo dõi:

- Dòng tiền on-chain.
- TVL và khối lượng giao dịch.
- Hoạt động của các dự án mới.
- Cách DAO và đội ngũ phát triển tạo thêm giá trị cho token ARB.

Trong crypto, công nghệ giúp một dự án tồn tại.

Nhưng khả năng tích lũy giá trị vào token mới quyết định liệu nhà đầu tư có được hưởng thành quả hay không.

Theo bạn, ARB có giải quyết được bài toán "token value accrual" trong chu kỳ này không? Hay hệ sinh thái sẽ phát triển nhanh hơn chính token của nó? $ARB $STRK

Everyone is calling STRK a failed project.

That's exactly why I'm paying attention.

Here's the thing...

Crypto has a habit of pricing narratives before fundamentals.In 2021, everyone chased L1s.
In 2024, everyone chased memes.
Today, the market is asking a different question:

Which infrastructure will still matter five years from now?

Starknet is one of the few projects trying to answer that.

Not by launching another memecoin.

Not by promising unrealistic TPS.

But by building technology that could become part of Ethereum's long-term scaling stack.

Here's what most people are missing👇

1. Starknet isn't standing still.

The current roadmap isn't just about "faster transactions."

The team is pushing toward:

- Sub-second confirmations
- Higher throughput
- Lower fees
- Decentralized sequencing
- Native Bitcoin integration
- A long-term target of 10,000+ TPS while settling on Ethereum and, eventually, Bitcoin.

That's an ambitious vision.

Whether they deliver is another question.

But they're still building while much of the market is distracted.

2. Bitcoin could become the biggest catalyst.

Most people still think of Starknet as "just another Ethereum Layer 2."

The team is trying to change that.

Their roadmap increasingly focuses on BTCFi—bringing Bitcoin liquidity into DeFi through Starknet.

If Bitcoin DeFi becomes one of the next major narratives, Starknet has positioned itself to benefit.

3. So why is STRK still underperforming?

Simple.

Technology doesn't always win in the short term.

The market is still dealing with:
• Token unlock pressure
• Strong competition from Arbitrum, Base and other L2s
• A gap between technical progress and user adoption

Those concerns are real.

Ignoring them would be a mistake.

But so would ignoring the progress happening underneath the surface.

Here's how I look at it:

Bull markets reward attention.

Long-term markets reward execution.

If Starknet executes its roadmap and attracts real users—not just developers—the conversation around STRK could look very different a few years from now.

$STRK

Everyone is calling #strk a failed project.

That's exactly why I'm paying attention.

Here's the thing...

Crypto has a habit of pricing narratives before fundamentals.

In 2021, everyone chased L1s.

In 2024, everyone chased memes.

Today, the market is asking a different question:

Which infrastructure will still matter five years from now?

Starknet is one of the few projects trying to answer that.

Not by launching another memecoin.

Not by promising unrealistic TPS.

But by building technology that could become part of Ethereum's long-term scaling stack.

Here's what most people are missing👇

1. Starknet isn't standing still.

The current roadmap isn't just about "faster transactions."

The team is pushing toward:

- Sub-second confirmations
- Higher throughput
- Lower fees
- Decentralized sequencing
- Native Bitcoin integration
- A long-term target of 10,000+ TPS while settling on Ethereum and, eventually, Bitcoin.

That's an ambitious vision.

Whether they deliver is another question.

But they're still building while much of the market is distracted.

2. Bitcoin could become the biggest catalyst.

Most people still think of Starknet as "just another Ethereum Layer 2."

The team is trying to change that.

Their roadmap increasingly focuses on BTCFi—bringing Bitcoin liquidity into DeFi through Starknet.

If Bitcoin DeFi becomes one of the next major narratives, Starknet has positioned itself to benefit.

3. So why is STRK still underperforming?

Simple.

Technology doesn't always win in the short term.

The market is still dealing with:
• Token unlock pressure
• Strong competition from Arbitrum, Base and other L2s
• A gap between technical progress and user adoption

Those concerns are real.

Ignoring them would be a mistake.

But so would ignoring the progress happening underneath the surface.

Here's how I look at it:

Bull markets reward attention.

Long-term markets reward execution.

If Starknet executes its roadmap and attracts real users—not just developers—the conversation around STRK could look very different a few years from now.

should hold or close

❓ Which coin do you choose below as the number 1 Meme Coin in your heart?

(Select 1 or more – depending on the platform you use for the survey)

1. 🐶 DOGE (Dogecoin) – The first meme coin king

2. 🐸 PEPE – The "god frog" flipping every market

3. 🐕 SHIB (Shiba Inu) – A large and loyal army

4. 🦊 FLOKI – Named after Elon Musk's dog

5. 🐻‍❄️ WIF (dogwifhat) – Dog in a hat, cool as distilled water

6. 🐍 HARAMBE – The immortal meme spirit

7. ❓ Other – Vote and comment your favorite coin!

#BinanceWriteToEarn #MemeCoin #CryptoSurvey #VoteYourCoin

🧠 1. What is STRK?

STRK is the native token of StarkNet, a Layer 2 solution built on Ethereum, utilizing Zero-Knowledge Rollup (ZK-Rollup) technology to enhance scalability while maintaining security.

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🚀 2. Where does growth potential come from?

✅ a. Advanced ZK-Rollup technology

ZK-Rollups are seen as the future of Layer 2 due to high processing speed, low gas fees, and the ability to inherit Ethereum's security.

StarkNet uses its own Cairo language – optimizing performance but still in the process of gaining widespread acceptance.

✅ b. Developing ecosystem

Many projects are being built on StarkNet: DeFi, NFT, GameFi,...

The STRK airdrop event attracts many new users.

✅ c. Backing from StarkWare

StarkWare is the company behind StarkNet, having raised hundreds of millions from major funds like a16z, Paradigm…

This group has made significant contributions in academia and technology in the ZK field.

✅ d. Favorable tokenomics if managed well

STRK will be used for staking, paying fees, and network governance.

However, currently, a large amount of tokens are being unlocked, so there is still short-term selling pressure.

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⚠️ 3. Risks to consider

Risk Details

Competition Many other Layer 2s like zkSync, Scroll, Polygon zkEVM also use ZK-Rollup.
Lack of strong real users Despite good technology, there is still a lack of "high-impact" DApps to retain users.
Unlock token The STRK token will gradually unlock over several years, which may cause price pressure.

📊 4. Can STRK increase in price?

Short term: The price will still fluctuate strongly due to market influences and token unlock events.

Medium - long term (2025–2026): If StarkNet successfully expands its ecosystem, STRK could grow.

Below are the highlights in the world of cryptocurrency over the past week (late May – early June 2025):

🟢 1. Bitcoin maintains above the 100,000 USD mark, upward trend continues

Bitcoin (BTC) is currently trading around 105,000 USD, holding strong above the important psychological threshold.

Analysts like Willy Woo predict BTC could move towards the 118,000 USD range in the short term, driven by institutional capital inflow and friendly policies from the Trump administration.

🏛️ 2. The U.S. government strongly supports cryptocurrency

At the Bitcoin 2025 conference in Las Vegas, Vice President JD Vance spoke in support of the cryptocurrency sector, marking a significant policy shift.

The Trump family is heavily investing in this field, including plans to invest 2.5 billion USD in Bitcoin through Trump Media & Technology Group.

💼 3. Circle scales up IPO, valuation reaches 7.2 billion USD

Circle, the issuer of the USDC stablecoin, has increased its IPO size to 32 million shares priced between 27–28 USD/share, aiming to raise up to 896 million USD.

This IPO reflects investor optimism towards the cryptocurrency sector in the context of more favorable policies from the U.S. government.

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🧠 4. Former CEO of Commerzbank joins DeFi Technologies

Manfred Knof, former CEO of Commerzbank, has joined DeFi Technologies as a strategic advisor and Chairman of the subsidiary Valour.

This move indicates the growing interest of traditional financial leaders in the digital asset space.

⚠️ 5. June: Warning of significant token unlocks

June 2025 will witness token unlocks worth approximately 2.7 billion USD from several altcoin projects.

🇮🇳 6. India prepares to announce cryptocurrency management policy

LATEST: Humanity Protocol has raised 20 million USD at a valuation of 1.1 billion USD to develop a palm-linked digital identity system for Web3, along with plans for the upcoming mainnet launch and token airdrop.

BREAKING: The U.S. Government Accountability Office (DOGE) has canceled contracts worth 420 million USD within the first 80 hours of Donald Trump's second term, mainly targeting DEI (Diversity, Equity, and Inclusion) programs and agreements related to vacant properties, according to Odaily reports.

RECENTLY: Polymarket has faced backlash for resolving the $120 million prediction market on the ban of TikTok in the U.S. as "Yes," despite the app still being operational, leading to allegations of manipulation and calls for accountability.

BREAKING: The BNB Hackathon Q4 2024 has awarded PayNova for their blockchain payroll solution. Additionally, Outrun, AgentArcade, and other projects were also recognized for their innovations in the Web3 space, including DeFi, AI, music, rewards, and knowledge.

RECENT: At the “Most Influential Awards Davos 2025,” former CoinDesk executive Michael Casey accused Justin Sun and CoinDesk owner Bullish of undermining editorial independence by removing an article criticizing Sun’s $6.2 million purchase of banana artwork.

TODAY: Senator Elizabeth Warren has written an open letter to DOGE Chairman Elon Musk, proposing measures to cut wasteful government spending, close tax loopholes, and address potential conflicts of interest. She also calls for changes to the tax code to increase revenue from the wealthy.

TODAY: Uniswap Labs has announced the integration of Flashbots protection features into its mobile wallet, automatically safeguarding Ethereum transactions from MEV attacks.

RECENTLY: World Liberty Financial, a digital asset project linked to Donald Trump, has raised 1 billion USD through a token sale, surpassing its target by selling 21 billion tokens and announcing plans to issue an additional 5 billion tokens due to high demand, according to Financial.

LATEST: A whale investor has purchased 2.7 million LDO tokens for 4.93 million USD, bringing their total holdings to 5.74 million LDO. However, they are facing an unrealized loss of 1.83 million USD, according to Onchain Lens.

LATEST: Bitcoin Archive reports that a couple from Australia has sold their land entirely in Bitcoin, in order to avoid banks and intermediaries, completing a fully decentralized transaction.

Recently: Ethereum developers plan to implement the Pectra upgrade in March 2025, introducing features such as improved wallet experience, account abstraction, and increased validator stake limits, following successful testnet forks in February, according to The Block.

LATEST: Orbiter Finance will launch a governance and staking token named OBT on January 20, along with an airdrop program, allocating 40% of the total supply of 10 billion tokens to the community. The project aims to decentralize and expand on the Ethereum, Arbitrum, and Base platforms.

RECENTLY: Shiba Inu's TREAT Token launched on multiple exchanges, with ZAMA's CEO, Hindi, emphasizing its role in the Shiba Inu ecosystem, describing it as a decentralized "Network Nation" focused on community.