The depin track continues to go strong, not only with the faucets, but also with the lead$fil，$icpWaiting for 10,000 years of heaven and death have taken off, if you missed the last round of new stars$mobile，$honey，$dimo，$atorSomething like that, then what's nextcess，re:dreamer ,gpd,demr,grassIt's time to pay attention! The coin conversion track has also cooled down, BRC-420$nuts $pandoraCompared to the highs, they have fallen a lot, butmerlinThe TVL continues to reach new highs, indicating that the funds have not been given up, and the trend of the coin track is very similar to the inscription of the first wave, so you can still pay attention to it! Coinbase analyzes that Genesis' $1.3 billion GBTC is most likely to stay in the Bitcoin ecosystem in the future and will not be smashed! Backpack performed Chongyang, the Chinese area warned the brush, and lowered everyone's reward expectations, the English area only celebrated the transaction volume exceeded $1 billion, so this project is only brushed by Chinese?
Today is undoubtedly $wld, affected by SORA, the entire AI track has been for several days**, the most distinctive of this is $wld, if other AI track currency projects are suspected of rubbing, $wld is a genuine OpenAI-related token.
I'll say an even more frightening statistic, as of this afternoon$wld **7.6u，According to the total amount of 10 billion, the current FDV has reached 76 billion US dollars, and the valuation of OpenAI's latest round of financing a few days ago is 80 billion US dollars, these two figures can be said to be very close, according to my thoughts, because OpenAI is not a listed company.
As a result, a lot of funds are optimistic about AI or want to speculate on AI$wldAs OpenAI's **, that's why I have$wld fdvThe phenomenon of rising all the way to $80 billion happens, if this logic is the case, it means$wldhas overdrawn the value expectation of OpenAI in the future, although 80 billion must not be the final market value of OpenAI, it may be 800 billion or even 8000 billion in the future, but in the short term$wldThere is still moisture to support this market value.
After all$wldIt doesn't fully represent OpenAI, so I suggest you be cautious about chasing higher, but if it's in the next few days$wldThere is a depth **, to 5U or even lower, I think it is still worth rushing, compared to other AI projects full of uncertainty.
$wldThe risk of something happening is so low that we can even think of itmeme, and its upper limit is infinite, it is already the BTC of the AI track, which can maximize the dividends of future AI development. The general rise of this wave of AI track is also the same$wldIt has a lot to do with opening the market value ceiling, but relatively speaking, other projects are rubbing$wldThe certainty is the highest. Recently, in addition to AI, the hottest track is Depin, and the popularity of this track is not only reflected in the leading ones$hnt，$mobile，$iotx，$lptand so on, even related tracks such as those that do not rise for 10,000 years$fil，$icp，$arMany friends still don't know what depin is, my understanding is that depin is an extension of Bitcoin's working mechanism pow, because depin must be issued through hardware work, which is the samepos，staking，lst，lrtare diametrically opposed.
According to the analogy of the history books, Depin belongs to industrial capitalism, while POS belongs to financial capitalism, and the difference lies in the use of hardware. If you missed it in the last cycle$ator，$honey，$dimo，$cudosWait for the new star depin, then the new projects in the back must be paid attention to, for examplecess，re:dreamer ，gpd，demr，grassSomething like that. Although the L2 project Merlin TVL made by the BRC-420 project has continued to refresh records, the BRC-420 ** compared to 072BTC has fallen to its current 05, $sol and $eth The ** of the $nuts $pandora of the ecological currency leader has also fallen a lot compared with the previous year, $nuts from 25 fell to the current 115, $pandora has also fallen from a high of 30,000 to the current 12,000, and the current trend of the coin concept is much like the inscription of the first wave.
Personally, I think the hype of this concept is not over yet, after all, Merlin is still very popular, and the future listing on the main network will definitely bring a lot of benefits to the graph currency track, and this narrative is also relatively innovative, so I think it is appropriate to participate. The U.S. stock market is closed on the first day, so the battle of ETF institutions such as Grayscale and BlackRock has also been suspended, and last week it was said that Genesis was approved by the SEC to have **1.3 billion GBTC shares, and the market still had some panic about the news.
However, today Coinbase gave its analysis, saying that while it is unclear where the additional GBTC will flow out (whether it will go to other spot Bitcoin ETFs or directly to Bitcoin to repay creditors), CB sees the funds as most likely to remain in the crypto ecosystem, resulting in a neutral overall impact on the market. To put it simply, it won't put too much selling pressure on the market. Ordinals developer Leonidas posted on social ** that the Runestone airdrop is coming. Users can check the ordinals address themselves to see if they will receive runestone. In addition, OKX Web3 Wallet has also launched the Runestone empty investment eligibility query tool.
backpack today is very funny, these days everyone has been rolling up the trading volume in order to take the airdrop, but today the backpack Chinese official tweeted that Wencheng will strictly monitor the malicious brushing behavior, encourage real users to participate, the official telegram group is still lowering everyone's expectations, saying that excessive brushing is not recommended, they are not immortals, afraid that the reward will not be as expected at that time.
However, all these cold water pours are aimed at the Chinese community, and the backpack English official push does not have any tips and warnings about the brush volume, just to celebrate the transaction volume exceeding 1 billion US dollars, so the brushes are all Chinese? Are we going to this airdrop or not?
It's not easy to create, thank you for reading, you want to exchange technology together, and friends who want to lay out high-quality currencies can like + follow