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Renata2024/11/18 07:23

By:Renata

1.DaYu: One article explains DeSci thoroughly - even better than AI Meme?

Core viewpoint: The rise of DeSci and investment strategy

The background and logic of DeSci

DeSci (Decentralized Science) solves the problems of funding shortage and uneven resources in traditional scientific research through blockchain, combining the high speculative nature of the cryptocurrency circle with the low speculative nature of scientific research.

The funds in the cryptocurrency circle support scientific research, and scientific research results feed back to society and the market, forming a virtuous cycle.

Three key recent events

BIO Protocol invested by the head: BIO is known as the "Y Combinator of on-chain science", aiming to fund early longevity research through DAO and obtain support from giants such as Pfizer.

CZ and V God's public support: CZ emphasizes that artificial intelligence and biotechnology are future priorities, and publicly supports BIO and related projects.

Top firms release DeSci research report: DeSci has become a key layout direction for top firms, with high potential listing expectations.

DeSci's main investment targets

Faucets: $rif and $uro

$Rif focuses on antibiotic research and development, $uro focuses on longevity research, both deeply bound to BIO Protocol.

With the support of Pfizer and leading companies, it has high potential and long-term value.

BIOS Protocol and VitaDAO

BIO Protocol is the core protocol invested by the head; VitaDAO is an important member, focusing on longevity and health research.

Market opportunities and investment logic

DeSci is the first mainline track that combines the cryptocurrency circle with science, with a clear narrative and far-reaching impact.

Current target distribution:

Faucets: $rif and $uro.

Value coins such as $bio and $vita are suitable for long-term attention due to their relatively stable economic models.

Other related Meme coins: There are many currencies that ride the hot trend, but the main target is more certain.

Risk Warning and Market Judgment

DeSci's targets are not yet popular and are highly speculative, so caution is needed.

Whether the head office will be listed and the specific time have not been determined yet. Investment needs to pay attention to the development of the track and the progress of the project.

Original link : https://x.com/BTCdayu/status/1858320912992575821

2.0xWizard: Main line and investment logic of this bull market

A core logic: the transformation of token production methods

Meme coin on the chain has become the new Defi of this cycle, becoming the focus of attention for funds due to its strong wealth effect and spread.

Several main lines of this bull market

Political Line: With Elon Musk as the core, the Meme coin wave led by $DOGE has spawned a Meme track related to exchanges.

Economic Line: AI has become the core driving force for global economic growth, and corresponding AI tracks in the cryptocurrency circle (such as $ACT) continue to be hot.

Meme infrastructure: Public chain infrastructure represented by $SOL, as well as emerging public chains that imitate SOL, similar to Alt L1 in the previous cycle.

Personal positioning configuration

Political line: Focus on layout of $PNUT and $NEIRO.

Economic line: Focus on $ACT as the core target of the AI track.

Meme infrastructure: with $SOL as the main positioning, taking into account the long-term value of the public chain ecosystem.

Original link : https://x.com/0xcryptowizard/status/1858074164453847052

3.Benson Sun: The real reason for the weakness of $ETH and the future of counterfeit products

The weakness of $ETH is not caused by rumors

Some people attribute the weakness of Ethereum ($ETH) to EF's development direction, EF's sell-off, V's interpersonal relationships, and even his personal life, but these are not the core reasons. The real reason is:

ETH failed to become the "entry chip" for this cycle.

SOL has taken on this role, but when the on-chain Meme ebbs, SOL will also face the same problem - where are the new growth points?

The Challenge of Growth Points: Events and Real Buying

In this cycle, can new events such as RWA (tokenization of physical assets), PayFi, and DePin bring real buying pressure?

The cooperation between Polygon and Polymarket, as well as the declining price of DeFi governance tokens, indicate that the lack of real buying pressure, even if the event is attractive, cannot boost the currency price.

AI concepts have more grand narrative and imagination space, while the advantages of crypto are being weakened.

Two key reasons for the rise of counterfeit products

Real buying : Meme on the chain is not new, but $SOL is still skyrocketing. This shows that the key is whether it can attract actual capital inflows.

US dollar liquidity : During 2020-2021, the rapid expansion of the Federal Reserve's balance sheet and near-zero interest rates drove the market, while currently it is shrinking the balance sheet and slowly cutting interest rates, with limited capital inflows.

Why is Meme Coin rising in this round?

Capital is profit-driven. Without real buying support, the market chose "air coins" with higher fairness as speculative objects. The rise of Meme coins is the result of the market voting with its feet.

Conclusion and Operational Recommendations

In the current market environment, there is still a lack of strong foundation for the rebound of counterfeit products. Q4 may continue to be "frenzied" with market sentiment, but investors need to remember to exit at the appropriate time to avoid being swallowed up by the carnival of the cycle.

Original link : https://x.com/BensonTWN/status/1856643665151844784

4.Unipcs: The Golden Opportunity of $BTC Meme Coin

Core viewpoint: The actions of the head may ignite the $BTC Meme coin market

Event update

Last month, there were rumors that the head exchange was planning to list Runes tokens.

Today, the head has put two Runes currencies on the candidate list: $PUPS; $DOG

The potential of the $BTC Meme track

BTC Meme coin is widely undervalued, and I always believe that this is one of the easiest opportunities to achieve 50-100x in this cycle.

Binance's support will lower the purchase threshold and promote the widespread acceptance of tokens in this field.

Coinbase has also recently integrated with Taproot, paving the way for future support for Runes.

Market outlook

With the support of Binance's Ordinals, several Ordinals tokens have surged to billions of dollars in market value last year, and early investors have benefited greatly. I believe similar wealth creation will soon reappear in the Runes and $BTC Meme coin tracks.

Recommended BTC Meme coins to follow: $PUPS; $DOG; $WZRD (soon to be renamed "Magic Internet Money"); $WADDLE; $BIP; $SAIKO; $CYPHER • GENESIS/$CYPHER (the first AI Meme coin on the BTC chain).

See the original text: https://x.com/theunipcs/status/1858259946015522884

5.Altcoin Sherpa: Analyzing the future trend of $PNUT: Can it maintain its popularity?

Altcoin Sherpa mentioned that it is very important to identify which Meme coins have lasting power. Taking $PNUT as an example, although it has experienced huge gains and has gone online, the top perpetual contract means that it will exist for a long time, but it is uncertain whether it can reproduce its previous brilliant performance.

He believes that the price of $PNUT may continue to decline, although there may be some strange "exit liquidity" fluctuations. He further pointed out that due to the support of the perpetual contract of the head, it is unlikely that $PNUT will return to zero, but from a long-term trend perspective, the price may be significantly lower than the current level.

See the original text : https://x.com/AltcoinSherpa/status/1858174185773891798

6.Eric: Bitcoin $BTC Trend Analysis: Strategies and Signals for Trend Trading

Eric pointed out that currently, in the daily and 4-hour cycles of Bitcoin $BTC, the EMA moving average group (EMA20, EMA50, EMA100, EMA200) shows a bullish arrangement, clearly indicating an upward market trend.

He suggested going long with the trend, believing that this method is simple, efficient, in line with the trend, and has a superior profit and loss ratio. Going short against the trend is more complex and high-risk, with a lower profit and loss ratio.

For traders who prefer to short, he suggests paying attention to the following two signals:

a.The price has clearly accelerated to reach its peak

b.Effectively falls below the EMA20 moving average

Eric emphasizes that once a trend starts, it won't end easily.

See the original text : https://x.com/CycleStudies/status/1858400357946372353

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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