Web3CN 研究所

So I’ve gotten some prediction to make but before that I want to make it clear that I won’t change any of my existing SOL position.

1. We have come to an interesting turning point of history where we may be able to see how a DEX start to unbundle Binance.

2. I’ve been thinking about how SOL would capitulate in this cycle many times. However seeing HYPE at the market’s middle point here I think quite some SOL speculating money may flow over and we may see a liquidity squeeze here.

3. How did HYPE succeed in the west first and formed its cabal? Many things they did right. But what people definitely loved was the benign SBF story. Serum all over again, but this time better. 

4. All EVM builders are going to flow over and deploy something, but unsure about the Solana builders moving. Why? Ecosystem alignment is never easy to achieve. We’ve seen too many hard work for the chain / dapp alignment went in vain, and Solana for many devs were post alignment.

Will you swap your SOL into HYPE today?


But anyways going back to the initial post about this whole crazy run-up:

the "benevolent SBF" was just half of the story; 

the other half is that the market eagerly needs another white knight - at least when all types of players in the market are very suffocated with current distribution of the pie