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lana
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lana
02-09
The next wave of market opportunities will undoubtedly arise from the re-competition for pricing power in the primary market. Binance has accumulated significant advantages over the past two years, becoming a dominant force. Its on-chain listing process—alpha>aster>perp>spot—has squeezed the space for almost all second-tier exchanges, weakening their influence on a single listing. Strategically, this has been successful, but it's unhealthy for the entire ecosystem. The most important factor determining a listing's valuation has become whether it can be listed on Binance. However, this isn't entirely Binance's fault; it's simply a winner-takes-all market, and Binance's current position is a result of market forces voting with capital. Currently, the biggest market dissatisfaction with Binance is the lack of transparency in its listing standards, which is rife with contradictions. The standards can be manipulated, while the impact of a listing on the ecosystem is subjective. Regarding listing standards, @cz_binance and @heyibinance currently lack a publicly defined framework and sometimes exhibit contradictions. This contradiction is amplified many times over in the current fragile market environment. Returning to the initial point, the principle of "what goes up must come down" has historically held true. Therefore, competitors capable of challenging Binance's pricing power may soon emerge in the market, presenting small investors with the best opportunity to capitalize on this.
0xSun
@0xSunNFT
02-08
作为龙头交易所,币安上币的割裂,反映出了行业的割裂。
ASTER
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lana
01-28
Him once again demonstrated through his actions that the amount of capital one possesses determines the amount of resources one can acquire. For a stock to take off, its price structure must be reasonable, requiring multiple waves of capital relay. This is similar to the movie "Goldfinger," where each price level sees a relay of buying and selling. Speaking of last year's bull market, why were there so many stocks reaching hundreds of millions in price? A key factor was the reasonableness of their price structure and the subsequent relay of capital. Many project teams didn't directly drive up the price with their own funds; instead, they carefully controlled the initial capital at the bottom, and at opportune moments, used OTC trading to leverage KOL funds to hold resistance levels or trigger breakouts, generating FOMO and copy trading, thus creating one phenomenal investment after another. A common practice, for example, is that if the trading volume is 10M, the agreement with the OTC platform is 50,000 USDT for 1% of the tokens. The OTC platform directly buys 50,000 USDT at market price. Regardless of how many tokens are purchased, the project team transfers the remaining tokens to the OTC platform to complete the 1% allocation. This large volume of OTC transactions directly injects significant buying power into the pool, raising the ceiling for the target token. Therefore, there exists a group of OTC intermediaries who control the true flow of market funds. When liquidity is high, they act as "turbochargers" on the price chart. So, back to the point: are metrics like single-address holdings, tethering ratios, and small wallets useful? They might be useful, or they might not.
him
@himgajria
01-28
Remembering how they complained about me owning >10% of fartcoin. After it was put to good use, the same people thanked me. x.com/himgajria/stat…
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