Note: This article comes from @connectfarm1 Twitter, and is compiled by Mars Finance as follows:
The adoption of BTC ETF is a milestone event, but this milestone event does not mean that BTC itself will skyrocket. In my opinion, this is a matter that lays a more solid foundation for the crypto, and the focus is that it will greatly increase the trading depth of BTC and guide the Big funds enter the market, and the "small funds" spilled over from the large funds entering the market will bring huge amounts of funds to various tracks in the crypto. Short-term dividends will mainly be in:
1. Inscription
The current number one track in the BTC ecosystem is still Inscription, especially now that Binance Wallet is about to join the fray, and the style of Inscription will continue to switch this round. The difficulty of purely community-based projects will intensify, and the performance of institutional projects in the last round The best is expected to be kucoin (although it fell after being listed on the exchange, the gains from the early stage to before being listed on the exchange are very considerable), but this round I think that in addition to kucoin, the Brc20 project of institutions working around the Binance wallet will have good results Income, based on the above judgment, I think the following targets are pretty good:
1. Itnp: The announced investment institution has a strong background in Binance, and the Intended Wallet is an area that OK values very much;
2. tuno: hook is a well-known brand, and it is estimated to be the first batch of projects supported by Binance Wallet;
3. nzbi: old project party + exchange, previous projects were very popular;
Other deeply observed and held inscriptions include: uppp, Lbit, deed, dovi, biis, Mubi, Turt, ainn, aigc, pamp (Eth)
Ps: The inscription may change at any time due to liquidity, so be careful when opening a position.
2. depin
Recently, a consensus has been formed in the institutional circle that depin is the last round of gamefi, and it is also the main breaking narrative of this round.
1. $dpr: This project has been talked about for a long time, and today it was announced that it will be halved, and there will be many benefits in the future;
2. @echolink_oracle : Yesterday, the inscription on sol was deleted in seconds. I don’t know the next plan yet, but I know I have money;
3. KuCoin labs re-calls the project DEMR. Currently mint’s nft is above or below the cost line.
3. Eth ecology related
After the passage of Btc etf, many big dealers began to place their chips on eth to bet on the expectation of the passage of eth etf. Therefore, all assets related to eth can actually be held. The conventional second-level operation is a relatively normal operation, but betting with a small amount of money In terms of multiples, the following two can be considered. Although I am a quilt cover, I think they are still very good targets:
1. $d/acc: Vitalik latest narrative, rebounding after hitting rock bottom;
2. $pory: The number one horse hoof meme, also bottoming out
In addition to the above, gamefi is definitely a track worthy of attention. In addition, socialfi should also have a new paradigm coming out soon.
