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유트로의 크립토 서바이벌
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유트로의 크립토 서바이벌
03-31
📝 Updates on DAT Pioneers Strategy and STRC 1. Strategy Update - Recently stopped BTC purchases that had continued for 13 weeks. - It seems the news has some impact as DAT companies are collapsing one by one. - Although it is not certain as there is no official news, it appears to be because STRC has stayed below $100 for a long time recently. - The structure is such that the fund needs to be "recharged" when STRC is trading above $100. 2. STRC Update - Due to its high dividend, institutional demand is lower than expected, while retail demand is high. - Whether this is the influence or not, STRC has struggled to rise above $100 lately. - Because of this, many are expecting a dividend yield increase soon. 3. STRC DeFi - Due to the new type of preferred stock and the current market conditions, large-scale institutional inflows do not seem easy. - Therefore, Sailor also seems to be targeting retail demand rather than institutions (e.g., yesterday's tweet). - Currently, STRC is only accessible to investors who can participate in the US market. Possible - DeFi utilizing STRC can lower access barriers for global retailers. - APYX achieved 70M TVL in just one month, and Saturn is scheduled for a public launch in early April. ✍️ Although I haven't been able to replenish my funds recently as STRC hasn't been able to break above $100, it is currently maintaining above $99 with low volatility, just as designed. With Saturn scheduled to launch publicly soon alongside Apyx, the key point to watch will be how much retail demand can be attracted on-chain. Personally, I think it is easier to understand STRC if you approach it as a staking project launched by Sailor. It is structured so that you enter as a beta tester for a new product to receive high dividends plus additional benefits. 👉 STRC Related Projects *Strategy currently has approximately 2-3 years' worth of STRC dividends accumulated.
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유트로의 크립토 서바이벌
03-29
📝 Major L1 & L2 Trends to Watch Lately 1. BNB - They have sown an unusually large number of seeds in prediction markets, but the biggest deficit among them appears to be PredicFund. - Excluding PredicFund, the places catching my eye are Perp DEX and Hertzflow, where they are following all the Binance personnel. - The growth of U, which is being pushed by both BNB and Tron, is also notable. - Given the current situation, they are supporting USD1, but it seems they are also growing their own assets as a countermeasure. 2. Solana - Recently recruited Seraphim, who led the early growth of Ethena. - Seraphim is expected to support the growth of the stablecoin + RWA Perp. - Judging by the tweets exchanged, it looks like Securitize will also join in. - Currently, projects to watch include Perena, Bulk, and Phoenix. 3. Hyperliquid - The undisputed king. - The pie continues to grow due to the success of HIP3 and the collapse of latecomers. - In comparison, there aren't many specific sources of revenue for the ecosystem, but Nova I'm only keeping a close eye on Markets - Nova Market is a project that helps the community share in the success of the HIP3 market. 4. Base - I think Base might be the only token launch capable of completely overturning the current market sentiment. - The ecosystem feels like it has shifted its focus from social to DeFi -> They have recently been distributing quite a few DeFi incentives. - Among those without tokens, Glider seems to be the most worthwhile for point farming (though it is noisy if you look at the projects scheduled for launch). 5. Sui - Launched stablecoins like suiUSDe and USDsui. - Given their track record of successful in-house development, it seems they are now preparing their own BTCfi. - Recently launched Current Market, a lending service targeting RWA and yield-bearing stablecoins. 5. Emerging Ecosystems - X layer: News is circulating about the reconstruction of X layer, which collapsed along with Polygon CDK. I think they might gain momentum as this coincides with news related to the NYSE. - Ink: Kraken, which has partnered with Nasdaq similarly to OKX. Given that OKB is the benchmark at 1.7 billion, I think it will likely go up quite a bit to match the price. ✍️ Although the market remains uninteresting and swayed only by macro news, I am continuing to follow up on the major ecosystems. Personally, I think it might be Solana's turn to show its potential again after being suppressed for a while. Also, if Base, Ink, and X layer—which are deeply connected to Tradfi—all release their tokens in the future, I think the competitive relationship between the three will be interesting.
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