关于VC币的行业观察和创业方向:
随着ETH的复苏和E卫兵的崛起,山呼海啸的山寨祭再次让大家满怀期待,而被深度套牢的VC正需要通过山寨祭的流动性退出,这中间主任看到了机会.
随着项目方为了追求上Bn而导致行业普遍增加一年Cliff的Vesting的行业现状,出现了一种普遍市场需求,VC需要退出但苦于仍在锁定期手中没有现货,通常是1(cliff)+2~3(线性解锁),但永续开空和SAFT OTC都不是最好的选择,开空容易费率爆炸和大量资金占用,SAFT OTC撮合难度高成交量小. 相比之下,VC都希望通过交易所或者理财app借出Token卖出,等Vesting开始后陆续还上代币.
结合最近开始流行的Cedefi的行业发展趋势,主任认为在链上发起新TGE项目的Token Pool借贷需求非常旺盛
1)设定上需要 a.时间锁定 b. 本币利息或u计价利息 c.有主流币质押做担保或者经过协议方kyc的VC的SAFT进行RWA合同质押(含利息贴现)
2)Token Pool的供给方设定permissionless 来源包括 a.有token loan的做市商 b.在中心化交易所/理财app发行的山寨币理财产品的大宗用户 c.散户钻石手 d.项目方的金库用于理财(实际上是一种从二级市场分利的行为)f. token有质押生息协议的节点可以套利 e.和类pendle协议整合后的利息掉期交易员
3)Token Pool的需求方(贷款方)包括 a. 有锁定Saft的VC (需要KYC, 并提供partial 质押品/SAFT协议质押) b. 做空者/做市商/野庄,需要主流币的超额质押(BTC/BNB/稳定币)
$PNUT ON FIRE – SOLID, BOLD, PERFECT CALL DELIVERED
Massive congratulations to everyone who followed my PNUT call! From $0.1450 to a blazing $0.2600, that’s a powerful +79% rally locked in—clean, clear, and right on target.
This move was no surprise. The setup was perfect, momentum was building, and the breakout followed exactly as projected. This is how we win big—by trusting the analysis, entering at the right time, and staying sharp.
Let me know in the comments how much profit you made—and stay ready. More powerful setups are coming your way. This journey is just getting started ..
Still Bull's are in control and eyes on $0.2700
Buy and Trade here on $PNUT
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MARKETS FIRING ON ALL CYLINDERS – BULLS IN FULL CONTROL!
With global crypto market cap crossing $3.21T and the Fear & Greed Index hitting 70, momentum is pouring in from every direction. The charts are glowing green and portfolios are getting a serious upgrade!
Top Movers from Today’s Watchlist: • $BTC – $102,380 (+3.26%) – Holding strong above 100K
• $ETH – $2,204 (+15.91%) – Mega breakout confirmed
• $XRP – $2.299 (+5.43%) – Eyeing a new local high
• $SOL – $161.48 (+7.09%) – Climbing steadily
• $DOGE – $0.1935 (+7.99%) – Meme power pushing up again
• $ADA, SUI, HBAR – All showing healthy continuation setups
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Could Bitcoin Options Expiry Worth $2.6B Influence Market Uptrend?
Approximately 26,000 Bitcoin options contracts with a notional value of about $2.57 billion are set to expire this Friday. Unlike last week's muted trading, the market is currently surging. The contracts have a put/call ratio of 0.91 and a max pain point of $93,000, $10,000 below the current spot prices.
The highest open interest is at the $100,000 strike price, amounting to around $1.8 billion, indicating bullish sentiment. However, there's over $1 billion in open interest at the $80,000 and $85,000 strike prices. Along with Bitcoin, around 164,000 Ethereum contracts are also expiring today, taking the total crypto options expiry to approximately $2.8 billion.
This comes as the total market capitalization reached a three-month high of $3.33 trillion, largely driven by Bitcoin and Ethereum.
At the start of a market move, when it’s obvious many are sidelined, the best trades are often the simplest. You’re not trying to outsmart the market - you’re trying to anticipate where it will bid first. And early on, it’s rarely deep risk or complexity. It’s comfort, familiarity, and narrative alignment.
There are a few reliable plays in this phase:
1) Top Narrative Coin
The asset that already represents the dominant market theme: AI, meme, RWA, whatever’s front of mind. It becomes the default exposure for those rushing back in. Participants anchor to what already has social consensus.
2) Top Proxy on the Mover Chain
If a specific chain starts moving, traders reflexively rotate into the most obvious meme, utility, or low float proxy on that chain. It’s not deep analysis, it’s habit. Liquidity chases familiarity.
3) The KOL-Endorsed Favorite
Coins already championed by trusted or high-profile KOLs get early attention. Not because of deep fundamentals, but because people trust the messenger. It’s a shortcut for conviction when they have none of their own yet.
Why do these work?
Because early in the move, people are still shaken. They’ve just seen pain, they don’t trust the rally yet, and they don’t want to be the first to get rugged. So they flock to the path of least resistance - simple narratives with perceived safety. It’s only after price confirms and momentum builds that the market slides down the risk curve, hunting for the next thing, rotating into longer-tail bets and unproven narratives.
That early phase isn’t about genius. It’s about understanding reflexes.
XRP Surpasses Crucial Barrier: A Forecast for the Future of Ripple's Value
After a sustained period in a narrow trading bracket, XRP broke past a crucial resistance level, indicating a potential rise to $2.6, as predicted by a notable cryptocurrency analyst. This price surge coincides with a broader market uptick and the US SEC's filing to settle the longstanding lawsuit against Ripple Labs.
Ripple's cross-border token has been confined to a trading bracket between $2 and $2.26 since mid-April, but an 11-day peak of over $2.33 has led Ali Martinez to suggest that if XRP can close above $2.26, the next step will be $2.6.
Meanwhile, the SEC has filed for court approval to settle with Ripple Labs for $50 million, a far cry from the initially sought $2 billion, providing another potential boost for XRP's value.208:29