jakiro
Author: Sleep in the rain: X, Sleepintherain
September is still a dangerous month for me, and I will not consider excessive trading behaviors (currently empty warehouses).
wait.
This content aims to describe the track and target I will focus on September from my personal perspective.
TLDR
1. Optimistic $ BTC ecology, BTC pledge, WBTC competitors ($ T) and inscription/runes ($ Sats $ Ordi), and $ Rune;
2. It is optimistic about the DEFI Uniswap V4 $ Uni. It is the most important catalyst of the current DEFI ecosystem.($ COW is also doing some small movements);
3. Solana ecology may give us a chance to make a bottom. I think $ JTO $ Cloud $ Drift $ KMNO is very good. See which one can attract market attention;
4. Consider the RWA target, you need to be cautious. $ MPL and $ CPOOL are two projects worthy of attention;
5. MakerDao renamed the opportunity to speculate in the market, and it may be good at $ lqty;
6. CZ punishment release is a good expectation for $ BNB related;
7. Pendle is closer to BTCFI;
1/ BTC ecology
The BTC ecology is mainly related to the following three things:
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The “interest in the market for $ BTC pledges” caused by Bayblon is a doll;
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As WBTC was widely questioned, the opportunities of other younger brothers: 1) CoinBase launched $ CBBTC; 2) former younger brother Threshold $ TBTC has gained huge growth space; 3)Essence
P.S. In the future, the competition for various types of BTCs will become more intense. Maybe the market will pay attention to cross -chain agreements supporting native BTCs, such as ThorChain $ Rune.And, TBTC operator Threshold proposes to merge with WBTC, but I don’t think it is realistic.
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Bitcoin Expansion Network Fractal Bitcoin is planned to launch the main network on September 9.The market is expected to pay for the market, which facilitates the BRC20 ecology, and the rune will also receive attention (not directly favorable).
(If I haven’t mentioned it, please add it)
2/ DEFI
Recently, many people have been in the old DEFI project, such as $ AAVE (AAVE’s recent fundamental data is very good).
It should be pointed out that although AAVE has made a lot of plans for future token economics some time ago, I think that these plans still take a longer time.In addition, AAVE hopes to maintain the linked GHO and the US dollar by integrating the Bailide Buidl.
And recently, I will pay special attention to $ UNI.From August 15th, Uniswap Labs announced that it has cooperated with Uniswap Foundation and Cantina to launch a $ 2.35 million V4 security competition at the $ 2.35 million prize pool, Uniswap V4 will be launched (the previously online time is Q3).Many people have analyzed the importance of Uniswap V4, and I won’t go into details. Let me find an article: https://www.techflowpost.com/article/detail_12252.html
I think the launch of Uniswap V4 is of great significance, and it is the most important catalyst at the current Defi ecosystem (and there seems to be no one to talk about in the Chinese area now).
In addition, it is worth mentioning that Cow Protocol may also realize the threat of Uniswap V4, and is working with Wintermute to seek better liquidity on CEX Lists and chains.
3/ solana
The best fun of Solana’s ecology is Memecoin. You can see which Memecoin in the English KOL in Shill.You can follow my list: https: //x.com/i/list/179537120644130752
Followed by the most profitable protocols in the Solana ecosystem, such as Jito $ JTO / Raydium $ Ray / Jupiter $ Jup / Banana $ Banana
And some other applications that capture market attention / liquidity: Drift $ Drift / Kamino $ KMNO / SANCTUM $ Cloud
Here are some tokens that have been included in the observation list:
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JITO -is closely related to the ecological prosperity of Solana;
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SANCTUM -LST liquidity layer, recently CEX enrolled $ SOL pledge is a good good;
Here are more detailed instruction
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Kamino -Solana liquidity layer, accounting for 28%of Solana’s total TVL.
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Banana -The only TG BOT (except Bonk) on Binance.
Here is another idea of my thoughts: With the dislike of the last market for the VC infrastructure tokens, Memecoin became the new darling of the market.When the market is gradually returning to reason, the entire circulation application tokens, and application tokens with a large amount of real cash income may become the next concept of the market for the market (no means that MEME is not good).Hope it will not be my wishful thinking.
4/ RWA (please consider RWA -related targets)
Just like what I mentioned in the August outlook, I like the MAPLE project.Currently update the new progress of MAPLE.
1) MAPLE’s fundamental data growth is good;
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2) Coming in Q4, $ MPL 1: 100 split, and renamed Syrup, the revenue of the borrowing business will be used to repurchase Syrup.
https://x.com/mapleFinance/status/182808885657534644
Another project worthy of attention is ClearPool -an agreement to do institutional credit.
ClearPool has launched a Layer2 Ozean based on RWA income/OP Stack: 1) The GAS medium is stable currency, named USDX; 2) the chain is also an account abstraction; 3) $ CPOOL will manage OZEAN and ClearPool, and $ CPOOL can get it.Ozean’s sorter income.
However, from the perspective of price behavior, the market does not pay for this.
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https://x.com/Clearpoolfin/status/1825880491196821806
However, now investing in the RWA track has a feeling of entering the National Army in 49 years. Before pressing the purchase button, please be careful.
5/ stablecoin
What is not around for stable coins is the rename of MakerDao.This time the rename is good or bad. The name Sky is simple and easy to remember. The name of USDS is more direct than the name of DAI, which is good for expanding new incremental increment.At the same time, Sky has also created more scenes for USDS, such as digging the Subdao tokens.Bad places@TMEL0211 also mentioned, for example, “USDS has added a blacklist frozen function.”This has also triggered a series of disputes in the community.
It is also worth mentioning that in order to encourage migration, MakerDao sets additional rewards.
Join Early and Get Boosted Sky token Rewards: https: //x.com/skyecosystem/status/18287990152673078888
From another perspective, DAI is not decentralized, then it is good for other decentralized stablecoins, such as $ lqty.
6/ others
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9.4 $ matic -$ Pol is renamed;
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Fantom new lay1 Sonic test network;
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Arbitrum style upgrade;
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9.28 cz or release of punishment;
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EIGENLAYER Q3 should have some major project progress, as well as EIGEN token transfer;
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EIGENPIE IDO (I have made points before, remember to participate. The probability of 3m FDV can make money);
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Berachain may be on the Q3 main network;
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In the impression, there are some projects that may be TGE (but considering the situation where the market is sluggish, their TGE time may be delayed): solv, grass, DAPPOS, Stakestone, Kelpdao;
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Singapore Token2049 (Must fall every time?)
