每周代币+叙事观察列表回来了！
许多山寨币都在流血，但这次下跌开始带来一些有趣的全面机会。
这是我本周关注的内容。
$BTC ：灰度抛售压力是我们过去一周观察到的“缓慢流失”价格走势的主要原因。最近的报告表明，迄今为止几乎一半的抛售压力可归因于 FTX 地产出售其$GBTC - 现已完成。 38,000 美元的水平水平非常重要（每日）。寻找回应。
$RLB ：过去几个月一直是一位神秘的表演者。最近并没有随着市场的变化而变化。然而，收入继续攀升，今天他们已经开始发布公告。我认为 RLB（按此估值）正处于一个诱人的现货积累区域，可以为多头建立头寸。
$ONDO ：“新”RWA 宝石。拥有强大的股权结构表+来自“合适”人员的兴趣。重要的是，它有 Binance 和 Bybit 现货 + perps 列表。它还刚刚在 Coinbase 上市（Coinbase Ventures 投资）。具有低浮动+高 FDV 组合，通常预示着价格走势的好兆头。可能是一个不错的逢低买入。
$RNDR ：很好地融入了 2 月 2 日的 Apple Vision Pro 活动。市场喜欢将代币与现实世界的事件联系起来（例如开放人工智能会议和人工智能代币）。上次 RNDR 与 Apple 事件相关时，它的走势非常激进。密切监视这一点，因为 RNDR 往往会用力泵送并产生非常浅的下降。
$MYRO ：好吧，这是一个稍微有争议的问题，但它是刚刚在 Bybit 上市的 Solana memecoin。 $WIF也出现了类似的情况，其上市后股价翻了一番。密切关注这一点，以防它进行$BONK类型的运行（考虑到现在可以通过主要交易所上市更容易访问它）。
$MANTA ：仍然很好地保持在 2 美元以上，并且相对于市场表现出一定的实力。考虑到围绕空投的强烈反对，如果空投发生“令人讨厌的集会”，我不会感到惊讶。这是一种新的闪亮硬币，适合当前的模块化/Celestia 叙事，并且还具有我之前提到的“低浮动高FDV”动态。
$LINK ：Larry Fink 关于 RWA 的言论越来越响亮，LINK 是一种将从该领域的增长中受益匪浅的代币。您需要预言机来提供从现实世界到数字世界的价格信息。我认为 LINK 类似于 RWA 的“BTC”，因此这是一个可以很好地构建的故事。
$RSTK ：随着 EigenLayer 空投的到来，市场处于一个更好的位置（与 2022/23 年相比）——我认为重新抵押是一种在未来会受到关注的说法。看起来这个周期是 2021 年 DeFi 收益率庞氏骗局的更“成熟”版本。
$METIS ：出现了不错的回调（123-79 美元）。这是我去年年底错过的一笔交易，但我仍然想要入场。现在它变得越来越有吸引力。他们最近推出了一只生态系统基金，随着即将到来的 Dencun 升级，这一说法很强烈。
$JUP ：Jupiter 空投于 31 日进行，他们刚刚推出了 Launchpad 的 Beta 版。我们正处于 Launchpad/IDO 赛季的早期阶段，我们知道 Jupiter 团队知道如何玩这个游戏。通常这些新产品在发布时表现良好，然后就冷却下来。那是我有兴趣建立一个职位的时候。
The Weekly Token + Narrative Watchlist is back!
Many altcoins are bleeding, but this dip is starting to present some interesting opportunities across the board.
Here's what I've got my eye on this week.
$BTC: The Grayscale selling pressure has been the primary cause of the "slow bleed" price action we have been observing over the past week. Recent reports suggest that almost half of the sell pressure so far can be attributed to the FTX estate selling their $GBTC - which has now been completed. $38k horizontal level is significant (on the daily). Looking for a response.
$RLB: Has been an enigmatic performer over the last couple of months. It hasn't been moving with the market recently. However, revenue continues to climb, and today they've begun teasing an announcement. I think RLB (at this valuation) is in a tempting spot accumulation zone to build a position for the bull.
$ONDO: A ‘new’ RWA gem. Has a strong cap table + interest from the 'right' people. Importantly, it has Binance and Bybit spot + perps listings. It also just received a Coinbase listing (Coinbase Ventures invested). Has the low float + high FDV combo that typically bodes well for price action. Potentially a nice dip buy.
$RNDR: Building nicely into the Apple Vision Pro Event on Feb 2nd. The market loves connecting tokens to real world events (e.g. Open AI conference and AI tokens). The last time RNDR was correlated to an Apple Event, it moved aggressively. Monitoring this one closely, as RNDR tends to pump hard and give very shallow dips.
$MYRO: Ok, this is a slightly more controversial one, but it's a Solana memecoin which just got listed on Bybit. Similar playbook occured with $WIF, which doubled from the time of its listing. Watching this closely in case it goes on a $BONK type run (given that it's more accessible now via major exchange listings).
$MANTA: Still holding nicely above $2, and has been showing some strength against the market. Given the backlash surrounding the airdrop, I wouldn't be surprised if it goes on a “hated rally”. It's a new shiny coin, fits the current modular/Celestia narratives, and also has the “low float high FDV” dynamics I previously mentioned.
$LINK: Larry Fink is getting louder and louder regarding the RWA narrative, and LINK is one token that will benefit immensely from the growth of this sector. You need oracles to supply price feeds from the real to the digital world. I would consider LINK akin to the “BTC” of RWA’s, so it's a narrative that could build nicely overtime.
$RSTK: With the EigenLayer airdrop coming, and market in a much better place (vs 2022/23) - restaking is a narrative that I think will gain traction in the future. Seems like this cycle's more "mature" version of 2021's DeFi yield-ponzis.
$METIS: Has had a decent pullback ($123-$79). This was a trade I missed late last year, but I still want an entry. Now it's becoming more attractive. They recently launched an ecosystem fund, and the narrative is strong with the looming Dencun upgrade.
$JUP: The Jupiter airdrop is on the 31st, and they have just launched the beta of their launchpad. We are in the early stages of a launchpad/IDO season, and we know the Jupiter team knows how to play the game. Usually these new launches do well at launch, then cool off. That is when I'm interested in building a position.
每周代币+叙事观察列表回来了！
许多山寨币都在流血，但这次下跌开始带来一些有趣的全面机会。
这是我本周关注的内容。
$BTC ：灰度抛售压力是我们过去一周观察到的“缓慢流失”价格走势的主要原因。最近的报告表明，迄今为止几乎一半的抛售压力可归因于 FTX 地产出售其$GBTC - 现已完成。 38,000 美元的水平水平非常重要（每日）。寻找回应。
$RLB ：过去几个月一直是一位神秘的表演者。最近并没有随着市场的变化而变化。然而，收入继续攀升，今天他们已经开始发布公告。我认为 RLB（按此估值）正处于一个诱人的现货积累区域，可以为多头建立头寸。
$ONDO ：“新”RWA 宝石。拥有强大的股权结构表+来自“合适”人员的兴趣。重要的是，它有 Binance 和 Bybit 现货 + perps 列表。它还刚刚在 Coinbase 上市（Coinbase Ventures 投资）。具有低浮动+高 FDV 组合，通常预示着价格走势的好兆头。可能是一个不错的逢低买入。
$RNDR ：很好地融入了 2 月 2 日的 Apple Vision Pro 活动。市场喜欢将代币与现实世界的事件联系起来（例如开放人工智能会议和人工智能代币）。上次 RNDR 与 Apple 事件相关时，它的走势非常激进。密切监视这一点，因为 RNDR 往往会用力泵送并产生非常浅的下降。
$MYRO ：好吧，这是一个稍微有争议的问题，但它是刚刚在 Bybit 上市的 Solana memecoin。 $WIF也出现了类似的情况，其上市后股价翻了一番。密切关注这一点，以防它进行$BONK类型的运行（考虑到现在可以通过主要交易所上市更容易访问它）。
$MANTA ：仍然很好地保持在 2 美元以上，并且相对于市场表现出一定的实力。考虑到围绕空投的强烈反对，如果空投发生“令人讨厌的集会”，我不会感到惊讶。这是一种新的闪亮硬币，适合当前的模块化/Celestia 叙事，并且还具有我之前提到的“低浮动高FDV”动态。
$LINK ：Larry Fink 关于 RWA 的言论越来越响亮，LINK 是一种将从该领域的增长中受益匪浅的代币。您需要预言机来提供从现实世界到数字世界的价格信息。我认为 LINK 类似于 RWA 的“BTC”，因此这是一个可以很好地构建的故事。
$RSTK ：随着 EigenLayer 空投的到来，市场处于一个更好的位置（与 2022/23 年相比）——我认为重新抵押是一种在未来会受到关注的说法。看起来这个周期是 2021 年 DeFi 收益率庞氏骗局的更“成熟”版本。
$METIS ：出现了不错的回调（123-79 美元）。这是我去年年底错过的一笔交易，但我仍然想要入场。现在它变得越来越有吸引力。他们最近推出了一只生态系统基金，随着即将到来的 Dencun 升级，这一说法很强烈。
$JUP ：Jupiter 空投于 31 日进行，他们刚刚推出了 Launchpad 的 Beta 版。我们正处于 Launchpad/IDO 赛季的早期阶段，我们知道 Jupiter 团队知道如何玩这个游戏。通常这些新产品在发布时表现良好，然后就冷却下来。那是我有兴趣建立一个职位的时候。
The Weekly Token + Narrative Watchlist is back!
Many altcoins are bleeding, but this dip is starting to present some interesting opportunities across the board.
Here's what I've got my eye on this week.
$BTC: The Grayscale selling pressure has been the primary cause of the "slow bleed" price action we have been observing over the past week. Recent reports suggest that almost half of the sell pressure so far can be attributed to the FTX estate selling their $GBTC - which has now been completed. $38k horizontal level is significant (on the daily). Looking for a response.
$RLB: Has been an enigmatic performer over the last couple of months. It hasn't been moving with the market recently. However, revenue continues to climb, and today they've begun teasing an announcement. I think RLB (at this valuation) is in a tempting spot accumulation zone to build a position for the bull.
$ONDO: A ‘new’ RWA gem. Has a strong cap table + interest from the 'right' people. Importantly, it has Binance and Bybit spot + perps listings. It also just received a Coinbase listing (Coinbase Ventures invested). Has the low float + high FDV combo that typically bodes well for price action. Potentially a nice dip buy.
$RNDR: Building nicely into the Apple Vision Pro Event on Feb 2nd. The market loves connecting tokens to real world events (e.g. Open AI conference and AI tokens). The last time RNDR was correlated to an Apple Event, it moved aggressively. Monitoring this one closely, as RNDR tends to pump hard and give very shallow dips.
$MYRO: Ok, this is a slightly more controversial one, but it's a Solana memecoin which just got listed on Bybit. Similar playbook occured with $WIF, which doubled from the time of its listing. Watching this closely in case it goes on a $BONK type run (given that it's more accessible now via major exchange listings).
$MANTA: Still holding nicely above $2, and has been showing some strength against the market. Given the backlash surrounding the airdrop, I wouldn't be surprised if it goes on a “hated rally”. It's a new shiny coin, fits the current modular/Celestia narratives, and also has the “low float high FDV” dynamics I previously mentioned.
$LINK: Larry Fink is getting louder and louder regarding the RWA narrative, and LINK is one token that will benefit immensely from the growth of this sector. You need oracles to supply price feeds from the real to the digital world. I would consider LINK akin to the “BTC” of RWA’s, so it's a narrative that could build nicely overtime.
$RSTK: With the EigenLayer airdrop coming, and market in a much better place (vs 2022/23) - restaking is a narrative that I think will gain traction in the future. Seems like this cycle's more "mature" version of 2021's DeFi yield-ponzis.
$METIS: Has had a decent pullback ($123-$79). This was a trade I missed late last year, but I still want an entry. Now it's becoming more attractive. They recently launched an ecosystem fund, and the narrative is strong with the looming Dencun upgrade.
$JUP: The Jupiter airdrop is on the 31st, and they have just launched the beta of their launchpad. We are in the early stages of a launchpad/IDO season, and we know the Jupiter team knows how to play the game. Usually these new launches do well at launch, then cool off. That is when I'm interested in building a position.
