Missed out on quite a bit of ETH this round. Bought ENA and Sonic ($S) on the secondary market but didn't outperform. This morning, followed @shirleyusy at Lishang to chase $PNUT, which did outperform, but the position wasn't enough, so I'm focusing on capturing alpha. Last time, after BN Alpha connected with the three-element Sonic ecosystem, I mentioned the ecosystem leader on the chain, $SHADOW @ShadowOnSonic @ShadowOnSonicCN. In the simplest terms, what are the current positives, expectations, and fundamentals for shadow—BN Alpha's money-spreading trading competition, contract expectations, income-sharing logic, and the expectation that staking data might also rise. ⬇️⬇️ - Positives: BN Alpha's money-spreading trading competition, increased trading volume will definitely drive the ecosystem, that's the first. - Contract expectations: Good trading volume of BN Alpha tokens will lead to contract expectations, that's the second. - Fundamentals: As the leading DEX, shadow carries over 50% of the on-chain trading volume, which means the public chain is alive and thriving. The on-chain leader will definitely rise with the income-sharing logic, and BN Alpha should also follow part of shadow's routing, directly impacting the staking profit increase of the shadow x33 mechanism. - Further improvement in fundamentals: With the increase in staking profits, staking data might also rise. This on-chain DeFi flywheel is much stronger than Bera's logic support. Currently, MC is 20M. If the market continues, this MC isn't too high. After all, when the market is good, you look at MC; when the market is bad, you look at FDV.