BELIEVE IN SOMETHING price

The launch of $PUMP is local top for $SOL and the Solana ecosystem. Until now, $SOL and somewhat $FARTCOIN have been proxies for betting on the growth of the Solana ecosystem, much of which has been tied to meme coin volume. → Fees are down to $1.7M per day, down from the ATHs of $15M → Pump has already raised over $700M in fees, which begs the question of why a token? → Competitors like bonkfun, and Believe have cannibalized volume with no new liquidity coming into the ecosystem. So, who benefits from this extraction? In my opinion, the best two bets are @ethereum and @avax. 1. Why Ethereum? - Ethereum already has established runners, significant liquidity to support volume and an ecosystem (DeFi) for users to play around in. - The @ethereum foundation is also simplifying their roadmap, which bodes well for morale - Lastly, we have ETF funds turning positive over the past month. 2 .Why Avalanche? - Their most recent Octane upgrade has reduced gas fees and increased throughput, making it a perfect place for DeFi, Gaming, and Memes to thrive. - @avax DeFi is growing at a great rate, we've seen significant growth within core protocols - @avantprotocol with avUSD and now savBTC - @eulerfinance with $260M in TVL - L1s are starting to deploy at an expedited rate, particularly gaming and RWA chains ( @MaplestoryU, @GunzillaGames, @vaneck_us) - Transactions are also at a yearly high while gas costs remain historically low, showcasing highly scalable tech. Additionally, both ecosystems are well-positioned to benefit from increased institutional capital being onboarded via their tokenization efforts.

The familiar bull market anxiety is back. FOMO funds are flowing from secondary contracts to first-tier old blue chips and then to first-tier new blue chips. Currently, it's a Pump Bonk Believe three-platform battle. The pace is extremely fast, starting at hundreds of thousands and easily reaching millions. For those who can't monitor the chain intensively or judge the narrative's ceiling in the first instance, playing the 30-second buy-in might just mean catching a high peak. In this era where everyone is extremely frenzied, I choose to bottom-fish the temporarily forgotten and undervalued first-tier old blue chips. As always, my choice is AI tokens. Regarding AI, I am watching whether the MCP concept can be further hyped. Quality tokens include $Dpcore and $dark. I chose the former, $Dpcore, for a simple reason: the monitored whale addresses have been active in the past two days. Given the strong overall market background, it's entirely possible to bet on a second wave expectation. Additionally, it was previously recommended; a token that was valued at 15M is now at 9M. In this era where M-level valuations are flying around, patience is more important than impulsive moves. The downside is that if the $Dpcore team's credibility through real-name verification were higher, it would be even better. It's on the watchlist, and patience is key.

Crypto Morning Brief * Can't-Miss Daily Updates * May 15, 2025 1. Tariffs: Sources reveal that trade tariff agreements between the US, Japan, South Korea, and India are "close to being finalized." If officially signed, this would undoubtedly be another positive development. 2. Trump: "I am a loyal fan of cryptocurrency and a believer in AI." Despite his endorsement of crypto, the market doesn't seem to be responding positively. 3. On-chain #Believe platform has been going crazy these past few days. However, after the frenzy, people are starting to reflect that making money on this platform is too difficult. Early adopters often buy in using scraping tools, pushing the market cap sky-high. By the time you notice, the market cap is already in the millions. 4. #Pump #believe #bonk.fun are all meme launch platforms. Fundamentally, nothing has changed. Every bull market revolves around token distribution. If you can't win the initial pump, wait for the market to select winners and then enter during the second phase. 5. #Launchcoin is skyrocketing, with an FDV exceeding $300 million. The logic is simple: since people can't win the pump, they directly buy platform tokens and wait for growth. The FOMO is intense these days, so be cautious of short-term risks. 6. As of now, the total market cap of Believe ecosystem tokens has surpassed $450 million, with 11,231 tokens created on the platform and cumulative trading volume reaching $1.406 billion. Here's a link to a chain-sweeping site for the Believe platform: 7. On-chain activity remains strong, but tokens launched a few days ago are mostly losing value now. This morning, HIM called out #STARTUP, which instantly surged 30X. 8. Sources: A bipartisan group of US senators is close to reaching consensus on the text of the "GENIUS Act." The GENIUS Act, officially titled "Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025," was introduced in 2025 by Senator Bill Hagerty (Republican-Tennessee). It aims to establish a comprehensive federal regulatory framework for payment stablecoins within the US. 9. MetaMask has never abandoned its token issuance plans. Its co-founder stated that the team is still considering launching a native token for the wallet. 10. Web3 ticketing platform KYD Labs has completed a $7 million funding round led by a16z Crypto. Have you noticed? Since March, VCs have been unusually active, investing in projects with real business models. If this cycle is about memes, the next cycle might focus on actual business operations. 11. Strategy: Believe Bitcoin will surpass $1 million within 10 years, making the company the world's top publicly listed company by market cap. 12. The Adventure Island token NXPC is launching today. It's worth keeping an eye on. [Market Analysis] Bitcoin is gearing up for a breakout. Many are predicting a head-and-shoulders pattern and bearish outlook, but the current trend is already clear. If it dips below $100K, it's a rebound; if it breaks above $100K, it's a reversal. Although ETF inflows have paused these past few days, it won't affect the long-term trend. After Bitcoin's short-term adjustment, coupled with new Federal Reserve rate cut expectations, the real movement will begin. The second half of the year is bound to be exciting. This bull market's main narratives are memes and AI, so hold onto the low-entry chips you've acquired. If you can't win the pump on-chain, don't try. Wait for the second-phase opportunity after the market selects winners, then enter during major corrections. This is also a strategy. Different people have different personalities, so think about the approach that suits you best. [Risk Reminder] Digital assets are highly volatile and carry significant risks. Please participate cautiously, avoid going all-in, and refrain from using loans or leverage.

Woke up this morning and lost some money on Believe, consider it tuition fees. Currently, the Believe project P small teams are following up very quickly and intensely. As soon as there’s movement, it quickly pulls to a market cap of 1-3M. Right now, the pace of PVP launches is very fast, and it’s hard to distinguish between real and fake gold dogs. People are used to "getting on the bus first and researching later," but by the time you’ve figured it out, the project might already be at zero. By the time ordinary people notice, it’s usually already in the early stage of unloading. Today, I restrained myself on the first one, but I FOMO’d into the second one, and ended up losing money as soon as I chased it. My coping strategy: Either don’t participate in Believe and take a detour. Or focus on MEMEs that last longer and are genuinely interesting. Overall, don’t be too anxious. Just consider it tuition fees to understand the characteristics of different platforms and develop your own trading strategy.