618 Promotion "Call from Northern Myanmar, Gold Rush in the Shit" Live Recap 🧨 1. Review of ZKJ incident *ZKJ experienced abnormal Open Interest accumulation and cliff like reductions from October to November, and surged from 3.84 million OI to over 100 million within one day on January 7th *Proactively shut down OKX's Perp trading pair in April, but there was no decrease in OI 🕵️‍♂️ 2. Invited ZKJ early investors to reveal information *The marketing and KOL rounds are both completed by the VC where the investor is located *This VC has long been suspended from issuing tokens by the ZKJ project team, and most other VCs have situations of under issuing or even never obtaining tokens. This is also the main reason why ZKJ can maintain "stability" in the long run *The "Stanford Scientists" team of the ZKJ project is actually the platform, with Everchain, Findora operator Jia Yongzheng, his spouse, and financial manager Lily as the actual controllers (this was confirmed when I tried to resolve the KOL round dispute, and the contact person TG was directly Abner Jia) *ZKJ used the VC condition of "2-year lock up" negotiated on Binance to deceive all VCs into accepting the terms, but did not go on Binance *The project team has experienced two theft incidents before, the one that was not made public was of a larger scale and occurred 2 days before TGE. It was a case of self theft by the supervisor *The VC where the investor is located is currently in litigation negotiations with the ZKJ team and calling on other VC investors who have suffered losses in the project to speak up *The most likely scenario is. ZKJ failed to collude with Koge and was snatched away by Koge, forcing ZKJ to cash out in advance. But the impact on ZKJ is only that the profit did not meet expectations and they left work early. Valuation repair is impossible 📈 3. Binance Alpha Opportunity *The current Binance Alpha opportunity is no longer about scoring airdrops, but about catching the next 'ZKJ' *Reviewing the recent projects on Binance spot trading, it can be concluded that if Binance Alpha cannot convert to regular spot trading within 2 weeks, the probability of conversion to regular spot trading is extremely low. The original "Alpha Exam Landing" channel may have been cut off *In the absence of a way to become a regular employee, the project party can only choose to ship: a. Create extreme volatility and cash out through PERP b. Utilizing Binance Alpha's on chain liquidity to cash out (see ABDAO pin) Therefore, the biggest opportunity at present lies in Perp following the market and determining the current intentions of the project party, whether it is the last blow or a lure to short sell and wait for the short sell to explode 📌 Chasing Dragon's current preferred Bybit for opening orders: *The richness of Alpha futures trading pairs on Bybit is higher than on Binance *Bybit provides a higher level of user protection: SPX6900 abnormal price event coverage, ZKJ event coverage, and lower probability of ADL 🧾 4. Pre TGE valuation project inventory - WLFI： The official website tags' wallets and apps with Soon ', and there is no legal obstacle to changing tokens to tradable (see disclaimer at time of sale). There are rumors in Singapore that other projects will make way for WLFI in July, but I personally believe it is more likely to be a rhythm for OTC shipments - ASTER: The "Ceffu" coin belonging to Binance should not be valued against Hyper, but rather compared to SOL's RAY/JUP/JITO system based on the BSC system valuation (CAKE/LISTA) compared to BNB. A reasonable opening valuation range is 500-1 billion The main reason is that, as an Orderbook, the current activity has not resolved the issue of capital sinking. Compared to the HLP/user strategy that directly provides effective TVL to Hyper's opponent disk, ASTER's TVL consists of 2/3 BNB LST, which is independent of Perp liquidity. Only $60M is the AMM version of TVL, which means that the Orderbook does not have a valid TVL. Whether MM still has sufficient maker side incentives to provide liquidity after TGE remains a question mark But Big Lion @ BroLeonAus pointed out that the Aster team has strong iterative ability, actively listens to user opinions, and can solve many problems with a developmental perspective. You can look forward to it - Pump Fun I am basically the largest Maxi in the Chinese section of Pump, for the following reasons: 1. There are no good people in the team, but they are unparalleled evil geniuses in their field, belonging to the "shark" team. The possibility of airdrop is extremely low, and the subjective momentum of trading is huge 2. The market divergence is too intense, and the FUD sentiment caused by human factors is too strong. After the opening, there is a high probability of accumulating a huge number of short positions, which become the fuel for short selling 3. Currently, the Pump 1.5 market is hot, and IDO pre subscription is in short supply between liquid funds. It is rumored that a certain SOL main support institution has a subscription intention of around 1-200M. The team does not offer any discounts, so the chip structure is better than other projects that rank high on the revenue leaderboard 4. Fundamental data such as market share and revenue of newly issued coins are firm. The news disk and emotion disk are basically unique to Pump and have the highest liquidity, persistence, frequency, and opening dev teams among all types of on chain launches. Currently, no other project can compete with them 5. Its template will not be DeFi coins, but strong cult coins such as XRP, XLM, or ADA - Sahara There's nothing to say, Huigen Detector, the "New Army of Zhijiang" in the unlisted project. Only bet on Speed Pass Finally, given the current market conditions, it is recommended that everyone only set short-term/ultra short term strategic goals for any currency 📝 Afterwards, the 'Northern Myanmar Call, Gold Rush in the Shit' series I try my best to update regularly every week, except for the time when I travel around the world (often) 🤣） 🎬 Live broadcast review: https://sidekick.fans/cm8rh16l7027em2ubfw2ag9zq/video/1397757910292741327