BitalkNews|11月 21, 2025 08:01
Is there still a chance to masturbate after more than just anti masturbation? Analyze a wave of projects currently being tracked here.
▪️ Perp Dex
The two largest projects, @ Lighter_xyz and @ edgeX_exchange, are nearing completion and will be announced by the end of the year.
The remaining projects with relatively loud voices include @ variative_io, @ BasedOneX, and @ StandX_Official.
But these three are all quite far away from coin issuance, will the narrative shift to other hot topics at that time? It's also an unknown variable.
If it is a real use project, it doesn't matter, but if it is for the sake of grooming, it can only be said that the probability of anti grooming is increasing.
▪️ L1/L2 public chain
The backbone of the public chain is undoubtedly the "stablecoin public chain narrative", with @ Plasma at the beginning, followed by @ arc, @ table, and @ temp, which can be focused on.
The 'high-performance public chain narrative' is already in its late stages, and only @ monad, @ megaeth, @ fogo, and @ base have not yet issued coins.
However, the first two have basically lost early participation channels, leaving only mainnet rewards and fewer potential alpha opportunities, so I will value the base more myself.
The "Privacy Public Chain Narrative" will skip the 7-year-old project @ aztecnetwork and only look at @ 0xMiden and @ SeismicSys, which completed financing this year.
▪️ prediction market
At present, there are only three leading projects that have not yet issued coins: @ Polymarket, @ Kalshi, and @ opionlabsxyz.
Judging from the market voting, it is estimated that Polymarket will take another six months to issue coins. If you really want to participate, there should still be time.
Registering an account with Kalshi requires KYC, and the expected amount of coins to be issued is very low. It is not suitable for purely grooming oneself.
Opinion is the predictive market for BSC Chain, and in the first few weeks of the points season, it's not too late to enter the market for interaction. But the project track is special, and friends who are talkative need to be cautious when promoting it.
▪️ Other projects that I am currently working on myself
@Farcaster_xyz is trying its best to explore social comments, wallet transactions, and heavy use of the Mini app. Perhaps they can have two meals with Base.
@CapMoney_ is working on YT, which is probably the first project in the MegaETH ecosystem to issue coins. It is clearly stated that the points activity will end before February next year.
@One of the hottest deposit projects in USDai-Official currently, also burning YT, is expected to be launched around March 2026.
@Brevis_zk is doing its points activity and is currently mixing in the low-income guarantee points. The zkVM project that V God Milk has passed should have a high valuation.
@I use prjx_hl as a Swap and cross chain tool, which aggregates a lot of chains/coins and has low wear and tear. However, I did not intentionally form an LP to mine points.
@HYLO_SO is doing YT for xSOL, using @ RateX_Dex with a points plan.
@Backpack is in its last 10 weeks and I also plan to continue following up.
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