crypto market

Crypto KOL: Solayer may currently be a value pit in the crypto market

ChainCatcher news, encrypted KOL Ice Frog (@Ice_Frog666666) posted on social media that the market sees Solayer as "Solana re-staked," but it is actually "high throughput infrastructure." Currently, most people only view Solayer as a re-staking protocol within the Solana ecosystem, overlooking the long-term strategy of Solayer Chain. Solayer Chain will achieve hardware acceleration, dynamic sharding, and hybrid consensus. Once the market realizes its true potential, the valuation could change significantly. Solayer is not EigenLayer 2.0, but a combination of Arbitrum, EigenLayer, and Berachain within the Solana ecosystem.Institutional and market attention: Top investment institutions such as Polychain, Binance Labs, Solana CEO Anatoly, and Polygon co-founder Sandeep have already invested in Solayer, but market sentiment remains sluggish. Solayer is low-key yet powerful; institutions have placed their bets, but the market has not caught up.Valuation disparity: Solayer's valuation is far lower than that of similar projects. EigenLayer has an FDV of $6 billion, and Berachain is expected to be $5 billion. In contrast, Solayer's current over-the-counter price is a $700 million market cap. If Solayer is merely a re-staking protocol, its TVL could reach at least over $1 billion in the future, while Solayer Chain could have an independent public chain market cap. The market has yet to realize that Solayer could be the next EigenLayer or even stronger.Future growth logic: Solayer Chain is the ultimate trump card. The launch of Solayer Chain in 2025 means it will no longer be limited to Solana but will become an independent high-throughput public chain.Solayer may currently be a value pit in the crypto market. Its TVL is far lower than similar projects, and the market has yet to re-evaluate its true value. Institutional funds have already placed their bets, but market sentiment has not aligned. Solayer Chain is not a "re-staking tool for Solana," but a "revolution in blockchain throughput." It could potentially become the king of expansion in the Solana ecosystem or even an independent Layer 1, attracting institutions and high-frequency traders. It's not that EigenLayer and Berachain can't afford it; Solayer simply offers better value for money.

DWF Ventures: TRUMP drives explosive growth in the Solana ecosystem, accelerating the rotation of hotspots in the crypto market

ChainCatcher news, DWF Ventures stated on platform X that the market capitalization of the TRUMP token soared over $70 billion within less than 48 hours of its launch, driving significant capital inflow into the Solana ecosystem and a surge in the number of active addresses on-chain, which also led to an exponential increase in demand for platforms like DEX on the Solana chain. It is certain that under the leadership of the Trump administration, the favorable factors for the development of cryptocurrency outweigh the negative ones. Many will ask, what will be the next direction of the market? Will attention shift back to AI? Or will it turn towards DeFi and SocialFi?Cryptocurrency is essentially a social movement driven by emotions and collective beliefs towards a certain goal. The success of TRUMP showcases the power of collective strength, and we will see more such phenomena in the future as communities promote their own narratives. The flow of this "hot money" will continuously revolve around different narratives, and the speed of this rotation is faster than ever before. Amidst the noise, a few projects will stand out and maintain relevance across multiple cycles, which is where the greatest returns come from. In the coming months, we may see more volatility rather than a one-sided rise. However, the future of cryptocurrency remains very positive.
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