Yesterday, the HumidiFi hit the new true fragrance, which directly tripled. I took half of it out of my pocket on an exchange and kept half to continue to observe - after all, the mainstream platform has not yet been launched, and the market value ceiling has not yet been touched. When a compliance firm is officially announced, it may be a good shipping window.

The logic of this project taking off is actually very clear: the fundamentals are solid, the pre-sale price is low enough, the token is 100% in circulation without lock-up pressure, and it is the first project of the JUP platform - this face must be supported, right? To be honest, the Solana ecosystem is indeed rushing in the direction of the on-chain financial center, which deserves more attention.

Recently, a bunch of new opportunities have emerged, and I took a look at them one by one: Octra pre-sale valuation of 200 million dollars (December 18-25); Gensyn held a British auction, with a valuation range of $1 million to $1 billion (No. 15-20); Rainbow is valued at 100 million (No. 11-18); FootballFun has not yet announced the details; Superform ends today, with a valuation of 90 million; Fogo adopts a first-come, first-served model, with a valuation of 100 million but the unlocking mechanism is very pitted (grab on the 17th); There is also HashKey's IPO presale (9-12).

To be honest, these projects are either outrageously priced, or the unlock terms are disgusting, and the only possibility that there is still a bit of room for gaming is the auction gameplay of gensyn. Now at this stage, we really have to control it, go all out for good projects, and don't even look at garbage projects.

In the past two days, I have seen many people start to be bullish on Bitcoin. The reason is that the Fed may cut interest rates today + stop shrinking its balance sheet, and liquidity will be released. I think this can indeed support a short-term rebound, but whether it will rise in the long term depends on whether the crypto industry can compete - is there any sign of large-scale application landing? Are there more substantive benefits at the policy level? If none of these are available, it's just a technical rally. Summary in one sentence: Iron still needs to be hard.

By the way, share a piece of news: The Russian boss recently stated that "no one" can ban Bitcoin.

By the way, yesterday I shared a list of 16 DeFi projects in the feed, if you are interested, you can go through it, and if you want to talk in depth, come at any time.

The above is purely personal observation and does not constitute investment advice.