With signs of recovery in the Solana chain ecosystem, BNB Chain needs new projects to activate its current stagnation. At this time, the first presale oversubscription project on BNB Chain, combined with the AI hotspot MCP concept, Four.meme's prominent platform, and practical product planning, has successfully launched. There is reason to believe that the emergence of SKYAI is a planned flagship project that may become the next "prince" of BNB Chain.

1. SOL Chain Heats Up, Golden Dogs Emerge

After more than a month of a lukewarm market on-chain, the recent market on the Solana chain has begun to warm up. From the data, the Dex trading volume and on-chain revenue on the SOL chain have slightly increased, while the number of on-chain transactions has not changed much. Meanwhile, Raydium has launched its own asset issuance platform, Launchlab, with support from Solana's official team, gradually forming a duopoly with Pump.fun.

Data Source: DefiLlama

In terms of specific asset issuance, Solana has recently seen two standout projects: $RFC and $DARK:

1. $RFC—A Satirical Meme Coin Inspired by Musk

The X platform social account for $RFC is nicknamed Retard Finder, created in December 2024. Its tweets mainly revolve around immigration policies and radical environmental issues, leaning towards right-wing forces, supporting Trump, and criticizing the "white left."

Since March of this year, the account has gained attention from celebrities like Musk and Eric Trump, with its follower count skyrocketing from over 200,000 to 720,000, averaging about 20,000 new followers daily, far exceeding the growth rate of similar political satire accounts. Additionally, Musk's account has interacted with the $RFC account 22 times.

Thanks to attention acquisition and viral spread, RFC has seen rapid market cap growth since its issuance on March 25, reaching a peak market cap of $130 million after launching on Binance Alpha on April 8, and currently has a market cap of around $60 million.

2. $DARK—The New Favorite Combining MCP Technology and AI Concepts

$DARK (@Darkresearchai) is an innovative crypto project initiated by @edgarpavlovsky, combining AI security, privacy protection, and GameFi on the Solana blockchain. It provides innovative support for AI agents through TEE and MCP technology. Founder Edgar believes that games are a testing ground for new technologies, and $DARK serves as a window to showcase their AI infrastructure capabilities. The project currently aims to demonstrate its technological vision and promote token development through game launches. The games offered are a universe designed solely for AI. Humans can bet, sponsor, and strategize using the $DARK token, while AI calls upon tools and grows itself based on MCP.

Another token launched alongside $DARK is $MTN, with both projects having strong ties to the SOL Foundation. mtnDAO is a community-driven organization centered around the Solana ecosystem, with core activities including hosting hackathons and summits aimed at promoting collaboration and innovation among developers. Solana co-founder @aeyakovenko frequently mentions mtnDAO and participates in their organized events to discover and connect more outstanding developers. Edgar Pavlovsky is a co-founder of mtnDAO and also the founder of the $DARK project. mtnCapital is an experimental on-chain investment fund launched by mtnDAO, aimed at investing in projects within the Solana blockchain ecosystem. Its governance model employs Futarchy (a decision-making mechanism based on prediction markets), guiding investment decisions through changes in the price of the $MTN token.

Source: X@alu69420

Since its launch on April 4, the price of $DARK has been rising, surpassing $300 million in market cap in about two weeks, while $MTN is around $100 million. The combination of AI + experimental gaming + the Solana Foundation suggests that $DARK is very likely to lead a new wave of market activity on the Solana chain.

Currently, the activity on the SOL chain is relatively quiet compared to the previous Meme season, but it still leads in new asset issuance on-chain, serving as a barometer. As the market activity on the SOL chain recovers, its wealth effect can easily drive the revival of on-chain activity on other chains, so it is essential to closely monitor the movements of the Solana chain and potential new projects.

Data Source: Artemis

Compared to the leading Solana chain, BNB Chain, while not as strong in trading volume and active addresses, has seen rapid growth in its on-chain data following the hot market at the beginning of the year. When comparing the main launch platforms of both chains, Fourmeme has a higher "graduation rate" than Pumpfun, with better capture of leading projects and a higher investment hit rate. For example, on March 24, Four issued 7,124 tokens, with 93 on the internal Dex (1.3%), and three reached a market cap of $1 million on launch day (0.04%); Pumpfun issued 34,072 tokens, with 303 on the internal Dex (0.8%), and only one reached a market cap of $1 million on launch day (0.002%).

The on-chain market of BNB Chain is also catching up, even showing a higher graduation rate. As the SOL chain recovers, it is equally important to pay attention to signs of recovery in BNB Chain; the competition between the two chains essentially revolves around the battle for leading projects.

Data Source: Dune@juliooofive

With signs of recovery in the SOL chain market and the emergence of golden dogs, while paying attention to SOL chain assets, we should also focus more on the emergence of new assets on BNB Chain.

2. SKYAI—The "New Prince" of BNB Chain?

As golden dogs emerge on the Solana chain, BNB Chain saw the debut of its first presale fundraising project, SKYAI, on April 17, launched by Four.meme and promoted on social media. Although the market sentiment was mixed at launch, most investors chose to send their BNB to the address, hoping that this project would serve as a stimulant to activate the current ecosystem of BNB Chain. Since the sale began, it has raised over 33,000 BNB, approximately $20 million.

SKYAI aims to connect AI and blockchain based on the MCP protocol. The core offerings of SKYAI include three functions:

1. An MCP protocol extension aimed at an AI-enhanced blockchain ecosystem.

2. A precise and massive cross-chain dataset and multi-chain MCP service.

3. A development toolkit to accelerate blockchain development.

Through these functions, based on on-chain data, aggregated data, and on-chain operations, SKYAI will release a fully compatible extension protocol for the original MCP from Anthropic. Utilizing this unification, SKYAI will introduce true LLMs into the blockchain world, breaking down data silos between different blockchains and accelerating blockchain development.

Compared to $DARK, which is also an MCP AI concept on SOL, SKYAI leans more towards protocol, universality, and infrastructure projects, aiming to provide universal MCP extension services for various blockchain projects.

In terms of background, although the project team remains anonymous, it launched on Four.meme and occupies a new functional sector, with frequent interactions and retweets on its official Twitter, providing reason to believe that this project is supported by the "Huangpu Military Academy" of the chain, Four.meme, and even BNB Chain.

With signs of recovery in the Solana chain ecosystem, BNB Chain needs new projects to activate its current stagnation. At this time, the first presale oversubscription project on BNB Chain, combined with the AI hotspot MCP concept, Four.meme's prominent platform, and practical product planning, has successfully launched. There is reason to believe that the emergence of SKYAI is a planned flagship project that may become the next "prince" of BNB Chain.

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