On-chain Newsletter 3/18
Yesterday's main character was still BSC. After Alpha entered the Binance trading page, various projects experienced an explosion.
It is evident that funds are pouring into BSC. There were 24 projects on BSC yesterday, while Solana had only 7 and Base had just 3. Not only new projects, but the newsletter written two days ago also showed 5X and 10X increases.
The hotspots are undoubtedly in the Middle East + couples, and even the first coin from the AI Agent Launchpad made by Shell on BSC only reached a market cap of 1.5M, and now it is only 200k.
During my review today, I made an important discovery: the characteristics of fund withdrawals on different chains are completely different.
BSC: Funds enter slowly and are more inclined towards holders. Among the 20 BSC projects yesterday, only 3 went to zero directly. Even if the market cap is not high, there are very few that go to zero immediately. From the perspective of project market cap, many of the forgotten old memes still have several million. However, the new hotspots have not yet reached their heights. Overall, BSC is very different from Solana.
Solana: The number of projects has clearly decreased. Although they still quickly go to zero, the increases are still significant. Among the 7 Solana projects yesterday, surprisingly, 3 had 5-fold increases, which is a relatively high proportion.
Base: Few projects, directly going to zero. Going to zero does not seem to be the style of the Base chain. It is possible that during the recent hype, the harvesting funds just arrived at Base, not realizing that the retail investors had already moved to BSC, haha.
To clarify: The data is based on Jin's AI analysis of on-chain projects.
Now let's talk about a few hotspots worth noting.
- Mubarakah
Mubarakah comes from Arabic and is the feminine form of "mubarak." Mubarak is a masculine term in Arabic, and it is positioned as a "couple coin" or "spouse coin," forming a pairing with another token called Mubarak. This naming method, based on the gender differences in Arabic, creates a unique narrative and connection, establishing a natural link between the two tokens.
It seems that the crypto world is really worried about CZ and Heyi, even memes must be paired for them.
Mubarakah also became the most profitable coin yesterday, with the highest FDV reaching over 30 times.
CA link: https://gmgn.ai/bsc/token/eVFTc82L_0x3199a64bc8aabdfd9a3937a346cc59c3d81d8a9a
- BOB
BOB stands for "Build On BNB," and it is an old meme on BSC that has previously harvested funds from investors. The attraction for funds is that it is one of the cheapest memes available on the Binance Alpha platform.
CA link: https://gmgn.ai/bsc/token/0x51363f073b1e4920fda7aa9e9d84ba97ede1560e
- Fred
The image of "Mubarak" is actually not called "Mubarak." The image comes from a hand-drawn work created by an artist on Xiaohongshu, and this character was initially a reinterpretation of the SpongeBob cartoon character by the artist two years ago. The author confirmed that the true name of the character is Fred, and Fred's image was later mistakenly referred to as "Mubarak."
However, this real name seems to have not been recognized by the market yesterday, with the highest FDV only reaching around 1M, and now it is at 300K.
CA link: https://gmgn.ai/bsc/token/eVFTc82L_0xce33defefac76bf36367d0640b5079bb3065e9d7
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