
Lao Bai|Oct 03, 2025 14:54
Today's hot topics are all on BSC, such as 4, Giggle, 1111, and so on. On Solana's Meme, I saw that someone said they haven't graduated in 24 hours with a score of over 1M, and the spotlight has been taken away by BSC
But I wasn't good at catching Memes either, so I ambushed two lottery warehouses, PMX and Zex, on Solana
1. PMX is a prediction market on Solana, originally called Polycule and a Polymarket Bot. Now Rebrand has become @ pmx_trade, pivot to a decentralized prediction market protocol. A few days ago, I mentioned it on the latest podcast of AllianceDAO, but unfortunately I saved it and only listened to it today. Otherwise, I could have bought it at a much lower price than today.
The reason for buying it is to predict the scarcity of market targets. Before the launch of Limitless, there was not much to buy. Although the valuation of 40M has increased significantly, it is not expensive. If it can become a Solana prediction market leader
2. Zex was originally a Solana Dex, but now Rebrand has become @ bulletxyz_, transforming into a Solana Perp Appchain (I talked about this project last year, and I remember the Founder said they didn't use SVM, they just used off chain servers to process transactions and matching, using Solana as the settlement layer. It seems that SNX's ETH L1 Perp also has this idea? )
Bullet can be understood as the Solana version of Hyperliquid (provided that it is made), and its current valuation of one billion is not expensive, but it also means that the market is not very optimistic about its ability to make it.
Did you say @ DriftProtocol? Of course, it's a good big project, but due to the current performance and 400ms block time of Solana L1, as well as its hybrid mode (not a pure CLOB), Drift is currently unable to achieve the same trading experience as Hyperliquid. It also makes you want to bet on 'Solana version Hyper liquid', currently only zex
So, just bet on the odds that the lottery warehouse can achieve after the mainnet goes online for a period of time
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