Binance voting will be launched tomorrow, and it's time to review last week's analysis 1. Voting situation 📷 UXLINK (UXLINK) 26.8% 📷 Aethir (ATH) 17.4% 📷 Big Time (BIGTIME) 15.7% 📷 Story (IP) 11.9% 📷 Plume (PLUME) 7.4% 📷 Safe (SAFE) 7.1% 📷 Grass (GRASS) 3.3% 📷 Virtuals Protocol (VIRTUAL) 2.8% 📷 Ondo (ONDO) 2.8% 📷 Walrus (WAL) 1.7% 📷 Morpho (MORPHO) 1.6% 📷 Zeta (ZETA) 1.6% According to the previous attempt to carve a boat and seek a sword, the first ranked Binance should respect public opinion, but other rankings are basically ignored. According to this logic, UXLINK should be able to access it From the current market value performance: As of the time of writing, apart from Grass, most of them are pulling the market. Due to the centralized decision-making process of Binance coin listing, based on past experience, Grass was the first to be eliminated, IYKYK 3. In terms of trading volume, the ones with the smallest contract volume are: - Morpho - Zeta - SAFE - ATH Since Binance is going to change its registration system and is listed as a second tier cryptocurrency, the so-called market value performance may not be a core consideration. The trading volume equals how much money Binance can earn, which is a very core issue The lower the trading volume of Perp, the less profitable Binance is 4. Guessing about the results: If we guess that Binance will replenish 6 assets this time, then my choice is: Plume - Binance official announcement, Apollo investment major positive news, large contract volume, late unlocking, buff stack full ONDO-RWA is currently the leader, with late unlocking and large trading volume, and has a presence in South Korea UXLINK - Voting First Upbit IP - Large trading volume, institutional iron, with CB/KRAKEN WAL-SUI core interests, institutional iron, South Korea Institute Virtual - Previously the most popular AI, with a presence in South Korea This ranking is a bit of my guess about probability. Although fundamental issues were also considered in the previous analysis, ultimately, the interests of Binance itself will be given higher priority Finally, what should we do? After posting last week, I did two things: empty GRASS and WAL The logic I explained to my group members is: Grass is an old coin and there is basically no hope of it going up; Although I am SUI Maxi, the market value of WAL is indeed a bit too high for the current situation (at 0.53). I have closed these two positions today: WAL is Qiangzhuang. According to SUI's urine characteristics, if I really get into it, I am likely to vomit or even lose money; GRASS has dropped nearly 20% in a day, with low odds and a safe bet Returning to the previous vote for coin listing, Mubarak, with the highest market value, went on board, TUT, with the lowest market value, and two accompanying runners The final result was that the other three high market value official announcements continued to decline, with only TUT, a low market value one, taking off in a wave. Can this script be replayed this time? In terms of market value, it is possible for UXLINK to repeat the situation. The market value ranking of all voting projects is second to last. But UXLINK ranks first in voting, and buying tickets outside the venue is very fierce, which is completely different from TUT's surprise. Before going online, a large part of the price will be in. Then we can only look up for Virtual or Plume. Virtual has been fully unlocked and has already fallen back to its current position after reaching over 5 billion, making it difficult to climb up. On the contrary, the PLUME chips are relatively concentrated, and I hope they are larger The actions I will take myself: -Empty ONDO: Old currency with excessive market value, listing on Binance means exiting -Empty ATH: Buying tickets too aggressively, low probability of listing on Binance, and low Perp trading volume not proportional -Buy some Plume spot and place a low stop loss Perp is a paradise for narrative traders in this version. The lottery draw time is about to be announced. Wishing all officers the following: