
加密韋馱|Crypto V🇹🇭|Jul 28, 2025 07:14
If you only use Google Translate for this passage, you would think that Toly opposes Meme and NFT
But if you read the context, you will find that Toly is an understanding person. His words during the debate, intentionally or unintentionally, have revealed that Solana is currently in a completely different direction from Base, and Solana has entered the "revisionist stage"
Toly is an understanding person
Jesse always emphasizes that "content has fundamental value," but Toly directly points out that "fundamental value" is not something you just say you have: in the crypto market, fundamental value is determined by market and AMM buying and selling decisions - core logic or gambling
Whether you are betting on content or ICM, they are essentially based on the AMM liquidity model system and are just a facade. Then the pricing is based on liquidity. Whether your content is valuable or not is also the the final say decision of DEX
Of course, Jesse's goal is to attract people to bet on Base, and he still follows the Silicon Valley storytelling style to give himself value; And Toly no longer needs it at this stage. His main goal is to find a more stable holding logic for his mother coin SOL than a simple memecoin market (see open source scythe 20:
https://(x.com)/thecryptoskanda/status/1829575801416892423
)
In crypto, there is no holding logic that is more eternal than the need for on chain manipulation and speculation, and there is no longer a demand for holding positions due to manipulation
Sol Splitting Disk's "Translation" Effort
The question is, what kind of village is it?
Solana's use of the entire ecosystem to strangle Pump may not necessarily be better done by the people he supports. Toly's orders often cannot exceed 500000, and from a product perspective, regardless of any subsequent platform, including Bonk, there is a gap between product strength and Pump, just like Thailand beating Cambodia
The fundamental reason is that he needs a controllable and long-term SOL stable player group, like the six cards in Macau, rather than a high seas gambling ship like Pump, which can move with market sentiment at any time.
When I was in Dubai, Solana's staff were very excited and told me that we were about to collaborate with Kraken to list on the cryptocurrency market. Although the trading volume of cryptocurrency stocks is still poor, the logical direction reflected by Solana's strategic direction is consistent‘
As everyone who plays with the plate knows, this is actually "translation" - before the mother plate shows signs of collapse, the sub plate that originally inherited the foam is translated into another sub plate that has little history of foam. In this process, some people Rug, some people make rich, and most people are stabilized
If we have to put it politically, we
Abandon the fantasy of listing on Binance
@Teacher If-wewin has insight on this point: Binance and Solana are direct competitors between USDT based casinos and Sol based casinos. CZ has made it very clear that Binance's future is to eliminate the listing dividend and become an entry point for buying all assets, firmly promoting Dexization
So today Binance is a direct competitor to Solana, and only Solana is currently qualified in spot trading, rather than following Gate's CB in terms of altcoin trading volume, let alone being caught up in a phased backpack.
This also explains why Binance will not allow Solana Memecoin to list Binance spot or even contracts, but will instead try to draw Sol based funds to BSC through Binance Alpha and other methods.
Binance Alpha will begin to migrate the currencies on Sol to BSC, similar to Useless today, by siphoning the Sol LP base through Binance Alpha. Toly is well aware of this possibility. Sol's involvement in Pump has significantly worn out the meme narrative, and now everyone is starting to play Pump relaxation on Bonk, leaving him with limited time
If you are a disk owner, how should you choose?
If you are a delivery person, there is currently no better option than Solana. Because only Solana has sufficient on chain robot liquidity as your harvesting guarantee, it has a lower cost of ownership and dissemination compared to other chains.
You can try the same approach for Base and BSC, given the difficulty of dissemination and the high cost of market making and volume boosting. Unless you are a blue blooded American and the core circle of Binance/USD 1 (you need to spend a lot of money to squeeze into it), it will not work
But if your plate has a mechanism and comes with products, it's not just about issuing coins. So please remember what Brother Cube Ex said:
Solana is the worst king maker
In the initial stage of resource popularization, it is almost impossible for you to obtain any support at least at the level of official promotion and forwarding, and it cannot reduce any endorsement costs for you.
Sol's core circle is highly dependent on market makers and trading KOLs, and if you are a 'builder', it is almost impossible for you to enter. Any competition on the Sol track will eventually turn into a large-scale group battle of market makers' conspiracy groups.
Take a look at today's' Hundred Stations Battle ', no one could have imagined that launch pads would become the most expensive race track back then
Solana doesn't really believe in financial populism, even if retail investors have brought them to this position. Their demand is still the traditional "stable" market like the US stock market - even the current Bonk cable is a crutch in their historical process
If you are lucky enough to become the next 'ALON', then it is best for you to find a way to submit to the Solana Foundation as soon as possible and make them believe that you are following the foundation's lead.
Note that this is not mocking the official Solana, but rather determined by Solana's systemic financial security requirements as the parent currency of the split disk. They must eliminate any entities with sufficient volume to the left in monetary policy as soon as possible
Am I really only talking about Solana?
Doubt ADA, understand ADA, become ADA
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