2026-01-11 10:24:53

Several clear signals in the market cycle. Perps have retreated as expected after a price surge, and the TGE for projects that should go live has all been completed. The leading position in the HL track is difficult to shake in the short term.

The Meme craze on BSC has started another round, but this time investors have learned their lesson—no second fall in the same place. The 4% yield on stablecoins seems attractive, but now Stable projects have already overplayed their hand.

After the hype subsided, most of the projects like x402 have been eliminated, with only Virtual remaining. The TCG Cards track still looks promising, and many are waiting for an opportunity to exit. As for Robotics and Xmaquina, they are currently the most worthwhile directions to focus on—markets have not yet fully explored the potential of these types of projects.

MEME5,34%

STABLE-0,16%

VIRTUAL0,11%

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GasWaster

· 3h ago

The recent dip in perps is quite interesting, but HL is indeed stable and can't be moved in the short term. Meme is back again, but this time the old brothers are all smarter and won't hurt themselves a second time. Surviving in Virtual is also quite difficult; x402 is the only one left, and the others are gone. However, I am optimistic about robotics and xmaquina; the market hasn't reacted yet. That 4% yield on stablecoins? Forget it, stablecoins have been overplayed. The TCG card game sector is the real good opportunity for a rebound.

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MetaverseVagrant

· 01-11 10:54

Perps this wave still crashed as expected; after all the effort, it still comes down to fundamentals. Stable projects have really collapsed; even a 4% temptation can't save them. Robotics indeed hasn't been seriously explored yet; I feel the opportunity is here. Virtual projects have lasted until the end, which is quite lucky; other x402 projects are basically gone. I'm still waiting for TCG; there's no end in sight to the bailout.

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OnchainDetective

· 01-11 10:34

According to on-chain data tracking results, the recent pullback pattern of Perps is almost identical to the trajectory I previously analyzed, clearly indicating a shakeout of funds. The Virtual track has survived until now, which shows there is strong support behind it. I have identified several wallet addresses on the TCG Cards side, and buy signals during the liquidation period have already appeared—suspicious transaction patterns suggest institutions are laying in wait.

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FudVaccinator

· 01-11 10:31

The 4% yield on stablecoins is really not attractive anymore; you might even get liquidated.

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