BSC这一阶段的打法已经完全变了，之前的BSC-Binance Alpha强关联逻辑已经没有了
从那一拨3-4月左右的BSC原生meme之后，就再也没有单纯因为BSC生态走Binance Alpha成功上Binance现货的了。果然CZ是在坚定的实现他的构想，也就是BSC必须与Binance上币预期脱钩
但问题是，当前这个版本，Binance上币仍然可以说是唯二（另一为CB+韩所）能改变项目TGE估值天花板的因素了，所以不论BSC做什么，最后对生态的考核仍然是上Binance现货
但是正如 @youyou5202 讲的，真正要关注的，是BSC的打法“变成什么了？
华人项目难募资，鬼佬项目上不了币。每个交易所上币都要对结果负责，最关键的宗旨就是“自主可控”“用信得过的人”。让上币前资产实战的审核的环节拉长，团结和筛选“信得过的人”，就变成了以上宗旨的具体实现方式
而这个策略的具体执行人，从二圣变成了BSC “基金会”
IYKYK
BNB Chain Foundation acquires 17 BSC ecosystem assets to date✨
Two months into its $100M Incentive Program, the BNB Chain Foundation has purchased 17 assets across the BNB Chain ecosystem. The acquisitions span multiple sectors including AI, DeFi, GameFi, and Meme coins.
Latest Purchases⬇️
Today's announced token buys include:
🔶 $CAKE (@PancakeSwap)
🔶 $LISTA (@lista_dao)
🔶 $VIXBT (@videoxbt_agent)
🔶 $MOOLAH (@Moolah_bsc)
Notably, some tokens were issued through meme platforms @four_meme_ and @flapdotsh.
Ecosystem Performance⬇️
Recent BNB Chain DeFi activity shows strong momentum:
1️⃣PancakeSwap @PancakeSwap
→ $128.39B in 30-day DEX volume (#1 cross-chain)
2️⃣Lista DAO @lista_dao
→ Lending TVL surpasses $1B milestone
Which token will the Foundation acquire next?
Share your predictions below!⬇️
True, but for Solana I think their problem is those who the newer mission-driven builders are way too naive and misfocused on Solana circle only - Launchcoin/Bonk kinda launchpads to be exact
They don't really understand what keeps ponzis afloat is the capability to continuously "raise" from outsiders - which is CEXs excel the most
When the lowest hanging fruit aka. DeFis are reaped, these founders will find it extremely hard to build any meaningful and sustainable PMFs, and if they keep getting rejected by Binance or other top tier CEXs, the entire momentum of Solana will be disrupted
Both Solana and Binance need founders with builder's and cabal's mindset at the same time
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