Comparison of Main Launch Platforms 1 Pump.fun, focused on SOL, has a circulating value of approximately 1 billion, FVD of 3 billion 2 Four.meme, focused on BNB, has a circulating value of 150 million, FVD of 230 million 3 Clanker, focused on Base, has a circulating value of 37 million, fully circulated.
The rise of Pyth as an oracle project seems only a matter of time, with long-term holding being the primary strategy.
Overview of Leading Oracle Projects
- Chainlink: Market leader, TVS exceeding $62.9 billion, market cap share over 87%, multi-chain coverage, deep partnerships with SWIFT, Visa, among others, mature CCIP cross-chain protocol, strong adaptability in DeFi and RWA scenarios. - Pyth Network: High-performance representative, core ecosystem of Solana, direct connection to institutional-grade data sources, Pull model + Pyth Lazer millisecond-level updates, ideal for high-frequency derivatives and RWA, supports over 100 public chains, TVL around $5.5 billion. - Redstone: Dual-mode (Push/Pull) pricing, transparent data, distinctive integration of first-party data sources, broad cross-chain coverage. - API3: First-party oracle, direct data source connection, reduced intermediaries, focused on data accuracy and low latency. - Tellor: PoW mechanism, median-based anti-tampering, token-based voting governance, suitable for anti-manipulation scenarios.
Core Opportunities for Pyth
1. Technical Barriers: Direct connections to institutional publishers (over 128, including Binance, Jane Street), Pull model reduces costs by fetching data on demand, Lazer updates in 1–10ms, ideal for high-frequency trading and MEV optimization. 2. Ecological Expansion: Deepening presence on high-performance blockchains like Solana, Sui, expanding to EVM chains, serving hundreds of DeFi/derivatives projects, B2B SaaS product Pyth Pro achieved over $1 million ARR in its first month. 3. Scenario Advantages: Accelerated onboarding of RWA assets, its institutional data and low latency align well with pricing of stocks, ETFs, etc.; rising demand for real-time data from AI/DePIN, positioning Pyth as a core data layer. 4. Economic Model: Monetization via Pyth Pro subscription model, optimized token economics, enhanced ability to capture data value.
#walrus $WAL Walrus, a leading decentralized storage project with $140 million in funding, is a core component of the Sui technology stack ecosystem. It became a popular focus due to its rapid mainnet launch and high community engagement. It has already hosted over 800TB of data and supports hundreds of ecosystem projects. With a large token unlock scheduled for March, along with recent feature upgrades and ecosystem collaborations, new developments are highly likely and worth watching. #去中心化金融 #去中心化存储 @WalrusProtocol
$KGEN KGeN has accumulated fees of 72.18 million USD cumulatively in 2025, with 6 million USD captured in the past 30 days, which can be checked on DefiLlama. The current market cap is only 52.9 million USD, making it worth long-term attention. #价值币
#人生战略 In transactions, most people don't know whether they are gambling or truly understanding the situation. If you ultimately cannot escape the fate of probability, then you are gambling. Your current profits mean future losses—you're just happily doing something futile. Strategic mistakes make all efforts pointless. $BTC