Weekly Review:

After returning from SOL to the BSC trenches, my most direct feeling is that BSC now is pure news trading. Whether it's current events, hot topics, trends, or memes, everything revolves around top KOLs like @elonmusk or @heyi, or news sources like BBC, CCTV News, polymarket, etc.

The change brought by pure news trading is that hot topics rotate faster, celebrity effects are greater than the topics themselves, and recently new AI narratives are still being driven by the lingering heat of lobsters, with projects like $titan breaking out.

This model has created the BSC "daily settlement 1U and clock out" farming playstyle.

Compared to SOL, narrative here is larger than market cap itself. SOL's consistent playbook is good narrative attracts DEVs to issue coins, CTO teams organize and pump, communities or moderators are willing to pay DEX in exchange for better exposure, using narrative as an entry point to attract buyers.

BSC is about controlling the news and selling to latecomers.

To be honest, I've still lost quite a bit of money during this period. My SOL thinking inertia causes me to habitually do second-segment trades, while it's hard to see second-segment breakout charts on BSC. No matter how good the narrative, it's always just one wave.

Taking $Ninja and $Lucky as examples. The former revolved around Aster's privacy narrative, and you could clearly see there were whales managing the price, but the market subsequently lacked strength. After the 450K to 1.4M double top, the whales tried to protect the price but still couldn't hold it. The latter involved whales blatantly making the market based on @zh's milk tea event, but unfortunately still couldn't escape the fate of overshooting expectations and ending hastily.

Lucky was actually profitable; after the second wave lasted a whole night, all profits were given back. Such is my luck.

Other small caps are too numerous to list, but most either get left at the top of the internal market or get continuously dumped after hitting the ceiling. This is BSC's biggest dilemma currently, and it's also my dilemma.

Can't turn it around with another trade, and even if the narrative is right, I don't dare hold long. If everyone goes all-in scrambling for chips and then the external market dumps, it's hard to believe this version of BSC will exist much longer.

And rare domestic leaders like @Ga__ke and 冷静 have become dump indicators, which is quite saddening.

Finally, hoping next week's trades can be cleaner, treasuring the limited liquidity we have.