In recent days, the main market impact has come from Trump's tariff policies. Last night, Trump directly countered the European, American, and Canadian alliance, warning that if they unite against the United States, subsequent tariff measures will be more severe than currently planned. This means that if both sides cannot reach a compromise, a trade war between Europe, America, and Canada will be inevitable, and the market may face greater selling pressure.
Additionally, the former Federal Reserve Vice Chairman warned that Trump's trade war could reverse decades of efforts to suppress inflation, suggesting that inflation will surge after the trade war breaks out, thereby reducing the possibility of the Federal Reserve cutting interest rates. Meanwhile, the partial ceasefire plan for Russia and Ukraine promoted by Trump may also encounter resistance, with many European countries opposing the premature lifting of sanctions against Russia. If Europe intervenes firmly, the possibility of continued Russia-Ukraine conflict increases, which will weaken market confidence in Trump and enhance future uncertainty, which is also negative for the market.
Of course, there were also some positive macroeconomic data last night. The US fourth-quarter GDP annualized quarter-on-quarter growth was revised upward to 2.4%, exceeding market expectations, and the core PCE price index favored by the Federal Reserve was revised down to 2.6%, indicating a slowdown in inflation. Although these data have a positive effect, their impact is relatively limited against the backdrop of market focus on tariff issues.
Binance Strategy Shift: Large-Scale Coin Listing, Market Effect Weakens
Binance has recently launched an aggressive coin listing mode, listing four voting projects in one go last night. However, these four projects did not demonstrate Binance's previous "listing equals surge" effect, but instead showed a clear weakening trend. Among them, $mubarak dropped 30% after listing, with its market value falling below $100 million, $tut performed slightly better but still dropped 20% during the day, with a market value of around $36 million, while $bananas31 and $broccoli714 also fell to around $50 million.
At the same time, the two VC coins recently listed by Binance, $parti and $nil, have also failed to break through a $100 million market value, fully reflecting the market's cautious attitude towards the price stability of VC coins after unlocking. In addition, Binance launched two projects last night that are about to be listed on the spot market:
$kilo—limited to 3 BNB, benchmarking Hyperliquid, currently maintaining single number earnings at around 100U, but with a market value of only $20 million and an FDV of $90 million.
$gun—an L1 public chain in the game track, expected to be issued on Launchpool, with a market value reference to $nil.
It can be seen that Binance has completely adjusted its strategy, no longer pursuing high-end projects, but choosing to sink and compete with second-tier exchanges such as MEXC, Gate, and Bitget. The direct consequences of this change are:
Coin listing standards have significantly lowered, and the speed of new project listings may grow exponentially.
Due to limited active market funds, fund allocation pressure increases, and short-term listing effects almost disappear.
CZ also clearly stated, "Listing should not have a premium effect, and even if it does, it is only a short-term phenomenon, and the long-term price is ultimately determined by the project itself." This means that Binance has abandoned its previous "high-end screening" listing strategy and will focus more on the quantity of new projects rather than quality in the future.
Market Opportunity: Focus on Small-Cap VC Coins
Although Binance's strategy shift may lead to market fund dilution, it also brings new opportunities. In the past, it was extremely difficult to grab high-quality coins in Binance's first releases, but with the emergence of many small-cap VC coins, investors actually have more opportunities to participate at low levels. Going forward, investment strategies should shift from simply focusing on on-chain trends to in-depth research of small-cap VC projects, prioritizing the discovery of targets with long-term potential.
Lastly, many things are not included here, such as specific opportunities and specific decisions, which often cannot be summarized in an article.
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