2026-01-17 08:39:07

Recently, there has been a noticeable divergence among USD1 system tokens. Leading tokens are mostly dominated by large institutions, lacking participation space for retail investors; mid-cap tokens form small community ecosystems with relatively closed liquidity; meanwhile, tokens that are closer to real-world narratives are more interesting, with a more diverse participant structure.

Currently, the main investment approaches focus on three directions: one is tokens based on grassroots cultural attributes, aiming to find Alpha opportunities; another is contract-oriented tokens, focusing on short-term liquidity; and the third is established tokens with potential for re-accumulation.

The core strategy is to find entry points in the low market cap segment of USD1. Compared to highly institutionalized mainstream tokens, low market cap tokens have a more diverse market participant composition, which may create more opportunities. The key is to identify targets that have both liquidity fundamentals and narrative support.

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SchrodingerAirdrop

· 10h ago

Retail investors are being squeezed out by institutions, now they can only dig for gold in low market cap coins. The opportunity for old coins to make a comeback is indeed great, the problem is how not to踩雷 (avoid pitfalls). Low market cap + good narrative, this combination is truly worth watching. It's no fun for institutions to monopolize the top, I still prefer those with a sense of underlying participation. Short-term liquidity of contracts sounds easy, but it's actually more difficult than long-term holding. How to judge whether the liquidity is real or just an illusion? That's the question. The alpha space for grassroots coins still exists, you need to have sharp eyes.

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ContractHunter

· 10h ago

The low market cap segment is indeed deep water; be careful not to get trapped. --- I'm already tired of institutional monopolization of top coins; retail investors really don't have many opportunities. --- Narrative support + liquidity, easy to talk about but hard to find. --- Grassroots cultural coins? Don't be silly, nine out of ten are just trap schemes to harvest retail investors. --- Old-school coins with potential to pump? More like risk potential, haha. --- It feels like the strategy is to gamble on low market cap turnaround; you can make money but also risk losing everything and questioning life. --- How to find entry points? That's the real challenge, everyone. --- Small group ecosystems are just information gap games; those who understand early make money. --- Contract-driven short-term liquidity, sounds like quick in and out activity. --- The most critical part is liquidity foundation; if depth isn't enough, a large order can cause a dump.

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SerumDegen

· 10h ago

ngl the narrative play angle hits different... low caps w/ actual community > institutional zombie coins any day of the week. been watching this cascade unfold and honestly? the alpha's already leaking into those grassroots tokens. just gotta dodge the rug pulls and liquidation traps lol

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rekt_but_resilient

· 10h ago

Institutions eat the meat, retail investors drink the soup—this old trick is still going on. Low market cap is the real playground; catching the bargains depends on vision and luck. Grassroots narratives are indeed more likely to produce dark horses, but beware of the floor. Old coin types are hard to turn around, but once they rise, it's a big trend.

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zkProofGremlin

· 11h ago

Low market cap is where the real gains are; the big institutional coins are already no longer interesting. --- Grassroots coins do have good opportunities, just worried about holding the bag. --- Contract-oriented + liquidity foundation, this combination has a certain vibe. --- The question is how to distinguish genuine narratives from pure hype. --- I'm optimistic about the potential for old coins to pump; those that are forgotten are often the easiest to skyrocket. --- Is the divergence in the USD1 system really so obvious? I don't see it. --- The key is to find targets that have retail enthusiasm but haven't completely fallen into chaos. --- Small group ecosystems are actually risky; once liquidity collapses, there's no way to escape. --- Alpha opportunities are everywhere; it just takes insight and courage.

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