The Binance Listing Premium, Jito’s TipRouter, and VectorFun | Analyst Round Table
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I think as as research analysts, when we're diligent diligencing an investment thesis, it might be highly technical or highly fundamental. But, of course, like, event driven catalysts can matter a lot. And, what the data shows is that the event catalyst of a Binance listing can pretty materially and consistently lead to favorable returns. Today's
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Yeah. I mean, absolutely. Like, I think the past month has felt like at six months, it's been very volatile. Like, on January 19, Trump launched his own meme coin. Solana reached $291 per token, like, Bitcoin touch 109. And just, like, three days ago, we were all doom posting on the timeline thinking it was all over. Like, just the the contrast between, like, the sentiment two weeks ago, like, to this weekend is absolutely, like, amazing to me. And then I think, like, the market is starting, like, to navigate this macro uncertainty. Like, we're we're all becoming macro experts again. Like and
Yeah. It kinda gives me flashbacks to the 2017 era market, particularly for equities where we'd see incredible ball spikes kinda moving just off of Trump tweets as it related to tariffs and trade wars and whatnot. What was particularly interesting to see was just the dispersion in returns, across Bitcoin and the alt sector. Whereas Bitcoin held its recent range, and didn't make a new low. We saw a lot of alts basically retrace their whole move to the the pre election lows. With that Bitcoin dominance put in a 10% candle to the upside, printing in new hype cycle highs at about 64 and a half per
Yeah. It's a great point. I think, some of the comments from both of you guys really highlight a lot of the sentiment that I think we've seen in the space lately is that, Bitcoin has really just been hanging out. It's it seems like. Right? It's gotten into this range, and it's just been chilling here for, what, over a month at this point since since, you know, rising up off the election. Meanwhile, you know, everyone and their favorite alts, the the volatility has been maybe difficult to contend with during that time. So it's just an interesting dynamic. I think people who are here for maybe a
I guess, like,
I have two thoughts. Like, the first is just how crucial Jiro has become for the for a functioning Solana network. You you see that they had, like, three hours of degradation. Like, they went offline for three hours, and then median priority fees just spiked like crazy. Like, there were users paying, like, I think Dan Smith said, like, $50, for priority fee. Like, it's absolutely insane. And then for me,
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