An interesting observation. I previously believed that stablecoins like USD1 would primarily be favored in the BONK ecosystem, but over the past few days, it seems the situation has changed. A few days ago, the BONK ecosystem was still actively making moves, but after USD1 officially announced yesterday, it became clear that they ultimately chose BSC.
This shift is worth noting. From on-chain data, signals indicating USD1's tilt towards BSC have gradually become apparent—liquidity allocation and partner choices are all pointing in this direction. Those familiar with this logic should be able to sense the trend; the considerations behind this are nothing more than a comprehensive weighing of ecosystem maturity, user base, and trading depth.
BSC's ability to ultimately win this cooperation shows that it still has a solid ecosystem capacity in the stablecoin track. How things develop next will need to be watched closely.
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GateUser-c802f0e8
· 22h ago
The BONK community got played, it seems they are still too young
It's not yet the foundational ecosystem of the established players; BSC is the main one
Choosing BSC for USD1, I'm actually not surprised at all, just waiting to see how it develops later
In terms of ecosystem capacity, BSC really has some skills; BONK has overestimated itself a bit
This is the harsh reality, in front of data and depth, everything is useless
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TheShibaWhisperer
· 01-19 12:58
BONK has been slapped again; this pace is truly incredible.
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OnChainDetective
· 01-19 12:51
lol called it weeks ago, everyone was sleeping on the liquidity metrics. bonk devs fumbled hard, bsc's tvl infrastructure just hits different ngl. transaction volume doesn't lie fr
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ArbitrageBot
· 01-19 12:45
Ha, I knew BONK was just bluffing, the data has already spoken
Speaking of BSC, taking this piece is indeed meaningful, the ecosystem foundation is there
But this USD1 choice... feels like a compromise, after all, BSC has a large user base
Keep observing and see how they proceed
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MEVHunter
· 01-19 12:41
ngl bonk ecosystem looked cooked from the mempool anyway... bsc always had the deeper liquidity moat, those flow patterns don't lie. people were sleeping on the arbitrage spreads this whole time lol
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SurvivorshipBias
· 01-19 12:39
BONK community, how disappointed they must be, really laying so much groundwork
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Wait, liquidity has long been tilted towards BSC? Why didn't I notice
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To put it simply, it's about user numbers; no matter how strong BONK is, it can't defy this reality
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Those with insider information must have known long ago; we only reacted at the last minute
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BSC wins because of its size, that's all; what about innovation?
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But on the other hand, this kind of strategic choice is actually very cruel... following the trend is never wrong
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On-chain data has been speaking for a while; it's just that we haven't learned to read it
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Is the BONK ecosystem just busywork? Feels a bit unfortunate
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The ecological carrying capacity really can't compete with BSC's base
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How will it develop next? I think it will just stay like this
An interesting observation. I previously believed that stablecoins like USD1 would primarily be favored in the BONK ecosystem, but over the past few days, it seems the situation has changed. A few days ago, the BONK ecosystem was still actively making moves, but after USD1 officially announced yesterday, it became clear that they ultimately chose BSC.
This shift is worth noting. From on-chain data, signals indicating USD1's tilt towards BSC have gradually become apparent—liquidity allocation and partner choices are all pointing in this direction. Those familiar with this logic should be able to sense the trend; the considerations behind this are nothing more than a comprehensive weighing of ecosystem maturity, user base, and trading depth.
BSC's ability to ultimately win this cooperation shows that it still has a solid ecosystem capacity in the stablecoin track. How things develop next will need to be watched closely.