1. The end of the 100 billion scam reshapes the market landscape
After a long legal process, FTX liquidators finally confirmed that they would return more than $5 billion in stablecoins to users on May 30. This will be the largest actual liquidity release event in the history of the crypto market since Mt. Gox.
2. This is not paper compensation, but real money returned to the user's wallet
Unlike the symbolic compensation in the early days, this round of refunds will be directly returned to user accounts in the form of stablecoins such as USDC and USDT, which is real disposable funds that can be immediately invested in the market.
⚠️ This is not "book compensation" or debt certificate, but "immediately available liquidity".
When this huge amount of funds returns to the hands of retail investors and institutions, and the current market is at a sensitive point where Bitcoin's dominance is declining and the altcoin narrative is restarting, a new altcoin craze may be about to start.
3. Unlike 2022, this time the altcoin has three detonation conditions
Compared with the past, this unlocking has three key variables, which is very likely to ignite the "altcoin super cycle":
Bitcoin dominance rate continues to decline
More capital began to shift to high-volatility assets, with altcoins becoming the next liquidity outlet.
The main storyline is clear
Directions such as AI, SocialFi, meme coins, and cross-chain bridges have gradually gained consensus among funds and users.
Market sentiment picks up + Micro-cap market value
Currently, the market capitalization of most altcoins is far below the bull market peak, and a slight increase in liquidity could trigger an exponential rise.
🧠 Investing in high-potential altcoins at this time will be the biggest outlet with both risks and opportunities.
4. These 4 tokens may become the first choice for capital repatriation, and the returns may reach 100 times
The following are the five tokens that may benefit most from the capital inflow in this round (including project introduction and current market value):
1. $LAUNCH | @Launchcoin
SocialFi + Solana Native Token Issuance Platform
Users can create their own tokens directly in X (Twitter) comments, realizing the assetization of social content.
🔸 Track: SocialFi / Creator Economy
🔸 Current Market Cap: $205M
🔸 On-chain contract: Ey59PH7Z...
2. $SYRUP | @MapleFinance
Institutional Line of Credit Agreement
Provide unsecured credit loans on the chain, connecting traditional finance with on-chain capital.
🔸 Track: DeFi / On-chain bonds
🔸 Current Market Cap: $400M
🔸 Contract address: 0x643c4e...
3. $OBT | @Orbiter_Finance
Ethereum L2 cross-chain bridge
It focuses on fast and low-fee inter-chain transfers, and serves mainstream L2s such as Optimism and zkSync.
🔸 Track: Cross-chain infrastructure
🔸 Current Market Cap: $44M
🔸 Contract address: 0x1cd9a5...
4. $RAY | @RaydiumProtocol
Solana Ecosystem Top DEX + AMM
Integrating CEX depth + AMM automatic market making, it provides excellent trading experience and strong liquidity.
🔸 Track: DEX / Solana Ecosystem
🔸 Current Market Cap: $924M
🔸 Contract address: 4k3Dyjz...
5. How does the market react? How should you respond in the three stages?
1. Initial stage (May 30th - early June)
Some users sell stablecoins -> mainstream coins rise briefly
✅ Operational suggestions: Observe the movements of wallets with large transfer amounts on the chain and quickly ambush hot spots
2. Mid-term (early June to mid-June)
Liquidity is accelerating into mid- and low-cap altcoins
✅ Operational suggestions: Buy on dips and add to AI, DePIN, and Meme sector leaders
3. Late stage (end of June)
The bubble overflows, and illogical currencies surge across the board
⚠️ Operational suggestions: Gradually stop profit, control risks, and switch to a stable layout
Conclusion:
FTX’s $5 billion refund is not a redemption, but a historic opportunity to restructure wealth distribution.
For investors who missed the 2021 bull market, this may be the last golden window to “get on board at a low price.”
Don't chase the rise when the emotion is at its highest point
Don’t doubt everything before starting.
Grasp the trend of funds on the chain, choose the right track, and distribute high-quality currencies
📌 If you choose the right target, $100 may turn into $10,000 in 30 days.
