A well-known blogger recently analyzed coins with explosive growth, sparking quite a bit of discussion. It seems to be guiding retail investors, but in fact, it reveals several key aspects of the crypto market quite thoroughly. However, the "opportunities" and "traps" involved require careful discernment. Let's go through them one by one:

**SUI: Signal of Institutional Entry vs. Retail Expectations**

The blogger believes SUI is the focus of a new round of institutional deployment, and this observation has some basis. Bitwise submitted an application for a SUI spot ETF to U.S. regulators, which indeed sends a strong signal—equivalent to traditional financial institutions paving the way for this blockchain. The DEX trading volume within the SUI ecosystem has also surpassed 16 billion, and with new technical roadmaps being implemented one after another, the project is indeed "doing its homework."

But here’s a key issue: the cycle of institutions and the expectations of retail investors are often misaligned. Institutions plan over annual or even longer cycles, while retail investors hope to double their holdings in a few days. Catching the bottom during a correction sounds wonderful, but if your holding period is ten times shorter than that of institutions, you are likely to learn a lesson from market volatility—institutions' "long-term thinking" often exceeds the frequency with which individual investors binge-watch projects.

**ASTER: Imaginative Space of Deflationary Design**

ASTER’s Burndrop destruction mechanism is interesting. Each transaction corresponds to a certain amount of tokens being burned, which theoretically can alleviate long-term selling pressure. It’s similar to a limited release strategy—the scarcer it is, the easier it is to stir up emotions. More attractive is that behind it stands traditional financial giants like SBI Holdings supporting stablecoins, which essentially gives the project a "hard resource endorsement."

However, a purely deflationary mechanism, without real usage scenarios and traffic support, can only look good on paper. The trend of such projects often depends on whether the narrative can continue to attract market attention and whether the fundamentals can truly be realized.