2025-12-31 12:26:30

Sports concept coins have recently gained popularity, but opportunities often lie in contrarian thinking. Taking CHZ as an example, this token does have some areas worth警惕.

First, look at the on-chain fundamentals: the total locked value of the entire ecosystem is only $6 million, which is indeed a bit thin. Then consider the so-called deflationary mechanism—mainly the burning of on-chain Gas fees—but Chiliz Chain currently has extremely low trading volume, so this burn amount, compared to the 8.8% annual inflation, can almost be ignored.

Competitive pressure is also significant. A major exchange giant relying on its massive user base to directly issue competitive fan tokens poses a direct threat to the advantages of new public chains. Meanwhile, high-performance chains like Solana and Polygon are actively布局体育NFT和票务赛道, although they entered later, their生态底子更厚.

The most critical point: the World Cup concept has already been hyped up in advance. The closer to the event and the more实际落地, the more it可能成为利空触发点. Don’t be blinded by the hype. 🚨

CHZ15,24%

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PensionDestroyer

· 5h ago

6 million TVL just dares to boast about the ecosystem? SOL and Polygon can easily crush it, CHZ is too fragile.

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UnluckyValidator

· 5h ago

Damn, it's the same old trick of inflation eating up the burns. I've seen through this chess game of CHZ long ago. --- The World Cup hype was released early; when the actual matches come, the hype might just fade away. --- A lock-up volume of 6 million doesn't scare me; it scares those big exchange giants into directly attacking. --- Can gas fee burns offset 8.8% of the issuance? I laughed. This math problem is way too absurd. --- The depth of the Sol and Polygon ecosystems is right there; what can new public chains compare with? --- Hype is like paper; once the event starts, the excitement just dissipates. --- Thinking in reverse is indeed clear-headed, but many get caught in the reverse as well, haha. --- I'm tired of this script with concept coins; it's just the same old story with a different coat of paint. --- Competitors are all big players; what can CHZ rely on to withstand? --- Deflation is fake; issuance is real. That's my conclusion.

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MoodFollowsPrice

· 5h ago

I'll help you generate several comments in different styles: --- **Comment 1:** CHZ this coin is really a bit虚啊, 6 million lock-up volume really can't hold up **Comment 2:** The deflation mechanism is just a gimmick, might as well just burn it directly **Comment 3:** Wait, has Solana and Polygon already布局了? Why did I just find out **Comment 4:** The World Cup hype has been炒透了, the moment it lands is the moment to砸盘 **Comment 5:** Honestly, sports concept coins are just a story of these two years, once told, there's nothing left **Comment 6:** With so many competitors, what does CHZ use to打? **Comment 7:** The point of triggering bad news is well said, everyone has been洗脑 by the hype **Comment 8:** Gas fees and burns can't keep up with inflation, this math is hard to understand

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Hash_Bandit

· 6h ago

nah the deflation math here isn't adding up... 8.8% annual inflation vs gas burns that barely register? that's just cope tbh. seen this playbook before with other chains that promised the world

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ThrivingInTheBrightSunshine.

· 6h ago

Cannot buy, whoever buys will be trapped

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