04-22
@Deibajie
Runes have always been criticized. Some people say that the technology has not been updated, the name is too long and not easy to cx, and the gameplay is as boring as brc20! Refutation: 1. If you want technology, you can play atom, why play runes and brc20? 2. The name is too long. Do you think foreigners will like it? All coins had short names before. Isn’t it an innovation to change it to a long name? 3. The gameplay is still not innovative because you have played brc20, so you think runes are boring, but foreigners have not played it, so they will find it very interesting! 4. The last point, the strong will always be strong! If you want to play, play the leader and the second dragon. Other liquidity will be a mess. At least the leader is trapped and wait for ath!(来源: Twitter )
04-16
@JinHsu_
A few things, let me briefly talk about them: 1. Merlin is about to release the pledge, and there will be a large amount of NFT + Brc20 selling pressure at that time. Operation: 1. Sell projects with large pledge volume in the short term, and buy them back at a low price when selling pressure comes. 2. For projects with great potential, this is the last chance for everyone to pick up chips at a low price. 3. When the Merlin token is launched, follow the idea of paying the cost first and leaving the remaining structure. 4. geniidata.com/ordinals/addre… This is the pledge address, and you can find the wealth code here. 2. Runes are coming soon. I remind you again that this is a rare opportunity to get rich. Operation: 1. Divide into multiple wallets, keep BTC in each wallet, and it is recommended to use new wallets to avoid confusion. 2. Pay attention to some big projects/KOLs, such as MagicEden, Unisat, OK Wallet, Xverse, GeniiData, Casey, Dan Zong, Wizard, Wei Shen, etc. I will not list them one by one. 3. If there are new projects coming out, go directly to see if there are any big projects and KOLs paying attention. If you pay attention to more than 3, go directly, don’t be afraid of making mistakes. 3. Recently, many people are making money and getting rich, but you are not, but you have to keep a good attitude. Operation: 1. Try to sleep late and wake up late, and reverse the Asian time difference. Most of the projects that made money this year came out in the middle of the night, so a lazy sleep is sometimes worth thousands or tens of thousands of dollars. 2. There is always no shortage of opportunities to make money in the B circle. Check Twitter and financial media (Lythm, Golden Finance, Coinbase, Shenchao, etc.) more often, and spend less time in chat groups to read useless junk information. 3. Drink more water, more protein and vitamins. If you have been staying up late, then smoke and drink less. Life comes first and making money comes second. Because of marriage/childbirth/Web2 work/personal mental state/cognitive problems, I missed at least 10 million wealth codes this year (not the kind of missed after the fact, but I really reached the purchase interface but didn’t buy for various reasons). I also sold a lot of assets, which made me extremely Emo for a while, but now I have recovered. Stay in this circle and you will always be full of hope. Let’s encourage each other and wish you good luck! (来源: Twitter )
04-10
@zhangch30063843
To sum up seriously, the recent ore on the sol chain has led to a great collision of ideas, and the level of various postures has been rapidly improved, including but not limited to: 1. The official link speed is too slow, and the rpc of the little ghost wallet is fast and good. 2. The single IP of the Little Ghost Wallet still has a little speed limit, so you can directly connect to the IP proxy. 3. After Little Ghost directly banned non-APP requests, you can directly connect to the quicknode proxy. 4. The quicknode proxy was directly destroyed, and the speed was significantly reduced. 5. After the claim failed, I modified the code and successfully claimed 6. Then after the failure rate was too high, I directly jitos mev 7. During the period, I learned to create sol accounts in batches, transfer funds in batches, start mining in batches, mirror the cloud server with one click, throw the wallet, and enter json Can run directly, automatically swap, automatically collect, how to run sol chain mev, etc. 8. The most important thing is to make a lot of money(来源: Twitter )
04-07
@cyy7025219
Yesterday I read a lot of information on the Bitcoin ecosystem, and they all used the keyword competition. There is indeed competition, but the BTC ecosystem is really in its early stages. At this point, I personally feel that it is more about making the pie bigger and letting the entire second world. The first-layer ecology gets more exposure and recognition, rather than a direct competitive state. Didn’t Tesla have the same logic behind open source back then?(来源: Twitter )
04-01
@DtDt666
深度挖掘:Ethena (ENA),加密世界赚钱机器,ENA值得长期持有!(投研报告) 先说结论:投研完后Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子,其代币(ENA)值得拥有。 金戈铁马,气吞万里如虎!! 前言:Ethena到底有多赚钱? Ethena最近一周的日入达到了680万美刀,一跃成为最赚钱的去中心化应用(DApp)。 根据Ethena的官网,现在它正给超过35万用户发放USDe稳定币,年化收益率高达67.2%。DefiLlama的数据显示,Ethena的USDe市值在过去一周里涨了43%,一个月涨了409%,总值达到了8.4亿美金。 Ethena Labs今年2月19号在公链上正式亮相,USDe一上来就开出了27.6%的年化收益率,远超Anchor Protocol给的20%。这比去年5月崩盘前的TerraUSD(UST)还要高。 Ethena 正在构建衍生品基础设施,使以太坊能够通过 stETH 上的 Delta 中性头寸转型为全球互联网债券,从而创建第一个加密原生、具有收益的稳定币:USDE。 一、#Ethena 到底是个啥玩意? 建立在以太坊上的合成美元 (synthetic dollars) 协议,以 ETH 作为底层资产标的USDe 是个在以太坊链上的合成美元协议,用 #ETH 做底层资产。它通过现货 ETH 和期货 ETH 空头抵押构成,二者对冲成为一项 Delta 中性的稳定资产。即使 ETH 的价格波动,USDe 的铸造和抵押的价值也几乎不受影响,确保了资产的稳定性和可靠性。 说人话:是无论ETH涨跌,#USDe 都能保持其价值稳定,你可以理解为以太坊版本的USDT。你可以理解为持有ETH现货并做空对冲,抵押发行 $USDe ,防暴跌、保稳定的币。 二、Ethena 赚钱的运作逻辑? 1、假设我们投入了1000刀的 #stETH,扣掉各种对冲和操作成本之后,可以铸造出1000刀的USDe。 2、然后Ethena会自动在中心化交易所(#CEX)上开一个等额的ETH对U( $USDT 或 $USD )的永续合约空头,进行对冲。 3、我们放进去的stETH不会直接扔CEX,而是转到 #Copper 、#CEFFU、#Cobo 这种托管机构手里,这样就能避免那些麻烦事,比如资产挪用或者CEX炸了。 4、这操作中就有两个能持续赚钱的路子,还会作为奖励送给质押了的USDe(sUSDe): a/挂在以太坊上质押PoS的收益,年化大约3.2%;质押 PoS 收益比较固定,保证了一个最基本的稳定收益。 b/还有就是从delta对冲那些衍生品头寸上撸到的资金费和基差价差,年化收益能有5到30%。 三、Ethena 背景如何? 1/Ethena完成2050万美元touzi,#Dragonfly 领投,并得到BN,Deribit,Bybit,OKX,Gemini和Huobi等交易平台以及BitMEX创始人Arthur Hayes及其家族办公室的支持。 •种子轮:价格未知,融资 650w,估值未知 •战略融资:价格 0.019u,融资 1400w,估值 2.86 亿 2/#MakerDAO 创始人 #Rune 也在昨天 (30 号) 通过个人地址将 566 万 USDT mint 成 USDe 四、Ethena 的缺点是? Austin 在文中指出,其更愿意将 USDe 称为一个「结构性票据」,而非稳定币,并剖析了 USDe 的四层潜在风险: 1/是质押层面的安全风险,质押节点的安全性及可持续性是否可得以保证; 2/是期货合约开设平台的安全风险,无论是 DEX 还是 CEX 均存在黑客攻击风险; 3/是合约可用性风险,有些时候可能根本没有足够的流动性来进行做空; 4/是资金费率风险,虽然空头头寸的资金费率大多数时候为正,但也存在转负的可能性,如果在加权质押收益之后的综合收益率为负,对于「稳定币」而言是相当致命的。尽管Ethena的方法创新且有潜力,但该项目目前仍处于测试阶段,尚未完全推出。 由于加密货币市场的不确定性和波动性,Ethena的稳定币USDe仍面临着潜在的风险。 五、关于 #ENA 价格预测? ENA 总量 150 亿,初始流通 14.25 亿 (9.5%)。 目前市场上有多个对 ENA 价格预测的估值模型,例如: 1/参考场外平台 (如 aevo 等) 成交价:$0.65; 2/根据往期币安挖矿项目平均收益率 (年化 123%):$0.45。 3/要是根据 PE 来进行估值的话价格会更高。因为以最近 #Ethena 的收入来推算,Ethena 年收入获将达到 3.3 亿美元。 🫡路虽远,行则必至;事虽难,做则必成。 看不懂的SOL结语:总的来说Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子,他的代币(ENA)值得关注,流动性质押衍生品LSD领域正在快速发展,尤其是 #LSD 稳定币领域即将出现新的创新。相信在以太坊坎昆升级后崛起的带动下,稳定币也将迎来一波热潮,让我们拭目以待。(来源: Twitter )
03-29
@lanhubiji
目前为止发生在Arbitrum上的事情很有意思:Arbitrum不管在TVL、交易次数、交易量、dApp数、dApp活跃度、DEX和PERP的交易量,还是在桥接的ETH数量、开发者支持度、用户体验、L2安全性上所处的阶段等等基本面上要么位居首位要么位居前列,而它的FDV(全流通市值)在L2中一直处于弱势状态。问题出在哪里?(来源: Twitter )
03-27
@maxuelulu1
撸的越久,越发觉掌握科技的重要性,越来越多的案例借助科技的力量将细微可能产生套利的空间放的无限大。 批量、群控、自动化、脚本,感觉这些东西再结合精细策略和路径,运用得当一波超神的机会大大提升。 半手动+最强大脑+半自动化 指纹浏览器、云服务器、群控、影刀RPA、批量化脚本… 强制自己运用好这些撸毛人的好助手。 要潜心研究了,摒弃一些旧的观念,升级迭代自己,提升工作效率,坚持科技增强生产力(来源: Twitter )
03-25
@ai_9684xtpa
干货分享 - TON 网络新手入门👨‍🌾 $TON 突破 5 美元续创历史新高,生态代币也出现普涨;如果你正因陌生的交互望而却步,这是一份参与「冷门公链」TON 网络的新手指南✨ 1️⃣ TON 简介 Telegram Open Network(TON) 最初是由 Telegram 创建的区块链平台,于 2018 年首次提出,后因 SEC 介入被迫放弃项目运营,由社区接手并持续发展, $TON 是该网络的原生代币 需要注意的是:TON 基于 PoS 共识机制运行,其地址格式 / 资产管理方式与大家熟悉的 EVM 网络存在较大差异,初次接触存在一定成本 2️⃣ 钱包 参与第一步,你需要一个好用的钱包工具 - Telegram 内置钱包:t.me/wallet - Tonkeeper(@tonkeeper):推荐,支持网页端 / 手机端 / Chrome 插件等形式的 TON 钱包,使用体验相较内置钱包要好一些 3️⃣ 跨链 创建钱包后,有两种主流方式将资产转移至 TON 网络 - 交易所:从已上线 $TON 现货资产的交易所(OKX / Bybit / Kucoin / Gate / HTX)中提现即可,需要选择 TON 网络 - 跨链桥:在 BSC / 以太坊主网购买 $TON 或其他代币后,使用官方跨链桥完成跨链 官方跨链桥:bridge.ton.org 以太坊 TON 合约地址:0x582d872a1b094fc48f5de31d3b73f2d9be47def1 BSC TON 合约地址: 0x76a797a59ba2c17726896976b7b3747bfd1d220f 4️⃣ 看盘 / K 线工具 准备工作都已完成,要去哪里了解热门代币和价格走势呢?你会发现 Solana Meme 热潮时的工具都失效了,目前只有 @GeckoTerminal 支持 TON 网络数据,使用方式和 DEXScreener 几乎完全相同 传送门 👉 geckoterminal.com/ton/pools 5️⃣ DEX 交易时你可以选择主流去中心化交易所或者交易机器人 - Dedust(@dedust_io):部分代币只能在 Dedust 交易 - STON.fi(@ston_fi):交易体验略优于 Dedust,推荐使用 - 交易机器人:不做推荐,请注意安全风险 6️⃣ 浏览器 在使用上述 DEX 平台交易时,都会出现「交易完成但页面状态未更新」的问题,此时就需要浏览器 / 钱包工具辅助进行判断,目前数据支持最好的浏览器是 Tonviewer 👉 tonviewer.com 7️⃣ 其他工具 随着对 TON 生态的进一步探索,你可以需要用到质押 / NFT 交易等工具,可以从这两处来源获得更多信息,本推文不做展开(来源: Twitter )
03-21
@ryanciz233
This morning @BlackRock posted a Money Market Fund, and as a Web3 native converted to Boomer Fi, let me talk about this topic. Blackrock obviously wants to make efforts in the field of public chain tokenization. The name of this Fund is BUIDL, which is also cool (Blackrock USD Institutional Digital Liqudity Fund, the first letter of each word); the previous BTC Spot ETF was actually a Web3 asset through Web2 This time, the Web2 assets are sold to Web3 (and Web2) in the form of Web3. Similar to the various compliance and technical processes polished by the previous BTC Spot ETF, this type of product needs to take into account both the Web2 system and the Web3 system. The minimum subscription amount of this product is 5M. It is open to qualified investors and maintains 1 BUIDL = 1 USD. Interest is distributed in the form of daily rebase (the token price remains consistent and the number of tokens increases with income). Only circulated in the whitelist. The structure is as shown below, and the most concerning one should be @Securitize. Securitize Markets has an ATS (alternative trading system) license in the United States and is Finras broker dealer; Securitize LLC is also an SEC-registered Transfer Agent, and the system is deployed on the public chain. This is similar to the Capital Market Service and Recoginzed Market Operator licenses obtained by @DigiFTTech in Singapore, which uses the public chain as the underlying technology for primary market issuance and secondary market transactions. Blackrock entering this field as a fund management company will need to find such an institution to help them tokenize. Other institutions such as BNY Mellon Bank provide traditional asset custody, and ecological cooperation with BitGo supports the custody and distribution of such assets. Compared with previous RWA assets, the highlight of this Fund is real-time subscription and redemption, which is also something traditional institutions like Blackrock are very eager to achieve. Get ten points of income on AAVE in the Web3 world, and the entry and exit are real-time. This is the most attractive point of public chain technology for financial institutions - clearing and settlement are completed in real time. However, in traditional channels, due to the inconsistent account books of various institutions, clearing and settlement are required in the middle, involving various external institutions and internal processes. As long as the entire link becomes longer, T+2, 3 or even T+5 are normal. matter. It is claimed that subscription and redemption can be achieved in real time, but after all, traditional and legal currency systems will still encounter friction and time issues in clearing and settlement. There will be too many stuck points and prerequisites in the process. There is no test but there are some conjectures. Let me share with you the current status of traditional channels and the problems to be solved: - 1. Securitize can support the subscription and redemption of USDC and USD, which is similar to the DigiFT platform. If users use USDC to subscribe, they still need to exchange through Circle (currently Circle only has Customer bank). Unless both Securitize and blackrock have accounts in the bank, or there is a real-time transfer network between banks, it will not be possible in real time. - 2. If the user uses USD, they also need to recharge to the Securitize platform first. If they are not from the same bank, they will need to pay for the time difference and wear and tear of inter-bank transfers. Bank transfers between Securitize and blackrock can be implemented in real time if they are in the same bank. - 3. Real-time subscription enables Blackrock to mint new fund shares in real time, but it takes time for the invested USD to purchase the underlying assets, which is somewhat similar to STETH and will dilute the overall APR. However, if a large redemption exceeds the cash retained in the Blackrock fund, the underlying assets will need to be sold, which will take longer; however, as the largest asset manager, the liquidity that Blackrock can provide is still very sufficient. The current circulation of BUIDL is 40M, and two holding addresses hold 35M and 5M BUIDL respectively. Blackrock requires a minimum subscription amount of 5M, and generally few Web3 organizations can participate. Observing the situation on the chain, we did not see USDC subscription behavior, and the buyers were basically traditional institutions. In fact, from the above link, it is only the tokenization of fund shares, and other processes are actually off-chain. To achieve real-time, Blackrock can mint new shares in real time through securitize subscription, and the intermediary is the connection between the above two parties. Redemptions are subject to Blackrocks own liquidity arrangements. The entire structure is basically the real time that traditional institutions can barely achieve through various advanced fund reserves, system automation docking and other solutions, and through a lot of consultation and collaboration; compared with Web3, although Web2 is larger in size, it must be able to This function really took a lot of effort and ten years of hard work to reach the point where Web3 can be implemented with just a wave of the hand. But no matter how complicated it is, this is a very good attempt. It is a big step in the integration process of Web2 and Web3. It does not matter how big it can be. The key is that in this process, different participants have different opinions on the entire process. Promote the infrastructure level and further explore the ability to integrate traditional channels and emerging infrastructure. In the future, more assets will enter Web3, especially more assets will be issued directly on the chain, and there will be more stablecoins, especially bank stablecoins and even CBDC on the chain, enabling direct token-to-token transactions in the Web3 world. Exchange, this is the real way web3 changes the financial world.(来源: Twitter )
03-19
@keyahayek
The idiots of SOL have brought Kuailian back to what it was like 20 years ago. Everyone is working on the same project and working towards the same goal, including BCH fork, EOS node election, FOMO3D, ALGO Dutch auction, and DeFi Summer. The plates in ten thousand directions disappeared. Whats the point of paying for a bunch of messy vaporware VC disks? To BUIDL hard? Dont be impressed by yourself. Dont forget your original intention.(来源: Twitter )
03-14
@lanhubiji
The Ethereum DENCUN upgrade is a major upgrade in its history. In addition to the well-known obvious help for L2 (EIP-4844 can significantly reduce the cost of L2), there are also other upgrades, such as EIP-1153s transient storage, which supports the persistence of storage during a transaction, which helps save gas costs. , and at the same time, it will not cause state expansion, which will also improve the user experience of DEX and so on in the future. Finally, regarding the name, why was it originally called Cankun upgrade and now it is called Dencun upgrade? The upgrade name of the execution client is Cankun, and the upgrade name of the consensus client is Deneb. Taking both into account, it becomes the Dencun upgrade.(来源: Twitter )
03-12
@connectfarm1
I haven’t talked much about the wealth code these days. I’ve mainly been thinking about future strategic matters. Only after I figure it out can I understand how to proceed. The following points are probably: 1. The correlation between the big pie and the US stock market is getting bigger and bigger. The premise of the eternal bull market is the eternal bull market of U.S. stocks. Most people think that the interest rate cut by the United States and the United States will start a wild bull market. However, I think that the interest rate cut by the United States and the United States may be all the benefits. They will kill first, but no matter how hard they kill, Bitcoin has already entered the stage of death. 2. The biggest role of btc ecology is btcfi. btc will become the most powerful interest-bearing asset in the world. The ultimate form of btc’s ​​interest-bearing is that btc can continuously generate income from energy sources in its own address, with 20 With BTC, at least there will be no problem with cash flow in mainland China; 3. The essence of investing in other copycats is to obtain more BTC, but if you do not exchange it back for BTC, in the end most combinations will not be able to outperform BTC, especially those who like to buy frequently For investors who want to change their cars, in fact, most people can’t make as much profit from copycats as buying Bitcoin directly; 4. Finding new assets is the most important thing, and BTC ecological new assets and AI assets have the best chance of bursting into hundreds of times profit; 5. There will be a third wave of Inscription, because Inscription is the easiest way for players outside the circle to enter the Bitcoin ecosystem. However, at the same time as the third wave of Inscription, other tracks in the Bitcoin ecosystem such as Rune, Rare Satoshi, Head L2, etc. will be more attractive to the circle. There is smart money in it, thus triggering a huge wealth effect, so the strategy is to stick to the top of the inscription and accelerate the search for new btc assets; 6. web3’s ai assets (not necessarily tokens) are the next ten to one hundred times the return There are three sources and directions: 1) AI mining; 2) NFT of leading AI projects; 3) AI models or data are uploaded to the chain, and you need to rely on AI to turn over; 7. The opportunities outside the currency circle are actually very large, and insiders underestimate them Opportunities outside the circle, the opportunities brought by compliance belong to the traditional financial circle, the leverage effect will be particularly sufficient, and capable suggestions can be involved; 8. The distinction between China and the West in the currency circle will become less and less, and more important Under the unknown water, various alliances and systems are gradually taking shape. Various resources are being monopolized. It is difficult to form an army alone. If you cant defeat it, join it. Bandits become regular armies.(来源: Twitter )
03-06
@wangfeng_0128
更新/几条建议 //昨夜不算多大回调,8%左右跌幅,不算插针,一些老矿工在69000U的心里临界点,拿回预期收益,其实可以理解,如果你也是矿工的话。 //此外,比特币的市场基本面丝毫没有破坏,如果确信这一轮看到至少10万以上的比特币,眼前是进一步加仓任何一个板块的好时机。 //熊市期间,很多人有坚持定投的习惯很好。但是牛市期间,很多人最大的问题,还是手里没有子弹。 //所以,我推荐一种打发,是上涨中不断吃下期间头寸,作为备用子弹,时刻准备回马枪。(来源: Twitter )
03-02
@BroLeonAus
Many people say they don’t understand what happened to Blast overnight. Let me give a simple summary and clarify some circulating misunderstandings: 1. The Blast mainnet is online and a new point (PUA) plan is announced. If you If you want to get the most points in the future, or ensure that your early points income is not diluted, you must continue to interact with the Dapps in the Blast ecosystem. 2. All those who participated in the early mining of Blast, if they want to withdraw ETH, must first manually migrate to the Blast main network. However, the gas cost of this migration is not low. It costs between 45-80 knives today, which leads to a lot of losses. Dibao users are complaining. 3. You can start withdrawing ETH after it is migrated to Blast, but currently it takes 14 days for the official bridge to withdraw money. Many people did not expect it to take so long. They think it is Tieshuns new trick and the anger value is further improved (it was mentioned in the official documents before, but Most people don’t notice). 4. In order to retain everyone’s ETH and maintain Blast’s TVL, Tieshun created an incentive plan to double the points. All the points mined before yesterday will be mapped to the mainnet 10 times (inflation is so fierce), but you need to keep the assets in your wallet to gradually unlock them. If you want to unlock it faster and catch up with the coin release in May, then youd better deposit some more money instead of withdrawing it immediately. There was also a mishap here. When the mapping used to give multiples, some people did not give 10 times points, but random numbers from 0 to 10 times. Some people even got 0 times! ? ? The official issued a special announcement saying that the UI calculation was wrong and everyones calculation was 10 times. So if you think your points are wrong, don’t panic, they should be able to fix it within two days. 5. In addition, if you transfer your assets to the main network, points will start to increase every hour. The default increase rate is 1x and the maximum is 12x. If you want to increase the multiplier, then according to the official statement, you can interact with the Dapps they recommend. You don’t need to spend a lot of money, just use it and you’ll be done. However, I haven’t figured out the multiplier page on the Blast dashboard yet. At least I’ve interacted with some projects and haven’t seen the multiplier increase yet. 6. Withdrawing ETH now will not deduct your previous points, but it will not unlock the magnification multiplier for you. This is equivalent to your points being diluted by additional issuances. Let me sum it up: The biggest negative opinion among players at present is that the points inflation is too fast (10 times) + new points are added (12 times acceleration). The new gameplay makes it difficult for players in the early stage to continue to put money and play as black slaves. With dapp, your points will be diluted by others. Some netizens described it as: It is equivalent to your mother-in-law saying that a wedding gift of 100,000 yuan is enough, but when it is time to get married, the woman suddenly says to add 80,000 yuan. However, from the perspective of the project side, they are different from other chains. This is where it comes in: 1. Since the more ecosystems on the chain and the more prosperous the better, then I will directly give money to you Devs to do it, and at the same time encourage you to give the money you get to the users. 2. Since Dapp requires users to start, I will directly drive the users to interact with me without any secrets. It is indeed a team that brings Web2 gameplay to fight Web3. If you criticize it, you may have to press his baton and continue to work on it for two months. In the past two months, whether Blast can overtake in a corner, gameplay has once again become the goal of leading many chains to learn, and we will see the real results in May.(来源: Twitter )
02-28
@YeruiZhang
牛市,困境反转和VC盘 今天的文没人赞助猪脚饭(哭哭惹),所以随意写一写觉得有趣的东西。今天正好在一个群里和朋友们聊AR,然后聊到VC盘,又看了律动上一篇关于牛市投资策略的文章,正好上周末也说要写CKB的事,就来写个随笔,可能会有点松散,写到哪儿是哪儿。 最近市场上有两个很有趣的币,一个是AR一个是CKB,其实都是老项目换赛道重获新生然后暴涨的故事,AR从存储到并行计算,CKB从UTXO L1到BTC L2,新的东西和老的东西一脉相承,但是又符合市场最新的叙事。这类的例子从去年底开始其实不少,包括CowSwap做Intent,Gelato做RaaS,RBN转型AEVO等等。因为这里面蕴含这大量的信息差和预期差,这种研究驱动的投资模式更像是VC一级的玩法,所以几个朋友又把这类项目戏称为VC盘项目。 在过去两年的熊市中,这种玩法其实不是很奏效,因为一方面项目方也像是无头苍蝇,不知道该做什么,另一方面delivery新的东西市场不一定会认可。继续归因下去就熊市中更像是存量博弈,大家会追求最有即时反馈/最有直接逻辑的东西,就像是大家都想成为闺蜜盘老鼠仓,上交易所就砸盘。那段时间市场最买单的是MEME币,因为MEME币看起来最没有信息差。而到了牛市就不一样了,一方面牛市是增量博弈,项目的新叙事会有传导过程,谁也不知道传导的最后一环在哪儿,FOMO效应无处不在,另一方面市场渴求新资产新故事,或者说苛求暴富,KOL又加快了叙事传导的速度。结果就是困境反转和新概念的突然来袭和币价的快速上浮让大家没有时间思考,先买入在说。最后一环就是大量VC从一级转向二级,他们的买盘会让一些项目的筹码结构更稳固,后续的空间也就更大。 VC盘玩的是什么?我个人觉得是价格的再发现,是类似VC通过一级的思路去思考二级,是寻找信息差。举个简单的例子,比如说RBN(Aevo),已知Aevo已经起势,交易量足够大,预期换币后估值体系能够直接对标Dydx,并且还有刷单挖矿提高持币成本的预期,然后市场上很多人不知道RBN=Aevo,这些预期综合起来会给项目重新定价。这里VC思路的核心一方面是找对标,比如说Aevo对标Dydx,比如说CowSwap对标头部的Intent项目等等,另一方面是找预期差,通过项目方在社区和社交媒体上透露的蛛丝马迹找到他们要搞什么事,然后判断新的事情能否对币价有充分的提升。换句话说就是给每一个项目做一个自己的估值模型然后不断基于信息和事件调整。 在牛市中VC盘是强左侧交易,交易起来很难获取正反馈,甚至有可能买了半天发现自己的逻辑全错,或者是到了预期的退出价格结果卖飞,都是非常消耗情绪的事情。但是VC盘玩起来就像见证一个项目的成长,发现的过程本来就是有趣的不是吗?(来源: Twitter )
02-27
@0xcryptowizard
There is never a perfect technical solution. If ETH completes sharding and various second layers, then the day lily and green lily will be completely cool. The best way is to leave the road to the future in terms of technical architecture. In terms of market competition, we should give priority to finding product-market fit points, such as the initial ICO of ETH. Even if there were scams everywhere, ETH would not delay becoming the number one smart contract public chain today.(来源: Twitter )
02-23
@lanhubiji
再质押赛道binance投资了renzo和puffer。此外,还有kelpdao、swell、etherfi……,越来越拥挤。eigenlayer作为以太坊安全的部分化身,在这个周期承担了很多重任,尤其是在模块化时代开启的时候。(来源: Twitter )
02-21
@hongshen6666
牛市想要做长线拿住 第一,多去听一下逻辑分析师,就是价值投资多给自己充值信仰。你认为他的上涨天花板在哪。 第二,千万别去听任何技术分析师,这个一定要,否则压根拿不住。我没说技术分析不好,他们做的太细了,总想带你逃每一个半山腰。 第三,不要在乎短期价格,你目标20美金,目前1.5美金和1美金有区别吗?你非要等1美金,最后踏空了。模糊上车点位 第四,分批上车策略很重要,主动被套的心态才能赚钱。我认为这个币市值处于低估。我又怕目前大盘不稳,先上车,进头仓,被套了我就可以加仓,343法则。 如果一路向上我也不踏空。(来源: Twitter )
02-19
@Daji_357
梅林已经是一个健全的流量中心了。 流量热度和用户都存在的时候,业务和产品线可以拓展到每个细枝末节。 从用户角度来看,或许在大众眼中属于是五花八门,怎么什么都干?但从互联网逻辑去思考的时候是很合理的。 流量在自己手上,也有产品研发能力,为什么还要交给别人去做?自己做就行了啊。 接下来的资源会越来越向梅林靠拢。web3的运营逻辑已经开始更新迭代了。流量为王的模式在哪里都是行得通的。 后知后觉的竞品项目在开始意识到流量已经倍别人垄断的时候,再去做单一的产品竞争就不存在威胁力了。 能吃到剩余市场的蛋糕,但大蛋糕只会越来越集中,资源流量价值也会越来越集中。 时代在变。(来源: Twitter )
02-18
@DekuKing1
backpack交易量数据 前100:139w 前1000:27w 前1万:5.4w 前2万:2w 前3万:1.2w 前4万:1w 前5万:3000刀 看看你再哪个档次。(来源: Twitter )