The era of grassy rivers and lakes has passed, and Lumao Studio may usher in a wave of closure

Original author: Deep Chao TechFlow Cleaner

On August 15, when SEI/Cyber ​​was officially launched on Binance, the masturbating community was filled with lamentations. Many people claimed that they had been PUA/anti-raped, and then quickly reached a consensus:Domestic projects are only PUA and have no pattern. I still have to focus on foreign teams and high-financing projects.。

Some bizarre rumors have also spread: the founder of SEI is actually the younger brother of Pinduoduo founder Huang Zheng. SEI staff told Shenchao TechFlow that this is purely a rumor, and the SEI founder team is all Americans. After further investigation, it was found that this originated from the communitys ridicule of SEI, the progress always stays at 99%, and was then spread as rumors.

The biggest hit was with professional hairdressers. Many people exclaimed on Twitter.The hair studio is about to go bankrupt, this is indeed the case. We have found that many small and medium-sized hair studios have entered a state of suspension.

Jin Lian made his fortune relying on the airdrop of dydx\ens\arb, and then set up a mauve studio in a second-tier city, hiring relatives and college students to do mao full-time, but he closed the studio two months ago, and Sui became a Their last swan song. Ive been investing, but I havent seen a return. Jin Lian said that most small and medium-sized studios are raised with hair. They had high expectations before, which led to blind expansion of the number of people and addresses, and the bullets were released in advance ( Gas), coupled with the lack of new Da Mao, the PUA of the project side is getting more and more fierce, the market has no wealth effect, and Lu Mao Studio has become unsustainable.

What makes Jin Lian not want to invest anymore is thatThe hair is becoming more and more curly, and their small work cannot be cured in a big studio.

In June this year, a team held a Zksync offline event in Shenzhen. More than 100 people came to the site, and everyone held hundreds of thousands of addresses, and the number continued to grow.

In Jin Lians view, Lumao Studio has passed the era of grass and rivers and lakes, and has begun to operate in a formalized group. In the future, only large studios will have room to survive.

A mature hairdressing studio should also have:

(1) Infrastructure: such as secure fingerprint browser; IP pool; own KYC...

(2) Loyal and obedient employees, including scientists;

(3) The money can be persisted for 2 years, or provide proxy or new services, earn money in advance, and transfer the risk to retail investors.

The project party has also learned to be smart, knowing that most of the addresses are brushes, and they will run away if they swipe, and they will find a way to counter it. Under this game, slapping is changing from low cost and high profit to high cost low income, or even high cost negative income.

It is not necessarily the project party that gets plucked, but it may also be the studio itself.

Today, Layer 2 battles for supremacy represent opportunities on the one hand, but also hidden dangers on the other.

At present, Layer 2 on the market has a centralized side. Transactions are packaged on the chain through the sequencer. The Gas fee paid by the user essentially includes two parts, one is the real Gas, and the handling fee, a large part of which is It is the handling fee, which flows into the pockets of the project party.

Inspired by the myth of OP/ARBs mao, a large number of people and funds have poured into the mao industry. They are frantically looking for new public chains and Layer 2 that have not yet issued coins. Among them, Layer 2 is the absolute main force of interaction, with hundreds of thousands or even online Millions of addresses are generated, and a large amount of ETH enters them for meaningless interactions.

L2 laughed, ZkSync Era earned a lot of money from handling fees through the operation of the centralized sequencer, and Wool Studio became their source of profit.

In addition, the multi-chain operation also makes the cross-chain bridge a rigid demand, especially Orbiter Finance, which focuses on L2 low-fee cross-chain, has become the biggest winner. It earns millions of dollars every month by collecting bridge fees. More than 90% of this was contributed by the Wool Party.

The emergence of OP Stack, one-click release of L2 has made the L2 war more intense. Both exchanges and project parties are launching their own L2, Coinbase, Bybit, Frax, Gitcoin, DeBank... It is foreseeable that there will be more in the future. More L2.

The first thing they attract is the wool studio. Even though they know that they may be the profit of the project party, for that beautiful dream, many studios will continue to go forward and make a fortune, which deeply interprets the true meaning of PUA.

In any case, the project that issues coins and earns handling fees is the biggest winner in this hair-raising game.