ODAILY-Professional Blockchain News Information Platform_Blockchain Technology Application_Metaverse_web3

10-21

@boreaswu

What Pump.fun really wants to replace is not the value coin organized by VC, but the users and liquidity of high-leverage contracts. Playing Pump is more volatile and has a faster cycle than 100x leverage. The user profiles of the two products are extremely similar. In the next six months, CEXs contract trading DAU and profits will decline sharply. The once most profitable business now has to face the frustration of being powerless against dimensionality reduction attacks. (来源: Twitter )

10-18

@BroLeonAus

《Why are some airdrops effortless? Hit the opportunity of the mid-chain ecosystem》 I have a feeling that when the trend of a chains parent currency is strong, the pattern of the projects above will also become larger accordingly, which is reflected in the simple conditions for airdrops divided into two groups, or the opening price rises well, and active chain ecosystem users can really make money without doing anything. I have verified this logic in the ETH main chain era, the BSC era, the SOL original era and the Renaissance era, and have reaped the dividends. Recently, I feel that @SuiNetwork also has this intention. Yesterday, a project @DeepBookonSui on SUI issued airdrops to a large number of users who participated in defi activities on sui. Although the conditions of the airdrops are unclear, most of those who have played @navi_protocol have received tokens worth more than 100 U at the time. Moreover, in the past day, the price of $DEEP has tripled, turning fast food into pigs feet rice, especially the brothers with more accounts are comfortable. The most important thing is that this airdrop really did not do any PUA, it was pure pie in the sky. Then, also yesterday, the top perp project @bluefinapp on SUI directly airdropped 500,000 $PYTH to the community x.com/bluefinapp/sta… I got a few hundred of them, but I just brushed some trading volume before, and I was a little confused about the money. (Here is a small advertisement for bluefin, the British team is quite down-to-earth). Why are there no big airdrops on ETH/SOL/BSC that used to make money easily? Because the local currency has risen, the process of sub-coin distribution for infrastructure has mostly ended. Other public chains still have the opportunity to enjoy the Davis double-click. Although I have heard some rumors recently about the project party pulling the market in order to ship $SUI at a high level. Regardless of whether it is true or not, from the three-plate theory, pulling the parent coin, and then pulling the sub-coin to drive the parent coin to continue to rise is in line with the interests of all parties. We users only need to step on the trend wave at the right time to enjoy the push-back feeling with half the effort. Who will benefit from the next main chain + ecological dividend wave? The un-coined project that I am looking forward to is @movementlabsxyz, which will probably hold a TGE next month. As for those that have already issued coins, it is not clear which one has officially launched, but SUI has set an example for everyone. There are so many L2 king projects, and it is difficult to replicate SUIs success if you dont know how to operate. As far as I know, some chains are already negotiating OTC deals with VCs, so we will have to wait and see whether they can succeed.(来源: Twitter )

10-15

@leslie_bit

I think the most important thing in web3 game data is not DAU, not on-chain data, and not even the floor of NFT. The first is retention. Talking about data without retention is just a hooliganism. How many games can still maintain retention after airdrop activities? The second is payment data or the revenue ability of the project party. The revenue here does not include revenue from tokens. On the basis of retention, everything becomes meaningful. Dont lie to yourself!(来源: Twitter )

10-14

@thecryptoskanda

[Open Source Scythe 21 - Why do pre-TGE communities often become abandoned?] The controversy over Scrolls airdrop actually fully demonstrates that before the liquidity related to the main currency is generated, any pre-TGE community is actually meaningless. This has been confirmed countless times in practice. If you dont believe it, look at: Sui, the three rounds of testnet did not give any airdrops, only whitelisted users of exchanges and Discord activities, causing early users of the entire network to curse SuiScam. But after the listing, Cetus IDO plus Bullperk user rewards increased the usage and TVL, successfully reversing the trend of APT. The test network mint NFT was given a minimum living allowance. However, after the main network, a wave of mojito rug and subsequent projects were weak, and it once became a Korean meme coin. So far, the ecosystem has not improved except for sporadic Thala, Tugou GUI, and DOODOO. Merlin, in the early stage, had the strongest community consensus in the entire BTC, but the opening generously distributed community airdrops (even when some TVL big holders did not cash in the airdrops), and the price did not maintain, and was still scolded by the whole network (because many pledged assets returned to zero). Whether to issue airdrops to early users will be scolded; the reputation of the project in the later stage has no direct relationship with whether to issue airdrops or not, but only with the expectation management and the cluster bound by token interests in the later stage. The purpose of the project to do community and data in the early stage is to negotiate with the exchange as a bargaining chip. There is no doubt that the means serve the purpose, which has nothing to do with whether the project party is arrogant or not. Loyalty is not absolute, that is, absolutely disloyalty. Only communities that are bound to the project’s liquidity are real communities. This is mostly impossible before TGE. Second, the project side is actually unable to deliver redeemable and transparent rules in advance. Being a user is for listing on exchanges, and exchanges have different listing strategies every quarter and every month. Whether your project is good or not is one thing, but what really determines whether you can be listed is your fit with the current listing strategy and the cost you are willing to pay for it (part of the strategy). This cost may not be known for a week or even a few days before TGE. So @jason_chen998’s retelling of @yezhang1998’s bitterness is completely true. You think you are working for the project side, but you don’t know that the entire industry, including the polychain Ethereum Foundation, is working for Binance. Third, this problem is more troublesome for L2. Its gas is basically BTC and ETH, and the main trading pair quote tokens are also. That means that after the L2 main currency is launched, it is impossible to distribute it like APT or SUI, at least because it needs to be split and issued with holding logic. After the L2 main currency is launched, all secondary retail positions can be regarded as selling pressure. Why do you think L2 will generously send you airdrops? Therefore, if you are a user and you think that the airdrop logic on the project side mentioned in Open Source Scythe 13 and 16 is too complicated, then remember: 1. Dont try to get project coins that cannot be used for splitting, such as most Layer2 2. Do tasks that generate real money and real transactions, but dont make the single task large, but wide-ranging 3. If possible, become a project party, become a kol, and be the one who can threaten the project partys coin listing process from public opinion 4. Keep a normal mind, Scroll is not the first, and it will definitely not be the last. Think about Pinduoduos cuts. If you know its a scam, will your mother stop sending you links? IceFrog said it well, Power is only responsible to the source of power. It will be good for you to understand this early(来源: Twitter )

10-12

@keyahayek F

The recent MEME market opportunities are indeed good, but I will continue to hold a large position in A shares, and play with small-cap MEME as if playing mahjong. The idea is roughly like this: Beta: - Cryptocurrency Beta Subjectively feel that the certainty and upside before the election are not high. Even if there is a wave, whether from the on-chain data or from the macro US stock cycle, it will be the last wave of this round. Dont worry about not being able to buy 60,000 bitcoins in the next bear market MEME: - The $BOME level in the first half of the year, which has both certainty and the ability to take positions, has not yet appeared on the chain. It requires time for liquidity to overflow, which is not available at present. - The current way of playing is still to focus on small-for-big opportunities on the chain. Such opportunities do not require particularly large positions. The maximum is 100,000 US dollars. If it is larger, it will be used for exit liquidity. - If your strategy is to take 1% of the chips for each MEME, you will lose money very quickly. - The current MEME market, especially the sustainability of the old coin archaeology market, requires the continuous cooperation of large exchanges, but the paradox is that Gotbit caused the deceleration, and secondly, it is impossible for everyone to perform the money-making effect like lowercase. Listing will definitely slow down. Shanzhai: - Even if it starts, there were only a few sectors at the beginning of the bull market last year, such as inscriptions 3-5x, and the general rise was after January. - Lowercase MEME, which is within the institute, is also classified as Shanzhai here. This kind of opportunity to take a large position has a good wealth-creating effect, but it is hard to come by. There are so many new CEX coins this year, that is, lowercase and NOT. Lowercase is lowercase, and the next one will not be lowercase. It is likely to be a coin welcome ceremony. A shares: - The first wave of 2600-3700 seems to be over, and subsequent policies will definitely come, and the largest buyers of monetary policy have not started buying yet. As for whether it is effective or not, that is another matter. So I personally think it will not fall back. It may fluctuate at 3000-3200 for a while and then go up. The bottom is likely to be in this range. As for how much it can rise, this is a theological category-If the situation changes drastically, I want to switch from ASHR / CNXT / 2823 / 3191, which is much easier than you, that is, SELL + BUY $IBIT.(来源: Twitter )

10-09

@Christianeth

As stupid as I am, I finally brainwashed myself successfully when I was actively building the Cheems community this week. I boldly predicted that this round of bull market will be a meme bull market. There will be no more copycat bull markets. There may be phenomenal applications, but liquidity will be firmly concentrated in the memecoin track. Smart institutional friends have already laid out in advance. Whether you are a VC or a liquid fund, if you want to be responsible for LP, please boldly lay out meme. After participating in meme, don’t be a dull person who only buys but doesn’t speak. This kind of big investor should be despised the most. After buying tokens, you should go to cx. How do you write investment research articles that you don’t believe in to cx infra? How should you use your influence to cx memecoin? I believe everyone can do it well. The most important thing is that you have doubted your life for so long and have taken such a long vacation. When you really get addicted, you will find that the meme community is the happiest place in the currency circle. This kind of belief and passion that does not require thinking can sweep away your doubts about the prospects of the industry, increase dopamine, and regain the feeling of youth. A month ago, I was still very reserved about CX, and felt it was shameful to do this. Now I realize how naive I was. This is the most noble behavior in the industry and a prerequisite for the bull market you are all looking forward to. Just getting on the train without CX is equivalent to getting it for free, which is the tragedy of the commons. Happiness and faith are gained in the process of building. Even if the money is gone in the end, at least you still have that wonderful time.(来源: Twitter )

10-08

@Rocky_Bitcoin

The current total market value of A-shares is RMB 102 trillion (including Shanghai, Shenzhen and Beijing) The current total market value of US stocks is US$50 trillion, which is approximately RMB 350 trillion (including Nasdaq, NYSE, AMEX, etc.) Chinas GDP in 2023 is US$17.89 trillion The US GDP in 2023 is US$27.37 trillion Combined with the factors of certain financial water content of Chinese listed companies, GDP water content, and the relatively backward factors of this round of AI technology revolution, the expected total market value is 120-150 trillion, which should be about the same! That is, the increase range of 20%-50%, fighting and retreating, this should be our current strategy for the expected return of A-shares! Finally, embrace the great #Web3 and invest in #BTC!(来源: Twitter )

10-07

@evilcos

OKX Wallet @okxweb3 This authorization risk reminder is very good, reminding you that the DApps you have authorized in the past have not been used for more than a month. You should check and cancel them. When the Gas is not high, it is most appropriate to cancel the historical authorization. However, there are two points to note: 1. Some actually have no authorization quota (or the authorization quota is limited), and the authorization is a well-known protocol, so it is not critical to cancel it or not. It is a good habit to review this yourself and combine it with @RevokeCash. 2. If you encounter the situation where Gas is cheated when canceling authorization, you must pay attention. This situation often occurs in messy garbage airdrop tokens. When canceling authorization, pay attention to whether the Gas is unusually high... If it is, dont continue and ignore it.(来源: Twitter )

10-04

链研社

ETH may be the coin that has caused the largest total amount of losses, the largest number of losses, and the widest range of people in the cryptocurrency circle this year. No matter where you buy it this year, there is a 95% probability that you will lose money now. The current market value is equivalent to Alibaba, and then lets take a look at Alibabas fundamentals. In fiscal year 2023, Alibabas revenue was 868.687 billion yuan (about 126.491 billion US dollars) and its net profit was 65.573 billion yuan (about 9.548 billion US dollars). Now if you have to choose between Alibaba and ETH, which one would you buy?(来源: Twitter )

09-19

@lanhubiji

The crypto field has actually been in a state of pulling and swinging. This is not a phenomenon unique to this cycle. Todays state is the result of gradual evolution over the past decade. The crypto field was initially supported and developed by the community. Ethereum itself was also born out of ICO funding, which also reflects the original community spirit of the crypto field. But later, due to the chaos of ICO, supervision was attracted, which led to the entry of VC, a web2 institution. Originally, there should not be VC in the crypto field, but supervision led to the enhancement of VC. VC therefore had the opportunity to obtain regulatory arbitrage, but it did not change the uneven status quo of crypto projects. Instead, it made some retail investors who could have participated at a lower price suffer. It also led to some VCs in this cycle gaining a crushing price advantage in the crypto field. However, due to the high FDV, the market was seriously dissatisfied. Although some projects may be of good quality, retail investors abandoned VC coins and turned to meme. This is a kind of resistance and another form of ICO. But the disadvantages are also obvious. Most memes cannot provide value continuously, and their upper limits are ultimately limited. Therefore, due to this pull, the crypto field has entered a state of swinging back and forth. This discomfort is directly reflected in the market. The scale and scope of the wealth effect have dropped significantly, which in turn leads to a lack of sufficient attraction for the inflow of external funds, resulting in the overall loneliness and confusion of the market. To break this state, VCs and project parties need to lower their expectations, lower their initial valuations, and give the market enough space, but this is difficult to do. The decline can only be achieved through market depression, so there will be a slightly longer waiting period and a more confused market. The above is a relatively negative industry state, but even so, the growth of the entire industry is visible to the naked eye. Ethereum has solved the scalability problem to a certain extent in just one cycle, while also taking into account decentralization and security, which provides a solid foundation for the outbreak of applications in the next cycle. This is a remarkable achievement. L2 does not explode in this cycle, but it does not mean that there will be no opportunities in the future. In addition to the gradual improvement of infrastructure, the application aspect is also developing well. In addition to the continued development of dex, perp and lending in the DeFi field, stablecoins have become the largest application case in the entire encryption field. In the future, the penetration rate of crypto payments will further develop. With the continuous investment and exploration in RWA, AI, depin and games, there will be a high probability of considerable breakthroughs in the next two to three years. The decentralized prediction market polymarket has only made a small start, and more breakthroughs are on the way. In general, the native spirit of the crypto field is blood-suppressed by the power of the traditional world, and it is almost impossible to develop independently. In this gap, it can only compromise partly, and then gradually integrate and reshape the traditional world. In this process, with the gradual improvement of infrastructure such as Ethereum, various new things will gradually be born and developed. This is an evolution that is not subject to human will. The universe is transformed, and all things are born together.(来源: Twitter )

09-18

CryptoApprenti1

First of all, we need to understand the current structure of the cryptocurrency projects. It is nothing more than a process where a VC pays a project party with resources to conduct marketing, find KOLs to shout orders, and sell on the exchange. @binance acts as a referee in the middle because of its monopoly position, and has made a lot of money in recent years. In fact, the $NEIRO conspiracy group just did what the VC and the project party did minus the middleman, allowing retail investors and KOLs to get chips early, and not giving them to these VCs who smash the market, but directly giving them to KOLs to shout orders. People who enter early are similar to VCs, getting early chips, and also joining the shouting, and profiting from the rise. Are the VC coins with a market value of billions of dollars on @binance @binancezh better than the conspiracy group? Isnt it good to let retail investors directly become VCs to speculate on their own meme coins? Must they take over the air coins of VCs? Arent they all memes? VCs finance the project party, and the project party uses the financing money to go to the exchange, do marketing, find KOLs to shout orders, and finally go to Binance to let VCs sell to retail investors. The conspiracy group snipes 75% in the early stage, and uses this part of the chips to exchange for the support of big KOLs, and uses the money from the early sales to list on the exchange, marketing and operation. Without money, who can support this project? Even the market maker cannot be found, let alone listing on the exchange! Everything costs money. The currency circle is a process of continuous manipulation. It just depends on who is the person who manipulates the market. There is no VC in $NEIRO. Everyone is a VC. At least retail investors who follow the conspiracy group can make money. A main force leads a group of retail investors to pull the market together from the beginning, which is much better than VC. FDV listing on Binance is much better than directly smashing the market. Binance enjoys the feeling of acting as a referee in VC coins. It has always monopolized and dominated the market. The VC coins they recognize are value coins. The project parties have been kneeling to Binance, and the VC coins they do not recognize are nothing. Now they want to do the same in the meme market. This is the truth of the so-called CTO community takeover. I will expose several official projects that are involved in the backstage to warn you. As for the lowercase $Neiro, the main force has been replaced by Binance itself. Otherwise, with such strict coin listing review, who will sign the documents and who will provide market makers? There is no CTO in the world. When more people believe in it, there will be a CTO. This world is made up of different conspiracy groups, and the winners will be kings and the losers will be bandits. (来源: Twitter )

09-13

@BroLeonAus

Unisats Conspiracy, Do You Play or Not? Since I wrote this article, many people in the community have asked me whether I should play now that CAT20 is so popular and all kinds of proxy players have come out? I saw a CAT20 market value calculation chart from @TuTuGe123 and borrowed it for use. At the beginning, people who played CAT20 had less than 10 gas. The gas was 300 at noon the day before yesterday, 2000 yesterday, and 5000 today. So the market value is estimated to be close to 10 million dollars. Is it possible to continue to rise? It is not ruled out. After all, the logic of small-cap stocks pulling the big market, at least CAT20 has a significant consumption effect on $FB. After playing, people with low costs in the early stage also have a strong motivation to spend some money to pull the market and form fomo in the secondary market. However, the cost of playing now is more than 10 times that of the early stage. Those who rush now can only hope that the market maker has a big pattern. On the contrary, for this conspiracy played by Unisat, I think the price of $FB will not fall in the short term. After all, as long as small-cap stocks continue to be released in the future, it will be enough to consume. After CAT20 comes the inscription, and after the inscription comes the NFT, one after another waiting for you to roll and gamble. In addition, here are two more guesses: 1. Currently, many of the big players who play CAT20 are miners, so the dealer is likely to be in this group. Originally, the $FB in their hands was mined for free, and using it to play CAT20 is equivalent to directly reinvesting to expand the income. And mining CAT20 is a threshold for most people, but it is basically equal to zero threshold for them. A considerable part of the early low-cost chips may be in their hands. If I were a miner, I would definitely not miss such a deterministic opportunity. How sweet it would be to expand the plate with unisat, and wait for more retail investors to come in and make a big profit? 2. So far, $FB has been discussed lively enough in the Chinese circle, but except for Coinex, a third-tier small CEX with the background of a miner boss, no familiar CEX has been launched. Dotswap trading experience is not good. Sesame @gate_io has opened recharge for 2 days, and there is no mention of when trading will be opened. I suspect that Unisat is following the classic operation route of mining coins, that is, deliberately not listing on CEX, artificially making trading liquidity more difficult. Friends who have experience in playing POW coins should understand what I mean. Didn’t the large number of POW coins force everyone to register for those wild exchanges developed and operated by one person? Even $KAS was not traded by any big exchanges in the early days. In short, Unisat’s operation rhythm is good this time. It feels like there are people who know the business behind it. It should be able to play for a while. The miners are the biggest beneficiaries. I just need to wait for the little leeks to take a bite when I see the opportunity. You must know that their chip cost advantage is too great. Don’t take the bait and get yourself involved.(来源: Twitter )

09-03

@lanhubiji

A simple understanding of dAppOS: Intent-centric infrastructure Paradigm proposed an intent-centric narrative, and Polychain and projects also promoted its implementation, one of which is dAppOS invested by PolyChain. dAppOS is an intent-centric project. Polychains previous investment in Celestial promoted the modular track, the investment in Eigenlayer promoted the re-staking track, and the investment in TAO promoted the AI track. Can the investment in dAppOS this time promote the development of the intent track? Only time can tell us the answer. How to understand the intent-centric narrative of dAppOS? There are several points worth noting: 1. dAppOS is an intent execution network and an infrastructure to improve user experience. dAppOS itself is not complicated to understand. It is an intent execution network that creates a two-sided market. The reason why this two-sided market exists is that there are some obstacles between the results that users want and the complexity of execution. Through this intent execution network, dAppOS helps users get the final results without consuming complex intermediate execution, improving user experience; at the same time, it also allows service providers who help complete tasks to get corresponding income. This is a win-win market. Through dAppOS, users can use their assets in various dApps on various chains, use any assets to pay gas fees, and complete all transactions with one signature without paying attention to intermediate operations. Examples like these are a major improvement to the current user experience. With the increasing complexity of defi, the existence of multiple L2s and multiple chains, and the increase in various intermediate operation steps in the crypto field, this bilateral market that simplifies user experience has a growing demand. From the above description, it can be seen that dAppOS is an underlying infrastructure. Based on the task execution network, a variety of user-centered intent products can be built to enhance the user experience in the crypto field. 2. dAppOSs Intent Task Framework So far, dAppOS has three intent task frameworks: intent assets, intent transactions, and intent-centered dApp interactions. Perhaps in the future, more task frameworks will be generated based on the scale and urgency of user needs. * Intent Assets is one of the most important intent task frameworks of dappOS. Intent Assets can be regarded as a kind of asset that is profitable and tradable. The reason why it can achieve both is mainly due to the use of dappOSs intent execution network. For example, IntentUSD is an intention USD asset. On the one hand, it can obtain USD-based income (similar to Yue Bao, users can automatically obtain corresponding interest income after depositing), and at the same time it has the flexibility to circulate at any time, and can be withdrawn to other addresses as USDT or USDC; it can be used as lending, contract margin, etc. This has a certain effect on activating currently idle assets such as USDT and USDC. At present, about 50% of USDT in the Ethereum ecosystem lies in users independent wallets, without earning income in CEX or contracts, with a scale of about more than 50 billion US dollars; about 60% of USDC lies in users independent wallets, with a scale of about 20 billion US dollars. In other words, about 70 billion US dollars of funds are idle and have not obtained the income they should have. If part of these funds are converted into IntentUSD, they can obtain income and can be used at any time when they need to be transferred. In addition to USD, ETH and BTC can also become intention assets, bringing convenience to users. For example, pledged ETH can obtain good income, but if you want to circulate it at any time, it often has high wear and tear. Through Intent ETH, you can use it at any time while earning income. This is done through the intent network execution, and users only need to care about the results (income + available at any time). * Intent trading users can achieve the best transaction cost when trading spot. That is, using the intent execution network, users can achieve their transactions at a lower cost through task service providers. * Intent-centric dApp interaction users can interact with dApp seamlessly, avoiding the complexity of direct interaction with the blockchain. With the increase of chains and L2, the interaction is becoming more and more complex, and more and more things can be done. Execution through the intent network can save users a lot of complex interaction troubles. From this perspective, as long as the intent execution network finds the users pain points, it has the opportunity to form an intention product with better user experience. 3. Optimistic Minimum Stake Mechanism and the Operation of the Intent Execution Network dAppOS has launched Optimistic Minimum Stake. In dAppOS, a network for user intent execution, the benefit of optimistic minimum staking is that it helps active task service providers to obtain more income and users to have a better experience. For task service providers, if they fail to help users complete tasks, they will be punished; on the contrary, if they successfully complete tasks, they will be rewarded. This reward and punishment mechanism is also a good thing for active task service providers, because as user experience and confidence improve, more users will join, and more user participation will bring more income to task service providers. For users, if the task is successful, they can easily and conveniently achieve the desired results, pay some fees (or even save fees) to get better results; if the task fails, they can get a certain amount of compensation from the staking penalty on the task service provider. This mechanism gives participating users better confidence and experience. In summary, the OMS mechanism is not only the underlying security mechanism of dAppOS, but also a driving force for promoting the intention execution market.(来源: Twitter )

09-02

@_FORAB

If I were to describe Sony Chain Soneium in one sentence, it would be a Gas-free Ethereum Layer2 for 1 billion non-circle users. Behind it sits Sony and Samsung, whose revenue is trillions of yen. Although I have little experience in Web3, I have made the public chain gas-free, and that is my Web2 territory. Want to deploy applications on the chain? You need to get a white ticket from the official to do it. All applications are to C, and users can deposit fiat currency seamlessly.(来源: Twitter )

08-26

@BombePro

🌟What should VC do in the face of the Telegram incident🌟 Thanks to @FC_0x0 of @SevenXVentures for starting a good topic. 1️⃣ Let me first state a few basic facts🌱 @Telegram is a communication tool that most ordinary people in the world use to resist censorship, and it is an important means for citizens of the earth to obtain freedom of speech. 🌱Users of the entire Telegram ecosystem are an important source of new users in the cryptocurrency market. 🌱More than 90% of cooperative communications in the entire cryptocurrency market are based on Telegram. This software serves as a communication channel for the cryptocurrency market. 🌱Telegram did not fall into a state of suspension and unavailability due to @durovs arrest. 🌱Although Telegram does not own @heyibinance like @binance. Dont forget that he still has a brother @Kolja_Durov who can still stabilize the morale of the troops. With the recognition of the team and sufficient funds, Telegram has enough time to defend itself. 🌱 @durov has citizenship in four countries, namely Russia, Saint Kitts and Nevis, France, and the United Arab Emirates. With sufficient funds, connections, and reputation, there is a certain amount of room for bargaining under the Western legal system. 🌱 France is not a dictatorship. If France really imposes severe sanctions on @durov, then whether France can operate normally in the European Union and how other countries view this issue. Is free capital willing to accept such unwarranted accusations? Think about a certain big country and the current situation of foreign capital flight. 2️⃣ The basic facts are stated. @ton_blockchain can be understood as @telegrams behavior to obtain more funds for listing. It can also be understood that @ton_blockchain is providing a new entrance for everyone to enter the world of cryptocurrency. Whether it is narrative logic, the industry status of telegram as a whole, or the future development prospects of cryptocurrency. #TON is a good choice in the current context. Whether it is this world or the cryptocurrency industry. Everyone is just picking the less rotten peaches among the rotten peaches. At this time, whether #TON is worth holding for a long time depends on everyones understanding. 3️⃣ According to the traditional AHR999 Index, the current market is relatively mid-range, not the high point of the bull market. Is it a wise choice to sell #TON at this time? I cant give advice, I can only explain the basic facts. https://coinglass.com/pro/i/ahr999 4️⃣ In the cryptocurrency industry, the general narrative direction of the future is that everyone can own assets that truly belong to them, have an independent personality, true freedom of speech, and fight against the censorship of powerful governments. Under the logic of the future grand narrative, both @telegram and @ton_blockchain theoretically occupy an important ecological niche. 🌱 How to choose, the button is in the hands of the VCs, I am just expressing my understanding.(来源: Twitter )

08-24

@YeruiZhang

Dogs is a platform for exchanges to catch all the active TG users. Since exchanges think that TG users can bring incremental growth, compared to the quality of the number of people claimed by DD, it is better to use airdrops to make vampire attacks, and guide them all at once without distinguishing between good and bad, and then let the exchanges see the performance. What are the advantages of TG? I think it is the cheap traffic pool and the rapid internal backflow. What are the disadvantages? I think it is that it is difficult to educate users to become users that exchanges like. Therefore, the logic of listing TG projects on exchanges should be how to make users willing to pay (reflecting the income of the protocol) and reach high-quality users of TG (reflected in the ability to directly link TG accounts and exchange accounts). The advantage of Dogs gameplay is that it is fast to be listed on the exchange, but the disadvantage is that it is difficult for the team to change the currency out of their pants (full circulation + selling coins + airdrops are not easy to do tricks), and it offends all projects in the same track, because no matter how strong the willingness of other projects to pay is and how the conversion rate is, the exchange can let them submit a list of high-value users, and then compare it with the deposit of Dogs to know whether the user is a high-quality user and whether there is an expectation to trade on the exchange. This gameplay is quite difficult, requiring operations, rhythm, and understanding of the track. This is another example of a project that has perfected the track.(来源: Twitter )

08-21

@cmdefi

Babylon is a project with the biggest information gap recently. Some people probably didn’t read the documents and white papers at all, but interpreted it as a positive inscription for the Bitcoin ecosystem. Some also said that Babylon is a BTC L2 or expansion solution. To be correct and rational, the biggest potential customers of Babylon are PoS chains such as Cosmos. The most intuitive improvement is to reduce the staking lock time of PoS by mitigating long-range attacks.(来源: Twitter )

08-19

@wsjack_eth

If you search for polymarket, you will find that a lot of people have written tutorials for you to gamble, but there is no tutorial on how to open a gambling game. I believe that many VC bros are jealous of polymarkets financing of more than 70 million US dollars, thinking that this is a hot spot, and they are studying how to invest in the next potential prediction market here, but it is very likely that they have not invested a penny to play 😆 It is very simple to play, register an account, deposit, and open a gambling game, fool-proof operation. But what many people dont know is how difficult it is to open a market. You have to join their discord, write a short essay and submit it to one of their submission channels. It will be put on the official website after the official staff reviews it. There was a big fight last night. I wanted to submit a market, but the process was too complicated and the timeliness was very low. Moreover, the reviewer of polymarket was a foreigner, who probably couldnt understand what we were arguing about, and it ended up in vain. If a Chinese team were to do this polymarket, at least they would open the entrance to create market on the official website and give you a set of templates to fill in. On the other hand, @thecryptoskanda, the boss, used pumpfun to publish in a few minutes, while I am still waiting for their mod reply in the polymarket discord 😅 This is the disadvantage of being too centralized. Moreover, even if I publish successfully, this market will probably think that the liquidity is too low and no one will care. The head effect of the prediction market is very strong. The liquidity of the US presidential election market is very strong, but the liquidity of the China-US Olympic Games gold medal competition I played a few days ago is much worse (of course I bet on China to win and lost 5u). To be honest, except for the ability to deposit and withdraw funds with cryptocurrencies, polymarket does not see any difference from the traditional prediction gambling market. From this point of view, I have a small idea, can we combine the advantages of polymarket and pumpfun? The advantages of pump are decentralization, strong timeliness, strong liquidity, and low opening cost; the advantages of polymarket are binary option gambling and strong real correlation. The pros and cons each pump one coin, and the settlement will be made after the official result comes out, and all the losers will be transferred to the winners🧐🧐 The innovation of blockchain is really boring now. Polymarket, a product with little technical content, extremely centralized, and average user experience, can be praised as a god🙃(来源: Twitter )

08-18

@sky_gpt

Without Mable, this VC gradually declined in Asia. Multicoin Capital is a paper-driven VC. Its founder Kyle Samani paid special attention to and practiced writing skills before founding Multicoin. In 2013, he could write three articles a week and more than 150 blogs a year. @multicoincap In December 2017, the fund size was about 10 million US dollars; in May 2018, the fund size was about 50 million US dollars. As of January 2019, the fund has raised a total of 75 million US dollars. The highlight of Moutai Capital is that as of the third quarter of 21, it has invested 1,300 times in Solana and 112 times in The Graph, which has brought rich returns to LP. Why do I say that without @Mable_Jiang, Multicoin is not doing well in Asia? Because in 2021, Mable was working at Moutai Coin and made a podcast called 51%, which was the most popular crypto podcast in Asia at that time. Many friends also knew Multicoin because of this. At that time, she interviewed many celebrity entrepreneurs and OGs. This podcast was even considered to be the wealth code in the bull market at that time. Interested friends can visit xiaoyuzhoufm.com/podcast/602cfe… With the departure of Mable, Multicoins promotion in Asia gradually stagnated. New retail investors may not have heard of this VC. It is said that it is no longer in the top VC queue in the United States. The founders writing frequency is now once every few months. The IOs he invested in before are relatively lagging. Co-Founder: @KyleSamani previously founded Pristine, which provides smart glasses solutions for deskless employees. He is good at writing. Managing Partner: @TusharJain_ previously founded the medical IT technology startup ePatientFinder, which raised $10 million and was later acquired. Partner: @VinnyLingham Founder of Civic, partner of Newtown Partners. Partner: @johnrobertreed Former Director of Jones-Dilworth, a marketing consulting company. Partner: @mattshap1 Former Vice President of Teneo Investment Banking Group In short, Multicoin is famous for the high returns of investment sol to LP and the spread of mable jiang in Asia. As the industry changes, Multicoins returns to LP are not that much. For founders, Multicoin is a good seed round, contact tg: t.me/kylesamani For retail investors, you can pay attention to its investment portfolio. Although the wealth-making effect is not as strong as before, the investment is basically based on the concepts promoted by the top VCs, and it can be quickly entered and exited, which is cost-effective.(来源: Twitter )

08-08

@Ryanqyz_hodl

What happened in the blockchain industry: About VC: - All VCs with a normal rhythm in the last cycle made money - These VCs have expanded their fund size by 3-10 times in this cycle and raised funds again, resulting in too much money on hand - However, there are not enough good projects, but they must be spent, so any project with a little bit of appeal will increase the round of financing to raise the valuation and get money they don’t need - Old projects that were dead three years ago can also come out and get a new round of VC financing - This has also greatly increased the VC cost of good projects and the psychological expectations of coin holders - VCs are not stupid, and project owners are not stupid either. It has essentially become a game of cutting LPs - Other projects cannot issue coins after investment, and they look at each other in confusion during meetings - Finally, a good project issues coins, so they quickly focus on PR. After 6 or 12 months, they can only unlock and sell the coins. If they haven’t unlocked them before, they have to find a way to sell the coins/hedge first - In short, VCs don’t make money, and LPs suffer the most About new projects: - Because mature founders invest the same amount of time in small and large projects, and sell coins the same way, so they only do big projects - Big projects = high valuation = infra - There are a lot of infras, but there are no applications/real income on them, so they can only subsidize/inflate the volume themselves - where does their own money come from? VCs come, its free anyway- Because they already understand the Playbook for listing and opening, and have a clear goal of selling coins, they will open with a high valuation, and then sell the least coins to get the most money, and then the market buying will dry up, but they still have to sell coins, not selling coins is impossible- After the first wave of buying ends, a coin can only fall, and the end time is generally 1-3 days, and it basically cant last more than three days- Then create fluctuations and continue to sell coins- If the market is good, occasionally go on the list of gainers, and then continue to sell coins- In short, the first principle of doing a project is to sell coins; a very small number of projects create value (or rely on cheating) and rely on protocol income- Some projects that inflate volume and make money are also fake user projects, and the listing is equal to zero, without any trading volume. For such projects, market value is meaningless. About old projects:- Dead projects use the relatively high-quality Captable invested three years ago to raise funds again (in fact, they have no contact with those funds), most of them use KOL round, and a few look for funds to take over- In order to be listed on bn, continue to raise funds and inflate data, but there are still no real users and no real use cases- In fact, it is impossible to get on BN, so there are two ways, bribe other exchanges/dex to list coins - dex listing coins = zero, bribe exchanges = zero (the bribe money must be earned back by selling coins) - In short, this type of project can only go to zero, because they are unlikely to do a good job About the head exchanges: - The service provided by the exchange to the project party is equivalent to the pool on the chain - Adding a pool to a coin is definitely a good thing for the project - So the project must give money to the exchange, which is understandable and in line with business common sense - The exchange has people who need to please, that is, the big players - Projects that are in the interests of big players need to be listed, so LRT must be listed - Projects that are in their own interests need to be listed, so those who have invested can be listed, those with users can be listed, new things can be listed, and those who can compete with other exchanges can be listed - Because liquidity is king, listing on the exchange has become the most important part of doing a project - The exchange plays an important role in user education and liquidity provision, and should obtain an important position and matching profits - Then he will quietly accept your principal :) In summary, doing a project has become creating an illusory thing. There is no need to do anything. As long as you can sell the coins, it will be fine, because the essence is to create a mob and then sell the coins. In this case, there is no difference between VC coins and meme coins. About ETH: - The big players changed their thinking and became POS. Anyway, it is not POW, nor is it a coin speculation idea, nor is it a deposit and purchase idea, but a freeloading idea. - The big players do not participate in the real construction, which refers to the construction that has a direct positive impact on the price of ETH, including but not limited to making memecoins, pulling high-quality memecoins, and creating a unique eth cult culture. In short, they do nothing - The only two reasons to buy ETH in this cycle are re-staking and ETFs, but this has nothing to do with retail investors, so ETH essentially has no good and strong reasons to buy that can be explained at once. - ETH still has the most developers, the most nodes, and the most ecological projects. It is still the most robust blockchain. - But these projects on ETH have ulterior motives and want to sell their own air coins to retail investors, so that they can only make money for themselves. - In short, it is not easy for retail investors to make money on ETH. About SOL: - Big investors stick together, have a big picture, and understand what retail investors are thinking - The scale of big investors is 400,000-2mil sol, they spend 1wsol to make a so-called cult memecoin or find someone they know to make a memecoin, its so easy - Group together to pull up the meme, make a lot of small pools of memecoin, and send them to 100-500mil - Retail investors are dazzled by so many memecoins and fomo like crazy - KOLs earn attention by shouting orders and complete wealth transfer, and these coins really go up - KOLs form a gradient and shouting range, Hsaka, Ansem and other top streamers are in one tier, some with 100k followers are in one tier, and the others are in another tier (these are mainly KOCs), shouting coins of different market value ranges, about 500mil+, 100-500mil, 10-100mil, and lottery players below 10mil. - This increases the vitality of the SOL ecosystem and allows retail investors to support their SOL - Because retail investors all hold SOL, the SOL maxi army is naturally formed, and the SOL flip ETH sentiment is rampant among retail investors. These people get the pleasure of memecoin and forget the risk of SOL rollback and that the memecoin in their hands is essentially air - SOL enters a positive feedback loop stage, the main character calls orders, retail investors continue to fomo, continue to call orders and continue to fomo - When will it end? I dont know. It will end when everyone is disgusted with memecoin. - In short, SOL has become the best casino and the best casino chip in this cycle, and everyone needs SOL Judgment: - The memecoin supercycle is established, and 20 memecoins appear in the top 100 market value coins, and a large number of memecoins are between 100-300mil, mainly on SOL. - A successful memecoin focused CEX has emerged - Projects continue to open with high market capitalization, but the opening valuation will be significantly lowered. PR drafts say that a large number of project parties have rationalized their valuations (some project parties have already done this, and the results are good from the online perspective. They have a big picture and are careful about their reputation) - VCs can only raise money from web2 in the next round. They are very jealous of the industry, but it will be painful to report to LPs - High-quality real-use case projects that do not over-finance from VCs (or even do not raise funds at all) begin to appear, and use other more decent ways to transfer benefits - Audit/security companies that truly create value are slowly beginning to be valued, and high-quality audits have become an important part of the industry: BlockSec, Hexagate, Hypernative - For non-meme projects, the market returns to favoring projects with real income, real monopoly, and real use cases (I hope they will have innovative ways to link tokens and businesses) - The next round is the real application cycle To my readers: - Buy BTC and put it in a cold wallet. Sell some when the uncles and aunts come, buy some when your parents scold you for being an idiot, and keep the rest. Dont tell anyone - Find ways to get money from VC/project parties: do projects/provide services for projects- Find ways to get money from other retail investors: provide services for retail investors- Do not buy VC coins, especially high-market-cap VC coins (end: cannot outperform BTC)- Try to buy 10mil-100mil SOL memecoin and sell it at the stage of 100-500mil- Do not participate in old projects. There are reasons why they did not issue coins in the last cycle- Verify all the information you want to know carefully after seeing it. If you cannot verify it, it is false by default- Identify valuable content accounts and give them more interaction (<1% of accounts are still doing this)(来源: Twitter )