Sei and Cyberconnect will be listed on major exchanges such as Binance around August 15th
As I said a few days ago, the spring breeze came overnight, and the star of the bear market that can be sold in everything is still WLD, the world currency.
So Cyber and Sei, if they don’t sound familiar to you, you may be wondering which cyberpunk is Cyber, and who is Sei? What short-term wealth opportunities do these two buddies have?
And in the next two months, two more king-level projects will be launched? Today this program is going to make an exclusive reveal. Why didn’t big projects want to list coins some time ago? Overnight, another involution came online?
What is the mystery behind web3? Let’s get to the point first.
Sei: The fastest L1 transaction
Sei Labs believes that the ability to exchange digital assets is a basic application of encryption, and Sei is a universal vertical public chain built for transactions.
Web3 applications are functionally exchanges, and even the trading of in-game assets in Axie Infinity and StepN, which are games, is crucial to the user experience, so they have established their own NFT markets and DEX respectively.
Therefore, Sei is optimistic that transactions will grow exponentially in the future, but the problem facing transactions is that trading applications face major scaling obstacles on existing infrastructure. This challenge is known as the “trading trilemma” because trading applications cannot achieve decentralization, scalability, and capital efficiency at the same time, just like the impossible triangle of public blockchains.
Given the unique requirements for speed, throughput, reliability, and MEV of trading applications, purpose-built infrastructure is required to address these issues. This is the goal of Sei, which provides a solution to DEX scalability issues and enables trading applications to scale effectively while remaining decentralized and capital efficient.
If Sei succeeds, trading applications will no longer face the trade-off of decentralization. They are able to provide the same user experience as any Web2 application while maintaining the non-negotiable benefits of decentralization, namely the ability to transact trustlessly, permissionless and prove ownership without the risk of censorship.
Sei claims to have solved this problem by focusing on optimizing the infrastructure of its trading applications. As long as it is trading-related business, Sei says it is the best in the world.
Sei says it has the fastest finalization time in the industry, with a lower limit of 300 milliseconds and built-in parallelization. Sei features Twin-Turbo consensus, as well as a built-in matching engine and anti-front-running to provide trading applications out of the box. A valuable advantage. Finally, Sei’s automated order bundling feature improves application throughput.
Of course, the above is not an analysis, but a paraphrase of Sei’s external PR.
I don’t know if it is really that powerful. It will take some time to run. What I am more concerned about is whether there are any investment opportunities now, because it is on the cusp of capital attention.
The total amount of Sei is 10 billion, and the market value when it is launched should not exceed the recent Tianwang public chain SUI. The circulating market value of SUI when it is launched is 770 million U.S. dollars. The fully evenly distributed market value is about 15 billion U.S. dollars. TVL is now 1.57 billion U.S. dollars.
Sei is still in the test network stage, so it cannot be benchmarked with TVL because the project is far less luxurious than Sui.
And although Sei’s goal is to replace SOLONA as a high-performance public chain, after all, the main network has not yet been tested by the market, so the estimated fully evenly distributed market value when it is launched is absolutely impossible to exceed 10 billion US dollars.
To be more precise, you can compare SUI's valuation after Series B financing to 2 billion U.S. dollars, and Sei's valuation of 800 million U.S. dollars. Then take 40% of SUI's fully evenly distributed market value, and the market value should be around 6 billion U.S. dollars in a single currency. The price is about 0.25U-0.6U which is quite reasonable.
So what are the chances?
The first one is Sei’s good airdrop days. I started to get involved in it last year. You don’t have to think about it anymore. If you haven’t participated in it, just pray that I didn’t make any money.
The second is that Sei participates in Binance’s Launchpad and can use BNB, TUSD, and FDUSD to mine. You can see it by opening the Binance homepage.
Of course, when you see KYC, users in some regions have a headache, but please note that the list updated this time does not even say that domestic users cannot participate! So I have been digging for a day now, and there are thousands of Sei. The monthly conversion is estimated to be as high as 20%.
As for the third long-term currency holding opportunity, I do not recommend starting to buy sub-mainstream currencies at this stage, but I will consider it after January next year. After all, the bull market will be relatively close at that time.
The last way is to buy private equity coins. According to the estimated 0.25-0.6U, the current market is unlocked in 1 year. So regardless of the surge after the bull market comes, I think it is reasonable to buy within 0.2U. This premium is appropriate. It costs more than 1 year.
Currently, there are prices ranging from 0.25U to 0.5U on the market. We can get channels below 0.2U, and they can be unlocked in half a year. Those who need large amounts can contact our customer service.
We only provide channels, and the above analysis is for reference only and does not serve as investment advice.
Cyber: A decentralized social graph
CyberConnect is mainly used to build a decentralized social graph based on blockchain addresses. It belongs to the social field. It was first created in September 2021, but its outbreak mainly started in March 2023.
First, CyberConnect opens up Web2 and Web3 channels, realizes on-chain and off-chain data interoperability, and builds a relatively complete Web3 social system.
Secondly, after the product is formed, CyberConnect greatly reduces the participation threshold for users to cast ccProfileNFT, greatly stimulating user growth.
So when it comes to investment opportunities.
The airdrop back then had a low threshold. Compared with Lens, users could even own ccProfile NFT and participate in the CyberConnect-related ecosystem by paying gas fees. This time it has been clearly stated that 2.4 million will be airdropped, and we will see what the benefit effect will be then.
Then, compared with the market value of MASK, the leader in the social track, which is 280 million U, and CYBER's total issuance of 100 million pieces, and its application implementation surpasses MASK, it is expected that a single currency will be about 3U.
Of course, the more leading Lens is still waiting behind.
Regarding Binance mining and private placement, the situation is the same as Sei, so I won’t go into details here.
Exclusive reveal of the upcoming King of Heaven project
In today’s program, we will reveal the king-level projects that few people know will be launched in the next two months: Scroll and Starknet.
These two brothers belong to the second-layer expansion of Ethereum, the ZK track, the positions of Dragon 2 to Dragon 5, and several other projects have received high valuations, and it is difficult to distinguish between them.
Take a look at this picture. The current valuations are 8 billion and 1.8 billion US dollars respectively.
The news that the currency is about to be issued is a shot in the arm for the long and hopeless expectation and mechanical movement of the Lumao Party. Moreover, if there is no airdrop and a conclusion is reached early, the Lumao Party will really not be able to survive.
Starting from Mavericks at the beginning of the year, only sui and arb were the major projects launched. But two months ago, many projects had already wanted to delay their launch plans. However, in the next two months, many high-quality projects will be launched in a cluster. Why? Woolen cloth?
The project side only considers two factors when going online: project development needs and financing needs.
The development needs of the project will mainly be reflected in the fact that when you list the currency, your test version has passed and can be oriented to users. Secondly, the currency listing is an advertisement. It not only makes money to continue to develop technology, but also attracts developers to participate in hacking. Loose, users participate in the use.
In terms of financing, one is the funds needed for the sustainable development of the project, and the other is the realization needs of early investors and project parties.
For investment level one, there will generally be a 2-year unlocking cycle. Non-linear unlocking pays special attention to the first 6 months of the project, and will generally unlock close to 40%. At the same time, when it is first launched, the currency price should not be too ugly, and it must make a good start.
Based on the three factors, if many projects gather together to issue coins, it means there will be market trends in the recent month;
Coins unlocked in half a year to one year can be shipped in conjunction with the initial pullback of the bull market;
In about two years, large quantities of goods will be shipped before the bull market ends.
So in the next 1-2 months, will there be a good increase in prices due to the upgrade of Cancun, which will cause many second-tier houses to want to grab a good start?
Will there be a bull market in the next six months to one year?
Will the bull market cycle be completed in the next two years?
The above is purely an optimistic outlook, and time will test it.
Regarding these two projects, there currently appear to be two wealth opportunities.
One is to grab private equity coins. As long as the price is reasonable, you will make money if you grab them. For example, Starknet can completely compete with ARB. If TVL is not as mature as ARB, then with a discount and 0.8U online, it should be able to do it at half the price of ARB. We also have channels with good prices for these two coins, please contact us if you have any needs.
Another wealth will be mined. This can be said to be a day of change for the miners after the Ethereum shutdown. I have already said that this is a bull market for mining.
The only hope for the whole village is the ZK track. Aleo has been slow to come out, and the Iron Fish is not as good as expected. Now we have learned from exclusive channels that it is clear that both projects require the support of mining machines. In addition, SCROLL has also invested in a professional R&D company called Cysic. Therefore, in terms of mechanism selection, it should be inclined to choose the POW mechanism rather than the specified system. There will be opportunities in the future. Everyone explains ZK Mining in detail.
