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Groot_crypt
Jul 21, 2023
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Telegram’s various bots have become popular recently.
Only then did I react,
It turns out that Telegram is the SocialFi in cypto
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
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在大额交易上Curve的机制低滑点和低费用相对uni v3更友好。 Curve汇票市场是未来RAW最重要的基础设施。 跌出性价比,当前业务收入3年利润就是市值。 未来RAW资产交易会让crv的业务收入大幅增长。 crv的经济模型也很落地,能分享业务利润。 uni还飘在空中看团队心情
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一代版本一代神,这轮周期的版本之子就是meme 没有meme持仓的都是再陪跑的,下半年还会持续 #memecoin
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但凡开放质押的币,都是智商测试 你惦记他的利息(包含空投),他惦记你的本金
Jul 2, 2024
上轮周期公链赛道是王者。 然而,本轮周期中,公链基建等领域表现不佳,主要原因是对区块空间的需求不足,未能实现大规模采用。上半年表现最好的赛道是Meme,这与Solana(SOL)的崛起密切相关。上一轮周期中,公链的优异表现吸引了大量风险投资(VC),导致同质化项目泛滥,即是因又是果。反VC浪潮推动了Meme的崛起,而Solana的高性能正好适配了Meme的需求。 然而,随着Meme的爆火,Solana也遇到了类似于上一轮以太坊(ETH)DeFi Summer的超负荷问题。Solana开始探索二层分流路径,尽管方法不同,但最终结果相似,市场仍然在重复相同的模式。因赚钱效应而聚集的资金和投资者,也会因亏钱效应而撤离。 在应用未爆发的情况下,缺乏实际需求,大部分项目在二级市场不断解锁下跌,一级市场也难以盈利。即使流动性较好,跌势也只是稍慢 在这种情况下,参与基建空投的性价比逐渐降低,这也是最近空投不断被FUD的根本原因,因为没有需求支撑其价值。
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L2高估值低流通被FUD是表象 L1也有这问题,apt,sui,sol也一直不断解锁。 本质是对区块空间需求不足,没有爆发大规模应用 曾以为的gamefi,socialfi,RWA等在本轮中并没有爆发 只有meme让sol崛起,其他L1其实也相当拉跨 上个周期公链赛道是王者,这个周期应用才是王者。
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