你爸爸是我
Twitter：@shirleyusy
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The funds of several group members combined can become a large order. The essential problem is not VC, but the lack of VC and institutions in the secondary market. Institutions are currently in the primary market. If more large institutions intervene in the secondary market, the thread will be lengthened and it will not be so difficult to play.
One reason why it is difficult to play now is that large funds are playing short-term. Don't blame VC. They haven't unlocked it yet, so how can they hit you?
Think about it carefully, don't become the exit liquidity of group members and help them curse.
$BTC
One reason why it is difficult to play now is that large funds are playing short-term. Don't blame VC. They haven't unlocked it yet, so how can they hit you?
Think about it carefully, don't become the exit liquidity of group members and help them curse.
$BTC
Yi He
--
Some summaries, not investment advice.
2017 was the ICO era, and public fundraising directly replaced VC and PE, so the bull market in 2017-2018 belonged to the OG platform and proxy investment. As long as you grab a share, you can make money.
In 2021, DeFi rose, and the actual market began to diversify and divert. As long as you run fast, you can make money.
At that time, IEO could also negotiate with the project party to release a part of the shares to users, so the general pricing was low when it went online, and buying new instead of old was also a typical feature of this period.
But now IEO is generally considered to have legal risks in most countries, so it can only be airdropped and market-priced, which means that if the circulation is large and the opening price is low, the project will perform relatively steadily, such as BB and Lista, but compared with 21 years, it is still too fast and lacks a sufficient wash process.
The rise in 2024 was initiated by BTC ETF. The smart money in this wave belongs to the king-level projects and Lumao Studio. They love each other and have created a wave of beautiful data together. On the one hand, the project parties can raise more money from VCs (if you observe the top VCs in the market, they are all over a billion US dollars, which will indeed push up the pricing of good projects), and on the other hand, the project parties with money and users are full of confidence. There are millions of users on the chain. It doesn’t matter if they don’t go on a certain platform. There are many CEXs to go on. If there is no CEX, there are still DEXs. At worst, there are Dexes on their own chains.
Trading platforms do not have pricing power, so for projects with high valuations, everyone should look at the fundamentals, not just the market value, but also the circulation.
Today, the market has indeed changed again. The fratricide between Lumao Studio and L2 projects has turned into a farce, and the Lumao era may be coming to an end. At present, there are more professional players in both the primary and secondary markets. They have various tools to hedge risks, but they have also expanded the market size. As an ordinary investor, the ICO in 2017, the IEO in 2021, the nesting dolls, and even the 2023 strategy of making money may not be suitable for today's market.
Is it a healthier market if there is a lack of VC investment and fewer project parties? In every cycle, there will be some projects that cross the bull and bear markets, and there are also countless king-level projects that fall on the road. Whether it is web2 or web3, there are very few successful startups, and projects that cross the gap and cross the cycle are even rarer.
Investment is risky, so be cautious when entering the market.
2017 was the ICO era, and public fundraising directly replaced VC and PE, so the bull market in 2017-2018 belonged to the OG platform and proxy investment. As long as you grab a share, you can make money.
In 2021, DeFi rose, and the actual market began to diversify and divert. As long as you run fast, you can make money.
At that time, IEO could also negotiate with the project party to release a part of the shares to users, so the general pricing was low when it went online, and buying new instead of old was also a typical feature of this period.
But now IEO is generally considered to have legal risks in most countries, so it can only be airdropped and market-priced, which means that if the circulation is large and the opening price is low, the project will perform relatively steadily, such as BB and Lista, but compared with 21 years, it is still too fast and lacks a sufficient wash process.
The rise in 2024 was initiated by BTC ETF. The smart money in this wave belongs to the king-level projects and Lumao Studio. They love each other and have created a wave of beautiful data together. On the one hand, the project parties can raise more money from VCs (if you observe the top VCs in the market, they are all over a billion US dollars, which will indeed push up the pricing of good projects), and on the other hand, the project parties with money and users are full of confidence. There are millions of users on the chain. It doesn’t matter if they don’t go on a certain platform. There are many CEXs to go on. If there is no CEX, there are still DEXs. At worst, there are Dexes on their own chains.
Trading platforms do not have pricing power, so for projects with high valuations, everyone should look at the fundamentals, not just the market value, but also the circulation.
Today, the market has indeed changed again. The fratricide between Lumao Studio and L2 projects has turned into a farce, and the Lumao era may be coming to an end. At present, there are more professional players in both the primary and secondary markets. They have various tools to hedge risks, but they have also expanded the market size. As an ordinary investor, the ICO in 2017, the IEO in 2021, the nesting dolls, and even the 2023 strategy of making money may not be suitable for today's market.
Is it a healthier market if there is a lack of VC investment and fewer project parties? In every cycle, there will be some projects that cross the bull and bear markets, and there are also countless king-level projects that fall on the road. Whether it is web2 or web3, there are very few successful startups, and projects that cross the gap and cross the cycle are even rarer.
Investment is risky, so be cautious when entering the market.
See original
If $DOGE breaks through 0.17, it will be very simple to see 1u
See original
$FIL looks at 20 first, then 50, and the final target is 120
See original
$PDA Upbit is pulling the market, but Chinese people haven’t discovered his strength yet, please be patient.
See original
$PEPE
Playing meme coins is not about making money
It's for turning over
Playing meme coins is not about making money
It's for turning over
See original
$DGB track is similar to $CKB
Currently there are only 200 million
Prices are at a trough
The graphics are very beautiful
At least double
Currently there are only 200 million
Prices are at a trough
The graphics are very beautiful
At least double
See original
$PDA accumulated over a year
The currency exchange is currently equivalent to
Brand new token sale
new beginning
Upbit+binance is in full swing
$portal $beamx currently has more than 2 billion fdv
In comparison, pda still has 10x space
The currency exchange is currently equivalent to
Brand new token sale
new beginning
Upbit+binance is in full swing
$portal $beamx currently has more than 2 billion fdv
In comparison, pda still has 10x space
See original
Meme may be the main track for young people in the future
he can pass
emotional value
social value
These are things that are rare in traditional finance
Robinhood once also indirectly promoted their listing due to the yolo effect. A large number of retail investors poured into trading meme stocks headed by gme.
$PEPE $FLOKI
he can pass
emotional value
social value
These are things that are rare in traditional finance
Robinhood once also indirectly promoted their listing due to the yolo effect. A large number of retail investors poured into trading meme stocks headed by gme.
$PEPE $FLOKI
See original
There is a lot to introduce about Binance’s new Launchpool project $pixel @pixels_online. I won’t go into details about it. I can summarize it in one sentence: the noble pixel game. I want to give you more analysis in terms of chip structure and price. I think everyone is more concerned about this. Welcome to comment and forward to guess the price
💎Comparison between the past and present: When it comes to $pixel, we must mention $axs, $slp, and $ron. When these three projects came out, the market was in a downward stage, so the market value was not low when they were launched. Axs can even usher in the future. A hundred times the market price. The time when $pixel went online was at the stage of Bitcoin. The market was in its early bull market, and the opening may not be too low. If there is a market correction, we must charge fiercely.
💎Market value comparison: According to the current price of $berry, the equivalent over-the-counter pricing of pixel is about 0.3. The total supply of pixel is 5,000,000,000. The final circulating supply after listing is 771,041,667 (approximately 15.42%), which is equivalent to FDV1.5 billion. MC230 million or so. It is in the normal valuation stage and is not too low.
A reasonable valuation for $pixel should be between $mavia and $ron, one being its "foundation" chain. The corresponding price is 0.3~1. What also needs attention is excluding the game chain and comparing the game itself. Its ceiling valuation is temporarily ilv and the price is 0.76. In the extreme case, the price of $sand is 1.3u. But note that sand is also launched when the market is not good. , it took a long period of reshuffle to usher in the main promotion. I think if the price exceeds 0.76, everyone needs to be cautious. The price may have exceeded its reasonable valuation. At this time, you need to refer to the contract data and chip distribution to conduct transactions. In extreme cases, I might try 1.3u
💎Comparison between the past and present: When it comes to $pixel, we must mention $axs, $slp, and $ron. When these three projects came out, the market was in a downward stage, so the market value was not low when they were launched. Axs can even usher in the future. A hundred times the market price. The time when $pixel went online was at the stage of Bitcoin. The market was in its early bull market, and the opening may not be too low. If there is a market correction, we must charge fiercely.
💎Market value comparison: According to the current price of $berry, the equivalent over-the-counter pricing of pixel is about 0.3. The total supply of pixel is 5,000,000,000. The final circulating supply after listing is 771,041,667 (approximately 15.42%), which is equivalent to FDV1.5 billion. MC230 million or so. It is in the normal valuation stage and is not too low.
A reasonable valuation for $pixel should be between $mavia and $ron, one being its "foundation" chain. The corresponding price is 0.3~1. What also needs attention is excluding the game chain and comparing the game itself. Its ceiling valuation is temporarily ilv and the price is 0.76. In the extreme case, the price of $sand is 1.3u. But note that sand is also launched when the market is not good. , it took a long period of reshuffle to usher in the main promotion. I think if the price exceeds 0.76, everyone needs to be cautious. The price may have exceeded its reasonable valuation. At this time, you need to refer to the contract data and chip distribution to conduct transactions. In extreme cases, I might try 1.3u
See original
Why are you optimistic about $Metis? I have always called him a MEME and have never written an article seriously. I also want to be a serious person. In fact, the logic is as follows
1. Cancun upgrade, expectations for L2
You can see that $Metis from 20-80-120 is basically the three stages of $sol’s rise after a short correction. Everyone started to focus on the Ethereum ecosystem. In several L2s, its amplitude and breadth are The biggest, because its market value is the lowest among several L2s, and its TVL is also rising steadily.
2. Comes with meme attributes
The label "V God Mom" comes with his own MEME attributes. When people promote this, he can always attract other people's attention.
3. Have money and be willful
When he launched the 500 million ecological fund, comparing its market value, it was too cheap and the market was very easy to price in.
4. Decentralized sorter
The community round of testing has begun. As the first Layer 2 Rollup with a decentralized sorter, the number of pledges will be greatly increased in the future, slowly allowing everyone to move from the perspective of "V God's mother's project" to a truly technological and ecological one. level and consider it in conjunction with the ARB OP.
#metis
1. Cancun upgrade, expectations for L2
You can see that $Metis from 20-80-120 is basically the three stages of $sol’s rise after a short correction. Everyone started to focus on the Ethereum ecosystem. In several L2s, its amplitude and breadth are The biggest, because its market value is the lowest among several L2s, and its TVL is also rising steadily.
2. Comes with meme attributes
The label "V God Mom" comes with his own MEME attributes. When people promote this, he can always attract other people's attention.
3. Have money and be willful
When he launched the 500 million ecological fund, comparing its market value, it was too cheap and the market was very easy to price in.
4. Decentralized sorter
The community round of testing has begun. As the first Layer 2 Rollup with a decentralized sorter, the number of pledges will be greatly increased in the future, slowly allowing everyone to move from the perspective of "V God's mother's project" to a truly technological and ecological one. level and consider it in conjunction with the ARB OP.
#metis
See original
$bigtime is said to have a high explosion rate and is a short selling point. oi is very bad, and the long-short ratio is also bad to a certain extent. Go in and take a swing when it is clear to make changes. If you have a large position, don't be reluctant to fight. Casual changes will cause relatively large fluctuations. However, according to past experience, if the direction is good at the beginning, it will rise. However, no matter how many times it changes, it will not be able to affect the general trend and start a downward spiral.
#BigTime
#BigTime
See original
I bought some IDs and ARBs, and based on the principle of investing in new ones and not in old ones, the current ID rates seem to be more worthwhile.
See original
Regardless of whether the market is good or bad, the currency circle has always been speculating. This point is definitely there. We definitely have something to look forward to. The corresponding review is last year’s Monkey Coin Issue, the etc and POS concepts of POW-POS, as well as layer2, CHZ and fan coins of the World Cup. , even if the market is not good, the big events that should be hyped will not fall at all. The bigger the event, the greater the chance
See original
SOL positions and fees are soaring, and trading volume is also enlarging. It may have reached its peak in a short period of time. Those who got on the ride because of Buterin’s Twitter can take part of the profit.
See original
V God said that there are early smart developers and he said that now is a very good opportunity for Solana, because people who speculate and trade have been purged out.
It is difficult for him personally to decide whether this statement is right, but he thinks it should be spoken out so that the community can have a fair environment.
What he most likely means is, "Come if you agree?", which may be a good influence on Sol.
It is difficult for him personally to decide whether this statement is right, but he thinks it should be spoken out so that the community can have a fair environment.
What he most likely means is, "Come if you agree?", which may be a good influence on Sol.
See original
Don’t buy projects on the chain that are shipped by big investors/capital madmen in the short term, such as ldo. As long as the project is willing to do something, this kind of goods can be directly OTC, and it will not be openly smashed.
See original
Throughout this year, every time MicroStrategy adds positions, it will experience a decline, and this time it should not be surprising.
See original
Friends who want to join Lens' wl should pay attention. The administrator of the official DC probably means that WL has been closed and will not be opened again. In addition, joining WL does not mean that you can mint handle, you still have to wait. #lensprotocol
See original
After careful review, the blockchain cycle is about four years, and BTC is used as an indicator. After June last year, it was considered a dead cat to fall behind the initial bear. This year has officially entered a bear market, and next year will probably be analogous to 20 years. Optimistically speaking, the initial stage of the bull market should wait until the first quarter of the year after next. Wait and see what happens
See original
If you have to withdraw coins, choose a cold wallet. If there is no operation on the chain, remember two points.
1. Don’t just click on a URL you don’t recognize to authorize your wallet.
2. The transfer is divided into two times. The first time is a small amount to confirm whether the address is correct.
1. Don’t just click on a URL you don’t recognize to authorize your wallet.
2. The transfer is divided into two times. The first time is a small amount to confirm whether the address is correct.
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