✨Phase Two of My Voting Project Analysis and Evaluation✨ (For Reference Only 2)
1. Projects with Practical Applications and Long-term Potential
First, Big Time (BIGTIME) is a Web3 game project developed by a core team from a well-known game company, and its product has entered the public testing phase. The project not only has AAA-level standards in technology and art but also encourages player participation through NFTs and blockchain economic incentives, promising to break through traditional game models and form a unique ecological loop in the future.
Secondly, OnDo (ONDO) focuses on the integration of DeFi and traditional finance. Ondo Finance provides structured products that allow users to participate in the value growth of high-risk assets while enjoying fixed returns, having received investment support from multiple top institutions. Its product design considers risk control, which is significant for promoting the connection between blockchain and traditional finance.
If the Safe project is confirmed to be a revision or extension of Gnosis Safe, it represents a solid force in the infrastructure field. As a multi-signature asset management tool, Safe plays an important role in security protection and governance within the entire DeFi ecosystem. Its mature products, wide applications, and continuously improving governance mechanisms give this project relatively low risk and long-term stability.
Finally, Virtua's Protocol (VIRTUAL), relying on the brand and IP of Terra Virtua, focuses on metaverse virtual real estate and immersive experiences. Although the popularity of the metaverse concept has fluctuated in recent years, it has unique advantages in cultural connections, film and entertainment, and digital collectibles.
2. Emerging Attempts and Risk Assessment
Among the candidate projects, there are some with novel concepts but insufficient information or higher risks. For example, Walras (WAL) is an emerging DeFi protocol whose core idea is to reduce slippage and improve trading efficiency through smart routing and aggregated trading. Although there are already many similar products on the market, if Walras can form a unique competitive advantage and rapidly attract TVL (Total Value Locked) growth, it may become a dark horse in the DeFi field. However, due to the limited information currently available about the project, the risks of such projects are also higher. Yet, with a limited number of votes, appropriately placing a vote and betting on new technologies is also a form of investment strategy.