Daily Virtual @virtuals_io Review
Yesterday's virtual points page had a small update, I wonder if everyone noticed. The original Yapping Points and Daily Active Bonus were calculated independently in their own sections. After yesterday's update, they were unified into the daily points distribution section, and through a dropdown, you can access five sections: Vader, Holder, Yapping, Trenching, and Vevirtual.
For each section's point acquisition data, it will be more concrete, making it feel much more transparent compared to the previous point rewards where many times I felt uncertain about where I fell short. Now it's basically clear at a glance how the points are being acquired.
Yesterday, I also earned 4320 points through Yapping.
⚡️ Token Review
Yesterday, two projects successfully raised funds, namely $NAINCY and $CAP.
The comparative data for the two projects is as follows:
It can still be seen that there is a close relationship between the oversubscription multiple and the launch multiple; I still did not invest my own chips yesterday.
1️⃣ Taking $NAINCY as an example, although I know it can make money. However, the project itself is an AI analyst providing alpha data daily. This kind of project feels a bit like a rising tide lifts all boats, a falling tide sinks all ships. If the project can allow users to benefit from appreciation at the beginning, the token's performance is likely to be good as well. But if users end up facing losses or the released alpha continuously fails, then user confidence will significantly decline.
2️⃣ I studied the roadmap disclosed on the official website, and basically, all five stages talk about what needs to be done. There is no mention of the scenarios and uses of NAINCY as a token at all. It feels more like a valuation game, implying that if I am strong, I am valuable logic. For now, I remain skeptical about the market's potential for future purchases. After all, the projects pushed by alpha have great expectations, but the market changes a lot.
3️⃣ CAP is doing DeFAI, where the vast majority of users in this sector still prioritize safety. Although interaction through social platforms is very convenient, the likelihood of users investing large amounts of money in new projects is relatively low. It is indeed a long and difficult road to truly succeed.
Today, there are no particularly outstanding projects; there are some that can be launched, but the oversubscription multiples are not high enough. In terms of narrative, there is nothing particularly moving for me. The strategy is likely to still be to play it safe and wait for opportunities.