0x长安
Crypto alpha 、Researcher of RealResearchDAO、投研、推特@0xzhujun 、DYOR
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$BANANA In 2021, the main lines of the A-share market are: new energy vehicles, semiconductors, and a group of stocks (white wine)
New energy vehicles face great competition in China. Among the many automobile sectors, it is difficult for retail investors to choose a leading car company.
However, new energy vehicles all need an indispensable thing-battery, and battery life is the most concerned point for new energy vehicles. Therefore, the leading battery company (CATL) had the best stock price performance in 2021
When everyone squeezes in, the competition will become very fierce, not only will there be fewer opportunities, but the possibility of success will also be greatly reduced. On the contrary, looking for opportunities around the bustling business or the wind outlet will have higher certainty.
It is also applicable to the currency circle. Now Meme is in a serious state of internal circulation. Everyone's comment on the current Meme market is: PVP
So what is the high certainty now? What do Meme gold diggers need? Tools! Bot @BananaGunBot $BANANA
Looking back at history, the battle for new energy vehicles has led to the emergence of CATL. The history of the American Gold Rush, Levi Strauss (jeans) came out. 24 years of Meme Summer, came out $BANANA @BananaGunBot
I think the logic is very simple, it depends on how you choose
New energy vehicles face great competition in China. Among the many automobile sectors, it is difficult for retail investors to choose a leading car company.
However, new energy vehicles all need an indispensable thing-battery, and battery life is the most concerned point for new energy vehicles. Therefore, the leading battery company (CATL) had the best stock price performance in 2021
When everyone squeezes in, the competition will become very fierce, not only will there be fewer opportunities, but the possibility of success will also be greatly reduced. On the contrary, looking for opportunities around the bustling business or the wind outlet will have higher certainty.
It is also applicable to the currency circle. Now Meme is in a serious state of internal circulation. Everyone's comment on the current Meme market is: PVP
So what is the high certainty now? What do Meme gold diggers need? Tools! Bot @BananaGunBot $BANANA
Looking back at history, the battle for new energy vehicles has led to the emergence of CATL. The history of the American Gold Rush, Levi Strauss (jeans) came out. 24 years of Meme Summer, came out $BANANA @BananaGunBot
I think the logic is very simple, it depends on how you choose
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Recently, there are always some low-market capitalization stocks on Binance’s gain list that have skyrocketed. Yesterday’s $flm had a bel in the afternoon and a wing just now. It feels like there are funds speculating on Binance’s launch pool. If there is speculation in related sectors in the future, you can choose based on
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DaoMaker
@TheDaoMaker
$DAO I think this is also a more certain target, but I haven’t found a good buying point yet. You can first pay attention to DaoMaker, which is a well-known launch platform. The return on investment is quite high. In my impression, $FITFI (running shoes) are relatively famous
DaoMaker has two ways to create new items:
1.SHO: You need to pledge $DAO token. There are four levels. The more $DAO you pledge, the more quota you will get.
2.Public SHO: Certify a wallet with assets exceeding 2500U
Why do I say it is a target with relatively high certainty? Two factors:
$DAO I think this is also a more certain target, but I haven’t found a good buying point yet. You can first pay attention to DaoMaker, which is a well-known launch platform. The return on investment is quite high. In my impression, $FITFI (running shoes) are relatively famous
DaoMaker has two ways to create new items:
1.SHO: You need to pledge $DAO token. There are four levels. The more $DAO you pledge, the more quota you will get.
2.Public SHO: Certify a wallet with assets exceeding 2500U
Why do I say it is a target with relatively high certainty? Two factors:
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Bitcoin Ecosystem Investment Opportunities
@Stacks $STX
Are the Bitcoin chain NFTs particularly popular a few days ago? You can pay attention to the Bitcoin ecology.
Stacks is a 15-year-old public chain project. Originally v1 was intended to be a distributed computing network. v2 turned to on-chain smart contract development for BTC.
The picture is: Stacks ecological project, and $STX will continue to be hyped in the future. You can pay attention to the ecological targets and competing products: $RIF
However, the Stacks network is very slow, and a swap takes half an hour. Hype that is not conducive to ecology
Another point worth noting: $STX is also the first token approved by the SEC for issuance.
With the recent strengthening of supervision, tokens that comply with supervision may form a track and become a new hot spot.
Are the Bitcoin chain NFTs particularly popular a few days ago? You can pay attention to the Bitcoin ecology.
Stacks is a 15-year-old public chain project. Originally v1 was intended to be a distributed computing network. v2 turned to on-chain smart contract development for BTC.
The picture is: Stacks ecological project, and $STX will continue to be hyped in the future. You can pay attention to the ecological targets and competing products: $RIF
However, the Stacks network is very slow, and a swap takes half an hour. Hype that is not conducive to ecology
Another point worth noting: $STX is also the first token approved by the SEC for issuance.
With the recent strengthening of supervision, tokens that comply with supervision may form a track and become a new hot spot.
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ZK sector target sorting
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NFT is a track that I think has a high degree of certainty in this round of rebound.
-NFT trading volume picks up
-Blur currency issuance
$NFTB quadruples in one day and is expected to drive the movement of the entire sector
I have sorted out the targets of the NFT sector, not necessarily all of them. Comments and additions are welcome.
-NFT trading volume picks up
-Blur currency issuance
$NFTB quadruples in one day and is expected to drive the movement of the entire sector
I have sorted out the targets of the NFT sector, not necessarily all of them. Comments and additions are welcome.
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A review of the LSD track signs that are less discussed in the Chinese community
1.@BifrostFinance $BNC is the target that was just launched on defillama yesterday. I took a look at the K-line last night. In fact, it has not risen much from the bottom. Especially since it has been launched on an exposure platform like defillama, it is just a discovery of value.
It was too late yesterday, and I didn’t study it carefully. I planned to write it the next day, but I was worried that it would have gone up too much the next day.
Bifrost is the DeFi protocol of the Polkadot ecosystem. It seems to be a domestic team, with the Web3 Foundation and Wanxiang Blockchain Laboratory fully supporting users to exchange PoS tokens for vToken, and obtain liquidity and Staking incentives through the protocol in addition to Staking income. In addition, vETH also includes Maximum Extractable Value (MEV) and Gas Fee apr increased from 3.5% before the merger to 4.2% after the merger
It was too late yesterday, and I didn’t study it carefully. I planned to write it the next day, but I was worried that it would have gone up too much the next day.
Bifrost is the DeFi protocol of the Polkadot ecosystem. It seems to be a domestic team, with the Web3 Foundation and Wanxiang Blockchain Laboratory fully supporting users to exchange PoS tokens for vToken, and obtain liquidity and Staking incentives through the protocol in addition to Staking income. In addition, vETH also includes Maximum Extractable Value (MEV) and Gas Fee apr increased from 3.5% before the merger to 4.2% after the merger
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Can I still enter the LSD track?
Here’s a look back at this year’s crypto market:
1/n Let me talk about my understanding of investment first. Events boost the rise/fall of prices. The development of a project will affect the rise/fall of a single token, while external events will affect the entire sector. For example: the project party announces repurchase/destruction. / Obtain financing, then the token price of the project will rise and the quadrennial World Cup (external event) drives the rise of the entire fan club sector
2/n This kind of external event can be regarded as the story told by the banker/the pie painted. The bigger the story and the more extensive it involves, the greater the impact on the price. Each of these so-called stories will also drive the enthusiasm of investors. The market has stories to tell = there are many targets to participate in, so investors are willing to invest in the market, and the entire market can rise.
1/n Let me talk about my understanding of investment first. Events boost the rise/fall of prices. The development of a project will affect the rise/fall of a single token, while external events will affect the entire sector. For example: the project party announces repurchase/destruction. / Obtain financing, then the token price of the project will rise and the quadrennial World Cup (external event) drives the rise of the entire fan club sector
2/n This kind of external event can be regarded as the story told by the banker/the pie painted. The bigger the story and the more extensive it involves, the greater the impact on the price. Each of these so-called stories will also drive the enthusiasm of investors. The market has stories to tell = there are many targets to participate in, so investors are willing to invest in the market, and the entire market can rise.
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Can $HAY participate?
Let me first talk about the reason why I sold everything yesterday when the price of $HAY was $0.8.
1. At that time, official remedies were not available, and the probability of returning to 1:1 anchoring in a short time was very small.
2. The later the remedial measures are announced, the more difficult the remediation will be.
3. The profit margin is huge. $1 is like a trap. The closer it is to $1, the greater the risk factor.
So now that the remedy for $HAY has been announced, the price of $HAY is now $0.88, and there is still a 14% increase back to $1. Can I buy it?
Even if it comes out as a remedy for $HAY, I still think it is hopeless to return to 1:1 in a short time, unless the project is inhumane and really rich, but it is a bit unrealistic.
1. At that time, official remedies were not available, and the probability of returning to 1:1 anchoring in a short time was very small.
2. The later the remedial measures are announced, the more difficult the remediation will be.
3. The profit margin is huge. $1 is like a trap. The closer it is to $1, the greater the risk factor.
So now that the remedy for $HAY has been announced, the price of $HAY is now $0.88, and there is still a 14% increase back to $1. Can I buy it?
Even if it comes out as a remedy for $HAY, I still think it is hopeless to return to 1:1 in a short time, unless the project is inhumane and really rich, but it is a bit unrealistic.
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Will the World Cup sector still have a market?
This article was written on my Twitter on November 8th, and is not an afterthought. Please watch to the end
The topic of the original article is: When will the biggest news in the World Cup likely happen?
Because there is a lot of bad news from the outside that affects prices. For example:
1. CC2 is not as good as expected and may not be launched until after the World Cup.
2. The risk of the market (every time the big guys in the currency circle quarrel, it will cause the market to fall. For example, last time suzhu complained that eth gas was high, which was not conducive to new users)
So at this point in time, I actually doubt whether the World Cup sector can have an independent market.
The topic of the original article is: When will the biggest news in the World Cup likely happen?
Because there is a lot of bad news from the outside that affects prices. For example:
1. CC2 is not as good as expected and may not be launched until after the World Cup.
2. The risk of the market (every time the big guys in the currency circle quarrel, it will cause the market to fall. For example, last time suzhu complained that eth gas was high, which was not conducive to new users)
So at this point in time, I actually doubt whether the World Cup sector can have an independent market.
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Binance just invested $4 million in Champions
Ultimate Champions is a football game on Polygon
Unagi is the company behind Ultimate Champions
Ultimate Champions earlier signed Premier League side Arsenal
$CHAMP is the in-game token
Ultimate Champions is a football game on Polygon
Unagi is the company behind Ultimate Champions
Ultimate Champions earlier signed Premier League side Arsenal
$CHAMP is the in-game token
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Beware of the risk of altcoins plummeting in panic
Panic caused by FTX's run and bankruptcy is spreading.
At noon, it was also reported that FTX was attacked and all funds were stolen. Even FTX exchange may be implanted with Trojans to steal private keys.
After this wave of operations, the second and third-tier exchanges may be a little difficult to withstand. I think that after this wave of panic, altcoins are expected to fall quite miserably. After this battle, investors will definitely increase the assets of small exchanges.
1. On-chain, 2. Binance, 3. Commonly used local exchanges
But not everyone will mention on-chain, currently only Binance is trustworthy
At noon, it was also reported that FTX was attacked and all funds were stolen. Even FTX exchange may be implanted with Trojans to steal private keys.
After this wave of operations, the second and third-tier exchanges may be a little difficult to withstand. I think that after this wave of panic, altcoins are expected to fall quite miserably. After this battle, investors will definitely increase the assets of small exchanges.
1. On-chain, 2. Binance, 3. Commonly used local exchanges
But not everyone will mention on-chain, currently only Binance is trustworthy
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The sponsors of the Binance World Cup event are divided into star, diamond, platinum, gold and silver
Star Sponsor $Dexe has risen
How to find the next one? You should understand, right?
Star Sponsor $Dexe has risen
How to find the next one? You should understand, right?
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Why I think the World Cup rally isn't over yet
Why I think the World Cup market is not over yet? This article was originally written on October 17 and updated on the @0xzhujun Twitter account.
There were two views in the market at that time
1. Binance Three Musketeers ($Santos, $Lazio, $Porto) will be unlocked in large quantities in October and November
2. The last World Cup ended one and a half months before the start of the World Cup.
These two views make everyone choose to sell World Cup-related targets / dare not buy World Cup-related objects, fearing that the situation will be the same as the last World Cup, and they will not eat the fishtail market.
My personal opinion is that the World Cup fan currency market is not over yet. The reasons are also considered based on the two situations faced above.
There were two views in the market at that time
1. Binance Three Musketeers ($Santos, $Lazio, $Porto) will be unlocked in large quantities in October and November
2. The last World Cup ended one and a half months before the start of the World Cup.
These two views make everyone choose to sell World Cup-related targets / dare not buy World Cup-related objects, fearing that the situation will be the same as the last World Cup, and they will not eat the fishtail market.
My personal opinion is that the World Cup fan currency market is not over yet. The reasons are also considered based on the two situations faced above.
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