林无限Samlam

"Thinking" If I have 10 million US dollars and use 1 million US dollars to buy coins in the secondary market, what coins will I buy? The reason? (the second term)

2 Public chain track—Telegram (Ton)

I talked about several dimensions of investment targets earlier. If the previous ones are based on model/team/technology, then this is a rough consensus. TON’s full name is The Open Network, which is a decentralized L1 designed by Telegram for billions of users. , TON's network circulation market value in 22 years was US$2.561 billion, ranking 23rd on the entire network. It has been in the doldrums due to market and certain organizational restrictions, but the huge market ecology and multi-blockchain architecture + excellent experience behind it have made I am willing to vote for him. The potential is great. Although it is not a native Web3 product, it is enough if it has enough chips. Like the recent Tg Bot, it is actually dependent on the development of TG ecology. This choice It is also the lowest level of insurance.

3 BTC L2-Stack Network(STX)

The consensus foundation of BTC gives corresponding opportunities to the BTC L2 track, and STX is the leading player among them. STX is used to execute BTC smart contracts using the Clarity programming language, process transactions, reward miners on the Stacks network, and It allows its holders to earn coins through stacking and make millions of dollars of investment. This kind of currency with its own flywheel effect and Defi nature is very good.

4 Religious Products-Islamic Coin This is also a rough consensus. It is one of the three major religions in the world. This religion even has a consensus so good that it has its own religious bank. . . So, you have to read it and don’t ignore the power of faith. It’s as simple as that. I won’t analyze much else. Belief products involving this kind of ideology are no longer comparable to conventional products. I can only say that you can pay attention to this. , of course, if there is something similar, that’s fine too

"Thinking" If I have 10 million US dollars and use 1 million US dollars to buy coins in the secondary market, what coins will I buy? The reason?

I have some personal thoughts to share on this topic. First of all, we must determine the purpose, whether it is more risky or more robust. If it is the latter, just do some basic risk-free pledge arbitrage operations. The operations of Lido, V3, and Defi are all clichés. No need to talk about it in detail. Let’s talk about it from the perspective of risk. The goal is high returns. There are too many words. This article will be published in batches.

Investment is nothing more than a few things, track/narrative, experience/technology, consensus/data, model/team. As for special impact factors, we don’t count them. They are not accessible to the public. Today is just a general chat. I think it’s good to post a few of them. subject

1 Gamefi Track—Oasys (OAS)

In the field of Gamefi, the narrative in the past has been that Fi is before Game and after Game. However, as the industry continues to iterate, some excellent products focusing on Game have gradually emerged.

Gamefi will not be called Gamefi in the future, but will be called Cryptogame. This track is very large, and the good model + token model allows Web2 players to truly immerse themselves in a game and make money and spend money in various games. The cycle is different, and the infrastructure has a large scope and a long cycle. Oasys is a side chain of the EVM structure. It is jointly issued by Japanese and Korean game manufacturers Bandai/Sega and others. It has its own game ecological advantages and does not require GAS to run on it.

I choose big-chip targets, which are basically long-term. I believe that the gameplay of this industry can be covered in traditional games for everyone to participate. Then Oasys will have a good advantage compared to other competing products that are halfway out of the game. Investor Games With the background of mostly major manufacturers and excellent experience design, the current chips are low-priced, and there is a chance to double them. I have also deployed my own Gamefi, and the response experience has been good.