I've already left Blast. There are three reasons:
(1) I don’t know if it can sustain TVL and retain users after launching B.
(2) OKX and B’an were not listed on the day of launch, and they will most likely not be listed in the near future. It is impossible that they would not eat the most delicious meat (when the trading volume is the largest), but instead eat the bones left by others a few days later.
(3) There will be selling pressure every day in the short term (linear release by large investors)
I will come back when I see it clearly. After selling it, I exchanged some for some blur and twt

mode:
I have decided not to waste my time on the mode project anymore. If even blast can only be valued at more than 2 billion US dollars, then its value of more than 200 million US dollars is not underestimated. So my approach is:
(1) Take out all the e inside. I don’t want to use dozens or hundreds of e to gamble for the base B that is less than 10,000 US dollars.
(2) Change the existing mode to blur
After all the wear and tear on this project and the halving after adding 0.05 to my position, I still lost about 2 e. Damn, I made some amazing operations in it. When I changed eth to ezeth, the exchange rate was very high. Now the exchange rate is only close to 1:1, so I lost a few points here. Then I changed ezeth to stone and lost a little more. Then I chose to add some more positions when mode was 0.05. In the end, I lost money this time.

#Minor position adjustment#
The blurs from the two most recent increases were all replaced with aave, so that the number of blurs only remains at the level of half a year ago and no longer increases.
blur has officially cleared its stock
(1) I have cleared out my Blur holdings and switched to TWT. Blur’s market value is now half of TWT’s. I think this is OK. I won’t feel bad about the swap. The market values ​​of the two are only about double the difference.
(2) There are three reasons for replacement:
1. The biggest reason is that I have no confidence in the entire NFT track. I think NFT is just a bubble for the time being, and even if a new NFT landing model evolves in the future, I don’t think it is necessary to use an exchange (it may be a direct exchange within the game)
2. The trading bubble brought by the generation B incentive may be larger than we believe. As time goes by, the blast reward in the fourth quarter is too small to provide enough incentives for the market makers of Blur. Therefore, you can see that the trading volume of the Blur platform has dropped instantly (some market makers have left). Yesterday, the trading volume was the same as that of Opensea.
3. I originally wanted to switch from Blur to Blast, but I later thought about it and gave up. The reason is that after Blur’s problems (no updates on features and Twitter for a long time), I can’t figure out Tieshun anymore. I don’t know if he is a responsible person or a fickle person. In addition, I am afraid that I will fall into the vicious circle of the generation B incentive again. The prosperity of Blast is also supported by the generation B incentive. I am afraid that the same result will occur if I stop. Secondly, I can’t find the difference between Blast and other second-layer networks for the time being, and I can’t find the reason why I must use Blast to complete a certain interaction.
Friends, I know some of you bought the products at high prices, but there is nothing I can do. I can only consider everything from a practical point of view instead of your purchase cost. Only in this way can I ensure that the decisions I make are neutral enough.