This is the second research report published by Club Capital. The first one is about $ALT . The spot price (cost of 0.3) has doubled, and the contract profits and opening positions are all in the pinned tweet. Got on the Korean exchange.
This article is different from other copy-pasted Binance research and white papers, and mainly discusses it from a macro-ecological perspective.
Retweeted and liked more than 100 times, and gave trading strategies before the market.
1: How do you hold the 100x coin?
We all envy those who hold a hundred times the coin, but we often cannot hold a hundred times the coin ourselves.
On the one hand, we cannot share the cost of holding positions. On the other hand, our understanding of projects often lies in superficial aspects.
Taking alt as an example, I have a large spot position at a low of 0.3, rolled the contract, and doubled the cost on upbit at 0.6. The current position cost is 0.
The above are all recorded in my past tweets. If I have a certain understanding of alt, I will hold it at 0 cost without pressure. Otherwise, I will sell it after the good news appears.
And you often lose this understanding in various types of copied and incomprehensible research reports.
Because most of them are, I am optimistic that one coin will be a hundred times higher. Or, copy the following as investment research.
2: What problem is ether.fi solving? What is the track?
If you read the first research report above, you may define it as: Restaking Ecosystem.
If you are into heavy staking and have some research, you may subdivide into the#EigenLayeecosystem.
If you participated in eth staking, you might casually say,#LSTor #LRT.
If you aggregate information and think about it from a macro perspective, or from the perspective of an Ethereum trader, this bull market will be a Restaking summer if there is a big pie or two.
From a segmentation perspective, it is a combination of DVT and AVS integration.
Three: What is the significance of ether.fi in this.
Before again, let’s take a look at the layout of the entire Restaking track from the perspective of VC. After all, Binance’s vision and the direction of the bull market layout have a great wealth effect, especially on the eve of $BNB about to break through the all-time high. Sister @heyibinance holder is reading Blooming Time.
Puffer Finance's liquidity staking protocol based on EigenLayer
Renzo Protocol’s liquidity staking protocol based on EigenLayer
I believe that the recent boom in LSD and re-staking was caused by the above two agreements.
All of the above are exclusively invested by Binance Labs.
$ETHFI is the first project to be listed on Binance Launchpool
Regardless of whether it is its star investment institution or Xiaohei (BitMEX co-founder Arthur Hayes, pendle milk king) who is deeply involved in the restaking track personally, there is investment and cooperation.
If you look at the macro-operation level of Ethereum, what significance does $ethfi combined with dvt (distributed verification) and avs (active verification) have? I wrote in the active verification of alt that avs is equivalent to the club hand and clock machine. From the perspective of Ethereum, it is obvious that the pattern will be more macroscopic. If Ethereum is the heaven and earth of a city,:
The meaning of DVT is: There is a water meeting on the 32nd floor of the Heaven and Earth, and it needs people to manage it. He does not think that the level of the water meeting requires Ethereum to arrange special personnel, and he is worried that one person cannot manage it well, so he arranges four professional managers. This way There is no risk of centralization in the relevant restrictions.
The significance of AVS is more conducive to the expansion of capital: instead of opening a water party on the 32nd floor, it is better to expand horizontally and open branches. All branches inherit Ethereum’s reputation in heaven and earth and even club points (gold card, diamond card).
When a picky customer like Brother Niu @btc100w100w questions the service of the club, you can tell him that this factory is heaven and earth, and Brother Niu will impulsively charge his card.
Although Brother Niu doesn't like giving money when he's a petrol pusher, he's cautious by nature. He asked, "This is all the money I earned from placing orders. You won't run away, right?"
You can tell him:
We will never compromise on the non-custodial and decentralized nature of the protocol. Stakers must maintain control of their ETH.
Therefore: It makes sense for the Ether.Fi protocol to conform to the hyperbole of Ethereum.
As they say in the white paper: We will do the right thing for the Ethereum community, always. If and when we mess up, we will own it and course correct quickly.
It is useless for me to say that it is conducive to the development of the Ethereum ecosystem. For Ethereum ecological projects and some individual investors, voting with real money can be objective evidence.
Here I give two examples:
Omni Network has opened branches using the ethfi protocol to aggregate decentralized liquidity and users. Omni Network announced the signing of a US$600 million agreement with the liquidity staking protocol http://ether.fi. http://ether.fi will invest US$600 million worth of Ethereum in the delegation agreement to ensure the security of Omni Network and Enhance the security of the entire EigenLayer ecosystem. Both Omni and Ether.Fi have committed to using EigenLayer’s pooled security model, and Ethereum will be staked on EigenLayer.
@justinsuntron Sun Gee deposited 120,000 ETH into the liquidity re-pledge protocol ether.fi on the evening of March 13. You may not believe in his character, but don’t question Sun Kelumao’s investment vision.
At the same time, its pledged TVL is far ahead among similar competing products.
1. http://ether.fi $3.156b
2.Puffer Finance ($1.442b)
3.Renzo ($1,021b)
4.Kelp DAO ($744.02m)
At present, although the protocol only announces the distribution of tokens, it does not announce the economics of tokens.
$ETHFI The Ether.Fi protocol’s native utility and governance token can be used for protocol fees and distribution, and here’s what to know:
The http://ether.fi protocol is a real business with a sustainable revenue model.
The certified younger brother in heaven and earth.
Currently, it is too early to say $ETHFI will go 100x because you don’t even know the opening price. Although its FDV is currently worth over 10 billion, what you need to know is:
The price of the token is determined by the transaction of tokens floating in the market.
Even if I am an early participant in eth.fi, I will buy relevant positions in the secondary market and formulate trading strategies based on the opening. At least from a macro perspective, it has great potential. Translate post
Of course, the prerequisite for whether you can buy the 100x coin is that you must have Binance @binancezh.
