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@York_Aaron_Swartz
Crpyto_Value_Investor & VC/ZKEVM/Pre-training/Blockchain-Open-Sourse Enthusiast/
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@Un__commons
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The DAO mess
PandaDAO 10,000-word interview: DeWork's largest DAO organization disbanded, what lessons have we learned? https://mp.weixin.qq.com/s/QIceGcOwr5ShY__pFYxcfw
I watched this interview in 2022. After reviewing the interview with the founder of panda dao, we can find that in order to do the so-called governance, Panda dao basically did nothing serious in the early, middle and late stages. No matter whether you call it dao or a company, ngo or community, there is no mature business model, or a public welfare model similar to gitcoin and op. There are problems with its survival. Every day, it is tired of dealing with all kinds of weird interests in the so-called community. There will definitely be a lot of content that needs to be governed, and there will definitely be a lot of different opinions. It will definitely require painful voting every day, and there will definitely be a mess in the end. In my opinion, Panda dao is like this, and the same is true for nouns dao. Don't think that if you name it dao, you can really fly up inexplicably with the help of the so-called encryption technology. When you initiate, you may feel that you are different from the so-called company and are an innovative thing, but when you die, please pay attention to the mess you die with, which is no different from the hair of a company-like organization. Don't ask me how I know, it's all blood and tears~
I watched this interview in 2022. After reviewing the interview with the founder of panda dao, we can find that in order to do the so-called governance, Panda dao basically did nothing serious in the early, middle and late stages. No matter whether you call it dao or a company, ngo or community, there is no mature business model, or a public welfare model similar to gitcoin and op. There are problems with its survival. Every day, it is tired of dealing with all kinds of weird interests in the so-called community. There will definitely be a lot of content that needs to be governed, and there will definitely be a lot of different opinions. It will definitely require painful voting every day, and there will definitely be a mess in the end. In my opinion, Panda dao is like this, and the same is true for nouns dao. Don't think that if you name it dao, you can really fly up inexplicably with the help of the so-called encryption technology. When you initiate, you may feel that you are different from the so-called company and are an innovative thing, but when you die, please pay attention to the mess you die with, which is no different from the hair of a company-like organization. Don't ask me how I know, it's all blood and tears~
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Most VC coins are deliberately deceiving people, which is worse opium
#加密价值投资
https://mp.weixin.qq.com/s/NNK1yX6Fr2OoYmOTvk2ougIOSG Founder: MEME is like opium. Entrepreneurs should resist MEME
Haha, you are talking in a righteous way, as if vc coin is not meme, and it is unfair to talk about meme without talking about vc coin. Although I also invest in vc coin, vc coin is deliberately deceiving people, which is more serious. In my opinion, vc coin is a more opaque meme that runs a casino and is also a banker. If you say that meme is Western opium, but Western opium is nonsense. Opium did not originate in the West, nor was it promoted by the so-called West. I feel that people who work in blockchain have not received education? Basically, they have no common sense? Then say that meme is opium, then vc coin is even more opium, and most vc coins are opium that deliberately cheats people. Meme is a gambling coin, and it may be fairer to say it better. But to be clear, I personally do not buy memes and do not participate in gambling~~
https://mp.weixin.qq.com/s/NNK1yX6Fr2OoYmOTvk2ougIOSG Founder: MEME is like opium. Entrepreneurs should resist MEME
Haha, you are talking in a righteous way, as if vc coin is not meme, and it is unfair to talk about meme without talking about vc coin. Although I also invest in vc coin, vc coin is deliberately deceiving people, which is more serious. In my opinion, vc coin is a more opaque meme that runs a casino and is also a banker. If you say that meme is Western opium, but Western opium is nonsense. Opium did not originate in the West, nor was it promoted by the so-called West. I feel that people who work in blockchain have not received education? Basically, they have no common sense? Then say that meme is opium, then vc coin is even more opium, and most vc coins are opium that deliberately cheats people. Meme is a gambling coin, and it may be fairer to say it better. But to be clear, I personally do not buy memes and do not participate in gambling~~
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Ethereum ETF released, is Ethereum crypto culture dead?
Does the upcoming release of Ethereum ETF sound like a great joy? But are the bigwigs of Wall Street going to come and occupy Ethereum? It seems that they have already occupied Bitcoin. After the release of Bitcoin ETF, it seems that our beloved BTC has become a toy in the hands of Wall Street bigwigs. Ethereum will be the next one? Why did Vitalik, the founder of Ethereum, say Make Ethereum Cypherpunk Again? Does he also think that Ethereum's crypto culture is dead? Does he also think that Ethereum can't do anything except DeFi and currency speculation, or that with the high gas fees (now hundreds of dollars), it can only do finance? Some people say that there is still layer 2? It's useless to worry about it, but layer 2 is not decentralized, so what about your decentralized promise Ethereum? Are you just drawing a pie to fool us? Are you full of ideologies and full of business in your mind? Is Ethereum just a copycat coin that cuts leeks, as predicted by Bitcoin's maximalism?
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#加密价值投资
DAO's mess Part 2 - What kind of operation op does DAO need?
From my personal perspective, I don't need to care about my operation op at all. I will do what I want to do, or arrange for people in my company to do it, and I don't need to command community members to do it. So I don't need to care about my operation op at all. He/she/ta has independent thinking, independent operation ideas, independent personality, and independent spirit. He/she/ta chooses to do it with his/her independent and free will, chooses the common concept of consensus, and chooses what we all want to do, not because the community gives money, or the community has resources, or because of personal feelings. He/she/ta will think that doing community things is doing what he wants to do, and the so-called community things are just doing it by the way. So I think that among the crypto communities I have participated in, I think the best and most appreciated one is uncommons. 1. Because the content can be appreciated by Mr. Guo Yu, of course I like it too; 2. From the beginning of Dasong and key to now, uncommons has never cared about me, of course I don't care
DAO's mess Part 2 - What kind of operation op does DAO need?
From my personal perspective, I don't need to care about my operation op at all. I will do what I want to do, or arrange for people in my company to do it, and I don't need to command community members to do it. So I don't need to care about my operation op at all. He/she/ta has independent thinking, independent operation ideas, independent personality, and independent spirit. He/she/ta chooses to do it with his/her independent and free will, chooses the common concept of consensus, and chooses what we all want to do, not because the community gives money, or the community has resources, or because of personal feelings. He/she/ta will think that doing community things is doing what he wants to do, and the so-called community things are just doing it by the way. So I think that among the crypto communities I have participated in, I think the best and most appreciated one is uncommons. 1. Because the content can be appreciated by Mr. Guo Yu, of course I like it too; 2. From the beginning of Dasong and key to now, uncommons has never cared about me, of course I don't care
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#加密价值投资
A public account posted that it was going to set up a spot group, a circle of high net worth people!
When you see this kind of information in the currency circle, you can make two judgments. First, someone wants to cut leeks. Second, if this kind of information becomes more, and many people in your circle of friends want to set up a group to cut leeks, both on the intranet and the extranet, in China and abroad, such as Twitter, they all want to set up a group to cut leeks. It is almost equivalent to Peter Lynch's cocktail party theory, that is, the bull market is coming to an end, hahahahaha $BTC $ETH
A public account posted that it was going to set up a spot group, a circle of high net worth people!
When you see this kind of information in the currency circle, you can make two judgments. First, someone wants to cut leeks. Second, if this kind of information becomes more, and many people in your circle of friends want to set up a group to cut leeks, both on the intranet and the extranet, in China and abroad, such as Twitter, they all want to set up a group to cut leeks. It is almost equivalent to Peter Lynch's cocktail party theory, that is, the bull market is coming to an end, hahahahaha $BTC $ETH
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Refutation of Bitcoin's lack of intrinsic value
#加密价值投资 #bitcoin☀️
Buffett believes that the main reason for buying Bitcoin is to sell it at a high price, while Munger believes that Bitcoin is a pile of shit. Although I respect their contributions to stocks, company acquisitions, and value investing, I dare not agree with their views. Here is a brief analysis of the problems with their views. The anchor point of value investing in stocks lies in the company's profits and assets, and the anchor point of value investing in commodities lies in the supply and demand relationship. Using the perspective of stocks to analyze commodities, such as gold, of course you will come to Buffett's conclusion. He said that if you buy an ounce of gold, no matter how you caress it or appreciate it, it will still be an ounce of gold after more than 10 years. Therefore, Buffett believes that gold and Bitcoin have no intrinsic value and are not worth investing in stocks. From the perspective of the market, of course there is no problem, but the intrinsic value of commodities lies in the imbalance of supply and demand in specific scenarios. For example, if a large-scale war occurs, then gold is hard currency. The so-called antiques in prosperous times and gold in troubled times are a consensus worldwide. Of course, gold in troubled times is one of the intrinsic values of gold. Secondly, in order to solve the employment problem, the modern economy will adopt moderate monetary inflation to stimulate the economy, so the currency must be over-issued. This is the reality and essence of the modern economic ecology. Therefore, the over-issued currency also needs to enter the gold, Bitcoin, and stock market to gamble and spin. Otherwise, the price of daily necessities will be hyperinflated. This is the second intrinsic value of gold and Bitcoin, which is the bargaining chip for gambling and spinning. Simply put, the intrinsic value of commodities depends on the imbalance of supply and demand.
Buffett believes that the main reason for buying Bitcoin is to sell it at a high price, while Munger believes that Bitcoin is a pile of shit. Although I respect their contributions to stocks, company acquisitions, and value investing, I dare not agree with their views. Here is a brief analysis of the problems with their views. The anchor point of value investing in stocks lies in the company's profits and assets, and the anchor point of value investing in commodities lies in the supply and demand relationship. Using the perspective of stocks to analyze commodities, such as gold, of course you will come to Buffett's conclusion. He said that if you buy an ounce of gold, no matter how you caress it or appreciate it, it will still be an ounce of gold after more than 10 years. Therefore, Buffett believes that gold and Bitcoin have no intrinsic value and are not worth investing in stocks. From the perspective of the market, of course there is no problem, but the intrinsic value of commodities lies in the imbalance of supply and demand in specific scenarios. For example, if a large-scale war occurs, then gold is hard currency. The so-called antiques in prosperous times and gold in troubled times are a consensus worldwide. Of course, gold in troubled times is one of the intrinsic values of gold. Secondly, in order to solve the employment problem, the modern economy will adopt moderate monetary inflation to stimulate the economy, so the currency must be over-issued. This is the reality and essence of the modern economic ecology. Therefore, the over-issued currency also needs to enter the gold, Bitcoin, and stock market to gamble and spin. Otherwise, the price of daily necessities will be hyperinflated. This is the second intrinsic value of gold and Bitcoin, which is the bargaining chip for gambling and spinning. Simply put, the intrinsic value of commodities depends on the imbalance of supply and demand.
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#加密价值投资
If you make money, you will naturally have reasons to be optimistic. If you stand guard at a high position or the coins you bought don’t rise sharply, you will naturally have reasons to be pessimistic. As for the awesome innovation, it has been growing slowly in a corner (because the definition of awesome is logically unknown to the public at the beginning), just be calm
《This makes me feel very strange, what reason is there to be pessimistic?
This is very similar to planting a fruit tree, the roots are growing, the branches are growing, the leaves are growing, but it has not yet borne fruit.
If you only focus on the fruit, it will be a long and painful time.
Most of the people in the currency circle are investors, and it is easy to fall into this kind of sadness without fruit. —Orange Book》
If you make money, you will naturally have reasons to be optimistic. If you stand guard at a high position or the coins you bought don’t rise sharply, you will naturally have reasons to be pessimistic. As for the awesome innovation, it has been growing slowly in a corner (because the definition of awesome is logically unknown to the public at the beginning), just be calm
《This makes me feel very strange, what reason is there to be pessimistic?
This is very similar to planting a fruit tree, the roots are growing, the branches are growing, the leaves are growing, but it has not yet borne fruit.
If you only focus on the fruit, it will be a long and painful time.
Most of the people in the currency circle are investors, and it is easy to fall into this kind of sadness without fruit. —Orange Book》
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#加密价值投资 The explanation is a bit long-winded, but the principle is still the same, that is, no matter whether it is a bull or bear market, no matter whether the FDV is high or low, if you don’t understand it and don’t want to hold it for a long time, no matter whether it is a new or old stock, stay away from it, otherwise you will die miserably. This is a painful lesson.
LIVE
Yi He
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Recently, some friends have been discussing what coins should and should not be listed on Binance. I will try to explain: The cryptocurrency world is a free market. The liquidity and trading volume of CEX and CEX, CEX and DEX, and various trading platforms are a total pool. CEX is not a closed market. Even if Binance does not list these projects, these projects still exist. Trading volume and funds will also be diverted to the corners of the entire industry. In addition to the unlocking of VC-invested projects, Meme coins, chain-based local dogs, wool-pulling, and capital plates will all be diverted. After the ETF is approved, the traditional financial market will also divert funds that flow directly to the cryptocurrency world. Let's look at VC again. Some VCs are indeed the core reason for the inflated prices, but VCs generally raise funds from LPs for a 7-year lock-up period of 4+3 years, collecting management fees + dividends; VCs are generally unlocked one year after TGE (not all), so many VCs in the cryptocurrency circle are also going bankrupt, and some VCs' LP investments in the cryptocurrency circle may also return to zero; and project parties that have received large amounts of financing have more possibilities to cross the bubble cycle, but the fundamentals of the currency price and governance model are determined by the project party, and there is no standard answer. Therefore, before investing, everyone needs to do a more in-depth analysis of the project tokens, such as token application scenarios, release cycles, holding ratios, and initial circulation. There is no standard answer.
The rise of Defi has brought more liquidity to the industry and increased freedom, which has increased the difficulty for CEX to try to formulate rules, but this is precisely the charm of the free market in the cryptocurrency circle. DYOR
The rise of Defi has brought more liquidity to the industry and increased freedom, which has increased the difficulty for CEX to try to formulate rules, but this is precisely the charm of the free market in the cryptocurrency circle. DYOR
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Congratulations, you are not persecuted by the United States
LIVE分析师舒琴
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The results are out! Only 4 months! This is just a drizzle, congratulations to Mr. Zhao, BNB rebounded significantly!
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Quite a small V
LIVE小烏鴉Max
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[Vitalik Buterin shares controversial remarks from cryptocurrency companies]
Vitalik Buterin, the founder of Ethereum, as an important KOL in the encryption industry, has recently put forward provocative views on the industry, sparking heated discussions in the community. Buterin emphasized the principle of "public legitimacy" and pointed out that individuals and organizations in the encryption community need to deeply respect this principle. He cited the SBF incident and the OpenAI board of directors issue as examples, pointing out that the problem is not only controversial behavior, but also the neglect of transparency and accountability with the public. Responsibility conversations.
Buterin discussed the FTX scandal and pointed out that only conclusive evidence can be used to accuse high-level fraud, emphasizing the lack of a management committee and the importance of a strong oversight mechanism. His comments emphasized the need to balance corporate governance in the exploration process of crypto companies, especially focusing on public trust and legitimacy. He criticized SBF’s fraud and indifference to the public, as well as OpenAI’s opaque decision-making, and warned of negligence in the governance of the technology and encryption industries.
Buterin proposed that crypto companies should establish an environment of trust, transparency and accountability, and promote a governance model that is both consistent with the law and respects public participation in decision-making. However, some followers were skeptical of his views and considered them too idealistic.
#鴉快訊 #VitalikButerin $ETH
Vitalik Buterin, the founder of Ethereum, as an important KOL in the encryption industry, has recently put forward provocative views on the industry, sparking heated discussions in the community. Buterin emphasized the principle of "public legitimacy" and pointed out that individuals and organizations in the encryption community need to deeply respect this principle. He cited the SBF incident and the OpenAI board of directors issue as examples, pointing out that the problem is not only controversial behavior, but also the neglect of transparency and accountability with the public. Responsibility conversations.
Buterin discussed the FTX scandal and pointed out that only conclusive evidence can be used to accuse high-level fraud, emphasizing the lack of a management committee and the importance of a strong oversight mechanism. His comments emphasized the need to balance corporate governance in the exploration process of crypto companies, especially focusing on public trust and legitimacy. He criticized SBF’s fraud and indifference to the public, as well as OpenAI’s opaque decision-making, and warned of negligence in the governance of the technology and encryption industries.
Buterin proposed that crypto companies should establish an environment of trust, transparency and accountability, and promote a governance model that is both consistent with the law and respects public participation in decision-making. However, some followers were skeptical of his views and considered them too idealistic.
#鴉快訊 #VitalikButerin $ETH
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A realistic version of Hayek’s ideas
LIVE小烏鴉Max
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[Argentine President allows provinces to circulate their own currency]
Argentine President Javier Milei pledged not to prevent provinces from launching their own currencies following an exchange with La Rioja governor Ricardo Quintela.
In an interview with Radio Miter on January 14, Milei said he would not legally object to the creation of a local currency by an Argentine province. However, he warned that "quasi-currencies" could lead to inflation and put those who receive these payments at a disadvantage:
"Those who accept payments in quasi-currency issued by irresponsible governors will see their incomes suffer... not through budget adjustments, but through the inflation that quasi-currency induces."
Quintela plans to create the La Rioja independent currency after Milei takes office on December 10, 2023. This is in response to a 50% devaluation of the Argentine peso and 32 years of high inflation in the country. The new president also cut federal budget allocations to provinces.
Quintela called his province "abandoned by the state" and asked La Rioja's legislative body to prepare the legal basis for minting a local currency to pay police salaries. Buenos Aires Governor Axel Kicillof also considered issuing a local currency in December 2023.
Meanwhile, in Rosario, Argentina’s third-largest city, a landlord reached an agreement with a tenant to pay rent in Bitcoin, the first such contract in Argentina, prompted by recent legal changes by the new president.
#鴉快訊 #JavierMilei
Argentine President Javier Milei pledged not to prevent provinces from launching their own currencies following an exchange with La Rioja governor Ricardo Quintela.
In an interview with Radio Miter on January 14, Milei said he would not legally object to the creation of a local currency by an Argentine province. However, he warned that "quasi-currencies" could lead to inflation and put those who receive these payments at a disadvantage:
"Those who accept payments in quasi-currency issued by irresponsible governors will see their incomes suffer... not through budget adjustments, but through the inflation that quasi-currency induces."
Quintela plans to create the La Rioja independent currency after Milei takes office on December 10, 2023. This is in response to a 50% devaluation of the Argentine peso and 32 years of high inflation in the country. The new president also cut federal budget allocations to provinces.
Quintela called his province "abandoned by the state" and asked La Rioja's legislative body to prepare the legal basis for minting a local currency to pay police salaries. Buenos Aires Governor Axel Kicillof also considered issuing a local currency in December 2023.
Meanwhile, in Rosario, Argentina’s third-largest city, a landlord reached an agreement with a tenant to pay rent in Bitcoin, the first such contract in Argentina, prompted by recent legal changes by the new president.
#鴉快訊 #JavierMilei
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cz is quite prescient.
LIVECZ
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It seems the more you tell people not to FOMO, the more they do it. 🤷♂️😂
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It may not be so high, but the quality of this project is indeed very good.
LIVE雷公说趋势
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Bullish
#Launchpool #AI
It is expected that the opening price of AI in the near future will not be lower than 4U
Here’s why:
1. Bring your own traffic
AI is a topic of global discussion in 2023 and 24, and the $AI token directly fills the primary cause effect.
2. Binance’s efforts
The performance of Binance’s first two IEOs was not very good. If Binance wants to continue to empower $bnb, it urgently needs a new project with great potential to boost confidence. Then let’s take a look today to see if there are any new projects and exchanges. action.
3.UAW and user volume
SleeplessAI had 2 million single-day users of web3 during the test period alone. This project is obviously out of the circle. The popularity is not at the same level, and fdv is probably not at the same level either.
4. Airdrop
For a 3 million address, the sign-in lasts about 7 days. On average, a person operates 3 times a day (one sign-in, two rankings), and the airdrop cost of one address is $0.04*3*7=$0.84. If the project team uses 10% of the airdrop as a reward, one address can get 0.3 coins, and one coin will cost at least $2.8 to cover the cost.
5. Small circulation plate
Ace circulates 14.7%, nfp circulates 25%, Sleepless is smaller than them, so the amount should be between 4-5b.
To sum up, the AI price range is close to ape, ape ATH 23B. And unlike ape, this one also has utility and games. The opening price is at least 4-5b. During the peak period, the fdv is at least 1.5 times that of ape, at 30-50b.
It is expected that the opening price of AI in the near future will not be lower than 4U
Here’s why:
1. Bring your own traffic
AI is a topic of global discussion in 2023 and 24, and the $AI token directly fills the primary cause effect.
2. Binance’s efforts
The performance of Binance’s first two IEOs was not very good. If Binance wants to continue to empower $bnb, it urgently needs a new project with great potential to boost confidence. Then let’s take a look today to see if there are any new projects and exchanges. action.
3.UAW and user volume
SleeplessAI had 2 million single-day users of web3 during the test period alone. This project is obviously out of the circle. The popularity is not at the same level, and fdv is probably not at the same level either.
4. Airdrop
For a 3 million address, the sign-in lasts about 7 days. On average, a person operates 3 times a day (one sign-in, two rankings), and the airdrop cost of one address is $0.04*3*7=$0.84. If the project team uses 10% of the airdrop as a reward, one address can get 0.3 coins, and one coin will cost at least $2.8 to cover the cost.
5. Small circulation plate
Ace circulates 14.7%, nfp circulates 25%, Sleepless is smaller than them, so the amount should be between 4-5b.
To sum up, the AI price range is close to ape, ape ATH 23B. And unlike ape, this one also has utility and games. The opening price is at least 4-5b. During the peak period, the fdv is at least 1.5 times that of ape, at 30-50b.
👍
LIVE大饼侠
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Blockchain enthusiasts, come and take a look at this good news! 🎉🎉 According to data from The Block Pro, in December 2023, the total transaction volume on the Bitcoin and Ethereum chains increased by 29.1% month-on-month, reaching $328 billion! 💰💰 Among them, the transaction volume of the Bitcoin chain increased by 34.4% last month, and the transaction volume of the Ethereum chain increased by 21.6% last month. 🚀🚀
In terms of stablecoins, the adjusted on-chain transaction volume also increased in December, increasing by 1.9% to reach $608 billion. 😮😮 The issued supply also increased by 0.57% to reach $120.8 billion. 💵💵 In terms of market share, USDT occupies 76% and USDC occupies 18.3%. 📈📈
These data definitely bring more optimism to Bitcoin, let’s wait and see if this trend continues! 👀👀
In terms of stablecoins, the adjusted on-chain transaction volume also increased in December, increasing by 1.9% to reach $608 billion. 😮😮 The issued supply also increased by 0.57% to reach $120.8 billion. 💵💵 In terms of market share, USDT occupies 76% and USDC occupies 18.3%. 📈📈
These data definitely bring more optimism to Bitcoin, let’s wait and see if this trend continues! 👀👀
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🚨 Bitcoin Drops Below $62,000, Poised for a Major Rebound 🚨
1️⃣ Current Price Dip
Bitcoin has fallen below $62,000, causing concern among investors.
2️⃣ PlanB’s Analysis
PlanB, a renowned analyst, uses the stock-to-flow (S2F) model.
He highlights Bitcoin’s current price hovering around the five-month actual price of ~$65,000.
3️⃣ Significance of Actual Price in Bull Markets
Historically, Bitcoin rarely falls below its five-month actual price during bull markets.
This price level serves as a strong support line.
Bitcoin is expected to rebound from the $65,000 level.
4️⃣ Relative Strength Index (RSI)
RSI is a key momentum indicator to assess if an asset is overbought or oversold.
PlanB predicts that RSI values will align with peak levels from previous cycles.
This suggests exponential returns for Bitcoin.
5️⃣ Future Market Behavior
PlanB believes the current bull market will see exponential gains, not diminishing returns.
RSI values could rise above 80, similar to the cycles in 2013, 2017, and 2021.
📊 With Bitcoin’s current price around $61,785 and a slight decline of over 2% in the past 24 hours, the coming days will reveal if Bitcoin will recover as predicted. Historical trends provide a compelling case for an optimistic outlook.
📌 Stay tuned for more crypto insights! 👍
Disclaimer: This post is for informational purposes only and should not be considered financial advice.
#bitcoin #Binance
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