Today, I have excerpted a few questions from the final Q&A session of the internal live broadcast last weekend and shared them with you.

Q1. With the market going down, will the Cancun upgrade be hyped up like the Shanghai upgrade?

There are two conditions for the LSD upgraded in Shanghai to be hyped in the first half of the year:

First, the overall market trend is improving, and the market funds that have been suppressed for a year are released again;

The second was the expectation of Shanghai's upgrade in March;

Of these two conditions, the first one is the dominant factor. If there is no positive trend in the overall market, speculation will be very limited.

Therefore, let's look at the Cancun upgrade. The official announcement time of the Cancun upgrade is the fourth quarter, so here we still have to look at the overall market situation. If the market is at a good level, then this track will also have greater hype;

If the overall market is not satisfactory, the intensity of speculation may weaken accordingly, but in terms of the overall direction, this track will be the main focus of speculation in the second half of the year.

Q2. In the next bull market, will Yitai’s market value and odds surpass Pie?

In terms of odds, I think Yitai has a higher odds. After all, the market value and ecosystem are here, but whether the market value can surpass Pica is not certain;

In the last round, we all thought that the market value of Yitai would most likely surpass that of Bitcoin, because at that time we saw the super prosperity of Yitai's ecosystem, and Bitcoin was bare at that time;

In the first half of this year, we have seen that Bitcoin is no longer just a storage service, but has also grown into an ecosystem. Although the scale of this ecosystem was very small in the first half of the year, I believe that there is still a great possibility that this ecosystem will continue to prosper in the next bull market and continue to be hyped.

Therefore, the fundamentals of the pie have changed and it is no longer the pie of the past.

Q3. Is it risky to borrow money with O.K.? Are there any other risks besides the closure of the firm?

The biggest risk is the risk of being liquidated. It is generally safer to keep the borrowing rate below 30%, and observe the dynamics at the same time. From a politically correct point of view, it is not recommended to borrow and lend on the spot and then invest.

Q4, if you want to invest in a game coin that is highly certain and easy to explode, which one do you recommend? I'm interested in magic, imx, and ape, but I don't know which one is the best?

These three protocols represent three different properties:

Magic is an application protocol on layer2 and a gaming ecosystem;

IMX is a layer 2 public chain focusing on games and NF.T;

Ape is the native token protocol in the Boring Ape ecosystem;

For these three protocols to take off, the logic behind them is that they need the corresponding ecosystem to produce blockbuster games;

For example, in Magic’s gaming ecosystem, there are blockbusters like Beacon in the first half of the year;

Because IMX is a public chain, its rise, like other layer 2 public chains, must be determined by the adoption rate of game developers. At the same time, whether more popular games will appear is also a core factor in whether IMX will continue to rise sharply;

Ape is betting on the next plan of the Bored Ape project team. I pay little attention to this.

Therefore, I think that in terms of certainty, imx has a higher certainty (gaming public chain track), but if we look at the odds, I think magic has a higher odds.

This is a preliminary judgment and we need to continue to observe. People with different opinions are welcome to discuss in the comment section.