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灵猫_韩一鸣
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Stupid and a gambler.
Is there any hope?
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Dex月交易量达到Cex的14.22%,市场份额创历史新高。
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任何领域,能带来真实收入的项目生命力更强。 下图是过去一年产生费用排名前20名的项目: ETH地位无法撼动,TRON是现金奶牛,Lido/Uniswap都是赛道龙头。 公链一旦有着强盈利能力,短期很难被超越,应用类虽然可以火热一时,但很难持久。 当前依然是“胖协议,瘦应用”的现状。 再过段时间,大du场PumpFun和工具类应用Banana会相继进入排名。 过不了多久,“瘦协议,胖应用”的web3时代就会到来。
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全世界认可人数越多并持续增长的标的,在持有过程中的颠簸不足为道。
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本轮周期VC资金的入场规模远不如2021年,当前被吐槽不断解锁的VC项目基本还是上个周期的产物。 当前被吐槽不断解锁的VC项目基本还是上个周期的产物。 经过牛熊周期的洗礼,VC们也会更加珍惜自己的子弹,让估值回归理性,发现真正创新的产品,行业发展离不开VC们子弹的推动。
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门头沟是10年的烂账,该来的总会来的。 依然处于牛市进程中,过程中的涟漪增添了观众生相的乐趣。 让过去集中的BTC再次换手,把筹码交到虔诚的信徒手中,怎么看都是好事。 毕竟: “巅峰诞生虚伪的拥护,黄昏见证虔诚的信徒 ”
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