Domov
Obvestilo
Profil
Članki v trendu
Novice
Dodan zaznamek in všeček
Središče za ustvarjalce
Nastavitve
LIVE
developer
--
・
741 views
Sledi
Learn how the crypto market operates!
LIVE
Yi He
--
一些总结,非投资建议。
2017年是ICO时代,公开募资直接替代了VC和PE,所以17-18年的牛市属于OG站台,属于代投。只要抢到份额就能赚钱。
2021年defi崛起,实际市场开始多元化分流了,冲土狗套娃只要跑得快就能赚钱.
ieo那时候还可以跟项目方谈放一部分份额出来给用户,所以上线普遍订价偏低,买新不买旧也是这个时期的典型特征。
但现在ieo在大部分国家合规普遍认为有法律风险,所以只能空投,市场定价,意味着如果流通量大,开盘价格低项目相对表现平稳,比如BB,Lista,但相较于21年,还是拉涨太快,缺乏充足的洗盘过程。
2024年这波的上涨由BTC ETF启动,这波的聪明钱属于天王级项目和撸毛工作室,他们相亲相爱,一起制造了一波漂亮的数据,一边项目方可以从VC手里融到更多钱 (如果你观察市场头部VC,都是十亿美金以上的规模,这确实会推高好项目定价),而另外一边,手里又有钱又有用户的项目方底气十足,链上有百万用户,某个平台上不上无所谓,多的是cex要上,没有cex还有dex,再不济自己链上就有Dex。
交易平台并不掌握定价权,所以对于估值很高的项目,大家还是看看基本面,不要只看市值,最好再看看流通量。
到今天,确实市场又变了。撸毛工作室和L2项目的自相残杀演变成闹剧,撸毛时代可能要结束了。当前无论一二级市场都有了更多专业玩家,他们有各种工具实现风险对冲,但也扩大了市场规模,当前作为普通的投资者,用2017的ICO,2021的IEO、套娃,甚至2023的撸毛策略恐怕不适配今天的市场。
是不是缺乏VC投资,更少项目方,就会是一个更健康的市场呢?每一个周期都会有一些项目穿越牛熊,也有无数的天王级项目倒在路上,无论web2,还是web3,创业成功是极少数,而跨越鸿沟、穿越周期的项目更是凤毛麟角。
投资有风险,入市需谨慎。
Dajte napitnino
0 ljudi je dalo napitnino ustvarjalcu.
Izjava o omejitvi odgovornosti: vključuje mnenja tretjih oseb. Ni finančni nasvet. Lahko vključuje sponzorirano vsebino.
Glejte Pogoje.
0
Raziščite najnovejše novice o kriptovalutah
⚡️ Sodelujte v najnovejših razpravah o kriptovalutah
💬 Sodelujte z najljubšimi ustvarjalci
👍 Uživajte v vsebini, ki vas zanima
E-naslov/telefonska številka
Registracija
Prijava
Ustrezen ustvarjalec
LIVE
developer
@developer
Sledi
Raziščite več o ustvarjalcu
$BNB — #Binance coin exhibited sideways movement between the $610-$600 levels before dropping to $550, which will now act as a resistance if it attempts to return to the $660 level. However, I believe in BNB because it continuously upgrades its smart chain and offers good returns while holding. #CryptoTradingGuide #Megadrop #MtGoxJulyRepayments #MicroStrategy
--
$ZK — #zkSync is attempting to establish a support level between $0.166 and $0.17. With a circulating supply of approximately 3.6 billion out of a total 21 billion, a resistance level could form at $0.186. #CryptoTradingGuide #MtGoxJulyRepayments #Ethereum #Web3
--
$BB — #BounceBit has finally found strong support at $0.34, the same level it reached before climbing to $0.87. Users are curious about the increasing circulating supply, which is actually due to staking rewards and the monthly increase in the delegation program. #CryptoTradingGuide #MtGoxJulyRepayments #Hold #Megadrop
--
$NOT — #Notcoin couldn't stay below the $0.013 level and bounced back $0.0145. I still believe in this coin, with my initial target set at $0.05. #Binance #MtGoxJulyRepayments #meme_coin #ton
--
$ADA — #Cardano demonstrated strong support at $0.36 after dropping from the $0.50 level. We could see bullish movements, especially following the new upgrade. #CryptoTradingGuide #MtGoxJulyRepayments #Binance
--
Najnovejše novice
Monochrome Bitcoin Spot ETF Holds 59 BTC, AUM Exceeds $558.9 Million
--
OpenAI Changes Policy To Allow Current And Former Employees Equal Participation In Stock Sales
--
Solana Ecosystem's DePIN Project Shaga Secures $1 Million Angel Round Funding
--
AI Concept Coins Show Significant Increase
--
Ethereum's Layer2 Scaling Solution Scroll's Mainnet TVL Surpasses $800 Million
--
Poglejte več
Zemljevid spletišča
Cookie Preferences
Pogoji uporabe platforme