卡拉大帝
@kaladadi
专注区块链投研及趋势分析
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Blockchain has been developed for more than ten years, and now it seems to be a big casino.
Assuming this premise is true, I think there are only three reliable narratives in this casino ecosystem.
Casino: Exchanges represented by Binance, OKX, and Bybit.
Loan sharking: DeFi represented by uni aave crv
The last one that is not so obvious at present is the pawnshop.
Among the various narratives represented by RWA, the largest RWA at present should be usdt represented by mortgaged fiat currency.
I believe that there will definitely be a project that mortgages real assets in RWA.
Among the new RWA projects, plume lingo is more optimistic
Wait and see. #RWA #lingo #plume
Assuming this premise is true, I think there are only three reliable narratives in this casino ecosystem.
Casino: Exchanges represented by Binance, OKX, and Bybit.
Loan sharking: DeFi represented by uni aave crv
The last one that is not so obvious at present is the pawnshop.
Among the various narratives represented by RWA, the largest RWA at present should be usdt represented by mortgaged fiat currency.
I believe that there will definitely be a project that mortgages real assets in RWA.
Among the new RWA projects, plume lingo is more optimistic
Wait and see. #RWA #lingo #plume
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Lingo can check airdrops
https://app.lingocoin.io/dashboard
https://app.lingocoin.io/dashboard
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My opinion on FB:
Let me first say the conclusion. When BTC soars, FB will plummet. During the rest of the time, FB will most likely rise slowly.
Reason: Many people don’t know that the first CEX to launch FB is actually Coinex. About Coinex, those who entered the circle about 20 years later don’t know about it. It used to be one of the four major exchanges with Binance, OK, and Huobi; the power behind it is the world’s largest Bitcoin mining farm: Bitmain;
The largest fixed cost of the mining farm is the mining machine, and the value of the eliminated mining machines will plummet.
So I think: the emergence of FB is actually to alleviate the dilemma of miners’ reduced income or even shutdown during the downturn. Since this round of halving, the price of Bitcoin has fallen to the shutdown price of the old generation of mining machines represented by s9. In order to still play a certain value, the low-efficiency mining machines currently left in the mining farm have developed such a mechanism of using bit computing power to mine FB, thereby extending the value of the old generation of mining machines.
As of September 16, the single-mining FB computing power is about 3 billion T, accounting for about 5% of the total network computing power, and I believe that the biggest FB dealer must be behind these single-mining FB computing power. Combined with the signs of the first CEX exchange to go online, it is not difficult to guess who is the dealer behind FB.
Thinking from the perspective of the dealer, when you have enough control, how will you control the price of the currency? Is it digging your own grave to dig, withdraw and sell? Or wait for the market depth to rise, and then after a round of explosions, there will be a big wave? The answer is obvious.
So my inference is that no matter how big the total market value of FB is, as long as most of the chips are still in the hands of the dealer, the subsequent price can still be expected. As retail investors, it is not a bad thing for us to dance with the elephant, as long as we leave the market in advance when the lights come on.
I am talking nonsense, please don't criticize me if you don't like it. $FB $BTC #FB
Let me first say the conclusion. When BTC soars, FB will plummet. During the rest of the time, FB will most likely rise slowly.
Reason: Many people don’t know that the first CEX to launch FB is actually Coinex. About Coinex, those who entered the circle about 20 years later don’t know about it. It used to be one of the four major exchanges with Binance, OK, and Huobi; the power behind it is the world’s largest Bitcoin mining farm: Bitmain;
The largest fixed cost of the mining farm is the mining machine, and the value of the eliminated mining machines will plummet.
So I think: the emergence of FB is actually to alleviate the dilemma of miners’ reduced income or even shutdown during the downturn. Since this round of halving, the price of Bitcoin has fallen to the shutdown price of the old generation of mining machines represented by s9. In order to still play a certain value, the low-efficiency mining machines currently left in the mining farm have developed such a mechanism of using bit computing power to mine FB, thereby extending the value of the old generation of mining machines.
As of September 16, the single-mining FB computing power is about 3 billion T, accounting for about 5% of the total network computing power, and I believe that the biggest FB dealer must be behind these single-mining FB computing power. Combined with the signs of the first CEX exchange to go online, it is not difficult to guess who is the dealer behind FB.
Thinking from the perspective of the dealer, when you have enough control, how will you control the price of the currency? Is it digging your own grave to dig, withdraw and sell? Or wait for the market depth to rise, and then after a round of explosions, there will be a big wave? The answer is obvious.
So my inference is that no matter how big the total market value of FB is, as long as most of the chips are still in the hands of the dealer, the subsequent price can still be expected. As retail investors, it is not a bad thing for us to dance with the elephant, as long as we leave the market in advance when the lights come on.
I am talking nonsense, please don't criticize me if you don't like it. $FB $BTC #FB