香港Web3嘉年华有感：老饭新炒 谁在裸泳？
作者：比特币买卖交易网月儿
1.老饭新吃，尤其是一层公链，比如CKB、TON、NEO等，从币价的涨跌也能看出来，会议这几天噌噌往上走，打破了币价逢会必跌的诅咒，不知道会不会打破币圈炒新不炒旧的传统。然而有些（我就不点名了），展位也买了，活动也做了，不配合币价拉盘着实是一点用都没有，只会让人倍感疑惑：他们是怎么做到这么出名，但同时市场又做的这么烂？
2.现在是牛市的开头，迹象十分明显：项目估值开始变得夸张，项目融资金额飙升、融资难度骤减，动辄就是千万，要知道在熊市的时候，一两百万的融资都得播报，现在基础就是个七八百万？额度要靠抢、小机构拿不到优质项目额度。
项目方拿到钱不着急花、显得很抠搜，完全看不出牛市的欣欣向荣，钱得用在刀刃上……估计后边拉盘用吧；
3.比特币生态真的很火，尤其是比特币Layer2，但全是华人项目标配：华人资本➕华人玩法➕一个外国发言人。真正的外国人对这个赛道不感兴趣，他们玩Depin，果然一个市场有一个市场的取向；
4.很多项目都给KOL额度，毕竟社区是第一生产力，所以奇形怪状的推特KOL就都出来了。与此同时，VC的重要程度在下降，媒体的重要程度在进一步下降。
然而大部分的KOL数据都靠刷，真正转化效果好的KOL呼风唤雨，转化效果不好的就抱团取暖，以低价➕批量打包取胜。但项目方也都是老韭菜了，怎么可能随随便便给额度呢？所以KOL竞争也很激烈的；
5.骗子很多，借着大公司的名义坑蒙拐骗，骗子项目很多，饼画得老大、牛皮吹的上天，一听就是糊弄小朋友的，所以辨别真伪很重要。当然我也不是说我的判断就一定准确，毕竟在这个行业里谦卑很重要，如币圈著名定律总结“看不懂-看不起-追不上”；
6.外国人明显比去年多了，还好我的英语比去年也进步了很多，和大家聊的还挺开心。期待和大家迪拜见吧，迪拜，那就是另一个完全不一样的市场了。
The author bitcoin trading network, the moon has a new meal, especially a public chain. For example, it can be seen from the rise and fall of the currency price that the meeting has gone up these days, breaking the curse that the currency price will fall at every meeting. I don't know if it will break the tradition of speculating in the currency circle. However, I didn't call the booth and bought activities. It is really useless to pull the plate without matching the currency price. It will only make people wonder how they are so famous, but at the same time, the market is so bad. Now it is the beginning of a bull market. The signs are very obvious. The project valuation is becoming exaggerated. The amount of project financing is soaring, and the difficulty of financing is rapidly decreasing. It is always necessary to know that in the bear market, one or two million financing has to be broadcast. Now the foundation is a quota of seven or eight million. The project side can't get the high-quality project quota by grabbing small institutions. It is very difficult to spend money. I can't see the prosperity of the bull market at all. It is estimated that the money should be used in the back. Bitcoin ecology is really hot, especially Bitcoin, but all Chinese projects come standard. A real foreigner is not interested in this track. They play a market and have a market orientation. Many projects are given quotas. After all, the community is the primary productive force, so grotesque tweets have come out. At the same time, the importance of the media is declining. However, most of the data are based on brushing the real transformation effect. If the transformation effect is not good, they will hold a group to warm up and package them in batches at low prices to win, but the project side will win. It's also an old leek. How can you give a quota casually? So the competition is fierce. Many swindlers cheat and swindle in the name of big companies. Many cakes are painted in the name of big companies, which is like fooling children. So it's very important to distinguish authenticity. Of course, I don't mean that my judgment must be accurate. After all, humility is very important in this industry, such as the summary of the famous laws of the currency circle. It's a good thing that I can't catch up with foreigners. Fortunately, my English has improved a lot compared with last year. I'm very happy to talk to you 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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