别管404是不是庞氏 流动性就是正义

币圈资讯 阅读:37 2024-04-22 05:07:18 评论:0
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这个春节基本所有行业的人都在焦虑,只有加密圈的人在亢奋~

NFT

某个在铭文周期收获了7000倍的大神,在春节假期的最后一天也感叹恍如隔世。

我也为各位春节期间没关注加密圈的小伙伴,梳理一下这几天都发生了啥。

01春节前一周,潘多拉的盒子打开了

在2月2日,有个叫ERC404的协议横空出世,这个协议其实超级简单,就干这么个事情:

NFT

把NFT的集合建一个对应的池子,交易NFT就是交易币,同时交易币也就是交易NFT。

为了更简单一点理解,假如每个NFT小图片只发行一个ERC20的代币,那就是这样的:

NFT

当持币地址少于一个代币的时候,就只会有币;当持币地址大于一个代币的时候,则既有图,也有币。

NFT

当持有者持有1个代币,选择卖出一部分的时候,会随机烧毁一个NFT。

当持有者买入代币,每凑满一个整数,就会铸造一个NFT。

以前NFT一直被诟病的流动性低问题,就这么简单就被解决了。

NFT

pandora是ERC404的第一个代币,我知道的时候已经价格两三千美金了,一度窜到3万美金,现在回落到一万多。

02土狗不过年,密集发项目

也不知道为什么,可能是协议简单,币安和OKX差不多是第一时间在各自的Web3钱包支持了ERC404协议,而且还上了几个奇奇怪怪的项目:

NFT

在上榜的名单里面,除了第一个潘多拉作为龙一很好理解,其他的代币都是小盘子。

Defrogs可以勉强算是龙二,高峰市值三千万,现在跌破一千万。

其他几个都很惨,两百多万的市值。。。说实话现在我知道的很多项目流动性/规模都比后面这几个强,也不知道交易所的选取规则是啥?

但这并不影响土狗们的热情404还是火了,OKX官方一口气宣布扶持21个项目:

NFT

其中甚至包括本次春节期间闹得沸沸扬扬的“跑路项目”YuMe。

03Gamefi开始卷应用场景

按照我之前的“六圈理论”,很多搞NFT的人属于图圈,除了搞藏品的还有做Gamefi的。

ERC404推出没几天,战场很快就从数字藏品玩开盲盒,冲到了拼玩法。

如果说第一波热情是交易所上架的那几个币带起来的,第二波热情应该是eggx带起来的:

NFT

之前的大部分404都是参考pandora发行一万个NFT对应一万个币。

EGGX这个匿名项目一个NFT对应一万个币,发行当天就拉高冲了50倍!点燃了土狗们的热情~

这个项目一开始宣传的时候是这个样子的:

NFT

就这么朴素,一直宣传的孵蛋功能,其实到现在也都还没上线:

NFT

随后各种玩转盘的/玩扑克的/各种游戏的项目都出来了。

目前靠项目方自己干活最累的可能是这个项目:

NFT

项目宣发的时候应该花了一些成本,在币安新闻上发了稿子:

NFT

我有幸参与了初始mint,500个盒子一分钟就抢完了。

但是后续机会没啥社群喊单动作,发池子后最高价格也就mint两倍,然后一直在阴跌。不知道后续是不是还有大招~

04所谓公平,都是骗韭菜的

在这次404热潮中也闪现了不少之前铭文社群的影子,当然也有参考铭文进行公平发射的项目。

很多项目mint都是几百份,然鹅有个项目搞了大几千份出来mint,果断翻车:

NFT

Yume发行的时候eggx刚刚创下50倍的纪录,市场情绪十分饱满。

到现在,这个项目的Mint进度已经停留在现在这个位置好几天了,连维权群都搞出来了:

NFT

所以告诫各位项目方,不要轻易搞公平发射。

之前铭文公平发射,费用是给到矿工,项目如果凉了大家都认亏;现在EVM上面搞公平发射,费用大部分给到项目方地址,搞成这样就很尴尬了~

不过据我所知,Yume系列图片的质量还算可以,官推还在继续活动,项目还上OKX官方扶持名单,应该不会跑路:

NFT

说实话之前铭文涨得好的项目,也是有庄家在活动的,所谓“公平”很多时候就是一句口号。要都是散户持有,没庄家拉盘,散户也不满意吧?

05还是meme为王?

就在昨天,春节假期最后一天的时候,突然又冒出一个9527。

严格意义上说,这个币并不是ERC404,顶多算是周星驰Nobody系列NFT的手动版404。

NFT

这个币是老鼠社群一帮核心成员在推动的,走势也是十分猛烈,我从昨天下午进场到现在,价格已经翻了十倍:

NFT

但是现在市值也只有一百万美金出头,现在市面上随便一个土狗404的市值都有两百万美金。

核心社群也是充满老鼠的氛围,这个9527可能是第一次大型铭文社群第一次转战EVM,连某知名铭文大V都开始换话题了:

NFT

06 404模式即将普及全网?

随着ERC404的模式爆火,而且协议规则简单,很快就出来了各种协议。

例如有ERC1111,这个项目在大年初一就发了一个币,据说是比404有一些功能上的升级。

NFT

但是到现在图也没发出来,而且币价走势也比较疲软,据说是三月份才会有运营动作。

NFT

同时还有在BSC链上搞505的:

NFT

不过在BSC链上虽然gas低,但大部分都是明牌土狗,参与者主要也都是10U战神。

在以太坊主链因为Gas高,反而大部分参与者金额都还可以。

据我所知,不少铭文项目也在借助比特二层的效率,实现404这种模式,就是:资产和流动性联动!

理论上所有链上的各种资产,都可以通过这种方式建池子实现流动性。包括今年所有人都充满预期的比特生态,本质上就是为笨重的比特链上资产,提供流动性。

只不过ERC404用简单的玩法,普及了这个概念。

07流动性倒逼自由竞争

我一直是自由竞争的信仰者,在所有现在的金融市场中,一般耍流氓的都是用各种办法限制流动性,例如限制卖出/加税,甚至还有抓人的。

但是一般无论用什么方式去限制流动性,最后都会搞成一地鸡毛。

NFT

反而是一些鼓励流动性的市场,虽然大部分项目会归零,但是总能跑出来很多明星项目。

例如美股市场,5年下来可能90%的股票的市值都会跌去九成,但是不影响优质项目可以茁壮成长。可能很多朋友都不知道,美股上市只对项目方有锁定期限制,对上市前的机构投资者甚至都没有锁定期要求。

这次404的项目就很明显,不太行的项目归零速度明显加快,而优质项目是不怕流动性高的。

NFT

期望以后加密生态能出现这种局面~


This Spring Festival, people in almost all industries are anxious. Only people in the encryption circle are excited. On the last day of the Spring Festival holiday, a great god who has gained twice as much as he did, lamented that it was like a lifetime ago. I also want to sort out what happened these days for the friends who didn't pay attention to the encryption circle during the Spring Festival. A week before the Spring Festival, Pandora's box was opened and an agreement called "Trading Coin" was born. This agreement is actually super simple. It is to do such a thing and build a corresponding pool transaction. At the same time, trading coins means trading. In order to make it easier to understand, if only one token is issued in each small picture, it will be like this. When the holding address is less than one token, there will only be coins. When the holding address is greater than one token, there will be both pictures and coins. When the holder holds a token and chooses to sell part of it, it will be burned randomly. When the holder buys a token, every integer will be cast, which has been criticized before. The problem of low liquidity will be solved so simply. Yes, the price of the first token was two or three thousand dollars when I knew it. At one time, it jumped to 10 thousand dollars, but now it has dropped to more than 10 thousand local dogs. However, I don't know why it may be a simple agreement. The currency Anhe supported the agreement in their wallets almost the first time, and several strange items were on the list. Except for the first Pandora, it is well understood that other tokens are small plates, and the market value of Dragon II peak is barely below 30 million. Ten million others are miserable, with a market value of more than two million. To tell the truth, many projects I know now are more liquid than the latter ones, and I don't know what the selection rules of the exchange are, but this doesn't affect the enthusiasm of the local dogs, and the official announced the support of several projects in one breath, including the road running project that made a lot of noise during the Spring Festival. According to my previous six-circle theory, many people engaged in it belong to the circle, except for collecting and launching, and it took only a few days for the battlefield. Soon from the digital collection to the blind box, I rushed to the spelling game. If the first wave of enthusiasm was brought by the coins on the exchange, the second wave of enthusiasm should be brought up. Most of the previous ones were based on the reference issue of 10,000 coins. This anonymous project, one corresponding to 10,000 coins, was raised twice on the day of release, which ignited the enthusiasm of the local dogs. This project was like this when it was first promoted, and it was so simple. In fact, the incubating function that has been promoted has not yet come online. After that, all kinds of projects of playing roulette and playing poker have come out. At present, the most tiring thing is that when this project was announced, it should have cost some money to send a manuscript on the new news of the currency. I was lucky enough to participate in the initial box and grab it in one minute, but there was no chance for follow-up activities. After the single action was sent to the pool, the highest price was twice as high, and then it kept falling. I wonder if there were any big tricks in the follow-up. The so-called fairness was all a lie to leeks. It also flashed in this craze. Of course, the shadow of the inscription community has also made reference to the inscription for fair launch projects. Many projects are hundreds of copies. However, one project in Goose has just set a record of several thousand copies when it was decisively overturned. The market sentiment is very full, and the progress of this project has been in this position for several days now, even the rights protection group has been developed. Therefore, I warn all project parties not to easily engage in fair launch. Before the fair launch, the inscription fee is given to miners. If the project gets cold, everyone will be warned. It's embarrassing to admit that most of the above fair launch expenses are paid to the project's address, but as far as I know, the quality of the series of pictures is still acceptable, and the project is still going on. The official support list should not run away. To be honest, the so-called fairness of the project before the event is also a slogan, whether it is owned by retail investors or not, is it still king? Just on the last day of the Spring Festival holiday yesterday, it suddenly took the risk again. In a strict sense, this coin is not a manual version of the Stephen Chow series at most. This coin is promoted by a group of core members of the mouse community, and the trend is also very fierce. Since I entered the market yesterday afternoon, the price has increased tenfold, but now the market value is only in the early one million dollars. Now the market value of any local dog in the market is two million dollars, and the core community is also full of mice. This may be the first time that a large-scale inscription community has fought for the first time, and even some famous inscriptions are mostly open. I started to change the topic. The mode is about to be popularized all over the network, and the protocol rules are simple. Various agreements have come out soon. For example, this project issued a coin on the first day of the New Year's Day, which is said to have some functional upgrades, but the map has not been issued yet, and the trend of the coin price is also weak. It is said that there will be operations in March, and there will be operations in the chain. However, although it is low in the chain, most of the participants are winning numbers local dogs, mainly the God of War in the main chain of Ethereum because of high opposition. As far as I know, many inscription projects are also realizing this model with the help of the efficiency of bit two, that is, assets and liquidity are linked. Theoretically, all kinds of assets in the chain can build pools to realize liquidity in this way, including the expected bit ecology for everyone this year. In essence, it is to provide liquidity for the heavy assets on the bit chain, but it has popularized this concept with simple gameplay. Liquidity forces free competition. I have always believed in free competition. In all the current financial markets, the hooligans generally use various methods to limit liquidity, such as restricting selling, increasing taxes and even arresting people. However, no matter what methods are used to limit liquidity, they will eventually become a chicken feather. Instead, they will be markets that encourage liquidity. Although most of the projects will go to zero, many star projects will always come out. For example, the market value of possible stocks in the US stock market will drop by 90% in the next year, but it will not affect the quality projects. There may be many. Friends don't know that the listing of US stocks only has a lock-up period limit for the project parties, and there is no lock-up period requirement for institutional investors before listing. It is obvious that this project is not good, and the speed of returning to zero is obviously accelerated, while high-quality projects are not afraid of the expectation of high liquidity. This situation will occur in the encryption ecology in the future. 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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