Celestia是另一个庞氏吗？详解TIA代币的供需动态与市场叙事

Before you get angry with me, I want to clarify that I'm not saying it's a Ponzi scheme. In fact, I think it's one of the most important technological advances we've seen for a long time. This article only discusses the supply and demand dynamics of tokens and why I think it is similar to the narrative that was so attractive to the retail industry during the bubble of 2008. This report will be completed in multiple parts. What is the narrative of tokens? What are the similarities and differences? Next, What is the plan? What is this report? If I try to explain it in detail, it will become lengthy, so I only recommend the wonderful articles written by me. In short, it decomposes the blockchain stack and focuses on the data availability layer, which makes it easier and cheaper to deploy new and blockchain for new projects. For example, the cost reduction achieved by using data availability instead of Ethereum is what I think is the purest investment in the airdrop narrative. It uses the construction and airdrops tokens to the pledger of peace in the year. We have witnessed two large-scale airdrops in and simplified the new start-up process, which should airdrop some supplies to the pledgee. Tokens are usually at a premium in the market, so the logic behind this narrative is that the price is not important, because airdrops will make up for losses. Now this statement may be right or wrong. My airdrops have covered the initial cost base of my purchase through my pledge operation, so in theory, if I sell my airdrops when I go public, I can basically say that I am exempt. Fei got my position, of course, I won't do it because I believe there is a strong narrative, but that's another topic. One of my big criticisms of the community is that they are really bad and can't convey their value proposition to the cryptocurrency ordinary community. They live in their own bubble, and as a result, the price of tokens and the community are affected. Ironically, airdrops have solved this problem, developers can make generous airdrops, and the holders of the whole community can figure out what the narrative behind tokens is. This is very beneficial to all participants, because the community will do all the work for the developers, who can develop the community and brag about it. This is why the team's small airdrops will make people look empty and pledge. The tweet above is a bit like a joke, but it is also serious. The team and venture capital companies try their best to make airdrops as difficult as possible to obtain, for example, taking a snapshot of the pledge. The purpose of the minimum pledge is to reward the community. They really think that it will be formed less than one month after the token is launched. A community is just beginning to form, so future projects should stop killing airdrop teams and venture capital companies through very early snapshots, which greatly push it to the middle curve. On the other hand, an egalitarian airdrop is taking snapshots, and the minimum pledge amount is, which means that you can pledge dollars and get airdrops worth about dollars. They also airdropped tokens to the community. You can see a strong community even by searching on the Internet. This is the way to do it. There is a wonderful discussion about how much it should be worth. I am extremely bearish and extremely bullish. Why is it new? You may realize that this is a reflexive narrative community. The stronger the team is, the more motivation it has to airdrop to the community. After all, this is the spirit of the ecosystem, isn't it? As the market expects more airdrops, there will be more buyers who are not sensitive to price. If you pledge for airdrops, why do people sell them? Therefore, the valuation can be understood in this way. Price data is available. As a modular currency, the value growth of the sex layer is the currency premium of all future airdrops. Now no one knows how to calculate the value growth and currency premium. Because it has just started, people naturally take the value of airdrops as the reason for holding it. The airdrops are huge because people look down on it, but with the announcement of more airdrops, people will buy and pledge. Remember the unbinding period of the pledge. Do you want to guess when the claim will go online? Obviously, the airdrops will be diluted as time goes by. However, It's only been launched for two months, so I guess we are still in the early stage of airdrop narration. In fact, most cryptocurrency players trade on centralized exchanges and don't even know how to pledge, so it's reasonable to look down on them. It's reasonable to cancel the pledge one day, but I don't think it's time. The fact is that retail investors love airdrop narration. What's wrong with this? The promise of changing dollars into ten thousand dollars looks like the future of finance. Look at the number of views of this video if you expect retail investors to pass it. After the return, they will buy and pledge. With the continuous airdrop and rising, there will definitely be a new wave of video bloggers and users. They will repeat the fallacy similar to time. The price can go down because it will make up for it. It doesn't matter because airdrop will make up for it. You see, of course, I believe it is one of the most important innovations in this cycle, but this does not mean that this number will rise forever. I predict that this situation will happen again because human greed is predictable and the influence people are tempted to publicize their audience. It's inevitable, of course, you can call me one of them, but I also believe that pledge will be very profitable in the early stage of the bull market. I'm just warning you about what may happen so that you can get ready. That's why I wrote this article to remind myself that I need to be modest and profitable after a month, even if the narrative seems indestructible. Here's how I think the price will change in the coming cycle. I spent seconds drawing this chart. Of course, there will be a callback, and I may be wrong. I think it will become a bull market period order. Amazing position, but it will also become an extremely painful bear market position, because once people realize that the valuation is meaningless, they will sell it. The unbinding period will make this situation even more severe. So what is the plan? I will pledge in the next cycle. I will hold some airdrops and sell some airdrops. I expect this to bring benefits, but to be honest, I have no idea that my current plan is once I rank first in the Apple App Store or the mainstream currency reaches a record high. I would also like to remind you that today is June, if you read this post in the future, my opinion may have changed. I am also very bad at predicting short-term price trends, and only time will give an answer. 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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