RWA赛道的潜力如何？｜疑问解答
作者：道说区块链
1、mocaverse和变异猿选哪个？
这两个NFT在特质和定位上有着明显的区别：
变异猿在某种程度上被定位为用户在虚拟世界的身份象征，很类似我们现实社会的奢侈品。
但Mocaverse则更像品牌商（Animoca Brands）在虚拟世界中的品牌标识或者品牌代言人。
一个被视为个人形象，另一个被视为品牌形象。
这里两种不同的定位就决定了它们价格上涨的内在逻辑会有很大的区别：
变异猿的价格要继续上涨一定是这个身份属性越来越“稀有”、越来越能显示身份，从而导致越来越多的用户愿意把它作为自己的头像使用，驱动价格的进一步上涨。
而Mocaverse的价格要继续上涨则在于Animoca如何把自己的品牌影响力和价值赋能持续输出到Mocaverse，让人们一看到它就想到Animoca未来会更成功，会给更多人带来各种利益。
两厢比较：变异猿需要的是“更虚”的东西，而Mocaverse需要的是“更实”的东西。
对无聊猿团队而言，到底该采取什么路线，怎么给变异猿赋能才能进一步强化它的个人身份，这是一个极大的挑战，毕竟这条路前人没有走过。
虽然在现实生活中，我们已经有了那些现成的顶级奢侈品的发展路径，但那些方式似乎在虚拟世界中不好走，而且无聊猿团队似乎也不是在往那条路上走。
所以这条路未来该怎么走，以及能不能走得通，都存在越来越大的不确定性---这是无聊猿团队面临的问题，也是整个头像类NFT当下面临的问题。
这个问题现在无解，只能静待它们的探索和尝试。
而对Mocaverse来说，Animoca要把品牌影响力输出到它身上把价值赋能到它身上，在某种程度上就是一个传统的商业操作，这方面现成的案例很多，不仅难度小而且风险小。
所以从难度和风险上来说，变异猿要大得多。如果团队处理不好，它未来的价值是有可能逐步递减的；不过一旦这条路走通，它未来的涨幅也会惊人，甚至无上限。
因此，如果求稳，我会选Mocaverse；如果愿意冒险，我会选变异猿。
2、 能否给个头部的ORDI和SATS的定投价？
这两个币尽管我都很看好，但我都没有定投。原因是它们的价格发展到现在，越来越不好预估它们未来的潜在上涨空间。
我曾经在文章中写过，我认为ORDI是比特币的杠杆。那我们就从杠杆的角度来看看ORDI现在可能的增长潜力。
截至写稿时为止它的价格是75美元，与它对标的比特币价格是44700美元。
假如在接下来的牛市中比特币能达到10万美元（现价的2.2倍），那就意味着ORDI的价格至少也要到167美元。如果ORDI的涨幅更高一些，达到3倍，那它的价格就会去到225美元。如果还高一些，涨幅达到4倍，价格就会去到300美元......
算到这里，我心里是存在一定疑问的：它真的能涨到300美元这么高吗？
就算能涨到300美元，尽管它的涨幅还是高于比特币，可我们综合衡量一下风险和收益，在这种情况下，如果非要我们在两者中选一个，是选比特币还是ORDI呢？
如果是我，我会倾向保守一点，选比特币。
这就是现阶段我们讨论定投ORDI的尴尬之处。所以我早前在文章中写，现阶段我没有再买这些经典的BRC-20代币，而是会一直持有它们到牛市。
如果一定要说给ORDI设一个可能的定投价，我觉得最起码要低于50美元，才有一定的性价比，否则意义不大。
可ORDI还能跌到50美元以下吗？我们只能等时间来给出答案了。
3、ERC-3643的潜力？
ERC-3643是对标现实世界资产的代币标准，基于这个标准的项目属于我们常说的RWA赛道。
这个赛道我还是维持过往的观点：真正能在其中获得大头利益的是机构和大资本，散户在里面是喝汤和陪跑。
The author said that there are obvious differences in characteristics and positioning between blockchain and mutant ape. To some extent, mutant ape is positioned as the status symbol of users in the virtual world, which is similar to the luxury goods in our real society, but more like the brand logo or brand spokesperson of brands in the virtual world. One is regarded as a personal image, and the other is regarded as a brand image. Here, the two different positioning determines that the internal logic of their price increase will be very different. Continue to rise must be that this identity attribute is getting rarer and rarer, which can show identity more and more, so that more and more users are willing to use it as their avatar to drive the price to rise further, and the price to continue to rise lies in how to continuously export their brand influence and value to make people think that they will be more successful in the future when they see it, which will bring various benefits to more people. What apes need is more virtual and what they need is more real for boring apes. It is a great challenge for the team to take what route and how to empower the mutant ape to further strengthen its personal identity. After all, this road has not been taken by the predecessors. Although we have developed those ready-made top luxury goods in real life, those ways seem to be difficult to walk in the virtual world and the boring ape team does not seem to be going that way, so there is increasing uncertainty about how to go and whether this road can make sense in the future. The problem faced by the chatting ape team is also the problem faced by the whole avatar class at present. There is no solution to this problem now, so we can only wait for their exploration and attempt. For me, it is a traditional business operation to export brand influence to it and give value to it. Many ready-made cases in this respect are not only less difficult but also less risky, so the mutant ape is much more difficult and risky. If the team can't handle it well, its future value may gradually decrease, but once, The future increase of this road will be amazing or even unlimited. Therefore, if it is stable, I will choose it. If I am willing to take risks, I will choose the mutant ape. Can I give a fixed investment price for the sum of the heads? Although I am very optimistic, I have not made a fixed investment because their prices are getting worse and worse. I have written in an article that I think it is the leverage of Bitcoin, so let's look at the possible growth potential from the perspective of leverage until the time of writing. The price of bitcoin is USD, and the price of bitcoin is USD. If bitcoin can reach the current price of USD 10,000 in the next bull market, it means that the price of bitcoin will at least reach USD. If the increase is higher than that of bitcoin, its price will go to USD. If the increase is higher than that of bitcoin, the price will go to USD. I have some doubts in my mind. Can it really rise to USD so high? Even if it can rise to USD, although its increase is still higher than that of bitcoin, we can synthesize it. Measure the risks and benefits. In this case, if we have to choose between the two, should we choose Bitcoin or not? If I were you, I would tend to be conservative and choose Bitcoin. This is the embarrassment of our discussion on fixed investment at this stage, so I wrote in an article earlier that I will not buy these classic tokens at this stage, but will hold them until the bull market. If we must set a possible fixed investment price, I think it will be at least lower than the US dollar, otherwise it will be of little significance, but we can still fall. Is it below the dollar? We can only wait for time to give an answer. The potential is the token standard for benchmarking real-world assets. The projects based on this standard belong to the track that we often say. I still maintain my previous views. What can really benefit from it are institutions and large-scale capital retail investors who drink soup and run with them. 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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