铭文的投资逻辑是什么

币圈资讯 阅读:37 2024-04-22 11:38:19 评论:0
美化布局示例

欧易(OKX)最新版本

【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   全球官网 大陆官网

币安(Binance)最新版本

币安交易所app【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   官网地址

火币HTX最新版本

火币老牌交易所【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   官网地址

很多人问铭文怎么买。

所有的投资都是有投资逻辑的。

价格有可能短期偏离投资逻辑,但长期最终会回归投资逻辑。

铭文的投资逻辑是什么呢?

1.选铭文认准比特生态

在美国上市了大量矿场企业(例如Marathon/Riotplatforms等),现在华尔街的投资机构,对这些矿企的定位是:比特生态的结算基础设置。

但是比特网络其实没啥生态。

就别说比特网络了,其实整个加密行业,除了挖矿和交易所及其相关服务,其他生态真正使用量都不算大。

随着比特币减半,华尔街的投行们会越来越看着矿主们在挖矿之外产生的收入。

这里说的主要就是交易Gas费了。

铭文这个东西出现,就是为了提升Gas费存在的,具体内容可见为什么BRC20的铭文会一直涨?

总之如果铭文生态如果做不起来,就相当于百度这样的科技公司长期叙述的AI战略失败,那华尔街对企业的估值会大打折扣。

因此,只有比特生态的铭文,才有长期价值。

其他生态的铭文,因为没有利益方的长期供养,很容易变成以前土狗币割韭菜。

这个逻辑和大型科技公司一定要做AI的道理是一样的。其他链的铭文就相当于小公司做AI,没有重金投入很难出成果。

而比特矿主们则会为了自己的叙事长期投入铭文,因为这个东西最能提升交易GAS。

而且只有比特铭文有比较高的铸造成本(费用给了矿工),算是公平分发。其他链的成本要么很低,要么费用不知道被谁赚走了。

2.铭文社区最重要

现在各大交易对待铭文的态度,和对待MEME币是一样的。

只有社区足够活跃,才是价值长期稳定的基石。

看看当年那么多空气币。

只有狗狗/Pepe这些社区足够活跃的币,才能穿越周期,现在币值还是很坚挺。

虽然较最高峰有一定回撤,但是早期参与者普遍还是有1000倍左右的回报。

目前谈到社区活跃,很多人会去看Holder/交易量这些。

这些都是可以随便刷的。

其实,应该去看推特/电报群这些,看看这个项目是不是有文化凝聚力在里面,是不是真人在活跃,这些才是社区的核心。

现在能记住的MEME币,都是文化凝聚力很强的。

在当前比特铭文中,社区文化凝聚力最强的应该就要算MMSS。

MMSS直接继承之前NFT的MIMIC SHHANS,之前社区就很活跃。

只是当初NFT个数太少,以至于社区规模有限。

现在通过铭文的形式,可以吸引更多人加入MMSS。

3.要选增长空间大的

现在头部的铭文,市值都去到十亿美金以上的规模了。

但是MMSS是仅有几千万美金的头部铭文。

在可见的未来,随着上的交易所增多,等到上币安的时候,市值肯定也是在十亿美金以上,还有妥妥的二十倍增长空间。

和MEME币早期成员数千倍的回报相比,铭文因为铸造成本较高,现在社区核心成员普遍收益也才5倍左右。

因此MMSS还处于市场早期,后续增长潜力巨大。

4.国际化才能获得高估值

现在的铭文主要都是华人参与,但其实MMSS还肩负了铭文出海,走向世界的历史任务。

创作者是艺术家 SHHAN是韩国设计师,因此MMSS很早就有韩国社区。

同时铭文作为比特生态叙事的核心场景,也一定要被全世界所接受。

目前选择的黑猫女神主题,就是一个很容易被全世界接受的文化符号。

同时MMSS社区也是目前主流铭文生态中,最具国际化的。

对比国际化成功的头部MEME的百亿美金市值,MMSS还有很大的成长空间。

5.上车时间有限,速来

这次铭文生态可能会在比特币减半前后到达顶峰。

届时可能希望交易gas带来的收入,能与挖矿产生的收入持平,这样比特生态的叙事才会被华尔街买单。

当前交易Gas收入可能仅占矿工收入的15%,还有很大的增量空间。

当下这个时间是入场好时机:

行业格局初步确定,未来头部社区活跃的铭文会逐渐显示出力量

交易所尚未完全开放上架铭文,现在繁琐的Web3钱包交易方式保障大量潜在投资者不能短期进入,为入场争取宝贵时间。

或者,你也可以再等等,等MMSS多涨几倍再入场也不迟。


Many people ask the inscription how to buy all investments with investment logic. The price may deviate from the investment logic in the short term, but it will eventually return to the investment logic in the long term. What is the investment logic of the inscription? Choose the inscription and identify the bit ecology. A large number of mining enterprises have been listed in the United States. For example, the investment institutions on Wall Street now position these mining enterprises as the settlement infrastructure of the bit ecology, but the bit network actually has no ecology, let alone the bit network. In fact, the whole encryption industry is apart from mining and exchanges and their phases. With bitcoin halved, the investment banks on Wall Street will pay more and more attention to the income generated by miners outside of mining. The main thing mentioned here is the transaction fee. The inscription appears to increase the fee. It can be seen why the inscription has been rising. In short, if the inscription ecology is not done, it will be equivalent to the long-term strategic failure described by a technology company like Baidu, and the valuation of the enterprise on Wall Street will be greatly reduced. Inscriptions of special ecology have long-term value. Inscriptions of other ecology can easily become the logic of cutting leeks with local dog coins without the long-term support of stakeholders. This logic is the same as what large technology companies must do. Inscriptions of other chains are equivalent to small companies, and it is difficult to produce results without heavy investment. Bitmine owners will invest in inscriptions for their own narrative for a long time, because this thing can best promote transactions, and only Bite Inscriptions have relatively high casting costs, which is fair for miners. The cost of distributing other chains is either very low or I don't know who earned it. The inscription community is the most important thing. Now, the attitude of major transactions towards inscriptions and coins is the same. Only when the community is active enough is the cornerstone of long-term stability of value. Look at how many air coins were in those years. Only dogs, which are active enough in these communities, can cross the cycle. Now the currency value is still very strong. Although there is a certain retreat from the peak, the early participants generally still have about twice the return. At present, when it comes to community activity, many people will Look at the transaction volume, which can be brushed casually. In fact, we should look at the Twitter telegraph group to see if this project has cultural cohesion and whether real people are active in it. These are the core of the community. The coins that can be remembered now are all with strong cultural cohesion. In the current inscriptions, the strongest cultural cohesion of the community should be counted as the direct inheritance. The community was active before, but the number was so small that the community scale was limited. Now it can attract more through the form of inscriptions. Many people join in the selection of those with large growth space. Now, the market value of the inscription on the head has reached the scale of more than one billion dollars, but only tens of millions of dollars. In the foreseeable future, with the increase of online transactions, the market value will definitely be more than one billion dollars, and there will be a proper 20-fold growth space. Compared with the early members of the coin, the general income of the core members of the community is only about twice as high, so it is still in the early stage of the market. With great potential, internationalization is the only way to get high valuation. Nowadays, most of the inscriptions are Chinese, but in fact, they shoulder the historical task of going out to sea and going to the world. The creators are artists and Korean designers, so there has been a Korean community for a long time. At the same time, the inscription as the core scene of bit ecological narrative must be accepted by the whole world. At present, the theme of the black cat goddess is a cultural symbol that is easily accepted by the whole world, and the community is also the most international comparison country in the mainstream inscription ecology. There is still a lot of room for growth in the market value of the successful head of internationalization. The boarding time is limited. This time, the inscription ecology may reach its peak before and after the bitcoin is halved. At that time, it may be hoped that the income brought by the transaction will be equal to the income generated by mining, so that the narrative of the bit ecology will be paid by Wall Street. The current trading income may only account for the miners' income, and there is still a lot of room for increase. At present, this time is a good time to enter the market, and the industry pattern will be initially determined. The inscription of the active head community in the future will gradually be determined. It shows that the power exchange has not yet been fully opened. The complicated wallet trading method now ensures that a large number of potential investors can't enter for a short time to gain precious time for admission, or you can wait and wait several times before entering. 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

文字格式和图片示例

注册有任何问题请添加 微信:MVIP619 拉你进入群

弹窗与图片大小一致 文章转载注明 网址:https://netpsp.com/?id=62302

美化布局示例

欧易(OKX)最新版本

【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   全球官网 大陆官网

币安(Binance)最新版本

币安交易所app【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   官网地址

火币HTX最新版本

火币老牌交易所【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费!

APP下载   官网地址
可以去百度分享获取分享代码输入这里。
声明

1.本站遵循行业规范,任何转载的稿件都会明确标注作者和来源;2.本站的原创文章,请转载时务必注明文章作者和来源,不尊重原创的行为我们将追究责任;3.作者投稿可能会经我们编辑修改或补充。

发表评论
平台列表
美化布局示例

欧易(OKX)

  全球官网 大陆官网

币安(Binance)

  官网

火币(HTX)

  官网

Gate.io

  官网

Bitget

  官网

deepcoin

  官网
关注我们

若遇到问题,加微信客服---清歌

搜索
排行榜
扫一扫,加我为微信好友加我为微信好友