关于Blast的一些新思考：普通玩家有必要玩吗？
作者：NingNing，EMC Fund 高级研究员 来源：X @0xNing0x
1.Blast目前的状态只是一个纯粹的积分盘，官网甚至连技术文档都没有；即使Blast主网在24年2月成功部署，也会因为资产的最终安全性不是由以太坊主网保障，而受到以太坊社区普遍的质疑和诟病。
2.Blast突然火爆的核心逻辑有两个：1. 为Blur这个老积分盘消泡沫；2. 为踏空这波行情的巨鲸提供一个上车机会；
3.Blast明牌空投的性质，不是撸毛“黑奴”革命，而是资本主义狂欢。以前L2空投的最大获益人群，是普通的羊毛党和撸毛工作室。Blast空投的最大获益人群，会是巨鲸和社区长；
4.我们可以创建一个简单的模型估算一下参与Blast的盈亏比。
现阶段参与BLAST，即将以太坊锁在Blast的多签智能合约直到24年2月，这一投资行为的最大成本是机会成本。
我们可以从Top 100加密货币中任选5个标的构成一个投资组合，以它的潜在收益率作为参与Blast的机会成本。
如果现在的行情如市场大多数的预期，能够持续到24年Q1的话，这个投资组合的潜在收益率不低于50%。
而按照Paradigm之前成功孵化的积分盘Blur 第2季和 Friend Tech的经验， 大部分参与者的收益率远远低于50%
因此，参与Blast对普通玩家来说，并不划算，不如直接买上面那个投资组合。Blast是属于巨鲸和社区长的狂欢。
5.铁山推出Blast的核心目的，为了Blur上周的空投寻找接盘侠和消泡沫。为了达到这个目的，不惜把BLAST的资金结构搞坏掉。太多的人（2.4万独立钱包地址），在11月21日这一天涌入。这样搞，对社区长非常不友好，指数级增大他们CX和拉新的难度。这也表现在今天的数据上，只有220 独立钱包地址参与BLAST。
The current status of the author's senior researcher source is only a pure scoreboard, and official website doesn't even have technical documents. Even if the main network is successfully deployed in June, it will be widely questioned and criticized by the Ethereum community because the ultimate security of assets is not guaranteed by the main network of Ethereum. There are two core logics that are suddenly popular, which provide a boarding opportunity for the old scoreboard and the giant whale who stepped out of this wave of market. The nature of winning numbers airdrop is not the revolution of slaves, but the empty before the capitalist carnival. The biggest beneficiaries of the investment are the ordinary wool party and the airdrop of Mao studio, and the biggest beneficiaries will be the whale and the community leader. We can create a simple model to estimate the profit and loss ratio of participation. At this stage, the biggest cost of participating in the multi-signing smart contract that will lock the Ethereum until June is the opportunity cost. We can choose any target from cryptocurrency to form a portfolio with its potential rate of return as the opportunity cost of participation. If the current market is as big as the market, If most of the expectations can last until 2008, the potential rate of return of this portfolio is not lower than that of the previous successful incubation of the scoreboard in the first quarter. According to the experience, the rate of return of most participants is far lower, so it is not cost-effective for ordinary players to participate. It is better to buy the above portfolio directly, which belongs to the carnival of giant whales and community leaders. The core purpose of Tieshan's launch is to find the catcher and eliminate bubbles for last week's airdrop. In order to achieve this goal, too many people are willing to break the capital structure. The influx of wallet addresses on the day of June is very unfriendly to community leaders, which exponentially increases the difficulty of them and pulling new ones. This is also reflected in today's data that only independent wallet addresses participate. 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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