大跌之后新老交替 一览8个加密生态中的新动向

币圈资讯 阅读:72 2024-05-07 02:06:20 评论:0
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作者:Pima,ContinueCapital联创

来源:X,@LeePima

近期市场的大幅下跌再次掀起了新旧项目更迭的序幕。然而,对于投资者而言,每次这样的市场波动都是一次深思熟虑的投资机遇,需要我们审慎对待、精选项目。

实际上,市场的律动似乎总是相似的,只是演绎者不同:一些项目在2021年5月19日之前基本结束了它们的牛市征程,随后花费大量时间艰难地回归到之前的高点附近,例如代表DeFi/DOGE/BNB/DOT/MATIC等的UNI。

而另一些项目,在2021年5月19日之后,依然保持着蓬勃发展的势头,经历了一波长足的增长,是5至10倍于5月19日前高点的增长,直至2021年12月才见顶,例如SOL/LUNA/SHIB/AXS/SAND等。针对此次大跌后,我们个人的观察重点是什么呢?

1/ $SOL 及其生态系统,无需多言,永远唤不醒装睡者。

2/ $SAGA 及其生态系统,作为模块化的 L1,自带生态优势,但吸引用户群体的导入仍面临挑战,关键点在于何时达到临界点。

3/ SUI 及其生态系统,技术实力毋庸置疑,但MOVE双星及其他L1在吸引用户群体方面面临着严峻困境。长期的日活用户只有2至5万,与SOL/BNB的百万级日活用户相比,差距日益扩大。新项目和品牌在吸引普通用户方面远未达预期。不要只盯着推特上的热点,要着眼于项目的基本面。有时候你以为大家都在讨论,实际上只是你所在社群或圈子的热议而已,一查链上数据,全球参与者可能只有几千人。

4/ Clob订单薄。AMM的使命已经完成,高扩容的L1需要更好的DEX适配性,竞争也异常激烈。UNI的V5似乎也面临订单薄问题;Drift/Hyperliquid/RabbitX等等,哪一个会脱颖而出?双代币Purr是否有机会?

5/ SocialFi将会如何演变?$Friend/Fantasy/DistrictOne将会带来怎样的加密原生体验?如何扩大规模和留存率是SocialFi需要进一步探讨的问题。

6/ 新的AI项目是否有机会?何时能够实现正向收入?$NMT $DEAI $NOS我们看到了美股对于AI公司业绩的严苛和挑剔,同时也给予真正业绩极大的奖励。加密货币领域的AI项目也有望实现收入,关键是如何扩大规模并建立护城河。

7/ RWA确实是一条具有潜力的道路,但如何筛选还有待深入探讨,需要集思广益。$MKR $RIO。

8/ MEME。你以为你所持有的MEME一路上涨,但实际上道路异常曲折,你看到的只是结果,却忽略了持有过程的煎熬。最近我们看到了猫王争霸过程中社区猫代表$POPCAT/$MICHI和VC猫之间的争执,目前看来,纯社区MEME占据上风,反VC的情绪也影响到了MEME。

```

The recent sharp drop in the market has once again set off the prelude to the change of old and new projects. However, for investors, every such market fluctuation is a thoughtful investment opportunity, which requires us to treat carefully selected projects. In fact, the rhythm of the market always seems to be similar, but the performers are different. Some projects basically ended their bull market journey before, and then spent a lot of time struggling to return to the previous high points, such as representatives, while others were in. After March, it still maintained the momentum of vigorous development, and experienced a wave of rapid growth, which was twice as high as that before the month, and it didn't reach its peak until June, for example. What is the focus of our personal observation after this plunge? It is needless to say that our ecosystem will never wake up the sleeper and its ecosystem as a modular ecological advantage, but it still faces challenges to attract users. The key point lies in when it reaches the critical point and its technical strength of the ecosystem is beyond doubt, but binary stars and others. There is a serious dilemma in attracting users. Compared with millions of daily users, the gap between long-term daily users is widening. New projects and brands are far from expected in attracting ordinary users. Don't just stare at the hot spots on Twitter, but focus on the fundamentals of the project. Sometimes you think that everyone is talking about it, but it's actually just a hot discussion in your community or circle. If you look up the data on the chain, there may be only a few thousand global participants. It is better to complete the mission of high expansion. The adaptability competition is also extremely fierce, and it seems that it also faces the problem of order book, etc. Which one will stand out, whether the double tokens have the opportunity, how will they evolve and what kind of encryption native experience will they bring? How to expand the scale and retention rate is a question that needs further discussion. Whether the new projects have the opportunity and when can they achieve positive income? We have seen that the US stocks are strict and picky about the company's performance, and at the same time, they will give great rewards to the real performance. The key point is that the projects in the field of cryptocurrency are also expected to realize income. How to expand the scale and build a moat is indeed a potential road, but how to screen it needs to be discussed in depth. You think that what you hold has gone up all the way, but in fact the road is extremely tortuous. What you see is only the result, but you ignore the suffering of the holding process. Recently, we have seen the dispute between community cat representatives and cats in the process of Elvis Presley's hegemony. At present, it seems that the pure community has the upper hand and the anti-emotion has also affected it. 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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