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Sign has already been introduced by many people, so I won't go into too much detail about the basic information of Sign.

Here I would like to share my thoughts on Sign⬇️

Sign's basic business is divided into three parts:

1. Tokentable: a product that helps other projects airdrop/distribute Tokens/OTC trading.

2. SignPass: a blockchain-based identity registration and verification platform;

3. ETHSign: a decentralized electronic contract signing product;

Currently, Sign's core business is Tokentable, which is said to have achieved a net profit of 15 million last year. Here are the points we need to think about⬇️

1. Ecological position

Although SignPass and ETHSign are quite interesting products, their future revenue growth expectations and adoption expectations are not easy to estimate. Here we will only talk about Tokentable, which has made a lot of money for it. We can define it as the infrastructure in the subdivision of Token distribution and OTC trading of locked Tokens.

Tokentable's revenue comes from the fees charged for Token distribution and OTC trading - as long as the trend of new stories, new narratives, and Token issuance continues, the demand for Tokentable from Token issuers will continue to exist.

The growth expectation mainly depends on the macro market environment. When the market is good, there are more project TGEs, whether it is Token distribution or OTC trading, Tokentable may be able to earn more fees.

2. Will the airdrop season still exist?

In the past few days, I have seen some opinions on CT, and the core point they want to express is: the demise of the airdrop season. My view is that the airdrop season will not disappear, but under the pressure of the bear market and the market sentiment, the airdrop rules designed by the project parties will become more vertical - the project parties need to find the group with the highest product fit through airdrop expectations, in order to survive in the harsh market environment and gain a certain market share.

The continuation of the airdrop season and the large number of project TGEs (this is the eternal demand of the crypto market) are the basis for Tokentable to continue to maintain cash flow income.

In addition, another key point is to observe whether Tokentable can find new growth points (the previous key growth point was Ton).

3. The influence of Tokentable

The amount of revenue from crypto infrastructure products depends on the following three points:

• Whether the product is easy to use, and Tokentable has proven itself in this regard. I personally found the $KAITO airdrop to be very smooth, and friends who previously claimed Ton game Tokens can also share their experience at that time;

• Market mindshare, that is, resource background and influence. After Yzi invested in Sign, Sign's mindshare quickly improved. Previously, most market participants didn't know they were getting Tokens through Tokentable. But after Yzi's investment and $KAITO, Sign Tokentable's technology has received widespread attention. Successful marketing will also bring more customers to Tokentable;

• Credit endorsement, such as reputation, Yzi Labs investment, etc. This part of the consideration is also user acquisition. The previous reputation and Yzi's investment will give Sign a strong endorsement, allowing Sign to have the opportunity to reach more customers, thereby bringing more cash flow income.

After saying so much, I just want to express my core point of view. That is, I believe that Sign will become a well-known infrastructure in the industry, just like Chainlink, and will occupy a part of the market mindshare. Therefore, I will give Sign a higher valuation in my heart, and I am also willing to buy its NFT Seeing Signs.

Conflict of interest.