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小熊饼干.eth⛵
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前债券评级分析师 CFA Level III candidate Certified Financial Technician - IFTA 现在是一名保安,爱吃小熊饼干 #web3入口 OKX Web3钱包一个就够 https://t.co/akMBaY3O5w
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小熊饼干.eth⛵
03-31
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Previously, when doing investment research through airdrops, my basic principle was to avoid Chinese projects and prioritize Western teams. Then last year, Aster emerged, unexpectedly defeating the established players. Who said Chinese teams couldn't do it? They delivered two powerful blows. This made me wonder: it wasn't that Chinese teams lacked vision, but rather that Perps' fee-based business model inherently required high FDV (Fulfilled Transaction Value) to feed the community and sustain operations in Seasons 2 and 3, allowing them to continue collecting fees. Then Lighter launched airdrops—a truly grand gesture. Their zero-fee model distributed ten to a hundred times more airdrops to the community than those shameless fee-collecting schemes, and they still have a large number of loyal users. ✅ The facts prove that the most important thing in investment research is character and ethics. Nothing else. You might think that for a project to continue operating, it needs to feed its initial user base, but it turns out they only need to cash in on the first wave to make their money off models and yachts. The harder you work, the more unfortunate you become. It's pitiful for us hardworking "bargain hunters"—we feel uncomfortable just sitting around doing nothing, always looking for projects to continue exploiting. Now it seems that being able to let go during a bear market, being able to rationally lie low, is true wisdom. Written on March 31st
ASTER
1.65%
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小熊饼干.eth⛵
03-30
Last month at the conference in Hong Kong, I saw a project team whose receptionists were all blonde, blue-eyed girls. I went up to them and said, "Some people say you're a Chinese project, but you're clearly a big European company. May I take a picture with you?" Then, this guy was really happy and took a pair of white socks out of his drawer to give to me, saying they were very soft and comfortable. Looking at the "Made in Europe" tag, I was too embarrassed to tell him I'm from Chengdu 😅 I saw a few pieces of information today and wanted to share them. Even in a bear market, you can still earn some airdrop income. 🔸 For those of you using the Bitpanda wallet to accumulate points, the first airdrop is coming! €100,000 in VSN will be distributed based on the leaderboard. Earning some income in a bear market is pretty good (distributed April 1st). 🔹Bitpanda, a long-established exchange with 7 million users, has obtained a European compliance license for its public blockchain. It has partnered with Optimism to build the @vsntoken blockchain based on the OP Stack. A portion of the blockchain's revenue will be used to buy back and burn the platform token, VSN. Exchange public blockchains, such as BNB Chain in Dubai and Vision Chain in Europe, can maintain profitability even in a bear market as long as the exchange has users. Platform tokens have performed quite well in bull markets. I plan to add them to my watchlist and plan my investment portfolio for the next bull market in October (this is just my personal record and does not constitute investment advice). 🔸RWA In this cycle, only stablecoins and RWA represent the hope for the entire market; everything else has been proven false and a misleading narrative. Vision Chain is an infrastructure built for on-chain finance in Europe. Financial institutions and retail investors can use this "compliant and regulated" public chain to conduct on-chain DeFi operations. On-chaining of RWA assets is the future, and both Europe and the US will vigorously promote it, making it a promising sector worth paying attention to. ✅ Projects that persist in building during bear markets, especially those that are still profitable, are worth considering. Surviving against the trend in bear markets means taking off in bull markets – this is the simplest way to make money in investing. Crypto is increasingly resembling traditional finance; there are no false narratives, profitability is the only hard truth. Don't give up thinking during bear markets; only then can you hope to take off in bull markets. Wishing everyone a prosperous year-end by buy the dips!
VSN
1.43%
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