jakiro
Author: 作 Fred Source: X,@Dacongfred
The time is getting closer and closer. Recently, we have discussed the investment strategy with friends in Hong Kong and discussed how to make the most money in bull market transactions?After discussing and further research, there were some anti -intuitive discoveries to discuss and exchange with everyone.
Core discussion issues:Can it be able to capture and amplify the revenue of the narrative of the public chain through the highest Token on the heavy warehouse public chain?
Core deduction ideas are divided into three steps:
1. Public chain narrative
2. Select logic of the amplifier on the public chain
3. Comparison
1. Chain narrative
First of all, the first step is to find the narrative of your own optimistic chain. Each cycle will have many chains with outstanding increases, such as the chain Fantom (more than 600 times), SOL (more than 500), which performed well in the price increase of the token price in the previous cycle,Times), BNB (more than 40 times), ETH (more than 20 times), Avalanche (more than 20 times), near (20 times), BTC (8 times) and so on.
In this round of bull market, there will also be many public chains/layer2 (regardless of the old and new) that may erupt again, solana, base, blast, SUI, Aptos, ETH, etc.
Taking my personally as an example, after studying a circle in the second half of the 23rd year, I was very optimistic about Solana, so at the SOL price 20, it was at a low -time trough that was in a low -time trough.The current price is also 9 times.From 20, I will share with my friends around. Even friends who get on the car 40 are now four or five times.It can be seen that the feedback of the research power in the Crypto market is still obvious.
In addition to SOL, there are also many other chains in this cycle. It is also worthy of attention. Here you do not explore in detail which chain should be deployed in this bull market. It is important to choose a chain Buy in.If you are interested, communicate with you in the following articles.
2. Selection of amplifiers on the public chain
Suppose we have chosen a few optimistic public chain narratives. Next, let’s take a look at which potential token is a amplifier of the public chain. After this chain is taken off, the earning income is higher than the token itself.
How to choose a amplifier, there is a key premise: select the amplifier of the public chain β narrative instead of α.
There are many projects on each chain that may be amplifiers:
1. Meme.Take Solana ecology as an example, BOME, WIF, SLERF, etc. are charming.However, everyone knows the characteristics of Meme that most of the endless MEMEs are as gorgeous but flew as fireworks, and their life span in the bull market is often significantly shorter than other types of projects and chains itself.It is not suitable for the amplifier of the β narrative of the public chain, which is more suitable for investing from the logic of α.
2. Game.For example, the increase of Axie and Stepn’s token in the previous cycle was very amazing. However, the characteristics of the game are not high and the binding of the chain is not high, and the multi -chain may be considered.The game can become Long Yilong two as clearly as DEFI.
3. DEFI.DEFI is the most likely potential amplifierThere are two core reasons: 1) The binding of DEFI and the chain is very deep, usually the official support or heavy cooperation items; 2) DEFI’s Long Yilong Er is clear at a glance, and look at TVL and Volume.Discover.
In addition to the above types, there may also be some capes with additional strengths, such as DEPIN, AI, RWA and other fields. There may also be some obvious dragons like DEFI.Relatively more or more alpha logic.Therefore, we choose DEFI as a potential public chain amplifier for further analysis.
3. Public chain token vs Public Chain Dragon One/Dragon DEFI income comparison
Let’s take a look at the good chain in the previous cycle and the income of the DEFI project on the chain.
Data specification: The calculation time is the above time of BTC (May 2020) as the starting point, and the performance of calculation from halved (May 2020) to the peak of bull market (around April and November 2021); if you are decreasingThe half -time DEFI project is also a coin -issuing, and the performance of the peak calculated by the starting point is based on the issuing point.
Compared with the chain of more than 20 times during the last bull market, compared with DEFI:
Fantom has more than 600 times from halving, SPOOKYSWAP on Fantom is less than 3 times, and Spiritswap has been 5 times.
SOL rolled more than 500 times from half of the decrease, Serum has been 8 times, and Ray from the lowest to the highest is 5 times (but at half at a high point, it is not necessarily a low point when you buy it.Live), ORCA is about 6 times.
BNB has more than 40 times from halving, and Pancakeswap on BNB is more than 30 times.
ETH turned more than 20 times from halving. The DEX Uniswap on ETH turned 12 times, and Sushiswap turned 8 times.
Avalanche is more than 20 times from halving, and Joe on Avalanche is more than 130 times.
Near is about 20 times from halving, and the DEFI polymer Ref Finance on Near is less than 2 times.
Through data, we can find that, except for Joe on Avalanche, most of the head DEFI projects of the chain are not running the chain itself.
From this perspective, if you want to make a profit in a β, then the token of the “β narrative” & lt; chain, the token of the optimistic chain is higher, but ROI is higher.
