jakiro
Source: Dao said the blockchain
1. About Ethereum NFT and Bitcoin NFT
Now the avatar NFT in the Ethereum ecosystem is quite sluggish. Even the boring apes of the former head projects have fallen below 12 ETH, let alone other NFT (including Goblin).
The only eye -catching project is Pudgy Penanguins. Its floor price exceeds 12 ETH, exceeding the boring ape.The reason why it can stand up to the chicken group is mainly because of the past period of time, relying on the implementation of the business strategy under the chain to boost popularity.
However, whether the business strategy under this chain can continue to nurture and promote new things on the chain such as NFT, it has to be observed and tested for a period of time. I have a cautious attitude towards this.
Because this strategy takes the old path of traditional IP.I always think that there must be new marketing methods and strategies to make new breakthroughs.
Generally speaking, if Ethereum’s avatar NFT cannot find new ways and play, I am afraid the overall sluman situation will continue. Even if the ride of the next bull market in the next wave of bull markets will only come back again.
In comparison, the NFT of the Bitcoin ecosystem has been much more lively recently.
All kinds of NFT related to runes have recently risen.In particular, RuneStone, after the founder said that there will be three airdrops in the future, it has stimulated the acceleration of the buying disk, making its market value exceed the boring ape.
In addition, Bitcoin Puppets recently also briefly surpassed the node monkey that had been at the top of the list before.
These two phenomena indicate that the NFT of the Bitcoin ecosystem is still in the early days. The higher prices are more relied on the promotion of short -term emotions, and there is also a lack of precipitation of value and consensus.Hit.It is very likely that these NFT rankings will change in the next bull market.
However, in the long run, a more noteworthy concern is that the majority of these NFTs in the Bitcoin ecosystem are similar to the avatar NFT or mysterious coins of Ethereum.The road of development is not optimistic.
2. How do you think of Merlin’s TVL, is there a great risk?
Not only Merlin, for almost all pledge projects, once TVL is as high as a certain threshold, the risk must be higher and higher.Now almost all the projects in the Ethereum DEFI ecosystem have gone through the test of countless hackers and the baptism of the market to this day.
Merlin will also encounter these problems and challenges.In addition, Merlin’s preservation method of assets is a very traditional multi -signing wallet.Therefore, whether the assets pledged in Merlin are safely relying on the management of the project party.
If the management is well managed, the risk is controllable; but if the management is not good, the risk will be difficult to say.
I also participated in its asset mortgage.As a participant, it is difficult for us to judge the management level of the project party. We can only start from ourselves and control the risks ourselves-or I have always emphasized: Do not take large assets in mortgage, only mortgage to be mortgaged to bear ourselves.Lost assets.
3. How about the project of TAO?
I am not sure if the TAO referred to the TAO here is Bittersor?If so, I have shared this project in a series of articles in AI.
It is aimed at a very segmented field, which is an innovation in the application scenario, and it is also said in the implementation method.More importantly, it does not deliberately use some seemingly magnificent scenes to render projects like many other projects.Therefore, although this project itself has a lot of things worth scrutiny and tested, I still think it is worth watching and has some expectations for it.
