jakiro
Author: CapitalismLab Source: X,@nintendodoomed
Aerdrome has gone through a round of price, and Base has supported the peak 1B MCAP, a 100 -fold coin of 2B FDV, showing muscle, and the positiveness brought by it further revitalizes Base ecology.
On the other hand, even if BSC still has no sound, where is the gap?This Thread will use this as the entry point to explore the gap that the two CEXs of the two CEXs in this round on the chain
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The reason for coinbase to pull Aero is very simple. As shown in the figure below, the previous project incentive DEFI miners are direct incentives. For example, a project tokens with a value of $ 2, the miner may get an additional $ 1 from the DEX transaction fee.
Under the VE (3,3) DEX system like Aero, this $ 3 is used to bribe Veaero, Veaero vote to allocate $ Aero token (higher value, such as $ 9) for miners
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In the end, the project party still paid $ 3, Veaero (Aero lock) received a real return of $ 3, the miner got a incentive of $ 9, and the incentives doubled
The higher the price of Aero’s price, the higher the incentive value, the higher the incentives that the Base ecological project can enjoy, and the fundamentals of the ecological projects.The higher the price, the more optimistic about forming a flywheel
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In addition, if the base directly inspires the project on the chain, on the one hand, it is easy to become a link under the chain, and on the other hand, it is not easy to publicly inspire those native dogs and MEME projects. These projects have traffic. By supporting AeroPermissionless incentives, because any project can further amplify the incentive effect through Aero. The income brought by this method to ordinary developers is official incentive.
Looking back at BSC, there are no similar products, not only there are, but also the developer and product level can be said to be stronger than Base
THANA is considered the Aerodrome enhanced version, supporting V3 concentration liquidity
Pancake + Cakepie two -wheel drive can play a stronger flywheel effect, the ceiling is higher
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Although we talked about the Cake War organization far less than Pendle War (suspected of self -blowing), the iteration of PANCAKE was relatively slow to make the flywheel not set up.I took a small half of the voting right to manually intervene in the team (the taste of power, who would be willing to let go)
But under the horizontal comparison, although it is not enough, it is more than enough. For example, ARB carried the handle to Camelot, and all shouted for a year or not on Voting Gauge.
Cakepie/Magpie team is very rare in BSC, and SubDao is also successful on other chains.Although the side of the THANA has not proved to himself in other chains, from the perspective of the product, it is also faster and better than the Velo/Aero system.
Since this product and developer found on BSC are better, why didn’t you get a similar result at all?Even this round of Mantle’s VE (3,3) Dex Moe can make some water flowers BSC?
As long as you study a little, you will be surprised to find that Binance’s support for this piece is not zero but negative … is negative …
Yes, on the one hand, the above project does not get the relevant support of investment and coins such as Aero, and on the other hand, as shown in the figure, the Ming brand is marked as the address of Binance and another suspected Binance address (CAKE community inference)A total of 26% of the VECAKE was locked, and it was directly profitable with ecological projects.After all, the dividends and incentives of each round are limited. There are less ecological projects in the hands of Binance.
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The voting right Pancake team took one and a half, and the remaining Binance came to get a half, and the effect was greatly reduced.Generally, doing this is to inject it to the support of ecological projects. Here is neither supporting the ecology to directly grab money with the ecology. Binance should not lack this Pancake’s income dividend ..
Is it difficult to understand VE (3,3), but the previous round of Curve War between Yearn and Convex, or Terra/Luna, to buy CVX to control CURVE governance to support the USWeb3 players can be said to be basic common sense
This round of PENDLE and Aero also adopted this model, and even CAKE rely on this to stop falling to rebound
Did the resources invested on BSC had a better project?What is the gap between NFP/ Cyber/ ID/ HOOK, which is compared with AERO, which is a BSC project that has been invested and blessed by the summary?
Discarded the quality of the project that was long been spit -up. These projects lacked positive and more isolated. CB gave Aero a penny to three points of ecological incentives.filter
In fact, the reverse screening is already running, and the developer has begun to jump the boat
The THANA team focuses on the Base’s new project IntentX. Magpie’s new Subdao focuses on the ETH system. Although SubDao’s final large profit will return to the MGP on the BSC, how can the main DAO stay on one and other new SubDao for a long time and other new SubDao for a long time.What about the chain that lacks synergy effects?
In summary, the main gap is
Coinbase focuses on the project that has a positive and external project for the base ecology. One penny will spend a three -pointer effect.
Binance invested resources on the BSC project of non -positive external nature. It was very money to make water and drift. Instead, the ecological project with a positive externality was helped to help. It seemed that we did not understand the web3, which caused high -quality developers
This Thread only takes the small block of VE (3,3) as as an example.
Base has no separate coin, and BNB has recently been stronger than the frequent coins than the market, but the price of this bank still has to rely on imagination. If the chain can be more flexible, BNB’s rise space can be opened further, and subsequent changesWe will continue to evaluate and observe
