jakiro
Author: Shaqima Source: X,@DAJI_357
brief
From the two levels of the quotation cycle and project small cycle, this article fully shares its various thinking in the “Niu 1-2” stage from May to the present.
Including but not limited to: the logic of individuals’ pre -judgment on the behavior of the exchange; thinking decisions for project selection at the future stage; the way to find the latest first -class projects.
When people feed the message, it is always a receiver, so it is better to make himself an alpha player.
Based on the original intention of granting people to grant people with fishing, share personal opinions, and non -investment suggestions. I hope that the content can help more people make small money.
Summary of content:
1. Behind the explosion of the Bitcoin ecology, is it really only promoted by the transaction?Who is the first echelon of the Bitcoin ecology?
2. How to deploy the Bitcoin ecology of the next stage?
3. What methods do you lack between you and Alpha players?Big V
How do we look for the Alpha potential project?(Pure dry goods, including tools)
“All things are done together, I take the recovery” chapter one, and the history is learned from history
In 2023, it should be [Volume] with a word in 2023, because he is keen to pay attention and analysis of the domestic e -commerce platform traffic battle, so that I have a good prophet in this WEB3 inscription traffic battle.
From the beginning of the marketing behavior of the Binance ORC20, to the OKB of heavy positions in May, and the subsequent UDI, most of them benefited from this.
The 13 -year e -commerce boom is to the current live broadcast, from the strategic investment of Sequoia to the business model of Ali bytes, which is exactly the same as today’s inscription boom.This will be in detail later.
If you ask the inscription Mavericks in May, most people’s answers will be promoted by the same person, and then ask the Niu Daohuo cable answers at the end of 23 years will increase from OKX.
There is no problem with the answer, but it is not completely accurate.
If you are fortunate to be a magic lover, then you should know a skill:“The only role of a large action is to cover up small movements, and the key effect always depends on the preparation of small movements.”
Those apples, pigeons and flowers that appeared out of thin air were never determined by the left hand displayed forward, but the right hand that the audience could not see.
The BRC20 in May is a wasteland, the early BTC NFT
It is the right hand that we initially ignored, the NFT (order) of the Bitcoin ecosystem appeared, and the Bitcoin ecosystem appeared.Like the water and water, most technical developers can see the new enthusiasm, which is the fuse.
With the appearance of the BRC20, the Ecological flow entrance of Ordinals is enriched. If only
NFT, a single project traffic and inefficient turnover rate, and the limitation of community diffusion ceiling do not allow the entire ecological traffic to be carried.
The BRC20 appeared in a coat of Token with the essence of NFT. When everyone is obsessed with his coat, it is not important how its essence is.The door to traffic is completed.
Give an example
An explorer discovered a new continent called “Bitcoin Ecology”, which was desolate.So he built the first house here. Although the size of the house was infinite, the room for each house was limited because it was impossible to build a large house with a large country.
As the news of the New World returns to the bustling city, some new explorers have also went one after another. Some people like this Feng Shui treasure, so they enriched the concept of “Camping farmhouse” on the basis of the house.
Camping just attracted part of the outdoor players, but it did not affect too many people, and what really made it was a planner who went here early. At first he did not choose to build a house and farmhouse.It enriched its own traffic through its own technology.
With the emergence of some transportation, the traffic of the New World has ushered in rapid growth. With the improvement of traffic, the collective, government, community …
The construction cost of transportation is quite high, followed by the commercial operation model, and the convenience store gas stations are opened around the traffic, which is convenient for everyone to trade farmhouses.
With the spread of guests, the popularity here has gradually become high, because the land here has historical significance.
Everyone is looking forward to the arrival of spring, because everyone will have the habit of travel after the spring flowers.
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In March and April, the core turning point of the Bitcoin ecosystem was derived from the technical development of UNISAT at that time. These humble paths were gradually explored by trial and error, and there must be difficulties behind it.
Earlier content was often mentioned that the favorite thing for the exchange is called traffic.
In the BRC20 ecosystem, the technology of UNISAT is a foundation for forming traffic. If there is no foundation, it is not possible to form such a scale of climate without the power of the exchange.
The precise layout of OKX in May has made the ecosystem become hotter.It is easy to form a misunderstanding here. Oki has begun to rise because of OKX’s hair push.In fact, due to the technical support of the BRC20, due to the technical support of Unisat, it ushered in OKX’s optimism, which led to a large amount of traffic influx, followed by ORDIThe price of the faucet continues to rise.(Assets buy leader. Rich and play new projects)
The bull market in May came here to come to an end.
OK, and as long as you are familiar with the exchange or really know the technology, it is very clear. The technology of the BRC20 and the technology of ERC20 are two concepts (you can read the earliest article).Re -developing a new set of technical facilities, in terms of human and material development cycle, can be said to be a gambling.
When you really go to technology development, the personnel are in place to go online, maybe others have already made all the money.How can you know that your technology must be good?Faster?
Therefore, the most secure way is to choose a third -party service for support, provide your own traffic to the third party, and then introduce your own platform to decide whether to do new development from 0 to 1 according to data feedback.
Give yourself a safe passage.
“Here, when referring to the Douyin layout of the catering industry, the logic of the popular divination milk tea in 18 years is the same.The fire of divination milk tea is driven by Douyin, but how long it can be on fire is good or not good depends on your own product and business model itself, as well as the helm’s pattern and vision cognition, not Douyin!Intersection
I only make money for my traffic. I do n’t touch your milk tea money. Only after I can bear the loneliness can I have comprehensive data to do the home market (food) and home business (takeaway).It is too much cost -effective to support more traffic brands and merchants than hanging on a tree. Of course, it is impossible for Douyin to open a store to test it by itself.“”
The starting point of the bull market in the second round lies in the fanatic of SATS. This is a new fuse, but the main builder behind the cocoon after the cocoon is still the UNISAT SATS.
As a traffic platform, I saw a very big dividend, and the opportunity of OKX wallets to crush other platform products appeared.Based on the high degree of convenience and strong technical products itself, SATS’s traffic combined with the 0 handling fee transaction in the trading market has soared OKX wallet data.
There is a detail here. Most OG players Mint will have a habit of brushing UNISAT points, because on Mint, IDCLUB has the advantage of low -cost price, Unisat is expected to point, and OKX is not available.
Therefore, OKX chose to reduce the dimension reduction in the trading market (not bad money nor expecting the trading fee to live, what you want is to quickly circulate the traffic, just like the early taxi), which causes the traffic to quickly gather.
With the innovation of UNISAT’s SWAP technology, more players have seen the liquidity problem solution.
OKX’s wallet traffic rose sharply, which can be said to allow Binance fire to pour fuel, and the Ordi and SATS arrows have to be released on the string.
Just a joke, in this market, Binance had some feelings when they waited for the callback, but finally had to chase high.Fortunately, finding a solution can reduce the cost.
Speaking of which, under the exchanges’ left -handed marketing behavior and traffic support, UISAT hidden behind it is the right hand we can’t see.
Today, UNISAT chooses to open up its own technology. What can be seen here is the new life under the dimension of the 0 handling fee of the trading market.
If you blindly compete for the cake of trading fees, compared to the exchanges of the mature system, it can be said that it is to hit stones with eggs.Core competitiveness and irreplaceability.To maximize the technical advantages instead of participating in traffic battle, otherwise it will be easily suppressed by OK and Binance.
Since we are good at doing technical development, do more basic road construction. Although OKX, Binance, etc. are highways, the construction plan for highways is also based on the data of basic highways.
Here I admire UNISAT’s vision cognition and pattern. The determination of the helm is related to the life and death of the entire team. The real pattern has never been talked about by Xiao En Xiaohui and verbally.It is not difficult to see that the decisive decision in this dilemma is difficult to see that Unisat’s determination and courage to promote the Bitcoin ecosystem, and you know the whole leopard, and the future potential is unlimited.
At this point, on the platform, UNISAT is the first echelon. It is the forefront of the industry’s technology to do technical development and adaptation. Choose an excellent project agreement to improve the richness.After the construction of the basic road is completed, it will be OKX
Wait for a number of head trading platforms to choose where to build and upgrade the highway.(This is excluding the little boss of Heixin Supermarket) The closed loop of the cycle is not included.
Chapter 2, understand the needs of the platform, layout the next stage
In the current stage, UNISAT, as the first echelon of the platform, wants to know what the future inscription ecology will go to see what Unisat is building. This first echelon’s Shunfeng’s ride is basically scheduled to book OKX, Binance and so on.The second echelon of the platform.
(Of course, some good projects are not ruled out. The exchanges develop independently. After all, some technical logic has been open source. Technology has never been a unique buying and selling.)
The currently known layout of Unisat is the technical improvement of the ATOM protocol. Such protocol exchanges do not have a competitive relationship at the end, just as the traffic Unisat will not compete for them.
UNISAT is like Party A and B. After the technical perfect test is completed, the exchange directly applies to the safest and most reasonable.UNISAT, as a technical testing stage, as long as the security of the transaction process is ensured, the exchanges are likely to be favored, provided that when there is a traffic advantage.But as a Ming brand project, there is no too much right -handed advantage.
OKX has absorbed a large amount of transaction traffic on SATS (OK wallet exempts transaction fees), and the income of the secondary market is that Binance has won the opportunity. It is not difficult to see that the cooperative relationship of UNISAT is also rapid.
If the Binance web3 wallet is simply the technical development, it may not take such a long time, or it is looking for the right time. With the big trend of Bitcoin, choose a good time to go online, or it is to prepare for yourself to prepare for yourself.”Little Nine Nine”.
If it is the latter, the ARC20 at this moment is like a smoke bomb. Throw it out for the market. Everyone thinks that Binance must fully develop the ARC20.When OKX chose SRC20, Binance launched a brand new unexpected “heir”, which is still exclusive.
Only in this way can Binance overtake the curve on the Web3 wallet flow.Otherwise, according to the current user habits, most people will not be willing to interact with the OKX wallet.(The opportunity for free fees has been used, unless Binance launches free Mint … It feels unnecessary, Binance will not be so naive.)
The rest is that the current saturation of the domestic market can already see that a large number of KOL has transformed inscription experts such as BRC20, and there is no shortage of crabs to take a bath in Yangcheng Lake.What’s more?
It’s as funny as the ancestors’ eight -generation mobile phone film.Professionalism distinguish itself.
The remaining market incremental breakthrough is in the overseas market. At present, there are several groups with richer overseas players. SRC20, CBRC20 … are the NFT plates.
As I said before I Twitter (@Daji_357), the entertainment of the casino’s entertainment project is one of the factors to increase income. Another factor is to increase people who come to the casino.Customers in remote areas.
One feature of customers in remote areas is that only after coming, there are only gambling, but also a series of supporting consumption, hotel catering, and so on.Therefore, such customers need high -customer unit price products.NFT is a good project standard.
Chapter III. Discover Alpha project information as soon as possible?
First source, community
Basically, the first habit of getting messages from a community as the source of most Alpha, first talk about the experience of multiple communities, and then share some methods and methods except the community.
In order to test the effectiveness of this type of data, some communities have been added recently for research, including free and paid (as small as tens of U, as high as thousands U).The personal summary is as follows (only as a personal point of view)
The advertising messages in the vertical project community are basically the end and third echelon of the second echelon. The dealer’s chips and relatives and friends chips have started to be overwhelmed when they are in place;
The news shared in the threshold system is highly high -quality, and at the same time, the diffusion speed is the fastest. Because of the large number of high quality, the frequency of rich effects is also the most.The most representative is the header player community. The fair mechanism model and non -commercial operation design give the community purity and quality good guarantee;
In the paid community, it is mainly based on the business model. In essence, the second echelon is the nature of the previous echelon.Some will make more, but some high -quality communities will dock some reliable project party for welfare distribution. For those who are not KOL, this is a better opportunity. After allof.
Secondly, some very powerful blogger paid groups are real in the leading mechanism. The strength blogger basically exists in the first echelon. Therefore, the paid group has become the range of friends and relatives.This type needs to be judged by themselves whether the leader is too strong or collecting other groups of news before distributing it;
The small group of high -quality communication, with the longer social time, there will be some small groups with good relationships, high communication quality, concentrated information information, and can quickly form investment strategies.High quality in groups.
The second source, on the chain (main)
There are many chain platforms on the BRC20. Here are the lists of several chain platforms to see which projects are in real time.
Mint, what is the GAS.
https://geniidata.com/ordinals/home
https://www.btctool.pro/hot-mint?inscrip_type=brc-20
Third source, Twitter
In addition to the Twitter posts they posted, some high -quality Twitter bloggers also click on his latest attention to see what the latest projects and people he has paid attention to.It can be consistent with long -term project attention.
This type of method is also applicable to some high -quality platforms, such as Unisat, MG …
In this way, you can find the layout of the future platform as soon as possible, and you can also participate in the uns online projects.
Fourth source, Twitter keywords in previous years (this method thanks to Wei Shen for sharing @coolish)
The BRC20 $ MICE project Wei Shen can be said to be shared earlier in the header community. After a period of dormancy for a period of dormancy, with a Twitter of Musk, it quickly rose.
For Musk’s post -push behavior, Wei Shen did teaching and sharing.
During the process, Musk’s previous Twitter was also searched, and it was found that Twitter’s history mentioned 3 times.
This operation can be said to create my new world completely, and it can be said that it is the person who knows Musk the most.
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Alpha’s excavation method basically has so many sharing. In short, combined with these rounds of inscription trends, the perspective will start from the exchange to find the matching technology company of Party A and B, to find project products that can solve traffic needs, find help to help to helpSolve the product or things of overseas user expansion problems.They are all good project judgments.
Combining the tools on the chain and the use of information on Twitter and the identification of the community, I wish each little partner to earn their own small money in 2024, and everything will not be required.
