jakiro
Author: 527 Source: x,@eth527
The currency circle is a history of issuance of coins. All innovation and capital operations revolves around the three eternal themes of assets, distribution and circulation.Therefore, I still combine the recent runes in accordance with these three perspectives.
1. New assets -historical mission of runes
Runes are new assets, and new assets will inevitably bring a new coinning boom, which is already the law of history.Therefore, it is foreseeable that in the near future, we will inevitably participate in a vigorous hot new heat. Numerous projectists and participants will eat this bonus and make a lot of money.What we have to do is not to leave the field, forcibly nail ourselves on the wind as a pig, and wait for being blown into the sky.
As for why this new asset appears, you can understand from many angles:
1. For example, Bitcoin is halved, and miners need to prosper the Bitcoin ecology and promote transactions, so inscriptions and runes are born;
2. DOMO realizes Casey’s idea, then Casey then proposed that runes can return their own glory and wealth;
3. The narrative of BTCFI is large enough, and the project party needs a carrier that is suitable for hairstyles on the BTC chain.For details, please refer to my previous article: “Detailed Explanation of the Rune Play (Refreshing narrative before halving)”.
In this article, I want to discuss from a more magnificent proposition: coinage right.
On the surface, every project in the circle is issuing coins, and even retail investors can deploy a soil coin, a token, a NFT, an inscription, a rune, and a rune according to ERC2, ERC721, ordinals and other protocols.Everyone can also cast fairly, nothing more than the GAS high or low.But do we have the coinage right? My understanding is not the case.The assets we publish will not directly generate any value, nor can it directly lead to the distribution and transfer of assets. Except for us to flicker others to take over.Nothing, who has a great influence, who will go, who will sit.
However, the real currency has absolute influence, such as gold and silver since the era of great sailing. They are the world’s recognized circulating price standards. Whoever masters the gold ore and has the most reserves, who can directly plunder global materials directly., Disclosure to obtain value through exploitation.After the Bretton Forest system was canceled by Nixon, the US dollar linked to the US dollar with petroleum to become a common international currency with its super national strength. Only relying on increasing and reduced can increase and harvest global wealth.When the right of cointellization was truly obtained, the United States began to go to industrialization, globalization, and comprehensively developing the financial service industry, standing at the top of the pyramid to become a global tide.
So, who has the coinage right in the currency circle?
Before ETH, it was Bitcoin, but he had no scalability and could not develop ecology.Therefore, after ETH appears, ETH is actually a person who really has the right to coin.All project deployment and asset circulation cannot be turned around.Others also wanted to imitate his establishment of his own empire, such as various layer1, but they did not have ETH’s strength and could only be a native emperor in their own small territory.
Now, the times have changed. After the ETF passes through Wall Street, there are completely legitimate reasons and channels to enter the main currency circle. Naturally, they need to get the greatest right to speak.Who does ETH belong to the V God of Russia and belong to the Ethereum Foundation. In short, it does not belong to Wall Street.Therefore, from the perspective of conspiracy theory, a battle for the coinage rights of ETH and BTCs began from the birth of the ORDinals protocol.BTC must have scalability, establishing an ecology that is sufficient to fight or crushed with ETH. People must get used to BTC as a settlement and trading settlement unit.Therefore, it is foreseeable that for a period of time, a variety of schemes of the expansion of BTCs will emerge endlessly, even if there is no innovation and re -engraving an ETH ecology, it will also be supported and funded.
Therefore, I can assert that there will be a large amount of capital to invest in the BTC -based species agreement. They want to use runes to achieve their own growth and profit.I can make a metaphor. After World War II, the United States exported a lot of funds and technologies to Japan and Germany to help them restore production and construction of the country. Why? The essence is to establish a community of interests that use the US dollar.Back to today’s BTC ecology, the same is true.
So why isn’t it an inscription? Because it is a fair sale, it is not suitable for the project’s disk.The answer is so simple.Therefore, the next rune boom will come sooner or later, and it is the runes of the project party who builds the Bitcoin ecology.You can say that this violates the spirit of decentralization, but what spirit can not stop the greed and madness of capital.
If you consider a little more, why does Wall Street robbing the coinage rights of the currency circle, I understand that this is part of defending the US dollar hegemony, because cryptocurrencies are also one of the global assets.Why is it a crazy buying gold in my country this year? Why do you think about this problem well? You ca n’t start a lecture.
From the above perspective, I think I can explain some problems. For example, why the inscription is only 2 billion yuan, because there is no driving force, it does not fundamentally solve the proposition of expanding the Bitcoin ecosystem, and there is no direct interests of the project party.The rune will be finally faked because of the ugly face of the miners. In essence, the miners are just beneficiaries. Based on them, they cannot start and rewrite such a huge narrative.
Second, distribution mode -inventory and outlook
1. Existing mode inventory
By combing the Rune 0-9 runes, we have seen the ways of sending several chips: Pre-Rune, MINT, Mining, and snapping. Pre-Rune can be further divided into snapshots and long-holding.
Mint will not talk about it. Everyone is cast in GAS fairly. It is nothing more than how much the project party has dug.No. 0 runes are unlimited, which is the founder to give everyone a look.99.9%of Rune 1 was pre -dug, and the remaining 0.1%was basically finished by Wolong Wind chicks.Runes on the 6th and 7th were pre -dug 20%, and the remaining 80%gave everyone a fair MINT, which is more like the way of playing with inscriptions.
Mining is made by No. 4, 10%is Pre-Rune, that is, 10%can be obtained by holding NFT. The remaining 90%must be pledged to dig out of NFT, and the output is half a monthly and the income is released.I have no good opinions about the project party 4, because he looks stubborn and bad because he compares other project parties horizontally.I can only say this way of distribution, suitable for eating melon.
The first way of Pre-Rune is the snapshot, that is, the moment of the NFT snapshot can determine whether it can allocate runes, such as No. 3 and No. 9, but the NFT is numb after NFT.The second method is long -holding. This is the play method on the 8th, that is, it has been mining during the holding period.At the same time, it has also added some algorithms to encourage holding, such as random rewards and draws. For details, see the article “Careful Sorting the Logic of Money Money Money (Part 2)”.
The snap -up is made by DOTSWAP. The project party first Mint all runes and then everyone can grab the market, similar to the feeling of fighting dogs.
The above model does not represent the distribution mode of the entire rune. Except for No. 8 Rune, other distribution modes are very common.
2. Outlook of Rune distribution mode
In fact, the distribution mode can be divided into two categories in essence. First of all, why will it be given to you and when it is for you.Why can I give you three modes: work, hold, and lucky, which is inseparable.
When can you be split to: disposable, linear distribution.
Work refers to the degree of contribution that the two distribution models of Bitcoin mining and airdrops are like this. Who has paid who has the right to assign chips.It’s just that Bitcoin mining is a linear faction, which can be sold and selling, such as settlement of daily salary or monthly salary; airdrops are disposable, accumulated for a long time for you, like year -end prize and equity dividend.
HOLD refers to holding a distribution, such as the dog with the No. 3 airdrop, the wolf of No. 9 Air Investment, and the RSIC of No. 8 Air Investment.In essence, I prefer the latter, because the former is easy to use everyone’s expectations to go to high -level to distribute holdings. Unless the special project party is particularly powerful, it is likely to cut chives.Why did the NFT No. 8 not fall? The NFT snapshot of No. 3 and No. 9 should have plummeted. The principle is here.
Lucky refers to luck. For example, DOTSWAP’s snap -up and IEO, that is, get more accounts to increase the molecules, but this is a way to attract attention quickly, which can also increase the market value of the platform currency.
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In terms of transactions, the share of pre -seeds in the first quarter increased slightly, indicating that the newly established startups have increased.
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In the future, when you encounter a new distribution method, you can better think about the motivation and trading path behind the project as a limit to understanding.Instead of focusing on whether it is airdrop or mint.
Deep understanding of the distribution mode, you can compare with the company’s salary system, which is the same.The project party will send you a chip and the boss to pay the salary. A good salary model will inspire employees to work hard. The bad salary model will cause countless white -eyed wolves.Of course, there are too many PUA bosses in life. I want to rely on a little money to make you the biggest thing, and there is a boss who is a boss who scams the employees.
For example, pure mining, I dare say that there are no other items except Bitcoin to play like this.In fact, employees do not have loyalty, especially new companies, they will feel that you will collapse, while you dig and sell.Conversely, if the new company sets a high amount of excavation, are you really stupid? He must have wanted to lie to you, and he is the same as we receive some black intermediary calls.Very high, you think that filling the pie is actually lied to your registration fee or even selling you to Myanmar.
For example, Blind Box Air Investment, to be honest, SOL is still great, changing the ETH ecological PUA -type pattern.All the airdrops are the integral system, which is very good.What it feels is, the airdrop is the year -end award, the Ecological project is the mood of seeing the boss, he wants to send it to anyone, so the airdrop standard will not be announced in advance, a large number of mouse warehouses, and then unlimited PUA you.The SOL ecological project is to issue a scoring system in advance.
For example, holding NFT issuance is very similar to the options subscribed for employees before the company listed. If it is a company like Tencent, then I do n’t say that buying it is to earn it.If it is an ordinary company, then he will give you a wealthy dream every day, and then induce employees and others to take over. This is actually a disguised ICO.
In the final analysis, the distribution method is tools and means, we still have to look at the strength and purpose of the project party.Some of the unsatisfactory project parties use some very PUA tools and means, and I suggest you to participate with caution.However, if the powerful project party tells you the distribution standard clearly, it is actually very good.Of course, it is best to be a strong project party in accordance with the rules of the card, which is really good.
I highly recommend you to sort out the items you want to participate in this process in the future: whether there is strength, whether the distribution method is in line with his strength, and he wants to do things or cheat money.Conversely, a project party who really wants to do things must also think about whether his distribution mode can inspire users, long or short -term, or long -term combination.
Third, the way of flow -how to find more connectors
1. circulation
The infrastructure of rune circulation actually has a fast response.
The first is the list market: OKX, Unisat, Magiceden. Unisat is the best in liquidity, and it is used more foreigners.Although Magiceden launched it later, it has great functions.How to say, I am very optimistic about Magiceden, and its points are worthy of brushing.In the process of trading runes, we also got its airdrops. It was really two birds with one stone. I hope that there is a strategy of maximizing the scoring points of the single rune to the Great God.Even, like Blur, you can sit in some runes and make money at the same time to make Magiceden’s points: that’s really earning and earning.
Followed by CEX: The inscription is so difficult to get on CEX. The CEX on the rune can be described as very easy. To say it is self -depends on the resources of the project party, and see who sent his project to OK and Binance first.Of course, if you have not been on the small exchange, you may have to pay attention. The purpose of the small exchange is to collect chips instead of pulling the disk, the probability of infinite shade falls.
Then DEX: DOTSWAP took the lead in this thing, and No. 4 Rune also made a cross -chain, which can cross its runes to ETH to SWAP, but it seems that it can not be supported.Cross -chain problem, it just increased and subtracted the number of internal tokens.Therefore, I still want to observe DOTSWAP, and the market value is not high now.
2. pledge/mortgage
Regardless of whether it is rune or pre -mining rune shovel, it should be used as an appropriate mortgage and pledge of assets, such as formulating a LP or something.The information you see now is relatively small, and the market value of runes is not large, so the demand for the market is not high.However, the relevant agreement should be noted that once the market value is large, it will highlight it as an example.
This article only takes stock of the current situation, and more needs to be tracked and observed. If the bosses have other good investment and research perspectives, welcome to communicate more.
Four,think
It is really meaningless to take an inventory. Let’s talk about action guidance
1. Following and increasing assets such as RSIC, it seems that it is not the same as Roman.Holding is the integral mining, it is not PUA at all, and it is also an early rune project. In the future, the airdrops of various project parties may be obtained.Moreover, you can read his official push. The elder brother who has a few people’s ruthless talk, also cooperates with Memeland, has a strong strength.Compared to @Leonidasnft, I think he looks like Ma Huateng, low -key and does not speak, but he has his own temperament.@LeonidasnFT is like Jack Ma, showing up, showing, and attracting many believers.No matter what, early in the rune ecology is very meaningful.But in the long run, RSIC may be even better.Therefore, at least half of my position will hold runestone and RSIC.
2. To brush Magiceden’s points, it will become the leader of Bitcoin ecological asset trading venues. The Bitcoin ecosystem project will fail, but the exchange will not make money.
3. Pay attention to those projects that are really doing BTCEI, brush their interaction, participate in their pre-runes, and strive to get shovel and airdrops.At the same time, runes that first provide liquidity to runes are recommended to participate in more new and appropriate holdings, such as DOTSWAP.
