Thoughts about the Hong Kong Web3 Carnival: Old rice is freshly fried, who is swimming naked?

Author: Bitlink Vision Yueer

1.Newly eaten rice, especially a layer of public chain, such as CKB, TON, NEO, etc., it can also be seen from the rise and fall of the currency price. The meeting has been moving up over the past few days, breaking the curse that the currency price will fall whenever it encounters. I wonder if it will break the currency circle and speculate.The tradition of new and not old.However, some (I won’t name it), I bought booths and did activities. It was useless to pull the price of the coin, which only makes people wonder: how they are so famous, butAt the same time, the market is doing so badly?

2.Now is the beginning of a bull market, Signs are very obvious: the project valuation has begun to become exaggerated, the project financing amount soars, and the financing difficulty has dropped sharply, and it is often tens of millions. You should know that in a bear market, one or two million financings have to be reported, and now the foundation is seven.Eight million?The quota depends on grabbing, and small institutions cannot obtain the quota for high-quality project.

The project party is not in a hurry to spend money when it gets money, and it seems very stingy. There is no way to see the prosperity of the bull market at all. The money has to be used on the blade… I guess it will be used later;

3.The Bitcoin ecosystem is really hot, especially the Bitcoin Layer2, but all Chinese projects are standard: Chinese capital ➕ Chinese play ➕ a foreign spokesperson.Real foreigners are not interested in this track. They play Depin, and it turns out that one market has its own market orientation;

4.Many projects give KOLs a quota, after all, the community is the primary productive force, so all the weird-shaped Twitter KOLs have come out.At the same time, the importance of VC is declining, and the importance of media is further declining.

However, most of the KOL data rely on brushing. KOLs with good conversion effects are called wind and rain. If they are not good conversion effects, they will join forces to keep warm and win at low prices and batch packaging.But the project party is also old leeks, how could it be possible to give the quota casually?So the competition for KOL is also very fierce;

5.There are many scammers, in the name of a large company, there are many fraudulent projects, and the big picture is so big that the boss is so bragging about, and he is fooling children at first, so it is important to distinguish the authenticity.Of course, I am not saying that my judgment must be accurate. After all, humility is very important in this industry, such as the summary of the famous laws in the currency circle “I can’t understand – I look down on you – I can’t catch up”;

6. There are obviously more foreigners than last year. Fortunately, my English has improved a lot compared to last year, and I am quite happy to talk to everyone.Looking forward to meeting you Dubai, Dubai, that is another completely different market.

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