jakiro
Author: Sleepy.mid Source: X,@Sleepy0x13
In front
During dinner, I did a cup of Tyrannosaurus Tea Ji, and she was insomnia. I was lying on the bed and repeatedly thinking about the topic of PFP projects discussed in the small ghost family and family members at night, as well as the experience and growth since entrepreneurship, so I decided to writeThis article.
It should be emphasized that this article is full of strong personal opinions, but this article does not mean that I want to give any project platform for any project except the ghost Weirdoghostgang.Part of the point of view in the article may contrary to you and even the market emotions. Welcome everyone to think independently and communicate rationally.
Excessive pursuit of “narrative” is destroying the industry
Twitter two days ago and brushed a tweet. I forgot who sent it. The tweet said, “I look tired of the narrative of the PFP project.”
After reading it, my heart was mixed.From the perspective of retail investors, “doing IP” is indeed not attractive enough, especially our industry is full of too many “narratives”, and web3 is rich in “narrative”.With the grand narrative, it means that the market value of the project can be greatly lifted, and then it has evolved into a variety of benefits, and is finally reflected in the price of currency.From a certain perspective, retail investors expect that the new narrative is not looking forward to the development of the industry, but to make money.
This is not terrible. I also support the project from this perspective. I think this can even be regarded as a way to supervise.The terrible thing is that in order to raise the valuation, the project party stacks the market hotspot and stacks its own project BUFF. The cake drawn out cannot be implemented in the end. Finally, I choose RUG or rotten. This ending is a big disaster for this industry.Even if you talk about 10,000 “new narratives”, there is no meaning in the end. What does it mean? The most afraid of an emerging industry is not development.
Without talking about macro, excessive attention to narrative will also have a huge negative impact on the company.If the company wants to continue, it needs income. Excessive value of narrative often causes the company’s neglect of income. For the “grand ideal”, it continues to burn money investment, and it has merged it round after another.When it is not enough.And if the second -level market is sold for coins, the problem is that the K -line is good or not, basically determines whether the project in the eyes of Volkswagen is still alive.
I think the excessive pursuit of “narrative” is destroying the industry.Therefore, compared to projects that blew narrative and expectations, I appreciate the project that is down -to -earth, and they are Buidl rather than PUFF.Of course you can find items that maximize your profits, but don’t ignore or even degrade these real Buidler.I also hope that the project party can be more down -to -earth, and the development of the industry will bring a high rising, and you can exit decently in the future.
Why do you want to “do IP” projects failed?
Next talk about the topic of “doing IP”.Because there are too many projects that do the IP banner project, many people have begun to understand it as “the project party has no plan in the future.”
It is understandable, but I still want to rationally analyze this problem in this article.Instead of not only thinking that doing IP is wrong, I also firmly think that the biggest value of the PFP project is IP.To my opinion is not a wrong choice to me, because this road is verified, compared to the “narrative” of the 10,000 imaginary stages, this is a huge advantage.
I think the reason for the failure of those projects is not the narrative of “doing IP”, but the inaction or ability of the project party.In addition to the avatars, what contents they have created for IP, are they devoted to being energetic for marketing and promotion, do they learn and understand the methodology of doing IP … Doing IP is not done with the mouth, why will there be returns without investing or paying?
What does web3 mean for IP?
There is no need to engage in web3 in Web2’s T0 -level IP, but the monopoly phenomenon of Web2 makes it more and more difficult for the new IP to have a foothold. This is why the new IP needs web3.
Web3 plays a catalytic effect. Earlier fundraising and faster cold start, give the new IP the opportunity to get money and potential energy in the early days, and start large -scale promotion earlier.Web3 provides a leverage for the new IP. Although there is no way to jump directly to the T1 echelon, it can make the new IP jump from T5 to T3 or even T2.With time, this cannot be escaped, but the process of T5 to T2 or T3 is a gap that many new IPs cannot surpass their lives in Web2.
Another leverage is to pull the disc.Anyone who starts a business in the web3 industry should not ignore or escape the price of currency. I don’t think it is necessary to start too much.And how this lever is used and when it is very particular, otherwise it is easy to become a bodhisattva who gives money.With Pang Yangqing, pulling the plate is not the purpose but the means. It must be to achieve the purpose of expanding the attention of attention, not just to raise the price to break through a certain point. No project can always pull the disk.In addition, the premise of using this leverage is to lay the foundation. Blind the disk will only turn the project into Meme, and first Buidl can harvest real believers and long -term development.
