PerpDEX: Those who get the "counterparty mechanism" right will survive.
InfoFi: Dividends are unsustainable; the end goal is AI investment research SaaS.
Coin stocks: Only primary leading secondary is called coin stocks; shell coins + TVL nesting is a bubble.
和 @thecryptoskanda 拜码头了
苏南男人慧根都比较高 and 达成了一些共识(以下仅用于记录 主打一个会跟)
1. Perp Dex:Cex perp主打资沉,链上Perp主要是怼TVL 找到充足流动性做protection的对手盘,HLP Value 和GMX的模式才能活,其他perp要被淘汰,没有波动性就创造高杠杆,波动性也是pr,James wynn就是最好的广告
2. InfoFi:kaito资产发行暴露了分红盘的下坡路,信息是分发端,项目方的marginal benefit会随AI生产的info产生边际递减效应,直到🈚️分红可分,这一波InfoFi快结束了
3. 币股:STO不是新的,MSTR的优势在于一级强募资能力,售卖故事且有买盘是他成功的原因,其他的copy cat因为没有募资能力,只能玩btcfi的租借“TVL”那一套,结果是失败且不可持续
*币股不是美股上链代币而是壳子套illiquid资产卖套又卖币
4. 创业:水平则轻舟万里,水不平,则舟船难渡,资源有资源的玩法,野路子必须另辟蹊径大刀阔斧,现在创业属于 天时地利人和都缺
5. 市场资金:市场不是没钱而是找不到新东西,做ponzi的要么上岸要么躺平,新ponzi大师只有AC孤掌难鸣,建议盘子往这个方向发展-聊到了superEX盘 确实是机制起家
6. Meme Launchpad:大部分的launchpad没有意识到他们在信息传导段已经被gmgn/axiom等改变,用户是扫链了才看到而不是接触平台再买
1)做bot的“拆分盘”会更好
2)meme launchpad核心是defi而不是meme(参考盘学八字 【中间流水】

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