Ten core insights
MEV: the foundation of value, vision of the future: MEV, as a touchstone of on-chain potential, is the golden key to measure the development potential of blockchain in the long run. It is deeply embedded with the essence of scalability, security fortress and the magnetism between developers and users.
TVL fog, careful thinking and discernment: TVL, the total locked value, is often covered by glitz and is actually a perishable bubble. Under the price manipulation of L1 tokens, the data is bloated, and its true face needs to be carefully examined.
FDV light, illuminates future valuation: Although the fully diluted valuation (FDV) is not perfect, it has drawn a general outline for the project blueprint and revealed its potential market value universe.
Economic security is not the only line of defense: The tragedy of LUNA and ATOM warns the world that economic security cannot be supported alone, and consensus mechanism and governance wisdom jointly build a stable Great Wall of blockchain.
Execution layer: the heart of value capture: the heart of the blockchain, the execution layer jumps, transactions flow, data verification, value converges here, and should not be underestimated.
DEX data, ecological barometer: The sea of DEX reflects the true face of ecological prosperity. Eliminating the bubbles of stablecoins and L1-U/ETH can reveal the true meaning of ecological prosperity.
Developers are king, and the community is auxiliary: In the blockchain temple, developers are the cornerstone. Project strategies should focus on developers, gather talents with talents, and build brilliance together.
Currency circle map, mirror image of US stocks: market value and trading volume, the currency circle also shows the head effect, a few projects lead the trend, the US stock market pattern, the currency circle reappears. + Communication Junyang 831712929
Business model, the key to success: Although there are many users, it is difficult to achieve great things without good strategies. Finding a feasible business model and transforming user value into real benefits is the kingly way.
Value foundation, the source of prosperity: If blockchain projects want to prosper forever, they must be based on solid value. Integrate traditional investment wisdom, innovate valuation models, and jointly identify the real money and silver of projects. #币安7周年 $SOL $ETH
