Discover and read the best of Twitter Threads about #ZRX其实是一个好项目

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在之前的投资表中,做简单修正。剔除了 #HNT#AR#ZRX#UNI。增加:#RNDR#FET#GNS#STG(跨链生态一直很犹豫,是#MULTI,上一轮的百倍币,还是新秀#STG ,实际使用体验来说#MULTI做的更好)。完整表格看下图
免责申明:加密货币投资属于高风险投资,请注意风险,DYOR
这是修正后的配置表。其中有一些价格可能到不了,生态应用是发展时,TVL也是发展时,估值要以发展眼光做修正,刻舟求剑往往会出错。丢弃了LSD生态,一来质押生态估值较高,贵。二来质押本质是不是伪需求,不敢恭维,因为即将迎来的是牛市,像POW挖矿年代,熊市买矿机挖矿,无可厚非,牛市为啥不买币?
#UNI 我也抛弃了。创新者窘境。团队是否躺着数钞票,乐不思蜀,让我很疑惑。而我对#GNS的创新和不断的迭代,异常兴奋。下一个周期的逻辑点,证券代币化,衍生品代币化,实物资产代币化,是一个好的故事。#GNS正在这么做
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