Discover and read the best of Twitter Threads about #ron

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吉隆坡之行,收获颇丰。见了几个币圈老友,考察了5个gamefi相关公司。

一致认为下半年大概率gamefi热潮,类似上半年的AI热。

BSC链还是链游构建的主战场,占比一半以上,教育成本低,代币交易便捷,用户体量大。 Image
其次是相关在L2构建,比如 #RON (代表作:AXS)#IMX (代表作:ILV) #ARB(代表作:BEACON)等。

还有L1游戏公链,比如 #WAX (代表作:TLM与农民世界),比如 #CHR (代表作:ALICE),比如 #WEMIX (代表作:MIR4)
游戏渲染,这个提过很多次,重点重点,ai图形与动画渲染目前龙头是 #RNDR ,还有几个项目还没发币。

最后是游戏公会,要重视,它不光是投资机构,还是流量媒体,还是gamefi人才黄埔军校。
Read 4 tweets
从2020(个别2019年)-2021年整个大牛市周期中,市值前600的加密货币中,诞生了61个百倍以上的项目。今天我们来看看它们有什么特征,它们的属性,并对我们即将到来的2023-2025新周期有什么启示!(由于数据源原因,个别数据有些许出入,请谅解,选取二级市场可买品种,一级除外)
1.首先我们来看一下,2020年3月15日,加密货币市场,前100的币种。再来看看2021年11月8日,市场巅峰时刻,加密货币市场,前100的币种。其中大家还认识多少?

👇2020年3月15日,加密货币前100的项目图表
不难发现,绝大多数都被替换了,替换率为67%。下一轮牛市,大概率也如此。现在前100的项目,下一轮牛市,往往需要新的叙事来填充。

👇2021年11月8日巅峰时刻,加密货币前100的项目图表。
Read 22 tweets
Understanding all the variables is key to understanding an equation. Too many unknowns makes predicting something very difficult. I like to bet the most in situations where I KNOW I will win.
Make a steady return on a good percentage of portfolio to create beta. This is $eth for me. This is #ron to me.

I like to bet smaller amounts on things I don't KNOW will happen, but that I will be paid handsomely if they do happen. Lose small, win big. This is NFTs for me.
$axs is my best investment by far. I bought a lot early and held.

I've taken some of that out and reinvested it in $eth and fiat to be able to make a big splash on $ron while it's young.
Read 4 tweets
#UnaCanzoneAlGiorno
#5giugno

La proposta di oggi potrebbe essere una corsa nel vuoto o un’immersione malinconica in un’esperienza che pochi hanno fatto e tutti gli altri hanno mitizzato. Nel 1977 Jackson Browne ce la racconta così, nuda e cruda, come se fossero parole sue.
1/9⬇️ Image
2/9↕️

Nato casualmente in Germania in quanto figlio di un militare statunitense di stanza in Europa, come curiosamente è accaduto a molti artisti, nella seconda metà degli anni ’70 Jackson Browne è all’apice del suo successo. Image
3/9↕️

Nel 1977 è reduce da due album memorabili ma anche dal drammatico suicidio di sua moglie Phyllis Major.

Intraprende così una lunga tournèe, di quelle con una città ogni sera e gli spostamenti fatti con un autobus, tutti insieme. Image
Read 10 tweets

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