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Molly

3 Nov, 6 tweets, 1 min read

@Magicventures1

大概说之下我们@Magicventures1 今年的一些投资逻辑吧. 太远的记不太清了，就从今年夏天的NFT season 开始吧，其实我们当时也是挺焦虑的，但是在很快就冷静了下来,因为这流动性太差了，买入后出手需要很久的时间，还有就是生命周期也挺短的，所以非常不适合我们这种没有耐心，又不能24小时盯着市场的人

所以当时就转换下了思路，投NFT 的一些基础设施: 1.平台代币，但是opensea 还没发币,2. NFT 指数看了几个指数感觉不合适，3. 剩下的就是储存layer 了. 所以我们当时重仓了AR, 平均价格$6.43, 主要是有几个原因: 1.提供永久储存,2, 市值占比在整个储存赛道很低, 3，当时聊了几个NFT 发行方都是用的AR

基本在同一时间也买了$luna ,当时的逻辑也比较简单. Luna本质是烧Luna 铸UST, 各种新项目拉高UST需求进而锁仓更多Luna，让币价上去。

因为关注Curve 生态比较多，所以在Crv 上贿选上线后就一直在关注，MIM 抓住了大家都没有抓住的机会，迅速用小资金占领了市场. 然后又通过多链扩张，迅速建立了一个强应用场景，多链微损流通. 特别是当时arbitrum 上资产跨回来需要7天，但是MIM通过和anyswap 合作和补贴帮用户绕过了这7天.

@MonteCarloDEX

稳定币初期拼的是激励，进入中后期就拼的应用场景. Luna +UST 的激励已经做到极致了，后续可以关注是否有搭建起应用场景, 而Spell+MIM已经在激励场战争中胜了一回合了，也搭建多链微损流通的场景，也在继续发展各种应用场景，如让MIM做抵押品，在@MonteCarloDEX 上开合约交易对。..

另外不知道大家是否注意，现在的主流论调已经从以太坊转成了多链生态. 如果L2 侧链能起来，未来就multichain，那么一大热点必然是跨链桥。而跨链桥还都处于低估状态。

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More from @bigmagicdao

Molly

@bigmagicdao

22 Dec

For clarify few things up
A thread

1/6 There’s an guy who named Wang has pretended to be a team member of a DeFi derivative project,and he resold and oversold his allocation to some retail investors at a higher rate. And the token price up 60x+ at 1st token release.

2/6 He wanted to keep the profit to himself, so refunded most of the principal back to those retail investors. They are pretty upset because they transferred the principals to him back in late 2019 , which means they’ve missed the whole bullrun .

3/6 They reached out to me, bcuz me myself also an angle investor of that project, so I connected them to team, with the evidences provided, the team clarify the whole thing, but also found out that Wang has violated the initial agreement.

Read 8 tweets

Molly

@bigmagicdao

14 Sep

there's a mad mad story about how the most notorious crypto mining mafia colluded with gov official in jiangxi, screwed Genisis Mining, led to central gov in china cracking down on crypto mining, and caused the big dump in May 19th.

Before I begin , just want to clarify I am not 100% sure it’s true, but the press and news and info mention in the story can be verified, and I post the original link at the end of this thread.

On May 10th, CPC Central Commission for Discipline Inspection annonced that a ministerial level gov official in Jiangxi provincial Xiao Yi is under investigation. words on the street the main reason of Xiao under investigation is becuase of Bitcoin.

Read 16 tweets

Molly

@bigmagicdao

19 Jun

We gonna witness a history in bitcoin mining tonight, all mining farms (about 8m kw electricity load) will shutdown at 12pm Beijing time tonight, Harare rate already dropped significantly after sichuan gov announce shut down bitcoins mining farms in Sichuan.