Author: Golden Finance Yue'er
1.Old food is eaten in a new way, especially the first-layer public chain, such as CKB, TON, NEO, etc., which can be seen from the rise and fall of the currency price. The meeting has been going up in the past few days, breaking the curse that the currency price will fall every time there is a meeting. I wonder if it will break the tradition of speculating on new but not old in the currency circle. However, some (I won't name them), booths have been bought, activities have been held, and it is really useless if they don't cooperate with the currency price to pull up the market, which will only make people wonder: how can they be so famous, but at the same time the market is so bad?
2.Now is the beginning of the bull market, and the signs are very obvious: project valuations have begun to become exaggerated, project financing amounts have soared, and financing difficulties have dropped sharply, and it is often tens of millions. You must know that in the bear market, financing of one or two million has to be reported, and now the basic is seven or eight million? The quota has to be snatched, and small institutions cannot get the quota of high-quality projects.
The project team is not in a hurry to spend the money after receiving it, and seems very stingy. The bull market is not thriving at all. The money must be spent on the right things... I guess it will be used to pull the market later;
3.The Bitcoin ecosystem is really hot, especially Bitcoin Layer2, but all Chinese projects are standard: Chinese capital + Chinese gameplay + a foreign spokesperson. Real foreigners are not interested in this track. They play Depin. As expected, each market has its own orientation;
4.Many projects give KOL quotas. After all, the community is the primary productive force, so all kinds of Twitter KOLs have come out.At the same time, the importance of VC is declining, and the importance of the media is further declining.
However, most of the KOL data is faked. The KOLs with good conversion effects can call the shots, while those with poor conversion effects just keep each other together and win with low prices + bulk packaging. But the project owners are all old leeks, how can they give quotas casually? Therefore, the competition for KOLs is also very fierce;
5. There are many scammers who cheat in the name of big companies. There are many scammer projects. They are very big and boastful. It is obvious that they are fooling children. Therefore, it is very important to distinguish the authenticity. Of course, I am not saying that my judgment is necessarily accurate. After all, humility is very important in this industry. For example, the famous law in the currency circle summarizes "cannot understand - look down on - can't catch up";
6. There are obviously more foreigners than last year. Fortunately, my English has improved a lot compared with last year, and I am very happy to chat with you. I look forward to seeing you in Dubai, Dubai, that is another completely different market.
Hui Xin
Cointelegraph