sonic群观察了一波 有些感慨
1. 龙头项目取决于 AC的喊单 $shadow 的x(3:3) 典型的互助分红盘
之前有过一波 5x的规模 现在好像也平静下来了
2. 组盘的hog 和 ghog 日化也在变,收益不如从前了
3. 反而是AC喊单换头像的derp 是唯一正向收益,取决于NFT的低流动性
比较好控盘子
DEFI在一个弱流动性市场的好处是显而易见的,他容易聚集流动性并通过飞轮套娃产生一定的yield收益
缺点是在激进的市场环境中,愿意花时间研究的太少了,这也是为什么我认为 meme-这一轮唯一有注意力的可以在短时间产生指数型的影响
一个正向的注意力引导应该是从简单到复杂, meme - defi中间差了一层
我觉得这一层可以是ai agent,ai agent不应该做傻瓜式的 “我需要a 置换到b”这种操作,而是诞生出 ai YFI的理财需求概念,或者加入super这种抛弃平台币换手续费的概念-产生正向循环
通过meme发行- “卖”平台币获得手续费- 手续费defi化-产生正向现金流- 回购meme反捕生态
把复杂留给老韭菜,把简单留给p小将才是我们应该遵守的市场规则
共勉
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