当我们在聊perp的时候,我们在聊什么 1.交易所老师们企图通过做一个钱包/链上工具一劳永逸的时代过去了,自己不做链上流动性,流动性就会被别的项目掠夺,做钱包只是给别人做入口。 2.中心化交易所选择明牌做perp,利好赛道,但不利好CEX。cex明牌做,等于告诉自己基本盘用户,赛道具有前瞻性,那么用户是会选择一个从头做流动性,还是选择一个流动性充裕且仍未发币的项目/二次空投预期。 3.大家都在找龙二项目,在我看来龙二需要有清晰的市场定位和错位于龙一的叙事例如链上Robinhood之类形成错位竞争。最好的胜利方式是等龙一犯错而不是口若悬河的不自量力扬言干掉龙一,增量市场是大家把蛋糕做大。 4.品牌效应正在汇集,不会做品牌/社区,,很快就会被淘汰,指望CZ喊单,可以看看bsc上meme的后果。谁孵化都不太管用。
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