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0xWizard
@0xcryptowizard
||🐿️🥜 $pnut || 🌞🌕 || 🧙‍♂️📋 || Defi & Meme Degen || NFA 非投资建议 ⚠️不要被钓鱼链接诈骗⚠️
加入 November 2019
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哪些 cypto 方向,有可能跨越周期,在下个牛市依然存在? kyle 提到的是以 zama 为代表的 fhe 链上隐私。 我能想到的,还有: 1️⃣ 新资产发行方式 类似 ico ,二池三池,铭文,solana pump meme 。 在新的周期,会有新的垃圾资产发行方式,crypto 在,赌场就永远会有新的炒作方式。 机会属于下个周期的 ico 参与者 / defi farmer / 铭文玩家 / sol p小将。 2️⃣ ai + crypto 我依然看好 x402 + erc8004 ,这一点说过很多次,这是可能不只是“叙事”的真实有价值的方向。 机会属于有长期战略耐心,看中产品和应用的钻石手/化石手,前提是基本面要成立,不能只是“叙事”,要有真实数据和应用大量采用。 3️⃣ 隐私 kyle 在离开时,认为唯一还没有被证伪的方向。我认可这个方向,这是目前 crypto 少有的可能比 web2 解决更彻底更有效的方向。 4️⃣ 金融融合 rwa 和 稳定币,股票上链这些,可能会带来一些新的资产形态,如果是应用在第三世界国家支付这种方向,可能跟链上/二级玩家没什么关系。 跟散户有关系的方向,可能是这部分与第一点资产发行的某种形式的结合。 在熊市价格深跌时,看空整个行业,无疑是正常的情绪,我也很失落,不过对这个价格表现也并不意外。 但是,注意不要看到有人做空赚了,就习惯性的看空做空,在熊市震荡赚不到几个钱,一旦在几个月/或者半年/一年转牛时,容易犯下大错。
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0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said, I am excited to take some time off and explore new areas of technology. After nearly a decade in crypto, I’m more confident than ever that crypto is going to fundamentally rewire the circuitry of finance. I believe the Clarity Act will unlock a tidal wave of new entrants and spur adoption unlike anything we’ve seen. I remain bullish on crypto, specifically Solana, and intend to continue making personal investments in the space and supporting Multicoin portfolio companies. Moreover, I will continue to serve on the board of @zama, and I will continue in my role as Chairman at Forward Industries (@FWDind). More on Forward in next tweet. It goes without saying that I also remain bullish on Multicoin. My partners @tushar_jain, Brian Smith, @johnrobertreed, @mattshap1, @xethalis, @SpencerApplebau, and @shayonsengupta are some of the best investors and operators in the world. I am excited for them to continue to drive the crypto ecosystem and Multicoin forward for many years to come. To all of our portfolio founders, LPs, and industry partners—thank you for the opportunity to work with you. For reference, here is the letter we shared with LPs today
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