# Study notes - 14 Jan 2022

By [Ruby](https://paragraph.com/@0xruby) · 2022-01-14

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1.  **Cow Airdrop and initial distribution, Gnosis team bring back the non-transferrable governance token after “Reputation” in Daostack**
    
    [https://forum.gnosis.io/t/gip-13-phase-2-cowdao-and-cow-token/2735](https://forum.gnosis.io/t/gip-13-phase-2-cowdao-and-cow-token/2735)
    
2.  **Argument on Web3 , between Vitalik and Moxie**
    
    [https://moxie.org/2022/01/07/web3-first-impressions.html](https://moxie.org/2022/01/07/web3-first-impressions.html)
    
    [https://www.reddit.com/r/ethereum/comments/ryk3it/my\_first\_impressions\_of\_web3/hrrz15r/](https://www.reddit.com/r/ethereum/comments/ryk3it/my_first_impressions_of_web3/hrrz15r/)
    
3.  **Tokens in the attention economy**
    
    [https://cobie.substack.com/p/tokens-in-the-attention-economy](https://cobie.substack.com/p/tokens-in-the-attention-economy)
    
    By far the most effective trading strategy, long the consensus/attention ratio of an asset
    
    **Assets in the class includes:** shib, people, sos, phantom bear
    
    **Next possible target:** ICP?
    
4.  **Hasu 对话 Su Zhu：以太坊VS新公链，屠龙者正变成巨龙**
    
    [https://mirror.xyz/0x0E58bB9795a9D0F065e3a8Cc2aed2A63D6977d8A/uZhaRVLqCKFVEVMEV\_bQRgsToblf308zD31cg1R4YVs](https://mirror.xyz/0x0E58bB9795a9D0F065e3a8Cc2aed2A63D6977d8A/uZhaRVLqCKFVEVMEV_bQRgsToblf308zD31cg1R4YVs)
    
    *   Alpha来自于新生态，不一定是新生态比老生态好多少，是adoption/attention的比率更好，因此有更多赚钱机会
        
    *   新生态的基本面几个重要指标：开发者（Electric Report），用户数（Wallet + Transaction），资产数（TVLs / NFTs)
        
    *   进了前20的新生态的赔率不好，没有进前20，但是有很高关注度的生态：
        
        *   主流：ICP，Arweave，FIL，Near，Fantom，Flow
            
        *   小生态：One，WAX，Kardian , CHR
            
        *   老生态还在做事情的：Tezos，Algorand，IOTA
            
        *   还没出生受到关注的：Ron
            
        *   Layer 2 天王（？）: IMX, Arb, Boba, Op，Metis?（涨太多了）

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*Originally published on [Ruby](https://paragraph.com/@0xruby/study-notes-14-jan-2022)*