# Study notes - 14 Jan 2022

**Published by:** [Ruby](https://paragraph.com/@0xruby/)
**Published on:** 2022-01-14
**URL:** https://paragraph.com/@0xruby/study-notes-14-jan-2022

## Content

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/2735Argument on Web3 , between Vitalik and Moxie https://moxie.org/2022/01/07/web3-first-impressions.html https://www.reddit.com/r/ethereum/comments/ryk3it/my_first_impressions_of_web3/hrrz15r/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?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_bQRgsToblf308zD31cg1R4YVsAlpha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：RonLayer 2 天王（？）: IMX, Arb, Boba, Op，Metis?（涨太多了）

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