Bitcoin blockchain came into existence in 2009. Ethereum, a protocol supporting smart contracts in 2014. Both of them have touched a marketcap of over $1 trillion and $500 billion respectively.最近發現許多項目方都面臨各式各樣的問題, 有的是產品做不出來導致NFT價格大跌/元老投資人認賠出場, 有的是被駭客攻擊, 導致投資人/社群經濟受損. 當消息流出, 常常伴隨的是項目發行的NFT/幣價下跌, 網路聲量上升, 但口碑下降.
許多投資人此時會感到恐慌而拋售, 但其實:
危機是檢驗團隊能力 +品格最好的時機. 若處理得當, 恐慌造成的價格下跌反而是最好的一個入場點.
NFT Siblings 是我踏入NFT界參加的第一個社群. 當時的我對藝術家PAK充滿好奇, 在翻看PAK過去Twitter時, 發現了這個他公開支持的社群.
進入Discord社群後, 我發現項目負責人JC是一個充滿正面陽光的年輕人 (對, 他只有21歲). 從過去投資紀錄來看, 眼光非常精準; 與許多藝術界的創作者, 收藏家都有很好的關係; 更可以從日常互動中感受到他為人正派負責, 並總是感謝對社群付出的人. 也因此, 我認為[能力], [人脈]與[人品]都好的負責人, 項目不會差.
2021年12月, NFT Siblings發行的PFP項目, 因為長期延遲, 導致初始投資人出走, 價格跌破0.075以太的初始Mint價.
當項目團隊成員離開並拋售時, 價格更被砸到0. 許多人認為項目基本結束了.
因觀察而相信JC的能力與為人, 不會是讓項目放著歸零的. 因此在大家恐慌, 認為項目玩完了的時候, 以0–0.05以太左右購入幾張項目NFT; 目前地板價已回升至0.14以太, 漲幅超過3倍.
在新創圈十幾年的經驗讓我深深體會, 團隊是人組成的, 而沒有任何人是完美的. 每個努力帶來創新與價值的團隊, 都是從觀察, 創造, 修正, 再觀察, 再修正, 一步步讓產品或服務更好的, 不斷犯錯與修正是必經之路; 一個”不犯錯的團隊”不存在.
目前的投資NFT, 很多時候很像一個新創團隊的天使投資人. 被說成是”天使,“是因為你在沒有人看好時將資金給了項目團隊, 在產品/服務都還不夠好時相信他們未來會慢慢變好. 中間有太多可能出錯的地方導致項目失敗, 投入的資金歸零; 反過來, 當團隊越做越好, 越”接近完美”時, 代表價值顯而易見. 這時投入的風險低了, 回報也低多了.
若要獲得高投報:
不是找”完美產品,” 而是”能力+品格好, 但產品還不完美/還在路上”的項目.
近乎完美的產品/服務, 代表最高的獲利點已過.
若你因為團隊犯錯而選擇離場, 很可能錯失很好的投資標的.
選擇投資項目時, 比起選擇”沒有犯錯的團隊,”不如選擇”遇到問題有能力快速解決 + 品格上願意承擔責任”的團隊.
把任何一次危機處理, 當成團隊檢驗的最好機會. 在市場因為”項目犯錯”而看壞時, 很多時候是最好”入場”的時機.
** NFA/ DYOR — not financial advice, do your own research, let’s learn & grow together～
But even after being in existence for so long, there hasn’t been any decentralised solution to swap these assets in a decentralised manner.
This changed with the THORChain protocol launch in April 2021.Founded in 2018, THORChain development began using Cosmos-SDK. A big role played here is of Threshold-Signatures (TSS), which made it possible for node operators to operate without revealing their private keys to each other.
Lets come back to the recap of 2021, the year where decentralised Native cross-chain swaps went live!
Note: We have only covered the most important updates in our opinion, and those which we are able to find. 2021 was a crazy year for THORChain, and there is a possibility of missing few important updates which weren’t pushed on all channels.
Above is an image of 2020 Christmas where the team gave an overview on what can be expected in early 2021. Happy to say that all above targets are achieved, with various THORChain interfaces going live this year.Only Synths is left, which is tricky and something for the THORFi period.
In January 2021, A THORChain OG (mehowbrainz) published a community-built THORChain Website — THORChain.org.The V0.1 website was filled with content for new-comers. With a “But sir?” approach to queries. This was an incredible idea and was appreciated a lot by the wider community. Few suggestions were given and a new version was promised (and delivered recently, Read details here check out the Website!)
The team was made efforts to decrease SCCN Node Operators’ dependency on AWS service provider. Incentives were given to move to another service providers.
THORChain handled a total of ~$14 million at beginning of January. Diversified in BTC, USD, RUNE and little BNB. Grants were being given to bootstrap the ecosystem.
Blog: https://medium.com/thorchain/monthly-treasury-report-dec-2020-fb943e516e6d
RUNE price was $1.40 at beginning of the year.
THORChain opened a bridge to move between BEP2 RUNE and ERC20 RUNE. ERC20 RUNE was out to have more awareness and exposure about THORChain protocol in other dominant network.
3 RUNE pools were out on Sushiswap, and all of them were given Impermanent Loss Protection from the Treasury.
Sushiswap uses fixed-fee approach (0.3%) while THORChain uses dynamic-fee approach. This initiative helped in gaining more data that dynamic-fee model is better.
In February 2021, the Multi-chain TestNet went live with 5 chains (BTC, ETH, LTC, BNB and BCH). The Native $RUNE also went live on TestNet, and the community was encouraged to try and report any bugs (rewarded with Bug Bounty).Details: https://medium.com/thorchain/thorchain-multichain-testnet-live-ae1f68f542a6
The TestNet link is here: https://testnet.asgard.exchange/ Interestingly, the Website is now owned by SKIPSwap. An interface to interact with THORChain.
Along with the MCTN launch, THORChain Collectibles were also distributed to RuneVault Stakers. A total of 2325 Collectibles were distributed, to 1500 Unique Owners.
THORChain OG Collectibles on OpenSea: https://opensea.io/assets/thorchain-collectibles