Cardano的投资分析
Feb 18th 2021 - Version 1 最近看了高瓴资本张磊的新书《价值》然后就想运用里面提到的原则来分析一下这个区块链项目,看这是不是一个很好的价值投资的项目。 首先定义一下 长期主义:把时间和信念投入能够长期产生价值的事情上,尽力学习最有效率的思维方式和行为准则,遵循第一性原理,永远探索真理,与时间做朋友 价值投资:研究深,挖掘商业活动更深层次的运行机制,寻找不同事情之间究竟是并行加法关系,翻倍乘法关系或者是改变量级的指数关系长期动态地跟踪变化,投资人才能对变化产生超出一般意思的理解,从而拥有与市场不同的观点,而且是基于非常长期的视角的不同观点在大家都看不懂的时候,少数创业者能够在这个时点敏锐察觉产业的变化,环境的结构性变化,从而得到超回报看企业不要看表面,要看业务本身能否为社会解决问题和创造价值。时间创造复利的价值 (随着时间流逝加深护城河的,才是资产,时间越久对生意越不利的,则是费用)我们从人,生意,环境和组织来分析下为什么我觉得Cardano (ada)会在区块链这个风口越飞越高。人:就是看创业者是否有伟大格局观,内心操守和价值投资,看他对商业模式本质的理解...

我对DAO的一些想法
最近看了很多关于Web3.0和DAO的文章,自己也开始慢慢深入一个DAO 去更直接的感受它于公司的不同。 基本的定义(Decentralized Autonomous Organizations)规定不能被单一个体或者中心化的组织改变所有重要决定都是用智能合约的投票机制来实现,不需要人为干预决策一个协调去中心化成员行动的组织DAO 相比于传统的公司,DAO的构成更为松散,大家可以相对自由的加入,全职投入或者兼职贡献,退出也很容易DAO的发起更为草根,可以是一个主题,一个目标也可以是一种态度。气氛组也能是一个DAO, DAO下面也可以继续发展DAODAO的构成更为透明,可以是根据持币,持有NFT,或者只是社交软件的群组聊天群。根据DAO自己的规定理念,他可以私密小团体或是持续公开大团体DAO的构成更全球化,相比初创公司,从一开始的建设就是全球化程度很高,成员的理念认同感更强(跨越了传统公司创业初期同学亲人的范畴)DAO的成员之间更平等,成员之间没有先天级别差别,需要每个成员自己的努力去得到社群的信任得到成长那么怎么样的才是好的DAO如同Defi项目的核心是控制资产的流动性,DAO项...
Cardano的投资分析
Feb 18th 2021 - Version 1 最近看了高瓴资本张磊的新书《价值》然后就想运用里面提到的原则来分析一下这个区块链项目,看这是不是一个很好的价值投资的项目。 首先定义一下 长期主义:把时间和信念投入能够长期产生价值的事情上,尽力学习最有效率的思维方式和行为准则,遵循第一性原理,永远探索真理,与时间做朋友 价值投资:研究深,挖掘商业活动更深层次的运行机制,寻找不同事情之间究竟是并行加法关系,翻倍乘法关系或者是改变量级的指数关系长期动态地跟踪变化,投资人才能对变化产生超出一般意思的理解,从而拥有与市场不同的观点,而且是基于非常长期的视角的不同观点在大家都看不懂的时候,少数创业者能够在这个时点敏锐察觉产业的变化,环境的结构性变化,从而得到超回报看企业不要看表面,要看业务本身能否为社会解决问题和创造价值。时间创造复利的价值 (随着时间流逝加深护城河的,才是资产,时间越久对生意越不利的,则是费用)我们从人,生意,环境和组织来分析下为什么我觉得Cardano (ada)会在区块链这个风口越飞越高。人:就是看创业者是否有伟大格局观,内心操守和价值投资,看他对商业模式本质的理解...

我对DAO的一些想法
最近看了很多关于Web3.0和DAO的文章,自己也开始慢慢深入一个DAO 去更直接的感受它于公司的不同。 基本的定义(Decentralized Autonomous Organizations)规定不能被单一个体或者中心化的组织改变所有重要决定都是用智能合约的投票机制来实现,不需要人为干预决策一个协调去中心化成员行动的组织DAO 相比于传统的公司,DAO的构成更为松散,大家可以相对自由的加入,全职投入或者兼职贡献,退出也很容易DAO的发起更为草根,可以是一个主题,一个目标也可以是一种态度。气氛组也能是一个DAO, DAO下面也可以继续发展DAODAO的构成更为透明,可以是根据持币,持有NFT,或者只是社交软件的群组聊天群。根据DAO自己的规定理念,他可以私密小团体或是持续公开大团体DAO的构成更全球化,相比初创公司,从一开始的建设就是全球化程度很高,成员的理念认同感更强(跨越了传统公司创业初期同学亲人的范畴)DAO的成员之间更平等,成员之间没有先天级别差别,需要每个成员自己的努力去得到社群的信任得到成长那么怎么样的才是好的DAO如同Defi项目的核心是控制资产的流动性,DAO项...

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Kusama is a scalable network of specialized blockchains built using Substrate and nearly the same codebase as Polkadot. The network is an experimental development environment for teams who want to move fast and innovate on Kusama, or prepare for deployment on Polkadot.
Moonriver is a canary network of Moonbeam. Other projects will be able to test their code base on Moonriver, and only then deploy to Moonbeam. The Moonriver has already been launched and is being traded, because it has a faster process of obtaining a parachain slot. Moonriver is a full Ethereum-like environment and works with industry-standard Ethereum tools, DApps, and protocols.
Moonriver (MOVR) is the utility token of the Moonriver Network, Moonbeam’s Kusama deployment that serves as a “CanaryNet” to the Moonbeam Network.
The best way to get the popular Dexes in MoonRiver is by check this website. https://defillama.com/chain/Moonriver
Bridge Fund from other chains (ETH,BSC, Avalanche, Polygon, Fantom, Polkadot) using RelayChain bridge (The cross chain asset mainly used in Solarbeam website)
Go to DEX Solarbeam. https://app.solarbeam.io/
Go to Bridge page to bridge your asset from other Chains to Moonriver.
For ETH, BSC, the bridge fee is 0, but user still have to pay the transactions fee in from chain network. (For BSC, normally it toke around 5-15 mins to complete the bridge). User can check History Tab for bridge status.
Get the $MVOR faucet for first transactions. Go to Bridge tab => Choose Faucet.
Once all the funds transfer is completed and the faucet $MVOR transfer is complete, then user is ready to do their first transaction in MoonRiver.
Supported Chains and Asset Type
ETH: DAI,ETH,USDC,USDT,WBTC and so on
BSC: BNB, BUSD, LAIKA,BIFI
Avalanche: AVAX and others through RelayChain bridge
Polygon: Matic and others through RelayChain bridge
Fantom: WFTM, SPELL, MIM through RelayChain bridge
Polkadot: DOT through RelayChain bridge
Bridge Fund from other chains (ETH,BSC, Avalanche, Polygon, Fantom, Polkadot) using Wan Bridge (The cross chain asset mainly used in Huckleberry website)
Go to DEX Huckleberry. https://www.huckleberry.finance/#/swap
Go to Bridge Page. https://bridge.wanchain.org/#/
The detail steps can found in Wanchain docs https://medium.com/wanchain-foundation/guide-crosschain-transactions-with-the-new-wanbridge-web-b806da1dcca1
The bridge fee is 0, but user still have to pay the transactions fee in from chain network.
Once all the funds transfer is completed, user can enjoy the MoonRiver low fee and high speed.

Kusama is a scalable network of specialized blockchains built using Substrate and nearly the same codebase as Polkadot. The network is an experimental development environment for teams who want to move fast and innovate on Kusama, or prepare for deployment on Polkadot.
Moonriver is a canary network of Moonbeam. Other projects will be able to test their code base on Moonriver, and only then deploy to Moonbeam. The Moonriver has already been launched and is being traded, because it has a faster process of obtaining a parachain slot. Moonriver is a full Ethereum-like environment and works with industry-standard Ethereum tools, DApps, and protocols.
Moonriver (MOVR) is the utility token of the Moonriver Network, Moonbeam’s Kusama deployment that serves as a “CanaryNet” to the Moonbeam Network.
The best way to get the popular Dexes in MoonRiver is by check this website. https://defillama.com/chain/Moonriver
Bridge Fund from other chains (ETH,BSC, Avalanche, Polygon, Fantom, Polkadot) using RelayChain bridge (The cross chain asset mainly used in Solarbeam website)
Go to DEX Solarbeam. https://app.solarbeam.io/
Go to Bridge page to bridge your asset from other Chains to Moonriver.
For ETH, BSC, the bridge fee is 0, but user still have to pay the transactions fee in from chain network. (For BSC, normally it toke around 5-15 mins to complete the bridge). User can check History Tab for bridge status.
Get the $MVOR faucet for first transactions. Go to Bridge tab => Choose Faucet.
Once all the funds transfer is completed and the faucet $MVOR transfer is complete, then user is ready to do their first transaction in MoonRiver.
Supported Chains and Asset Type
ETH: DAI,ETH,USDC,USDT,WBTC and so on
BSC: BNB, BUSD, LAIKA,BIFI
Avalanche: AVAX and others through RelayChain bridge
Polygon: Matic and others through RelayChain bridge
Fantom: WFTM, SPELL, MIM through RelayChain bridge
Polkadot: DOT through RelayChain bridge
Bridge Fund from other chains (ETH,BSC, Avalanche, Polygon, Fantom, Polkadot) using Wan Bridge (The cross chain asset mainly used in Huckleberry website)
Go to DEX Huckleberry. https://www.huckleberry.finance/#/swap
Go to Bridge Page. https://bridge.wanchain.org/#/
The detail steps can found in Wanchain docs https://medium.com/wanchain-foundation/guide-crosschain-transactions-with-the-new-wanbridge-web-b806da1dcca1
The bridge fee is 0, but user still have to pay the transactions fee in from chain network.
Once all the funds transfer is completed, user can enjoy the MoonRiver low fee and high speed.

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