
项目分析:Let Me Speak
摘要总结:-机会: 第一款语言类L2E App,目前未有竞争对手。-风险:项目没有披露团队信息;项目没有披露融资信息;项目没有正式的白皮书,代币经济模型不成熟; 活跃的NFT用户太少,Lstars代币筹码集中; 英语学习场景扩展受限,用户增长不及预期。-结论:风险大于机会,项目还处于非常早期,不确定性大,代币经济模型不成熟,建议谨慎参与。如果对学习感兴趣,可以参与免费角色或在能承受亏损对范围购买NFT学习,不建议投入太多资金。需再观察一段时间,待项目披露更多信息再决定是否投入更多资金参与。一、项目基本面分析1.项目简介LET ME SPEAK,这是诞生于SOLANA链上的一个项目,它的出圈,靠的是SOLANA链上另一款火爆的move to earn 的项目STEPN(代币GMT)而带火。LET ME SPEAK是一个全新的英语学习方式,边玩、边学、边赚。让学习英语变得有趣、有益且人人皆可使用,且终极愿景是语言学习元宇宙。官网:https://www.letmespeak.org/APP(IOS):bit.ly/lms_ios应用演示:bit.ly/lms_betaSOLscan ...

项目分析:Astar Network
摘要总结:机会:波卡生态上的跨链龙头,目前链上数据相对健康,为EVM+Wasm的技术核心竞争力,未来打通Layer0的Cosmos,Layer1公链,Layer2 ZK-Roll up、Optimism,想象空间比较大,Build 2 Earn的创新激励模式,且背后有著名VC融资背书以及与微软深度合作。风险:波卡在Layer0的流动性及价值捕获的能力不及预期,或比其他Layer2的扩容解决方案替代,以太坊共识层合并完成会进一步巩固其领先优势,且Scalability问题已解决,会对Astar的发展造成影响。结论:长远来看,机会>风险,长期矛盾是Layer0技术层面的演变及Astar在Layer0到Layer2的多链推进是否顺利,保持观察Astar及波卡生态市值、锁仓量、价值捕获等指标的变化。短期来看,风险<机会,短期矛盾是加息周期带来的市场下行风险,其影响力大于项目发展基本面。投资操作上,等待合适价位在开始定投参与。一、项目基本信息1.项目简介什么是Astar Network?Astar Network(原为Plasm Network),是基于波卡的多链虚拟机 DApp 中心...
【项目调研】波卡生态上的企业级去中心化云存储项目 | CESS
项目介绍Cumulus Encrypted Storage System (CESS) 旨在成为第一个用于企业级商业应用的去中心化云存储。它是基于 Substrate 开源框架开发的高速、安全、可扩展的去中心化云存储网络,由区块链、存储网络、内容分发网络和应用层四层网络组成。一、项目介绍Cumulus Encrypted Storage System (CESS) 旨在成为第一个用于企业级商业应用的去中心化云存储。它是基于 Substrate 开源框架开发的高速、安全、可扩展的去中心化云存储网络,由区块链、存储网络、内容分发网络和应用层四层网络组成。CESS 采用随机选取轮值共识节点机制来对网络资源和负荷进行协调,并通过多副本可恢复存储证明(PoDR²)、多类型数据确权(MDRC)、去中心化代理重加密等机制来保证数据的完整、安全、可溯源以及隐私性。此外,CESS 将兼容 EVM 以及 WASM。以实现其为 Web3 和大型商业应用构建安全高效的去中心化存储网络。项目于2021年12月获得波卡全球黑客松亚太区第一名,并通过Web3基金会Grant的所有三个里程碑,并已获得Web3基...
Hi there, I am a crypto analyst and here to share my daily blockchain insights.

项目分析:Let Me Speak
摘要总结:-机会: 第一款语言类L2E App,目前未有竞争对手。-风险:项目没有披露团队信息;项目没有披露融资信息;项目没有正式的白皮书,代币经济模型不成熟; 活跃的NFT用户太少,Lstars代币筹码集中; 英语学习场景扩展受限,用户增长不及预期。-结论:风险大于机会,项目还处于非常早期,不确定性大,代币经济模型不成熟,建议谨慎参与。如果对学习感兴趣,可以参与免费角色或在能承受亏损对范围购买NFT学习,不建议投入太多资金。需再观察一段时间,待项目披露更多信息再决定是否投入更多资金参与。一、项目基本面分析1.项目简介LET ME SPEAK,这是诞生于SOLANA链上的一个项目,它的出圈,靠的是SOLANA链上另一款火爆的move to earn 的项目STEPN(代币GMT)而带火。LET ME SPEAK是一个全新的英语学习方式,边玩、边学、边赚。让学习英语变得有趣、有益且人人皆可使用,且终极愿景是语言学习元宇宙。官网:https://www.letmespeak.org/APP(IOS):bit.ly/lms_ios应用演示:bit.ly/lms_betaSOLscan ...

项目分析:Astar Network
摘要总结:机会:波卡生态上的跨链龙头,目前链上数据相对健康,为EVM+Wasm的技术核心竞争力,未来打通Layer0的Cosmos,Layer1公链,Layer2 ZK-Roll up、Optimism,想象空间比较大,Build 2 Earn的创新激励模式,且背后有著名VC融资背书以及与微软深度合作。风险:波卡在Layer0的流动性及价值捕获的能力不及预期,或比其他Layer2的扩容解决方案替代,以太坊共识层合并完成会进一步巩固其领先优势,且Scalability问题已解决,会对Astar的发展造成影响。结论:长远来看,机会>风险,长期矛盾是Layer0技术层面的演变及Astar在Layer0到Layer2的多链推进是否顺利,保持观察Astar及波卡生态市值、锁仓量、价值捕获等指标的变化。短期来看,风险<机会,短期矛盾是加息周期带来的市场下行风险,其影响力大于项目发展基本面。投资操作上,等待合适价位在开始定投参与。一、项目基本信息1.项目简介什么是Astar Network?Astar Network(原为Plasm Network),是基于波卡的多链虚拟机 DApp 中心...
【项目调研】波卡生态上的企业级去中心化云存储项目 | CESS
项目介绍Cumulus Encrypted Storage System (CESS) 旨在成为第一个用于企业级商业应用的去中心化云存储。它是基于 Substrate 开源框架开发的高速、安全、可扩展的去中心化云存储网络,由区块链、存储网络、内容分发网络和应用层四层网络组成。一、项目介绍Cumulus Encrypted Storage System (CESS) 旨在成为第一个用于企业级商业应用的去中心化云存储。它是基于 Substrate 开源框架开发的高速、安全、可扩展的去中心化云存储网络,由区块链、存储网络、内容分发网络和应用层四层网络组成。CESS 采用随机选取轮值共识节点机制来对网络资源和负荷进行协调,并通过多副本可恢复存储证明(PoDR²)、多类型数据确权(MDRC)、去中心化代理重加密等机制来保证数据的完整、安全、可溯源以及隐私性。此外,CESS 将兼容 EVM 以及 WASM。以实现其为 Web3 和大型商业应用构建安全高效的去中心化存储网络。项目于2021年12月获得波卡全球黑客松亚太区第一名,并通过Web3基金会Grant的所有三个里程碑,并已获得Web3基...
Hi there, I am a crypto analyst and here to share my daily blockchain insights.
Subscribe to 不确定性守恒
Subscribe to 不确定性守恒
Share Dialog
Share Dialog


<100 subscribers
<100 subscribers
As an avid investor, you may have to use more than one tool for your research to get the latest and accurate information about the market movement. Having to pay to enjoy some extra benefits and catch some unpopular insights may be rewarding after all. So, kick back and dig in with these tools at your service. They will help you to have a great experience in the NFT space and make better investment decisions.
**提示:**该文章内容为NFT评估工具介绍。原文链接
作为一名进取型投资者,你必须使用至少一种工具进行分析研究,以获取最新且准确的市场动态资讯。毕竟,必须付出才能获得一些额外收益和获取独特的见解,这些都可能在未来受益。所以,回过头并深入使用这些工具到你的服务中。它们将有助于你在非同质化代币领域有好的体验和做出更好的决定。
There are very bad things that can easily happen to governance mechanisms if governance power is easily transferable. This is true for two primary types of reasons:
● If the goal is for governance power to be widely distributed, then transferability is counterproductive as concentrated interests are more likely to buy the governance rights up from everyone else.
● If the goal is for governance power to go to the competent, then transferability is counterproductive because nothing stops the governance rights from being bought up by the determined but incompetent.
**提示:**该段落旨在探讨治理权是否可以具备可转移性。原文链接
如果治理权容易发生转移,那么治理机制就容易发生非常糟糕的事情。之所以如此,主要是以下两方面原因:
如果目标是治理权广泛分布,那么可转移性会适得其反,因为集权利益者很可能从其他人手中买入治理权利。
如果目标是让治理权能者居之,那么可转移性也会适得其反,因为没法阻止决意收购治理权的无能者。
To build a sustainable business, Chiru will try to lean heavily on the Azuki brand, opening up new revenue sources beyond the royalties. In late February, it will launch an Azuki clothing line, starting off with red jackets. It eventually wants to go Hollywood. Maybe TV shows would pay Azuki for the right to use their intellectual property, Zzzagabond muses. Perhaps, in the popular TV show The Masked Singer, one of the costumes could be an Azuki design, he speculates. There are equally vague plans for Azukis in the metaverse. After all, when you have minted over $40 million from thin air in a matter of weeks, everything must seem possible.
**提示:**本文源自福布斯报道,探讨Azuki项目爆火出圈的原因。原文链接
在中心化的互联网2.0世界,核心权威通常被当作是法律——确认交易的有效性,在平台上允许做什么和禁止做什么等等。例如,当从一个银行账户向另外一个银行账户转账时,银行最终核准这笔交易是否得到处理和通过。银行核确认发送者是否足够的资金发送,以及其他一些标准,然后最终批准转账。
在去中心化的Web3世界,是没有核心权威的,并且代码(去中心化区块链网络的如何运作的)是法律。由区块网络确认发送者是否有足够的资金汇款,一旦审核通过就会最终授权转账。
Articulating the purpose of the DAO in an exciting and enticing way is paramount to attracting new community members. Those onboarding to the DAO should very clearly understand what the DAO is trying to accomplish and how they can fit in under the context of that overarching goal.
This clarity is beneficial for DAOs looking for members and contributors as well—a clear purpose attracts people who are the right fit for the community, while also filtering out those who aren’t. This is especially important in the context of a bull market, when a popular reason for joining DAOs is token speculation.
Communicating a shared purpose helps to set expectations for participation and fosters organizational health. As opposed to being everything to everyone, a DAO needs to understand what drives its community and serve that community well in accordance with its mission. This first step lays the foundation for a strong community ethos, which facilitates natural growth. A DAO’s first wave of community members, who, if passionate about the mission and vision of the DAO, will help to scale and grow the community beyond the founders and initial core contributors.
**提示:**DAO需要设立明确的使命与愿景。原文链接
以令人兴奋及诱人的方式阐述DAO,这对于吸引社区用户是至关重要的。那些已经在DAO的人应该非常清晰地理解,去中心化自治组织在尝试完成什么事情,以及他们如何适应该使命及愿景。
这种明确性同样使DAO在寻找成员及贡献者中受益——明确的目的吸引到适合社区的人,同时也把不适合社区的人过滤。在牛市背景中这尤为重要,因为此时加入DAO的普遍理由是代币投机。
传达共同目的有利于设立参与预期及促进组织健康。不同于把所有东西给所有人,DAO需理解是什么驱动社区发展,并依据自身目标,很好地为社区服务。这第一步为强大的社区精神奠定基础,这样促进自然增长。DAO的第一批社区成员,如果他们对DAO的目标及愿景充满热情,将帮助社区的扩大及成长超越创始者及最初核心贡献者。
As an avid investor, you may have to use more than one tool for your research to get the latest and accurate information about the market movement. Having to pay to enjoy some extra benefits and catch some unpopular insights may be rewarding after all. So, kick back and dig in with these tools at your service. They will help you to have a great experience in the NFT space and make better investment decisions.
**提示:**该文章内容为NFT评估工具介绍。原文链接
作为一名进取型投资者,你必须使用至少一种工具进行分析研究,以获取最新且准确的市场动态资讯。毕竟,必须付出才能获得一些额外收益和获取独特的见解,这些都可能在未来受益。所以,回过头并深入使用这些工具到你的服务中。它们将有助于你在非同质化代币领域有好的体验和做出更好的决定。
There are very bad things that can easily happen to governance mechanisms if governance power is easily transferable. This is true for two primary types of reasons:
● If the goal is for governance power to be widely distributed, then transferability is counterproductive as concentrated interests are more likely to buy the governance rights up from everyone else.
● If the goal is for governance power to go to the competent, then transferability is counterproductive because nothing stops the governance rights from being bought up by the determined but incompetent.
**提示:**该段落旨在探讨治理权是否可以具备可转移性。原文链接
如果治理权容易发生转移,那么治理机制就容易发生非常糟糕的事情。之所以如此,主要是以下两方面原因:
如果目标是治理权广泛分布,那么可转移性会适得其反,因为集权利益者很可能从其他人手中买入治理权利。
如果目标是让治理权能者居之,那么可转移性也会适得其反,因为没法阻止决意收购治理权的无能者。
To build a sustainable business, Chiru will try to lean heavily on the Azuki brand, opening up new revenue sources beyond the royalties. In late February, it will launch an Azuki clothing line, starting off with red jackets. It eventually wants to go Hollywood. Maybe TV shows would pay Azuki for the right to use their intellectual property, Zzzagabond muses. Perhaps, in the popular TV show The Masked Singer, one of the costumes could be an Azuki design, he speculates. There are equally vague plans for Azukis in the metaverse. After all, when you have minted over $40 million from thin air in a matter of weeks, everything must seem possible.
**提示:**本文源自福布斯报道,探讨Azuki项目爆火出圈的原因。原文链接
在中心化的互联网2.0世界,核心权威通常被当作是法律——确认交易的有效性,在平台上允许做什么和禁止做什么等等。例如,当从一个银行账户向另外一个银行账户转账时,银行最终核准这笔交易是否得到处理和通过。银行核确认发送者是否足够的资金发送,以及其他一些标准,然后最终批准转账。
在去中心化的Web3世界,是没有核心权威的,并且代码(去中心化区块链网络的如何运作的)是法律。由区块网络确认发送者是否有足够的资金汇款,一旦审核通过就会最终授权转账。
Articulating the purpose of the DAO in an exciting and enticing way is paramount to attracting new community members. Those onboarding to the DAO should very clearly understand what the DAO is trying to accomplish and how they can fit in under the context of that overarching goal.
This clarity is beneficial for DAOs looking for members and contributors as well—a clear purpose attracts people who are the right fit for the community, while also filtering out those who aren’t. This is especially important in the context of a bull market, when a popular reason for joining DAOs is token speculation.
Communicating a shared purpose helps to set expectations for participation and fosters organizational health. As opposed to being everything to everyone, a DAO needs to understand what drives its community and serve that community well in accordance with its mission. This first step lays the foundation for a strong community ethos, which facilitates natural growth. A DAO’s first wave of community members, who, if passionate about the mission and vision of the DAO, will help to scale and grow the community beyond the founders and initial core contributors.
**提示:**DAO需要设立明确的使命与愿景。原文链接
以令人兴奋及诱人的方式阐述DAO,这对于吸引社区用户是至关重要的。那些已经在DAO的人应该非常清晰地理解,去中心化自治组织在尝试完成什么事情,以及他们如何适应该使命及愿景。
这种明确性同样使DAO在寻找成员及贡献者中受益——明确的目的吸引到适合社区的人,同时也把不适合社区的人过滤。在牛市背景中这尤为重要,因为此时加入DAO的普遍理由是代币投机。
传达共同目的有利于设立参与预期及促进组织健康。不同于把所有东西给所有人,DAO需理解是什么驱动社区发展,并依据自身目标,很好地为社区服务。这第一步为强大的社区精神奠定基础,这样促进自然增长。DAO的第一批社区成员,如果他们对DAO的目标及愿景充满热情,将帮助社区的扩大及成长超越创始者及最初核心贡献者。
No activity yet