数字货币投资逻辑:按优先级排序
Digital currency investment logic: in order of priority
Strong technical innovation, strong project team strength (team members are well-known) , the investor Fang Niu.
技术创新力强,项目团队实力雄厚(团队成员都是知名人士) ,投资方牛。
一、技术创新性强,项目团队实力强(团队成员有知名度),投资方牛。
Strong technical innovation, strong project team strength (team members are well-known) , the investor Fang Niu.
二、与传统知名项目进行结合发币的项目(如mask作为tweeter的使用代币),不论代币的必要性和使用场景如何,但是这样的项目一问世就自带光环;另一种是与数字货币、区块链直接关连的已存在的知名项目发币(如Gitcoin),也不论代币的必要性和使用场景如何,一问世就自带光环。对于这两类项目的代币在初期有较大的炒作空间,一是知名度高,容易聚拢人气;二是各大交易所会接连上架。因此,在未上各大交易所前可逢低买入,一般会有二至三倍的空间。
(2) a coin-issuing project with a well-known traditional project (such as using mask as a tweeter's token) , regardless of the necessity of the coin and the use of scenarios, but such a project comes with its own halo; The other is the existence of a well-known project, such as Gitcoin, which is directly related to digital currency and blockchain, regardless of the necessity and ge of the token, comes with its own halo. For these two types of project tokens in the early there is more room for speculation, first, high visibility, easy to gather popularity, second, the major exchanges will be on the shelf. As a result, before the major exchanges can bargain buy, there is usually two to three times the space.
(2) a coin-issuing project with a well-known traditional project (such as using mask as a tweeter's token) , regardless of the necessity of the coin and the use of scenarios, but such a project comes with its own halo; The other is the existence of a well-known project, such as Gitcoin, which is directly related to digital currency and blockchain, regardless of the necessity and ge of the token, comes with its own halo. For these two types of project tokens in the early there is more room for speculation, first, high visibility, easy to gather popularity, second, the major exchanges will be on the shelf. As a result, before the major exchanges can bargain buy, there is usually two to three times the space.
(2)一个硬币发行项目与一个著名的传统项目(如使用面具作为一个微博客的标记) ,无论硬币的必要性和使用的场景,但这样的项目有自己的光环; 另一个是一个众所周知的项目的存在,如 Gitcoin,这是直接相关的数字货币和块环链,无论必要性和 ge 的标记,带有自己的光环。对于这两种类型的项目令牌,在早期有较大的炒作空间,一是可见度高,容易聚集人气,二是主要的交换将被搁置。因此,在主要交易所能够讨价还价买入之前,通常有两到三倍的空间。
(2)一个硬币发行项目与一个著名的传统项目(如使用面具作为一个微博客的标记) ,无论硬币的必要性和使用的场景,但这样的项目有自己的光环; 另一个是一个众所周知的项目的存在,如 Gitcoin,这是直接相关的数字货币和块环链,无论必要性和 ge 的标记,带有自己的光环。对于这两种类型的项目令牌,在早期有较大的炒作空间,一是可见度高,容易聚集人气,二是主要的交换将被搁置。因此,在主要交易所能够讨价还价买入之前,通常有两到三倍的空间。
(2) a coin-issuing project with a well-known traditional project (such as using mask as a tweeter's token) , regardless of the necessity of the coin and the use of scenarios, but such a project comes with its own halo; The other is the existence of a well-known project, such as Gitcoin, which is directly related to digital currency and blockchain, regardless of the necessity and ge of the token, comes with its own halo. For these two types of project tokens in the early there is more room for speculation, first, high visibility, easy to gather popularity, second, the major exchanges will be on the shelf. As a result, before the major exchanges can bargain buy, there is usually two to three times the space.
(2)一个硬币发行项目与一个著名的传统项目(如使用面具作为一个微博客的标记) ,无论硬币的必要性和使用的场景,但这样的项目有自己的光环; 另一个是一个众所周知的项目的存在,如 Gitcoin,这是直接相关的数字货币和块环链,无论必要性和 ge 的标记,带有自己的光环。对于这两种类型的项目令牌,在早期有较大的炒作空间,一是可见度高,容易聚集人气,二是主要的交换将被搁置。因此,在主要交易所能够讨价还价买入之前,通常有两到三倍的空间。
三、代表未来发展方向,有一定技术创新或较为确定的应用场景,项目团队虽然知名度不高,但是较为靠谱(可以观察对于拟定的路线图能否一一实现,或是在各类社群中提出的问题能否给予回应),投资方知名度也不处于第一梯队。对于这类项目,好的地方是由于项目处于早期,许多功能还没实现,因此项目市值低,不好的地方是风险高(甚至有些空气的成份),代币波动较大,可能会长期处于低位。投资策略是可以少量参与,并密切关注项目进度以及用户使用情况(TVL),一旦向好的方向发展可以加仓。
Third, representing the future development direction, there are certain technological innovations or relatively certain application scenarios, although the project team is not well known, but more reliable (see if the proposed road map can be implemented one-by-one, or if the questions raised in the various communities can be answered) , investor awareness is not in the first tier. For this type of project, the Good News is that the project is in its early stages and many functions have not yet been realized. Therefore, the market value of the project is low. The bad news is that the risk is high (even some air components) , and the tokens fluctuate greatly, it could be a long-term low. Investment Strategy is to participate in a small amount, and pay close attention to the progress of the project and the use of the situation (Tvl) , once the positive direction can be added positions.
第三,代表未来的发展方向,存在某些技术创新或相对确定的应用情景,尽管项目团队并不知名,但更可靠(看看拟议的路线图是否能逐一实施,或者是否能够回答各个社区提出的问题) ,投资者意识不在第一层。对于这种类型的项目,好消息是,该项目处于早期阶段,许多功能尚未实现。因此,该项目的市场价值很低。坏消息是风险很高(甚至一些空气成分) ,令牌波动很大,可能是长期低点。投资策略就是少量参与,并密切关注项目的进展和利用情况(Tvl) ,一旦积极的方向可以增加仓位。
