Cere Network-研究分析
一、简介 Cere Network,基于波卡 Polkadot 构建的去中心化数据云平台,其目标是创造一个去中心化系统,是去中心化版本的SnowFlake(SnowFlake是美国上市公司,主营业务是企业云数据服务)。Cere的愿景是将大企业掌握的个人消费数据所有权转移到个人手上,同时企业仍然可以使用。 二、商业模式简要分析 Cere这类项目既to B也to C ,希望C端用户使用并提供数据,B端用户托管并采购服务,难点在于:在实现去中心化的同时成功打下市场,同时获得大量C端用户、B端客户。Cere选择的路径是从圈外与500强大企业合作获得用户以及B端客户,非常难,目前仅在部分行业进行有针对性地进行落地探索。 三、团队 Cere团队具备较丰富的传统企业创业经验,团队背景很强,联合创始人分别是AU21的合伙人,亚马逊的技术主管和在甲骨文管技术的首席架构师,这样的团队背景会给Cere Network带来一定吸引力和认可度。 四、融资 Cere早期完成了2800 万美元的 CERE 代币销售。近期,Cere获得 Polygon 300 万美元战略投资,该融资将用于招聘新员工、发展开发者...

Cosmos生态系统 —2024最热门的空投挖矿(小白教程)
2024年,Cosmos生态系统成为最热门的空投投资领域,$TIA、$DYM、$NAM等代表着这场独特投资浪潮的开始。这些建议并不需要复杂的策略,只需关注以下步骤,你就能有资格参与即将到来的众多空投项目。Cosmos生态系统的蓬勃发展Cosmos生态系统迅速增长,越来越多的项目在主网上推出他们的代币。令人感兴趣的是,大多数这些项目都采用了空投模型来分发他们的代币。在这其中,质押在生态系统中经常是获得空投的主要要求。常用代币标准通过对之前空投的分析,我们发现以下代币是项目常用的标准:$ATOM$TIA$OSMO$INJ$KUJI在这篇指南中,我将向你展示如何在这些链上委托你的代币,以便从Cosmos项目中进一步获得空投。创建兼容Cosmos区块链的钱包首先,你需要创建一个兼容Cosmos区块链的钱包。你有几个选择:大家最常用的以下两个钱包:Keplr WalletLeap Cosmos由于Keplr钱包是最受欢迎的选择,我们将使用它来进行后续操作。安装Keplr钱包前往:https://keplr.app/download选择适用于你的浏览器/设备下载钱包实施投资策略为了执行策略,...

2021年度投资总结与2022展望:
我认为在区块链世界,写自己的年度总结是很有必要的,因为币圈变化之快以及对整个社会范式的重构是前所未有的,在年末跳出圈外俯瞰一下,我感觉对接下来寻找财富密码以及参与区块链行业建设会非常有帮助。 作为一个没有经历过BTC挖矿造富神话的币圈新人,我刚进圈的时候正处Defi风生水起之时,因此回顾整个2021,我发现自己的整体价值观是:对BTC没有很强的信仰,会更看好ETH和其他公链们,因此,我的大仓位成功吃到了AVAX,SOL,LUNA的涨幅,AVAX1倍,SOL是3倍(因为最近的大跌),LUNA则是6倍。 提示:作者比起数据和技术,更看好商业模式和系统逻辑,因此本文将不列举任何数据,同时也不作为投资参考意见。一个前提:“数字货币”是什么?当我最好的朋友告诉我BTC这个概念时,我脑海里的第一反应是CX:“这难道不是骗你接盘的庞氏吗?”不过出于对朋友的信任,我还是跟着他的脚步进来了解了一下,现在回想起来还真挺庆幸,如果当时条件反射不去了解区块链,现在估计还在股市里玩泥巴。当我和我爱的人以及好朋友们一起研究区块链中的各个项目时,我感觉我很幸福。 回到正题,我觉得投资各个币之前,我们需要先理解...
https://twitter.com/yueya_cosmos
Cere Network-研究分析
一、简介 Cere Network,基于波卡 Polkadot 构建的去中心化数据云平台,其目标是创造一个去中心化系统,是去中心化版本的SnowFlake(SnowFlake是美国上市公司,主营业务是企业云数据服务)。Cere的愿景是将大企业掌握的个人消费数据所有权转移到个人手上,同时企业仍然可以使用。 二、商业模式简要分析 Cere这类项目既to B也to C ,希望C端用户使用并提供数据,B端用户托管并采购服务,难点在于:在实现去中心化的同时成功打下市场,同时获得大量C端用户、B端客户。Cere选择的路径是从圈外与500强大企业合作获得用户以及B端客户,非常难,目前仅在部分行业进行有针对性地进行落地探索。 三、团队 Cere团队具备较丰富的传统企业创业经验,团队背景很强,联合创始人分别是AU21的合伙人,亚马逊的技术主管和在甲骨文管技术的首席架构师,这样的团队背景会给Cere Network带来一定吸引力和认可度。 四、融资 Cere早期完成了2800 万美元的 CERE 代币销售。近期,Cere获得 Polygon 300 万美元战略投资,该融资将用于招聘新员工、发展开发者...

Cosmos生态系统 —2024最热门的空投挖矿(小白教程)
2024年,Cosmos生态系统成为最热门的空投投资领域,$TIA、$DYM、$NAM等代表着这场独特投资浪潮的开始。这些建议并不需要复杂的策略,只需关注以下步骤,你就能有资格参与即将到来的众多空投项目。Cosmos生态系统的蓬勃发展Cosmos生态系统迅速增长,越来越多的项目在主网上推出他们的代币。令人感兴趣的是,大多数这些项目都采用了空投模型来分发他们的代币。在这其中,质押在生态系统中经常是获得空投的主要要求。常用代币标准通过对之前空投的分析,我们发现以下代币是项目常用的标准:$ATOM$TIA$OSMO$INJ$KUJI在这篇指南中,我将向你展示如何在这些链上委托你的代币,以便从Cosmos项目中进一步获得空投。创建兼容Cosmos区块链的钱包首先,你需要创建一个兼容Cosmos区块链的钱包。你有几个选择:大家最常用的以下两个钱包:Keplr WalletLeap Cosmos由于Keplr钱包是最受欢迎的选择,我们将使用它来进行后续操作。安装Keplr钱包前往:https://keplr.app/download选择适用于你的浏览器/设备下载钱包实施投资策略为了执行策略,...

2021年度投资总结与2022展望:
我认为在区块链世界,写自己的年度总结是很有必要的,因为币圈变化之快以及对整个社会范式的重构是前所未有的,在年末跳出圈外俯瞰一下,我感觉对接下来寻找财富密码以及参与区块链行业建设会非常有帮助。 作为一个没有经历过BTC挖矿造富神话的币圈新人,我刚进圈的时候正处Defi风生水起之时,因此回顾整个2021,我发现自己的整体价值观是:对BTC没有很强的信仰,会更看好ETH和其他公链们,因此,我的大仓位成功吃到了AVAX,SOL,LUNA的涨幅,AVAX1倍,SOL是3倍(因为最近的大跌),LUNA则是6倍。 提示:作者比起数据和技术,更看好商业模式和系统逻辑,因此本文将不列举任何数据,同时也不作为投资参考意见。一个前提:“数字货币”是什么?当我最好的朋友告诉我BTC这个概念时,我脑海里的第一反应是CX:“这难道不是骗你接盘的庞氏吗?”不过出于对朋友的信任,我还是跟着他的脚步进来了解了一下,现在回想起来还真挺庆幸,如果当时条件反射不去了解区块链,现在估计还在股市里玩泥巴。当我和我爱的人以及好朋友们一起研究区块链中的各个项目时,我感觉我很幸福。 回到正题,我觉得投资各个币之前,我们需要先理解...
https://twitter.com/yueya_cosmos

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Why is StepN: 前几天从投资的角度说了一下对StepN的观点,但投资归投资,我今天想说的是这个项目带给用户的参与价值将远大于投资价值。
Why is StepN:
A few days ago, I expressed my view on StepN from the perspective of investment, but the investment belongs to investment. What I want to say today is that the participation value of this project to users will be much greater than the investment value.
1,StepN可以解放你的时间
前几天看到一个推特,说的是纵观人的一生,其实陪伴好朋友和家人的时间比自己想象中的要短很多,@punk6529 https://twitter.com/punk6529/status/1507787390114488322?s=20&t=huxPcHMTQgRXsPmZutCFMA
1, StepN can liberate your time
A few days ago, I saw a tweet saying that throughout one's life, the time spent with good friends and family is much shorter than I thought, @punk6529 https://twitter.com/punk6529/status/1507787390114488322?s=20&t=huxPcHMTQgRXsPmZutCFMA
作为一个游戏爱好者,99%的区块链游戏都无法吸引我,因为他们并不具备哪怕一丁点可玩性,却需要用户投入大量时间。但StepN则不一样,想象一下当你利用早上买一份早餐的碎片化时间,就能获得一份不错的回报,它将让每个普通人的生活质量上升一个量级,让人们有时间去思考生计以外的事,有时间去思考自己喜欢做什么。
As a game enthusiast, 99% of blockchain games can't attract me because they don't have even a little playability, but they need users to invest a lot of time. But StepN is different. Imagine that when you use the fragmented time of buying a breakfast in the morning, you can get a good return. It will increase the quality of life of every ordinary person by an order of magnitude, and give people time to think about things other than their livelihood and what they like to do.
这就是我当时大量购买创世鞋盒的原因。我有很多亲戚朋友从事于传统行业,并在近两年由于各种原因遇到了很多困难,有大量应收账款收不回来的,有遇到心理问题的等等,虽然你们可能不相信,但在接触StepN两个月之后,他们的情况或多或少都有些好转,可能是因为有不错的收益,也可能是因为他们因此每天坚持运动,不过不管根本原因是什么,他们确实有在变好。
That's why I bought Genesis shoe boxes in bulk at the time. I have many relatives and friends who are engaged in traditional industries and have encountered many difficulties in the past two years due to various reasons, including a large number of accounts receivable that cannot be collected, and those who have encountered psychological problems, etc. Although you may not believe it, But after being in contact with StepN for two months, their situation has improved more or less, maybe because of good income, or because they keep exercising every day because of it, but no matter what the root cause is, they do change.
顺便提一下,Let me speak是我一直在关注的另一个Gamefi类项目,能够无缝融入生活中的learn to earn跟StepN一样可以做到很多伟大的事情,但LMS的经济模型设计得并不好,如果有下一个经济模型设计得非常好的learn to earn项目出现,我想我一定会关注它。
By the way, let me speak is another gamefi project I have been paying attention to. Learning to earn, which can be seamlessly integrated into life, can do many great things like StepN, but the economic model of LMS is not well designed. If the next learning to earn project with very well designed economic model appears, I think I will pay attention to it.
2,StepN是一座链接现实与web3的桥梁 第一次接触Defi的时候,引我入门的是Terra上的Mirror protocol,镜像资产让我很轻易的就能理解“币”的概念,通过Mirror,我知道了什么是ETH,什么是LUNA,什么是stablecoin(现在你们应该知道为什么我喜欢LUNA了),我愿意把Mirror称之为链接Cefi和Defi的桥梁。
2,StepN is a bridge linking reality and Web3
When I first came into contact with Defi, I was introduced to the Mirror protocol on Terra. Mirror assets made it easy for me to understand the concept of "currency". Through mirror, I learned what ETH is, what LUNA is and what stablecoin is (now you should know why I like Luna). I would like to call mirror a bridge linking Cefi and Defi.
StepN就像是gamefi中的mirror,它是链接虚拟与现实的桥梁。在不知不觉中,你购买了人生中第一双虚拟运动鞋,并了解到原来它是一个叫做“NFT”的东西,接着你了解到了什么是GST,什么是USDC,什么是SOL,什么是钱包,什么是代币,什么是DAO……复行数十步,豁然开朗,蓦然回首,早已身临元宇宙中。
StepN is like a mirror in gamefi. It is a bridge between virtual reality and reality. Unknowingly, you bought the first pair of virtual sneakers in your life and learned that it turned out to be something called "NFT". Then you learned what GST is, what USDC is, what SOL is, what wallet is, what token is, and what DAO is... Go back dozens of steps and suddenly look back and you have already been in the metaverse.
随着StepN的不断推广,越来越多的人将会通过这座桥梁走进Web3,走进metaverse,metaverse和现实生活并不是水火不容的,相反,你将有机会通过Web3重新塑造的你的生活。
With the continuous promotion of StepN, more and more people will enter Web3 and metaverse through this bridge. Metaverse and real life are not incompatible. On the contrary, you will have the opportunity to reshape your life through Web3.
以上就是我喜欢StepN这个应用的原因,很多朋友会问“现在进场还来得及吗?”,我能告诉你的是,StepN的生命周期将会比所有gamefi都长,它的经济模型容错率相当高,下载StepN APP,打开WEB3的大门,走出属于你crypto life的第一步。
These are the reasons why I like StepN. Many friends will ask, "is it still time to enter now?", What I can tell you is that the life cycle of StepN will be longer than that of all gamefi. Its economic model has a high fault tolerance rate. Download StepN app, open the door of Web3 and take the first step of crypto life.
PS:上期提到的阿克琉斯之踵,答案是“游戏性”。
感谢两位创始人创造了StepN这样一个伟大的应用 感谢助手的排版
PS: the answer to the Achilles heel mentioned in the previous issue is "playfulness". Thank the two founders for creating such a great application as StepN. Thank you for assistant's typesetting.
Why is StepN: 前几天从投资的角度说了一下对StepN的观点,但投资归投资,我今天想说的是这个项目带给用户的参与价值将远大于投资价值。
Why is StepN:
A few days ago, I expressed my view on StepN from the perspective of investment, but the investment belongs to investment. What I want to say today is that the participation value of this project to users will be much greater than the investment value.
1,StepN可以解放你的时间
前几天看到一个推特,说的是纵观人的一生,其实陪伴好朋友和家人的时间比自己想象中的要短很多,@punk6529 https://twitter.com/punk6529/status/1507787390114488322?s=20&t=huxPcHMTQgRXsPmZutCFMA
1, StepN can liberate your time
A few days ago, I saw a tweet saying that throughout one's life, the time spent with good friends and family is much shorter than I thought, @punk6529 https://twitter.com/punk6529/status/1507787390114488322?s=20&t=huxPcHMTQgRXsPmZutCFMA
作为一个游戏爱好者,99%的区块链游戏都无法吸引我,因为他们并不具备哪怕一丁点可玩性,却需要用户投入大量时间。但StepN则不一样,想象一下当你利用早上买一份早餐的碎片化时间,就能获得一份不错的回报,它将让每个普通人的生活质量上升一个量级,让人们有时间去思考生计以外的事,有时间去思考自己喜欢做什么。
As a game enthusiast, 99% of blockchain games can't attract me because they don't have even a little playability, but they need users to invest a lot of time. But StepN is different. Imagine that when you use the fragmented time of buying a breakfast in the morning, you can get a good return. It will increase the quality of life of every ordinary person by an order of magnitude, and give people time to think about things other than their livelihood and what they like to do.
这就是我当时大量购买创世鞋盒的原因。我有很多亲戚朋友从事于传统行业,并在近两年由于各种原因遇到了很多困难,有大量应收账款收不回来的,有遇到心理问题的等等,虽然你们可能不相信,但在接触StepN两个月之后,他们的情况或多或少都有些好转,可能是因为有不错的收益,也可能是因为他们因此每天坚持运动,不过不管根本原因是什么,他们确实有在变好。
That's why I bought Genesis shoe boxes in bulk at the time. I have many relatives and friends who are engaged in traditional industries and have encountered many difficulties in the past two years due to various reasons, including a large number of accounts receivable that cannot be collected, and those who have encountered psychological problems, etc. Although you may not believe it, But after being in contact with StepN for two months, their situation has improved more or less, maybe because of good income, or because they keep exercising every day because of it, but no matter what the root cause is, they do change.
顺便提一下,Let me speak是我一直在关注的另一个Gamefi类项目,能够无缝融入生活中的learn to earn跟StepN一样可以做到很多伟大的事情,但LMS的经济模型设计得并不好,如果有下一个经济模型设计得非常好的learn to earn项目出现,我想我一定会关注它。
By the way, let me speak is another gamefi project I have been paying attention to. Learning to earn, which can be seamlessly integrated into life, can do many great things like StepN, but the economic model of LMS is not well designed. If the next learning to earn project with very well designed economic model appears, I think I will pay attention to it.
2,StepN是一座链接现实与web3的桥梁 第一次接触Defi的时候,引我入门的是Terra上的Mirror protocol,镜像资产让我很轻易的就能理解“币”的概念,通过Mirror,我知道了什么是ETH,什么是LUNA,什么是stablecoin(现在你们应该知道为什么我喜欢LUNA了),我愿意把Mirror称之为链接Cefi和Defi的桥梁。
2,StepN is a bridge linking reality and Web3
When I first came into contact with Defi, I was introduced to the Mirror protocol on Terra. Mirror assets made it easy for me to understand the concept of "currency". Through mirror, I learned what ETH is, what LUNA is and what stablecoin is (now you should know why I like Luna). I would like to call mirror a bridge linking Cefi and Defi.
StepN就像是gamefi中的mirror,它是链接虚拟与现实的桥梁。在不知不觉中,你购买了人生中第一双虚拟运动鞋,并了解到原来它是一个叫做“NFT”的东西,接着你了解到了什么是GST,什么是USDC,什么是SOL,什么是钱包,什么是代币,什么是DAO……复行数十步,豁然开朗,蓦然回首,早已身临元宇宙中。
StepN is like a mirror in gamefi. It is a bridge between virtual reality and reality. Unknowingly, you bought the first pair of virtual sneakers in your life and learned that it turned out to be something called "NFT". Then you learned what GST is, what USDC is, what SOL is, what wallet is, what token is, and what DAO is... Go back dozens of steps and suddenly look back and you have already been in the metaverse.
随着StepN的不断推广,越来越多的人将会通过这座桥梁走进Web3,走进metaverse,metaverse和现实生活并不是水火不容的,相反,你将有机会通过Web3重新塑造的你的生活。
With the continuous promotion of StepN, more and more people will enter Web3 and metaverse through this bridge. Metaverse and real life are not incompatible. On the contrary, you will have the opportunity to reshape your life through Web3.
以上就是我喜欢StepN这个应用的原因,很多朋友会问“现在进场还来得及吗?”,我能告诉你的是,StepN的生命周期将会比所有gamefi都长,它的经济模型容错率相当高,下载StepN APP,打开WEB3的大门,走出属于你crypto life的第一步。
These are the reasons why I like StepN. Many friends will ask, "is it still time to enter now?", What I can tell you is that the life cycle of StepN will be longer than that of all gamefi. Its economic model has a high fault tolerance rate. Download StepN app, open the door of Web3 and take the first step of crypto life.
PS:上期提到的阿克琉斯之踵,答案是“游戏性”。
感谢两位创始人创造了StepN这样一个伟大的应用 感谢助手的排版
PS: the answer to the Achilles heel mentioned in the previous issue is "playfulness". Thank the two founders for creating such a great application as StepN. Thank you for assistant's typesetting.
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