流動性, 指的是手上沒有被運用的閒置資金; 是可以隨時立刻投資的部位.

舉這一週發生的例子吧!

這週有一個名為: Global Citizen Club的項目即發售. 研究後認為是風暴比不錯的項目. 當時Mint價 0.08Eth, 二級市場快速攀升到0.13Eth. 我很希望入場, 但手上沒有足夠的流動性 … 也就是說, 我的子彈用完了.

過去投資的, 都是長期看好的項目; 也就是說, 他們需要時間發酵. 價格也預期是跟著項目的發展一步步提高. 雖說每一個項目我都還是看好, 但現在這些項目並不在一個好的賣出點上; 也就是說, 手上沒有閒置資金(流動性)的我, 只有兩個選擇:

2. 錯過眼前明顯能獲利的機會

3. 可想而知, 兩者都不盡理想. 在不對的時間賣出項目, 除了多損失手續費, 有時更是長期明明看漲的時候, 硬是在不對的低點賠售; 而錯過眼前的明顯獲利則是讓自己研究所花的時間無法帶來實質獲利.

4. 最後, 我因為長期項目賣點真的不好而選擇錯過機會. 眼睜睜的看 Global Citizen Club如預期的在兩三天內漲了三倍.

5. 比起看到好的項目就投入, 好的部位規劃更能讓我們抓住不同的機會.

6. 舉例來說:

7. 如此不斷的投資與再配置, 讓總資產穩定成長下, 能夠維持足夠的流動性, 讓自己能夠抓住新機會.

8. ＊NFA (Not financial advice) 這只是我在練習與操作中的體會與學習, 與大家分享, 一起交流/進步 :)

9. 
   

Este mes nos hemos centrado en cómo vamos a influir en algunas de las tendencias más significativas de las criptomonedas y la blockchain mientras trabajamos para convertirnos en un ecosistema de referencia mundial. Echadle un vistazo a lo que nos mantuvo ocupados en febrero.

El entusiasmo aumenta y la Mainnet 2.0 está bien encaminada. Con el desarrollo de los tokens L0 y el lanzamiento de nuestra red de pruebas, avanzamos hacia una interoperabilidad que facilitará a particulares y empresas la posibilidad de:

Sigue el progreso de la Mainnet 2.0.

Lee más acerca de L0.

Pronto anunciaremos las fechas para el lanzamiento móvil en Twitter.

Tras un mes de éxito, el 28 de febrero cerramos temporalmente las ventas del Dor Traffic Miner. El dispositivo de conteo de personas que puedes colocar sobre cualquier puerta y mediante el cual obtienes criptomonedas, volverá al mercado una vez repongamos existencias.

Prepárate para obtener recompensas con el DTM cuando se abran de nuevo las ventas. Ponte al día sobre cómo convertirte en un datapreneur y obtener recompensas con algunos de los artículos de blog más populares de febrero.

Hemos comunicado a los candidatos su admisión al Flight Accelerator Program de Primavera. Más de 100 empresas se inscribieron, y daremos la bienvenida a 45 empresas al segundo grupo, que comenzará el 17 de marzo. Con Benjamin Diggles al frente, aprenderán a construir sus proyectos sobre el Hypergraph y a convertirse en empresas sostenibles.

La creciente red de comunicación social que utiliza la música como nexo de unión ha dado la bienvenida a un nuevo director de tecnología y a una mayor plantilla. Además, han continuado contratando a artistas importantes que proponen experiencias para los fans. Los más recientes: La estrella del R&B Tinashe y el productor de hip hop Murdabeatz.

Geojam también:

Sigue a Geojam en Medium para mantenerte al día.

La última incorporación a nuestro ecosistema lanzó su token $FAN en Lattice Exchange el 28 de febrero. Iniciaron con un Preguntas y Respuestas. Obtén el resumen aquí.

Estadísticas de staking:

El exchange de anuncios descentralizado sigue alterando el panorama de los anuncios digitales. Descubre su primera demostración de tecnología que explica cómo.

Se asoció con Realm para llevar anuncios al metaverso.

Este es un breve resumen de las cifras de febrero:

Benjamin Diggles habló en ETH Denver sobre el papel que desempeña Constellation con el gobierno federal.

Posteriormente se sentó con Be[In]Crypto para hablar más y dijo que la Web3 es un “Mulligan.” (una segunda oportunidad).

Hypergraph Hour #36 presentó a @AlkimiExchange y @Enter_Realm en un debate sobre la publicidad en el metaverso.

Forbes nos ha reconocido como líderes de la Web3 en su artículo Tech Developments In Every Sector, And The Innovators Leading The Way.

¿Quieres recibir estas actualizaciones directamente en tu correo electrónico? Suscríbete a nuestra lista para recibir información.

Sitio web de Constellation: www.constellationnetwork.io

Sitio web de Lattice Exchange: www.lattice.exchange

Twitter de Constellation: https://twitter.com/Conste11ationES

Twitter de Lattice Exchange: https://twitter.com/LatticeES

Telegram hispanohablante de Constellation: https://t.me/constellation_espanol

Telegram hispanohablante de Lattice Exchange: https://t.me/LatticeExchange_Spanish

HONG KONG — May 4, 2021 — The Sandbox, a leading decentralized gaming virtual world and a subsidiary of Animoca Brands, announced today that it has partnered with Asia’s largest virtual world platform, “ZEPETO”, which has amassed over 200 million lifetime users in two years since launch. A subsidiary of Naver Corporation, Korea’s largest tech conglomerate that oversees dominant search and commerce businesses as well as the global messenger LINE, ZEPETO has a strong presence across Asia but is also growing rapidly in North America and Latin America.

The two partners will each offer a parallel 3D space in their respective virtual world environments, where users can socialize, chat, interact, and have fun, while being able to access a series of NFTs for use in The Sandbox featuring ZEPETO game items, equipment, and wearables as well as art and decorative assets. This unprecedented cross-worlds collaboration is a first illustration of the metaverse concept where the same assets can be seen and used across multiple digital parallel universes. These NFTs are made using VoxEdit, the NFT Maker from The Sandbox platform, and will be usable both by game creators within The Sandbox Game Maker beta version to begin creating their own games, stories, and adventures or just showcase them into an art gallery or museum, and by players who can interact with them. The collaboration with ZEPETO marks the first large scale crossover initiative in the Metaverse, where digital assets owned by users are accessed across multiple platforms. Through such initiatives, both ZEPETO and The Sandbox aim to contribute to advancing interoperability in the Metaverse.

The Sandbox will build and maintain a space in ZEPETO world and ZEPETO world will be created in The Sandbox in voxel aesthetics, where users will be able to interact with the first-ever ZEPETO NFTs.

The Sandbox will be organizing the first ZEPETO NFTs sale on May 12th at 1PM UTC on the Marketplace Beta at www.sandbox.game/shop, where 970 NFTs will be made available for purchase in SAND tokens exclusively, the main utility token of the platform. Two exclusive Z-human Characters NFTs will be put on auction on OpenSea for a duration of 24 hours.

The Sandbox is building a unique virtual world where players can build, own, and monetize their gaming experiences using NFTs (non-fungible tokens) and SAND, the main utility token of the platform that serves as the basis of transactions and interactions. In The Sandbox, players create digital assets in the form of NFTs, upload them to the marketplace, and integrate them into games using the #nocode Game Maker.

“The Sandbox aims to empower users and creators to own, trade, monetize, and use their NFTs across multiple virtual worlds without restrictions,” said Sebastien BORGET, COO & Co-Founder of The Sandbox. “Partnering with ZEPETO to bring NFTs to its audience of 200 million demonstrates how users can have unique experiences in both virtual worlds, showing the potential of our vision for an open, decentralized Metaverse.”

“While this collaboration is only a first step, it is significant in that it reflects intent from distinct platforms to increase interoperability,” said Rudy Lee, CSO of ZEPETO. “We intend to continue to explore different possibilities in the blockchain space and consider The Sandbox to be an experienced partner.”

The Sandbox has secured over 60 partnerships, including Avenged Sevenfold, The Smurfs, Care Bears, Atari, and CryptoKitties to build a fun, creative “play-to-earn” platform that offers virtual worlds and game experiences owned and created by players. The play-to-earn model gives players true ownership of anything they collect in the game, allowing them to trade assets to other players (including outside the game on other websites), transfer them to other players, or even sell them.

The Sandbox is scheduled to launch its first public Alpha for players in Q2 2021, enabling anyone to experience a social hub and gain the power to build a fantastic collection of fantasy and role-playing adventures that can be traded as NFTs with other players, creators, and artists on the platform.

This first collaboration with ZEPETO will pave the way to more potential openings from the ZEPETO virtual world with increased interactions provided as parallel universes for ZEPETO users.

About The Sandbox

The Sandbox, a subsidiary of Animoca Brands, is one of the decentralized virtual worlds that has been fueling the recent growth of virtual real-estate demand. The Sandbox has partnered with major IPs and brands including Atari, Rollercoaster Tycoon, Care Bears, The Smurfs, Shaun the Sheep, and Binance. Building on existing The Sandbox IP that has more than 40 million global installs on mobile, The Sandbox NFT Metaverse will offer players and creators a decentralized and intuitive platform to create immersive 3D worlds and game experiences and to safely store, trade, and monetize creations through blockchain. For more information, please visit www.sandbox.game and follow the regular updates on Twitter, Medium and Discord.

About Animoca Brands

Animoca Brands, ranked in the Financial Times list of High Growth Companies Asia-Pacific 2021, is a leader in digital entertainment, blockchain, gamification, and artificial intelligence. Animoca Brands develops and publishes a broad portfolio of products including the REVV token and SAND token; original games including The Sandbox, Crazy Kings, and Crazy Defense Heroes; and products utilizing popular intellectual properties including Formula 1®, Marvel, WWE, Power Rangers, MotoGP™, and Doraemon. Animoca Brands’ portfolio of blockchain investments and partnerships includes Sky Mavis (Axie Infinity), Dapper Labs (CryptoKitties and NBA Top Shot), OpenSea, Harmony, Bitski, and Alien Worlds. Its subsidiaries include The Sandbox, Quidd, Gamee, nWay, Pixowl, and Lympo. For more information visit www.animocabrands.com or get updates by following Animoca Brands on Facebook or Twitter.

About Naver ZEPETO

ZEPETO, a platform operated by Naver Z Corporation, is the largest metaverse platform based out of Asia and is one of the fastest growing avatar services in the world. Since its launch in late 2018, it has accumulated over 200 million lifetime users and secured the largest roster of IP partnerships among metaverse platforms. From animations like Disney or One Piece to musicians like BLACKPINK, Selena Gomez, Twice, or luxury brands like Gucci and Christian Louboutin to sportswear like Nike and the North Face, ZEPETO has successfully attracted the world’s largest names because of its appeal to a global Gen Z userbase. ZEPETO offers users the ability to create and publish their own content such as skins or virtual items, with over 500,000 creators having registered on the platform to successfully sell their own items. For more information visit https://zepeto.me or follow ZEPETO on Twitter or Instagram.

Based on IntoTheBlock’s weekly newsletter. If you enjoy it, and would like to receive it every Friday make sure to sign up here!

This week we return with comprehensive insights on the recent downturn for crypto markets. We discuss investors’ high emphasis on macro factors, as well as how the market’s microstructure in order books and derivatives exchanges point to panic selling and bearish exhaustion.

We contrast this with on-chain metrics, which show buyers remaining patient and keeping their conviction regardless of the recent drop.

Weekly Fees — Sum of total fees spent to use a particular blockchain in a week. This tracks the willingness to spend and demand to use Bitcoin or Ether.

Exchanges Netflows — The net amount of inflows minus outflows of a specific crypto-asset going in/out of centralized exchanges over the past seven days. Crypto going into exchanges may signal selling pressure, while withdrawals potentially point to accumulation.

We had previously discussed the growing influence of macro conditions in crypto markets, and how it was leading investors to doubt Bitcoin’s potential to act as an inflation hedge.

While inflation in the U.S. has remained high and the fed stated plans to accelerate an interest rate hike, Bitcoin has crashed in tandem with growth stocks.

High correlations amid fears — Risk-on assets such as the growth stocks in Ark’s Innovation ETF (ARKK) and in Renaissance’s ETF tracking recent IPOs (IPO) have mirrored Bitcoin’s price action.

Panic selling — Looking closer into order books, sellers’ high urgency is evident.

Trades per Side — Each trade has a maker setting limit orders and a taker with market orders. The Trades per Side indicator aggregates the volume of taker orders on both the buy-side and sell-side, showing the difference below.

Perpetual swaps turn excessively bearish — Following the strong decline of crypto in the first week of the year, derivatives traders bet against Bitcoin.

Potential short squeeze ahead — The ratio of Bitcoin’s open interest relative to its market cap has reached the highest level in over a year, suggesting that an excessive amount of traders betting in the current price trend continuing

Zooming out, key on-chain indicators point to buyers remaining strong. As Three Arrow’s Capital CEO Su Zhu tweeted “Buyers are patient, sellers in panic”. This is evidenced by the growing volume held by addresses with over 1,000 Bitcoin.

Whales Accumulate — As Bitcoin dropped below $50,000 addresses with over 1,000 BTC proceeded to increase their holdings.

Hodling Strong — Regardless of the volatility, long-term holders continue showing their conviction.

Holders are not the only ones showing conviction, as miners also set new highs.

Hash Rate All-Time High — Bitcoin kicked off 2022 with a new record high for its hash rate

Overall, this highlights the contrast between short-term panic and long-term conviction in Bitcoin. Finally, while everyone seems to be a macroeconomic expert now closely following quantitative tightening, it is worth noting how the fed increased interest rates three times in 2017 and that did not stop crypto (nor equities) from reaching new highs.

Sign up for our next webinar. Limited amount of free seats available.

Derivatives markets in crypto continue to grow in popularity, outpacing trading volumes in spot exchanges. This has created opportunities for traders and investors alike along with a new set of tools to assess the state of crypto markets.

In this webinar we will dive into the numbers behind derivatives markets in crypto both in centralized and decentralized venues. Similarly, we will uncover opportunities in each of these markets that can benefit traders and builders alike.

Sign up here

We are constantly discovering new fascinating insights about the crypto-asset market. Here are our latest Medium articles and updates.

If smart contract platforms are digital nation-states, is staking equivalent to a GDP dividend?

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Gamified KYC and regulatory data analysis can complement traditional KYC-AML methods for DeFi protocols.

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Observations about key obstacles impeding the growth of DeFi derivatives.

Read more