NFT, metaverse, GameFi, payment: avoid conceptual involution, how to capture value?
PUNK财经
2021-09-01 09:23
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Teacher Sun's question is thought-provoking: why is it so expensive to take a picture...

September arrived on schedule. The so-called gold, nine and silver ten, in terms of the expression of the sense of ceremony, the famous non-marketing expert in the currency circle "Sun Chidan arrived" taught us a good lesson. On the evening of August 31, the most expensive WeChat avatar ever created by human beings was born. Mr. Sun’s question was thought-provoking: why can a picture be taken so expensive......

In the currency circle, "why" is the last question that needs to be asked, because usually according to human rational cognition, this kind of question is unsolvable. If you ask, the old leek will smile and say: "You are not very Yo"......

Brother Sun's operation is a bit of a domino effect~NBA star Curry spent about 180,000 US dollars to acquire an NFT monkey on August 28, and "Curry's profile picture" also appeared on Douyin immediately The top spot on the hot list... The celebrity effect is so crazy that people can't help but think of the "God's Operation History" (suddenly becomes connotative)...

  • In the currency circle, if you don’t study for a day, you will feel anxious

This year can be described as a year of concept explosion. All kinds of tracks are fully blooming and each shows their special abilities. After the "involution" enthusiasm in the first half of the year driven by DeFi, Polkadot, distributed storage, and Layer2, the knowledge points of the little leeks have not yet been developed. Absorbed well, new and old concepts such as NFT, Metaverse, GameFi, and payment, combined with the investment value cognition refreshed by popular projects, have impacted the souls that are worried about being empty...

Before you figure out what the Metaverse is, Zuckerberg proposed Facebook’s “Metaverse” corporate transformation plan, and Microsoft Chairman and CEO Satya Nadella officially announced it at Inspire, the global partner conference Enterprise metaverse solutions, South Korea's Ministry of Finance announced that it will invest $46 million in the metaverse and blockchain fields next year...

When you still think that GameFi is a stupid game, Axie Infinity’s single-day revenue has exceeded 11.1 million US dollars, and the sales in the past 30 days have approached 850 million US dollars. The Philippine central bank is considering classifying Axie Infinity as a payment system operator.... ..

When you still feel that the payment track is no longer popular, Venmo, a mobile payment company under PayPal, has launched a credit card cryptocurrency cashback tool, and Visa has become the first major payment network to use stablecoins to settle transactions. Border payment fintech company...

With the rapid iteration of information in the currency circle and the rapid growth of the track, motivated leeks can’t help but sigh: If you don’t study for a day, you will be OUT, not in a hurry, but anxious in your heart...

  • In the currency circle, don’t use practical value to measure money

Before the blockchain fire, normal people would definitely not pay for "air" when investing, but in the currency circle, "air" is the most valuable. Of course, the expression of "air" is compared to the real thing.

Works of art can be synthesized by AI algorithms, and a whole set of production lines is completed on the chain. It may be difficult for outsiders to understand the meaning and value behind this, but for the cyberpunks of the blockchain, all the bills are no longer money The "vulgar established" ending of exchanging physical objects is more about buying a status symbol, a warrant of belief, and an expectation of long-term value... They are willing to build their own pavilion in Metaverse, and like-minded " "Digital Netizens" dance together and enjoy the beauty of numbers. Metaverse seems to have become a parallel world of the real world. Here, more people with ideas are building their own unique totems. In their view, this is the future, and this enthusiasm has also fascinated countless capitals, because capital usually has to look further and be at the forefront of industry development to grasp future opportunities.

  • In the currency circle, multiple hotspots are rapidly converging

Where there are hotspots, there are investment opportunities, and when hotspots emerge one after another, there will be various aggregations. Not only new concepts and new tracks, but also the track where Bitcoin's most basic "payment" attribute is located, is also constantly evolving and can play new tricks.

For example, the payment industry benchmarks mentioned above, Visa has embraced the new changes and purchased CryptoPunk, and Roxe also announced plans to launch NFT mysterious cards organically combined with their APP... not only the payment track, like DEX, The development and upgrading of platforms such as mining and IDO are trying to combine with the current industry boom to attract more traffic and attention.

  • Various concepts are "involved", how to capture value?

With the rapid aggregation of hotspots, if the project party wants to gain popularity with the help of hotspots in a short period of time, there will inevitably be various follow-up forks, which will lead to serious involution, resulting in uneven project quality. How to pick pearls from the sea is the watershed between the identity of investors and leeks. If you do not have enough professional experience and industry knowledge, it is easy to follow blindly and look at the scenery on the top of the mountain. In order to avoid the value imbalance caused by involution, I would like to give 3 suggestions to the comrades in the Leek Front Alliance:

1. Don't blindly follow the trend.If you are not the first echelon participant of the industry vanguard, when you feel that the heat makes you fomo and want to all in, it is precisely the time when you need to be most cautious. If you are firmly optimistic about a project, you must do a good job of "due diligence", including the project's capital, data on the chain, and the "floor price" of "calling a single person", etc.

2. Always maintain enthusiasm for learning.Lu Xun once said: People cannot earn wealth beyond their cognition. Even if it is earned, it will be spit out elsewhere. Therefore, don’t be blindly confident that you can earn benefits beyond your perception. The industry is still in its early stages, and there are a lot of opportunities waiting for those who are prepared. It’s better to do your homework and wait for the wind to come.

3. The track should be comprehensive.Opportunities are not limited to hot tracks. In the past, Polkadot, Pay, and Layer 2 also had many high-quality projects. While accumulating strength and waiting to explode, it is better to pay more attention to improve your overall industry awareness, and at the same time, you may also seize the next potential currency.

(Ahem, the market is crazy, and investment needs to be cautious. The above comments are just my own ideas. I wish you all gold, nine silver and ten, and a lot of money!)

Written by: PUNK Finance Anna.

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