近期是否有布局MEME币?|疑问解答

币界网Published on 2024-08-09Last updated on 2024-08-09

币界网报道:

1. Polymarket有代币吗?

这个项目目前没有发行代币,不过有不少人在赌它会发币,所以在上面参与预测。我还是建议以兴趣为主,把它当游戏玩,参与自己最有把握的预测,不要为了薅羊毛太费时间和精力。

2. 我近期有没有买入什么MEME币?

我这几个月什么MEME币都没有参与。

最近的这些MEME币我大概都看过,但都觉得没什么意思,连个基本的故事都讲不圆满,纯粹就是赌博、玩手法、拼手速。

3. 未来的区块链应该是多链共存,对于跨链协议的看法?

我把多链分为两个层面:一个是区块链主链的多链(比如以太坊、BSC、Solana、AVAX等等),另一个是围绕以太坊而生的以二层扩展形式存在的多链(比如ARB、OP、BASE等等)。

这两个层面的多链现在已经是多链共存了,未来更加会是多链共存。但多链共存并不意味着这么多链都有意义。

我认为未来无论是主链的多链还是二层扩展的多链,绝大多数都会像“鬼城”一样在那里空置。

不过相对而言,我更看好围绕以太坊而生的二层扩展的多链生态,所以我更看好二层扩展之间的跨链协议,而不太看好主链之间的跨链协议。

4. 最近一个自由猫很火

对这个“自由猫”项目我不确定它到底是哪个项目,也不确定它是不是一个NFT项目,但不知道为什么,看到这个留言,我突然想起了比特币生态的NFT。

对比特币生态中的NFT,我觉得到目前为止有沉淀价值的是排名前10000(或者前1000甚至前100)的铭文NFT。

我对那些一直声称会成为加密朋克的头像类比特币NFT项目反倒持很谨慎的态度。

在去年还是今年早期的一次线上交流中,记得有朋友就问到当时比特币的NFT中那些声称可能成为加密朋克的NFT是否值得买?

i40HPU1h9HnLJM4E9MvoosXeW1OztMp3ttTGVVZO.png

我当时的回复很保守。

在这一轮比特币NFT爆发的大潮中,如果单纯按地板价来衡量,一直都有项目被推上加密朋克的位置。我们最先看到的是比特蛙(Bitcoin Frogs),后来它的位置被节点猴(NodeMonkes)取代了,而现在节点猴又被量子猫(Quantum Cats)取代了。

但在我看来量子猫还不如节点猴,节点猴还不如比特蛙。

之所以头部的位置如此不稳,根本原因还是这些NFT都太缺乏历史的沉淀和市场洗礼。

加密朋克是2017年诞生的,它经历了残酷的熊市洗礼不说,自身的基因就包含了无法替代的历史价值。这些都是现在这些比特币头像类NFT根本无法比拟的。

连这些头牌NFT都是如此,其它后来的NFT就更不用说了。

5. 想请教是什么方法?

在7月19日的文章《TON公链如何?》一文中,我写到我很不擅长技术分析后,“开始尝试另外一条路,也就是我今天所用的这套方法,我发现这套方法更适合我,不仅在股市上,也在加密资产上都给我助力极多”。

有几位读者问我所指的“另外一条路”、另外的方法是什么。

我的方法就是现在用的最笨的熊市定投、牛市定抛。

在股市,我定投、定抛的标的是指数,在加密资产我定投、定抛的标的是比特币和以太坊。让时间来帮我获利。

我不看任何技术指标,也看不懂任何技术指标。

Trending Cryptos

Related Reads

When the World Cup Collides with Agents: From Web2 to Web3, How Are Wallets Evolving into Agentic Wallets?

World Cup as a Catalyst for Agentic Wallets: From Web2 to Web3 This article explores how the World Cup provides a real-world scenario for observing the evolution of digital wallets from simple asset managers towards "Agentic Wallets"—intelligent, AI-powered interfaces. Using the example of prediction markets like Polymarket, it illustrates how AI Agents can lower the barrier to Web3 interaction. Instead of navigating complex DApps, users can express intent in natural language (e.g., "I think Portugal will win") within platforms like Discord or web pages. The Agent then interprets this intent, finds the relevant market, and seamlessly guides the user through the on-chain transaction via their wallet. The core shift is from wallets as mere "function menus" for signing transactions to "intent interpreters" that understand user goals. The article highlights parallel developments in traditional finance, such as Mastercard's "Agent Pay" and WeChat Pay's AI tests, which focus on granting AI controlled, authorized, and auditable payment capabilities. This underscores a broader trend of AI entering the financial layer. However, the article emphasizes that the primary challenge for Agentic Wallets in Web3 is not automation but establishing clear security boundaries. Unlike traditional systems with chargebacks, on-chain transactions are often irreversible. Therefore, future wallets must ensure users retain ultimate control and comprehension. They need to transparently communicate an Agent's permissions, spending limits, authorized durations, and provide easy ways to pause or revoke access. The World Cup experiments represent early steps toward wallets that are not just applications but ubiquitous, intelligent interfaces that simplify Web3 while keeping users securely in control.

marsbit5m ago

When the World Cup Collides with Agents: From Web2 to Web3, How Are Wallets Evolving into Agentic Wallets?

marsbit5m ago

Options Don't Work in DeFi? Vitalik Might Not Agree

For years, the prevailing view has been that options struggle to gain traction in DeFi due to complexity, fragmented liquidity, and lack of natural demand compared to products like perpetual futures. However, a recent algorithmic stablecoin design proposed by Vitalik Buterin presents a different perspective, using options not as a standalone trading product, but as foundational infrastructure for other financial instruments. In this design, one unit of ETH is split into two components: a "stable" side (P) that retains value up to a specified strike price, and an "upside" side (N) that captures all appreciation above that strike. Combined, they always equal one ETH, eliminating debt, margin, and liquidation risks inherent in typical collateralized debt position (CDP) stablecoins. The stable component essentially mimics the payoff of a covered call option. To function as a stablecoin, this structure requires continuously rolling deep in-the-money calls, which introduces challenges like rollover slippage, predictable transaction flow vulnerable to front-running, and persistent liquidity needs. A core hurdle is finding consistent buyers for the leveraged ETH upside exposure (N). While it offers leverage without funding rates or liquidation, it must compete with simpler alternatives like direct call options or perpetuals. The system's scalability depends on a sustained demand for this specific form of leverage. The author draws parallels to their experience with Rysk, where earlier versions of DeFi options protocols struggled. The breakthrough came with Rysk V12, which aligns incentives: asset holders generate yield by selling covered calls against their holdings, while market makers efficiently acquire the desired option exposure. This demonstrates that options can find product-market fit when embedded as a risk distribution and pricing engine within structured products, stablecoins, or yield-generating assets, rather than marketed as a complex direct trading instrument. Vitalik's proposal reinforces this architectural approach—using fully collateralized, non-custodial, and physically settled options as a fundamental building block. The real opportunity for options in DeFi may lie not in becoming the next perpetual swap, but in powering the next generation of on-chain financial products.

marsbit38m ago

Options Don't Work in DeFi? Vitalik Might Not Agree

marsbit38m ago

Conversation with Investor Zheng Di: MicroStrategy's Coin Sale Experiment, AI Economy, and Opportunities in US Stocks

Frontier tech investor Zheng "Didier" Di discusses the recent Bitcoin price drop, the financial strategy shift at MicroStrategy, the AI-driven surge in U.S. stocks, and the evolving role of crypto exchanges. Didier posits that the recent BTC decline stems less from macro factors or ETF outflows, and more from market repricing due to MicroStrategy's new financial structure. Following a wave of preferred stock and debt issuance (STRC, STRZ, etc.), MicroStrategy must now manage cash flow to pay dividends, potentially leading to a market expectation of sustained, small-scale BTC sales to maintain its "per-share bitcoin neutral" principle. Didier views this as a financial "experiment" testing market capacity for such recurring sell pressure, which, while creating near-term structural headwinds, likely avoids a true "death spiral" absent major new external shocks. Shifting to AI, Didier argues that tokens are becoming the new form of labor, with AI models and compute (tokenized inputs) increasingly replacing human roles in execution and middle-management. This drives enterprise efficiency and higher margins, fueling the sustained rally in U.S. semiconductor, data center, and infrastructure stocks. He foresees an emerging "machine economy" where automated agents transact and collaborate on-chain. Regarding crypto exchanges offering U.S. equities, Didier sees this as a natural evolution. With few crypto-native assets generating lasting value, exchanges are pivoting towards real-world assets (RWAs) like stocks and bonds. This doesn't necessarily cannibalize crypto but reflects a maturing industry focusing on blockchain's core utilities: decentralized choice and efficient settlement. He notes that trading logic for crypto natives doesn't need to drastically change, as meme-driven and fundamentalist strategies find analogs in U.S. markets. The "1011 event" (likely referring to a major market crash) severely damaged crypto market liquidity, marking a probable end to the altcoin speculative cycle, with capital flowing towards the deeper liquidity of U.S. markets. For the macro outlook, Didier is cautious about near-term market pressure from potential mega-IPOs (e.g., SpaceX) and the U.S. midterm elections, which could bring more regulatory scrutiny. Long-term, he remains bullish on AI's productivity gains and its convergence with blockchain/Web3, predicting a shift from speculative frenzy to a more institutionalized, industrial phase for the crypto sector.

marsbit1h ago

Conversation with Investor Zheng Di: MicroStrategy's Coin Sale Experiment, AI Economy, and Opportunities in US Stocks

marsbit1h ago

Playnance’s $GCOIN Lists on KoinBX Amid Rapid Growth in India

Playnance's native token, $GCOIN, has been listed on the cryptocurrency exchange KoinBX as of June 18. This move aims to enhance accessibility for its rapidly growing community, particularly in India, where the blockchain-powered Web3 iGaming ecosystem has gained significant traction. Over 130 partners in Playnance's "Be the Boss" program have built communities engaging thousands of active players in the region. The "Be the Boss" model allows participants to create and manage their own gaming communities, earning rewards tied to community activity. CEO Pini Peter noted India's high engagement, with community leaders successfully building player networks. One partner, Dr. Nicolas, reported earning over $57,000 through the program in recent months, highlighting both the financial rewards and the opportunity to grow an engaged community. $GCOIN serves as the ecosystem's core utility token, incentivizing participation and aligning the interests of players and community leaders ("Bosses"). The listing on KoinBX is part of Playnance's strategy to expand globally, increasing the token's utility and accessibility by combining community ownership, gamified engagement, and blockchain-based incentives. Founded in 2020, Playnance is a Web3 iGaming infrastructure company focused on creating live, non-custodial, on-chain products to onboard mainstream users. It currently processes approximately one million transactions daily, aiming to simplify the user experience while maintaining full on-chain transparency.

TheNewsCrypto1h ago

Playnance’s $GCOIN Lists on KoinBX Amid Rapid Growth in India

TheNewsCrypto1h ago

Trading

Spot
Futures

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of MEME (MEME) are presented below.

活动图片