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yuchen

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Entry into cryptocurrencies in the past year and outlook to 2022 (below)

(edited)
This article is full of bad street opinions. Almost all opinions and ideas are not my original creation. They are assembled cars copied and copied everywhere. They are not investment invitations and recommendations, but only some of my own notes and ideas. Forgive me, because maybe I hurt more than you

If you haven't read the previous article, you can watch it, and click like by the way, it will be fine if you haven't read it. This article can actually be independent, but the obsessive-compulsive disorder makes me think that the title should have the next article

On: https://reurl.cc/Qjpnq0

Medium: https://reurl.cc/qODRmR

Let’s talk about the general economic environment first. It seems that many people are pessimistic about the market in 2022 and think that a bear market is coming, but I have reservations. It is true that inflation in the general environment and the FED’s water withdrawal seem to be a foregone conclusion, and the future of deleveraging seems to be close at hand. , but that is only a symbol of the end of the capital party. Don't you see that although the Federal Reserve in 2017-19 is raising interest rates moderately, the overall stock market is also gradually rising amid volatility. Productivity and technology research and development are the first requirements. The interest rate hike only means that in the future, VCs and institutions will conduct more prudent assessments of their overall investment and financing, and the use of capital leverage will be more restrained. In such a stage, high-quality projects and people who are serious about doing things will gradually emerge and emerge. Fundamentals and growth will be more valued, and the things that Ben Mengbi will be more tested (the above arguments can be verified by back-testing SP500 VS VTI VS emerging markets from the beginning of 2017 to the end of 2019), and cryptocurrencies have reached this market value today. At that time, it is difficult to separate from the global economic level and the capital market situation, so there is a high probability that a similar situation will occur.


In the second half of 2021, I have an experience, the iron-clad public chain, the flowing project, as long as the activities on the chain are active enough, even if it is a hearse, people are sent to the crematorium to be burned, and many people are burned, and the public chain is also in fire. then send. So let’s talk about the public chain first. Then please do a good job of capital management, distribute it evenly, and make a big bet to become rich and jump off a building. The self-destruction incidents of the project party with a full hand of good cards are also endless. Then because a lot of quantitative things are useless, so I can only #trustXXX in the end


ETH: Once the Ethereum killer was the slogan that every public chain shouted, and then they were all dragged and buried. Just like mobile phone factories have to compare iPhones, they have to beat Apple every year and go down every year. ETH has many shortcomings, such as being very slow and expensive, and being very slow and expensive. However, according to the information on DEFILLAMA, ETH is still the most capitalized and the most popular place. The first TVL is more than 2-9 combined, and it is the well-deserved king of the public chain. Even if it is expensive, it is a disadvantage, but the institutions have entered the market with a full hand of cash, and the gas fee is only a small amount of money for them. For outsiders, everything other than BTC, ETH, Dogecoin is OTHERS. If you want to talk about practical uses , the ETH chain still looks like there are real economic activities, and there are DEFI projects, which are also attractive to institutions. The imminent arrival of ETH2.0 POS is also a theme. In short, although I can't afford the activities on the ETH chain, it is not a bad thing to accumulate ETH


BNB: The exchange token COSMOS EVM is a trinity. Although Binance Changpeng Zhao is annoying to close the toilet all day, no matter what, the transaction volume and market share are the absolute industry leaders. Compliance and supervision are hidden concerns, although I don’t know Why didn't he deal with it quickly, but that's what bothered CZ. Leek users have never heard of other exchanges except Binance. If you don’t have money in your private wallet, the toilet or toilet is not a big problem in the short term. Asset allocation is OK, #SAFU

CRO: The exchange token COSMOS EVM is a trinity. Matt Damon, who went to Mars, is named after UFC, F1 sponsor, and the Lakers home stadium. After I was beaten by the price of 0.06 in January last year, it went to the bottom of the sky. Looking back, but the advantages compared to BNB are that the IBC bridge has a frame, and it is still a good baby for regulatory compliance. The metal charge card is an artifact for beginners to push the pit. The fee difference between the exchange and the APP is as expensive as Feitian, but users don’t care, so the net profit is about to earn Feitian. In short, at the end of the year, I admitted my mistake and bought it back with KRIS at 10 times the price, #FFTB (Can the gas fee be reduced, please)


SOLUNAVAX: SOL/LUNA/AVAX, if you talk about it directly, they have become the hashtag of Twitter. These three are also considered to be profitable. SOL is a high-speed public chain, which is not compatible with EVM, which leads to slower ecological development, but relatively speaking, it uses RUST language. It is very difficult to convert the projects on the SOL developed to other public chains. Anyway, SBF father has support and support. When it was 15 yuan, I thought it was too expensive, and I thought that I wanted to live on the top of the mountain for 50 yuan, but it has developed. The entire development of the LUNA Korean chain relies on ANCHOR's 19-sided stablecoin mine + MIRROR's stock tokens. There are not many development projects on it, but each is a big project, so that the CDC ambassador can betray KRIS and secretly save money. He also threatened to save the military and Catholic education pensions every day so that he would not have to cut 18. The charm of Koreans is evident. AVAX's three-chain architecture, avalanche consensus, and the performance of the public chain are also very good. The TPS is several thousand. The scalability of the public chain is very good, and it is decentralized enough and EVM compatible. It seems to be very powerful, but I don't understand the technology, I can't tell why, I will only # believe 3AC. (Can the gas fee be reduced, please)


ATOM: The boss of the COSMOS universe, I don’t know if it will rise or not, but I have received a lot of airdrops, but I still can’t see where the value is captured, and I haven’t been on a few exchanges. The entire universe public chain is Buddha-nature, not pledged In the node, it is digging and forgetting rich (don't know where to sell it), maybe it will go down. But I am equipped with a little collar drop.


The above public chains are what I pay more attention to. Of course there are FTM/MATIC and so on, but it seems that there is nothing to mention. I welcome you to point me to the special functions of these two public chains, and I do not have every other section. Look, buy each one, not too many categories, one by one slowly.


FROG NATION: Since Daniel adopted sushi, the territory of the frog country has expanded again. Popsicle/TIME/SUSHI/SPELL, TIME seems to be the most popular in OHM FORK, otherwise it will be green energy KLIMA, but I have no belief in environmental protection , and then MAKERDAO feels that it's a bit of a step up in the promotion of DAI. MIM/SPELL is relatively aggressive, and the valuation is quite cheap compared to MKR. In short, you can buy all of these four or just pick one. Just buy it. be a frog. Anyway, I find it interesting.

UNISWAP: After V3, it officially has its own moat, and the market share of sushi has been losing ground. Although the entire DEX section of DEFI is very sluggish, it is not bad if you don’t buy it, but I think there may be a critical strike.

CURVE: I don’t know why a stable currency exchange protocol that makes money every time something big happens, there are almost no competitors in the same field.

AAVE: A leader in the field of lending, it can help you activate your assets very well, just don’t be liquidated as a mine

ELK: DEX on the chain seems to want to learn sushi and become a McDonald's on the chain. Almost every chain has branches, but it may be just Dandan Burger at present. An interesting function is to use his currency ELK to convert gas into gas and send it to a certain chain. The public chain is very convenient. If you don't buy sushi, you can consider this


multichain: It was originally called ANYSWAP, the king of cross-chain bridges. It has a huge transaction volume, and its market share currently seems to have a great advantage. It is almost killing other bridges in terms of cheapness. If you think that the pattern of multiple public chains will continue to be maintained, even If it is more divided, it should be okay to buy it in the cross-chain bridge sector

ALPACA: The Alpaca Financial Leverage Farm on BSC has the disadvantage of not going up, and the action is slow for some reason. The Leverage Farm is a very advanced financial management method. There are a lot of complicated ways to play. To be honest, it is not suitable for ordinary retail investors at all. use. But Alpaca's team is serious, and there are even multilingual versions. The art is very attentive, and the Chinese group management is a beautiful woman. They carefully produced a lot of documents and teaching videos, and found a truck of audits for project safety assessment. Although I don't understand why they never cross-chain, if CZ falls down, the ship will sink together, but if BSC is still there , their team might be able to cross the bull and bear.


FTT: FTX's exchange token #TrustSBF


IOTA: It looks like they are going to go to EVM, but they are very poor, and there are probably no incentives and rewards, but it is a free artifact transfer for the poor. The magical structure may be the future.


above. Although the current public chain architecture seems to be absolutely mainstream, we should also pay attention to the development of other sectors. Perhaps a paradigm shift is taking place in places we cannot see. Kodak is not defeated by traditional camera manufacturers, but by digital cameras and smart The mobile phone is sent, and the same goes for various cases of Blockbuster VS NETFLIX, YAHOO VS GOOGLE. Although BTC/ETH seems to be stable and stable at present, the future development of the world is also unknown. Keep an open mind and don't mess around.



Then I would like to thank many warm people in this circle for providing me with help and guidance, allowing me to rub the thighs of the big guys . The following thanks are in no order: Q8i, oof, ac, william, dog guy, D God, raccoon, bing, Fox, KO-WEI Tseng, WEI, bitpan, chiny, Annie, benson, Wang Boda, en, Song Lao, Master of Strange, wiwi, peri, cvufo, jason, roger, YN, eddie sun, bear, chris, simmons, black bone Chicken, charlie, ariel, corn, andy, tokyo and heart village, leafwind and other human races can't be loaded.

Then the major group portals, those who are interested can go in and learn, they can absorb the skills of the big guys

bing's defi note chat: https://t.me/BingDefiNoteChat

Virtual Currency: https://t.me/cryptobartw

Little Raccoon Degen Group: https://t.me/RaccoonDegen

fOx bullshit: https://t.me/wutfoxsay

IOTA protruding wood: https://t.me/IOTAmoon

Wang Boda's Viewpoint_Cryptocurrency and Blockchain: https://t.me/nextreport_crypto

Re: Park life from scratch: https://t.me/CryptoCoinTW

Benson's Trade Desk discussion board: https://t.me/BensonGroup

I originally wanted to put a beggars link to ask for a reward and sponsorship, but if you think about it, forget it, just give me a thumbs up==

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