-
Cow Airdrop and initial distribution, Gnosis team bring back the non-transferrable governance token after “Reputation” in Daostack
https://forum.gnosis.io/t/gip-13-phase-2-cowdao-and-cow-token/2735
-
Argument on Web3 , between Vitalik and Moxie
https://moxie.org/2022/01/07/web3-first-impressions.html
https://www.reddit.com/r/ethereum/comments/ryk3it/my_first_impressions_of_web3/hrrz15r/
-
Tokens in the attention economy
https://cobie.substack.com/p/tokens-in-the-attention-economy
By far the most effective trading strategy, long the consensus/attention ratio of an asset
Assets in the class includes: shib, people, sos, phantom bear
Next possible target: ICP?
-
Hasu 对话 Su Zhu:以太坊VS新公链,屠龙者正变成巨龙
- Alpha来自于新生态,不一定是新生态比老生态好多少,是adoption/attention的比率更好,因此有更多赚钱机会
- 新生态的基本面几个重要指标:开发者(Electric Report),用户数(Wallet + Transaction),资产数(TVLs / NFTs)
- 进了前20的新生态的赔率不好,没有进前20,但是有很高关注度的生态:
- 主流:ICP,Arweave,FIL,Near,Fantom,Flow
- 小生态:One,WAX,Kardian , CHR
- 老生态还在做事情的:Tezos,Algorand,IOTA
- 还没出生受到关注的:Ron
- Layer 2 天王(?): IMX, Arb, Boba, Op,Metis?(涨太多了)