SparkDAO

发布于 2022-04-11到 Mirror 阅读

SparkDAO Spot Strategy | Crypto Investment Research Report220412

SparkDAO is an investment research group focusing on the field of digital encryption, with members distributed all over the world. We are keen to explore the underlying logic and cutting-edge tracks in the field of digital encryption. Welcome to our Twitter: sparkdao_io

*This is a personal opinion, not a promise of any return, not a legal liability, and not an investment opinion.

Early projects

This issue focuses on two early projects, Osmo/Astro, with an emphasis on OSMO. Reason for analysis: Osmosis is a decentralized exchange owned by Osmosis Labs that offers cross-chain transactions, using the automated market maker (AMM) model. Users can earn income through staking or liquidity pool.Osmosis is the Cosmos ecology has independent interoperability Layer1 public chain of DEX, Osmosis is also the first Cosmos ecology to achieve a large scale of IBC transactions and start the DEX activities of the application chain. The Cosmos ecosystem is on the rise and Osmosis has received a great deal of attention as a core project. Cross-chain staking, MEV protection and multi-chain accounts put Osmosis in a unique position among Cosmos. Dex's appeal is also self-evident, a testament to its strength among its peers. In summary, Osmosis is a project that will grow with the cosmos ecosystem and further solidify its position as one of the most prominent application chains in the field. The project is in its early stages.

1.OSMO(Osmosis)

Concept: Dex

Current market value: 1.8 billion USD

Current Price: 6.38 USD

First release: October 2021

How to look at it: Osmosis is a decentralized exchange owned by Osmosis Labs that offers cross-chain trading, using the automated market maker (AMM) model. Users can earn revenue by speaking to a aking or Liquidity Pool. Osmosis is the Cosmos ecology has independent interoperability Layer1 public chain of DEX, Osmosis is also the first Cosmos ecology to achieve a large scale of IBC transactions and START THE DEX activities of the application chain. The Cosmos ecosystem is on the rise and Osmosis has received a great deal of attention as a core project. Cross-chain pledge, MEV protection and multi-chain accounts put Osmosis in a unique position among Cosmos. Dex's appeal is also self-evident, a testament to its strength among its peers. In summary, Osmosis is a project that will grow with the cosmos ecosystem and further solidify its position as one of the most prominent application chains in the field. The project is in its early stages.

Can consider long-term configuration of some positions, consider the line after the ambush shipment. Strictly control low position, do not support heavy position and other irrational behavior.

2.ASTRO(Astroport)

Concept: Dex

Market Value in circulation: 300 million USD

Current Price: 2.86 USD

View: Astroport brings visual graphs and analytics to liquidity providers (LP) and traders, in addition to optimizing core features such as slide controls, price impact previews, exchange rates, and cost calculations, at the same time, LP can choose to receive only one Token in the transaction pair, or can choose to receive two tokens at the same time. Astroport also plans to use a veToken model, giving xASTRO and vxASTRO varying degrees of voting rights, and sharing platform revenues between LP and Astro Pledgers. Astroport's upgrades in these areas are critical to the Terra ecosystem, as better pricing and efficiency can help integrate other applications within the ecosystem, generate economies of scale, and attract more liquidity. Astroport enables users to select different pool types in a single AMM system. Astroport has three different pool types, namely constant pool, Stableswap pool and liquidity guide pool (LBP) , which correspond to three different pool types, that is, spot trading, stable currency trading and liquidity guidance.

Can consider long-term configuration of some positions, on-line large consider ambush shipment. Strictly control low position, do not support heavy position and other irrational behavior.

Potential projects

This issue focuses on two projects, Metis/LDO, with an emphasis on Metis. Reason for analysis: Metis is an open framework based on a two-tier protocol for the creation, management, and development of a decentralized, self-organizing company DAC. It distinguishes DAO from DAC, describing the latter as a subclass of Dao. While the DAO focuses on governance issues, the DAC is specifically designed to address day-to-day operational and management issues of the project. It focuses on building sustainable, decentralized companies on top of the high-performance, low-level blockchain through the DAC framework.

1.METIS(Metis Token)

Concept: Layer2

Market Value in circulation: 180 million USD

Current price: 86.8USD

All Time High: 323 USD

Lowest ever: 3.33 USD

Opening price: $5.5USD

First release: May 13,2021

Market cap rank: --

Vision: Metis is an open framework based on a two-tier protocol for the creation, management, and development of a decentralized, self-organizing company DAC. It distinguishes DAO from DAC, describing the latter as a subclass of Dao. While the DAO focuses on governance issues, the DAC is specifically designed to address day-to-day operational and management issues of the project. It focuses on building sustainable, decentralized companies on top of the high-performance, low-level blockchain through the DAC framework.

Consider entering a position above $50. Consider reducing your position to close to $150. Also consider a long-term allocation to a portion of your position. Strictly control low position, do not support heavy position and other irrational behavior.

2.LDO(Lido DAO Token)

Concept: Ether House pledge

Current market value: -

Current Price: 3.17 USD

All Time High: 155 USD

Lowest ever: 0.5 USD

First release: January 5,2021

Opinion: The Lido project itself was created to address the issue of collateral in the transition period of Ethereum. Lido will issue the equivalent of ETH derivative stETH (1eth = 1 stETH) to users who deposit ETH into 2.0 contracts. And the acquisition of Steth's access to other services in DEFI's market gives Steth a liquidity advantage.

Consider entering into a position above $1.50, reducing your position to close at $3.50, or placing a portion of your position over the long term. Strictly control low position, do not support heavy position and other irrational behavior.

*The views and opinions expressed here are solely those of the author and do not necessarily reflect the views of SparkDAO. Every investment and trading move involves risk, you should conduct your own research when making a decision.