
庞教主|Apr 17, 2025 03:37
Let's talk about an interesting project (super potential airdrop). First, let's talk about the market background. Isn't this round of VC coins quite miserable? The upper exchange still needs to have a deposit fee or give a considerable proportion of chips, but the valuation of the upper exchange also needs to be discounted. On the one hand, facing the bloodsucking of the CEX platform, and on the other hand, accumulating a pile of projects that have to be taken on
If there is a project that can obtain low-priced chips from VC and project parties first, it can be listed on its own internal exchange and priced freely using the meme model.
By completing the semi cold start, users have the opportunity to obtain lower cost chips, and the project team can also complete the initial cold start
This project is Aspecta, and its model is somewhat similar to the VC coin version of pump. Coin is a serious project that abstracts VC coin as a BuildKey asset. This BuildKey is also an asset, corresponding to a certain proportion of coins. Like pump, it can be freely traded on the Aspecta platform and can be exchanged for specific project tokens at any time
I have tried this platform myself a few times, and the fluctuations are very large. Holding BuildKey also has the opportunity to receive additional airdrops of VC coins, and as the market value increases, the proportion of BuildKey exchanged for coins will also be higher. Of course, this is all given by the project. For example, the BuildKey of a certain project has increased up to 150 times
Now BuildKey can not only do price discovery for Pre TGE projects, but also use unlocked shares after TGE for price discovery, such as the current price of LAYER, which is close to 2U
Starting at 0.5U and running on the bonding curve, the more people buy, the higher the exchange rate, and the lowest cost can be close to 0.3U. You can click Redeem at any time to exchange the Key for a token, which can also be traded continuously. Even if you have received your first investment, you can still trade it, and the new owner can receive the remaining amount
After the Layer, it means that the asset range of the Aspecta platform will be further expanded, and both unlisted and unlisted targets can be used as liquid assets for price mining. This imagination is too great. The scale of assets that have been listed but not yet circulated in web3 is enormous, and any asset can break the time constraint on Aspecta and complete global circulation
This strategy is very similar to pump, except that the assets on Aspect are not memes, but various assets with fundamentals but no liquidity, in other words, assets that were previously traded privately without public pricing; In fact, this type of asset is often easier to analyze the underlying fundamentals, such as investment and financing, liquidity, FDV, as well as the likelihood of being listed on certain institutions and their performance
Aspect is equivalent to establishing a trading market for non-standard assets, openly trading and pricing many assets that were previously inaccessible through public channels, and publicly disclosing so-called early market shares and value troughs on the chain.
Why am I optimistic about the Aspecta model? Firstly, this model itself has great potential. Taking the example of using Pre TGE VC coin assets as BuildKeys, regardless of whether it is bull or bear, coupled with the backlog of VC coins in this round and the high cost and unexpected results, he is willing to offer lower cost chips and dividends for a large number of VC coins. If the cold start is completed as soon as possible, investors will basically not accept VC coins on CEX, but they have not yet entered the internal market of the exchange. The price is cheap and there are various benefits. Everyone is still willing to participate in the fair
It's not that VC coins on CEX are unaffordable, but it's more cost-effective on Aspecta
This approach also applies to tokens that have not been unlocked after TGE, Web2 equity, and other OTC assets that have fundamentals but no liquidity, freeing up pricing and trading power.
The Aspecta model perfectly fits the pain points of this round of value assets, so I believe that the Aspecta platform is likely to become popular in this round because it meets the demands of both the market asset side and the investment side
Aspect also has a strong background, incubated by YZi Labs (Prv. Binance Labs)&BNB Chain MVB Season 7 and the Tsai Chung hsin Center for Innovative Thinking at Yale University, while also receiving investments from global venture capital firms such as IDG Blockchain, Spartan Group, HashKey Capital, etc
It hasn't been released yet, you know. Projects with new asset and new internal trading models are unique in the market. Any project that meets the requirements of new asset and new trading models is worth exploring because all the hotspots in the cryptocurrency circle are driven by the new asset model
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