子时
子时|Apr 24, 2025 04:50
<Detail analysis of VC's loneliness> A few days ago, the bosses didn't feel satisfied after watching it I've been urging for half a day, so I won't draw a map today Add it in the future 1. Founder's perspective @Teacher Willwangtf mentioned it before I remember the general idea is that the founders of the cryptocurrency industry can actually get results in 1-2 years, which is more than 4-5 years of building time compared to traditional VCs, and no one has dedicated (deviating from the original statement) Especially when combined with the current project market trend Only some invincible projects on the platform can reach tens of millions of units Most projects are stuck at the million U mark The founder is facing a lack of cake distribution What is the best strategy? By the way, on the one hand, there is no distinction between cakes On the one hand, we are opening a new dish Infinite inflation due to successful projects New projects will instead be sought after How could anyone possibly be devoted Hey, unsolvable trade off This is the underlying rule of decentralized asset issuance winner takes it all 2. Exchange perspective Exchange perspective either requires coins Either we need to deposit Or it could be rough asking for money Essentially, it is an exploitative class that transcends the sickle But one funny thing is that The exploiting class is actually present in most cases Only one person The others are just helping This brings about a huge power slope Whoever is closer to the center has greater influence While everyone pursues flat management The distribution of power has also become very complex This ultimately led to the current unique industry situation I won't talk to anyone about this part anymore I was kicked away by the boss 1-2 times because I spoke too directly 3. Investor perspective Most investors are too unprofessional Or rather, too busy Too many investments, I can't control them On the one hand, I don't know how the project was designed On the one hand, they don't put in any effort On the project side, it's just an ATM slave Invincible and shrewd everywhere in this place Various selfish and deceitful places that promote ideals Regarded as an ATM machine Partial specific manifestations: 1. I am not aware of the terms of the Raft 2. The coin issuance time is not set 3. The lock up period can be bypassed at will 4. Not participating in token design and not knowing how to make money 5. …. The doorstep kick of the project The founder will be scammed by the entire market That's right, even scammers can be deceived by even more powerful scammers Everyone needs him to give value At this time, the vast majority of investors Not a organizer The timely value they can get is bypassed And then Finally And in a special liquidity environment Good projects require 3-7 days of real liquidity I don't have a second level ability and don't know OTC Not actively entering the game Not participating in short-term value games Neither xxxx nor xxxx Instead, it claims to be a value investment companion Long term, construction, industry future Such institutions will be eliminated Being beaten by the market 4. Market makers The vast majority of market makers in this round Just helping the project team sell coins No investment research or analysis I also don't know how to take proactive actions On the contrary, self operated projects may put in a lot of effort An organization that undertakes dozens of projects simultaneously How many people can care about your deal? Don't say too much, right 5. The vast number of retail investors Everyone is getting smarter and smarter Short selling, hedging, and institutional counterparty trading I won't take any orders at all Smart like a monkey And then a Kol's casual sentence 'fud' It can ruin the project Almost all efforts in the Chinese/English sections Unfortunately, I shorted VC last year I am the one who makes many memes I didn't persist this year Never mind, I won't play with the contract anymore Not suitable for finance 5. Trisolarans This is the most unique group in the industry They seem to know everything Being able to access the most cutting-edge information And based on this information asymmetry Cognitive arbitrage of the entire industry The top tier mouse den Utilizing underlying bugs in the industry The true predator And they are all crows in the dark forest Can't see, can't touch If you chase it, fly away It will take two bites of the prey you have hunted What should we do next? I think be patient and wait for the shuffle A new industry order is being formulated by a group of newcomers Good night, Makabaka
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