
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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