
阿科|Mar 26, 2025 15:18
Regarding Parti
The Last Stand of VC Coin
There are products, communities, income, stories, backends, support, popularity, and a large amount of short selling (Binance contracts are negative)
Is this really different?
1. Valuation of experts
ok、 At the same time, Binance has achieved the strongest four consecutive wins in history (IDO, Alpha, IEO, and listing)
From the perspective of Binance, why should this treatment be given? This question is crucial
2. Track and direction
Chain abstraction is not bad, it's just that it hasn't given leeks a real perception. If it does, they will use it while ensuring security
This narrative has been going on for a while. There were also projects earlier, and Ethereum has been pushing forward, but it lacks innovation at the level of an "iPhone" that would pierce through that layer of window paper
3. The project itself
I just said there's no problem with the track, and then I went to read some articles from big shots
I'm not sure if it's PR, but for the team, the benchmarking model for positioning infrastructure has greatly increased the valuation
After rising to 3 b, you say he is a cross chain infrastructure, the new era of Binance. Anyway, the story goes on
Finally, I have no antipathy to the countrymen team, and I firmly believe that China is invincible in application
4. Community
Firstly, there are real users who can use it
Secondly, the impression is not bad. For all the projects that have given free airdrops to leeks in history, the Sunshine type really pays. My impression is that the second level is good
Where is the problem
1. The market sentiment is still very poor, especially for VC investments and those in secondary trading, with very low expectations
2. Chain abstraction is not a popular track, it requires the project to take up the track themselves, make the fame of chain abstraction known, engrave it in the hearts of leeks, and make leeks believe that decentralization, at least in the field of defi, still has hope
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