Host: Jesse, it's great to have you on the Bankless show again. We just checked some recent data from Base, and there are a few data that are still fresh in our memory. Base is now ranked third in Layer2 solutions by total asset value, with a TVL of approximately US$ 5.2 billion. In terms of DAU or WAU, it's about 1.3 million. Base's fees are under 5 cents. Base was launched in August 2023, if I remember correctly. Give us a summary. How is it going so far and where are we on our journey?
Yes, we are still on day one, and that's what I tell my team every day. We still have a lot of work to do to bring the entire world on-chain. Having said that, it's been about eight and a half months now, and the team and I are really astounded by the progress we've made.
I think the last nine months can be divided into three phases. The first phase was Onchain Summer, where millions of people joined the Base chain and there was a lot of energy. I think that was a great way to drive the network and the economy and achieve the culture that we want to achieve. During that time, we saw a clear increase in many of the metrics and expected results.
After Onchain Summer and in the fall, the enthusiasm waned a bit, and it was a bit stagnant, like a bit of a melancholy trough. We had a big launch, which was very exciting, but now we're facing the reality that our team, frankly, is also very tired. We worked hard for a year to get this project launched, worked hard in Onchain Summer, and then spent September, October, and November to adjust and get our balance back. At the same time, we also have to think more broadly about where we are going in the next one to two years and how to establish our mission and strategy. I think we've done a lot of good work in this regard.
The first quarter of this year really kicked off phase 3. We were in the top 10 Layer 2 solutions by transaction activity and TVL at the start of the year. If you look at the data now, we're number 3 by TVL, which is a very lagging metric. Some projects have been building for three years, so it's going to take a long time for us to catch up, but if you look at daily active users, transaction volume, and developer count, it looks like Base is the largest Layer 2 solution in the world right now. Most of the time, we're competing with the largest chain after Ethereum, which I think is pretty remarkable.
Binance is set to list Ordinals (ORDI) and add seed labels to it. www.theblockbeats.info/en/flash/192596
Today’s homework:
NFT has been launched in cooperation with Farcaster. If you want to interact with mintfun, you can follow the link below. The gas is about 1.53 dollars:
mint.fun/zora/0xDE613dDa5488365324c859AedC03D4E2Ae1D430A
2.Reunit Wallet conducts full-chain recharge based on LayerZero, fill in the email address to join the waiting list:
It has raised US$18 million and now has a chain game on the base chain. You can get an NFT for free with a gas of $0.03:
Raised 6 million US dollars, actively posted to earn points, and received airdrops:
app-link.republik.gg/0l4256KOVDb
5.opBNB tasks in layer3:
layer3.xyz/quests/exploring-opbnb-and-polyhedra
7.Orbiter Finance in Galaxy Mission:
galxe.com/OrbiterFinance/campaign/GCnxyUMqk2
8.ZetaChain tasks in layer3:
layer3.xyz/quests/exploring-the-zetachain-ecosystem
Organized by: Dora
资本的最大骗局,投资人根本就不是靠分红赚钱的。
拼多多4年亏损140亿,而黄铮身价是4500亿。
京东12年亏了300亿,而刘强东身价1500亿。
滴滴6年亏了500亿,而程维身价300亿
美团8年亏了1155亿,而王兴身价1200亿
创始人赚了这么多,投资人们更是赚的盆满钵满。
问题是 这钱究竟是怎么赚的?
你的公司 第一轮投资人投了500万,占10%股权,那你的公司就估值5000万!
第二轮有投资人投了5000万,你出让20%的股权,你公司的估值就涨到了2.5亿
第三轮你又拿到了5个亿的融资,你又出让了20%的股权,你的公司估值就是25亿。
此时第一轮的投资人已经赚了50倍
然后每一轮以此类推 直到公司上市后套现,大家赚的就更多了。
这就是资本的魅力,投资人赚的是股权溢价的钱,而根本不是公司的分红,投资人投资你的目的是想把估值拉高 最后赚股权溢价和市盈率的钱。
所以融资时不要拿产品和利润去吸引投资人了。
投资人需要的是值钱的项目而不是赚钱的项目!
思维透彻的历史书籍推荐
1、《南明史》,顾诚。举个例子:李自成败出北京并不是因为他入京以后迅速堕落腐化,而是相反,是因为他没有联合地主阶级完成封建化才导致的。类似于这样的观点,两册书俯拾皆是。虽然有些观点不能认同,但着实是极为优秀的作品,深入浅出,比读小说好看。
2、《党员、党权与党争 : 1924—1949年中国国民党的组织形态》,王奇生。我党对国民党的打击不是优势问题,是降维打击。
3、《被统治的艺术 : 中华帝国晚期的日常政治》, 宋怡明 / 钟逸明。以小见大的经典之作,老百姓如何与国家斗智斗勇。尤其是每一章节的“回目”,甚得我心。写的是被统治的艺术,书本身也是历史叙述的艺术。
4、《大汉帝国在巴蜀 : 蜀汉天命的振扬与沉坠》,饶胜文。虽然本书将政权合法性对于政治的影响提到很高的位置,部分论述有失偏颇,但是瑕不掩瑜,提供了一个认识大汉巴蜀的新视角。看完本书,方知书名的高妙。又读了一遍,蜀汉政治取向以及彼可取而代之的解读有新启发,连带着明白了一系例事情(比如为什么诸葛亮会感叹只有法正能劝刘备)
5、《民族与古代中国史》,傅斯年。非常薄的一本书,但分量可真不轻。尤其是夷夏东西说和五爵制,读来甚有启发。非专业的人读着也很好。
6、《这受难的国度 : 死亡与美国内战》,德鲁·吉尔平·福斯特。节奏明晰,观点明确,叙述有力,对内战的反思和研究角度新颖且不乏深度,很棒。
7、《中国上古史研究讲义》,顾颉刚。极为好看,通俗易懂,拍案叫绝。可以看一下我写的其中一部分内容整理。我把本书最难的部分整理成故事了,助力各位读东汉内容
8、《清代八股文》,邓云乡。八股文要是写好了,文章“鞭鞭见血”。
9、《论三国人物》,方诗铭。有些观点虽然不认同,但是瑕不掩瑜。其中有很多观点大胆又令人信服,真是读三国深入浅出的好书。
10、《中国古代国家的起源与王权的形成》,王震中。严谨厚实,深入浅出,对于国家、社会演进的内涵和外延分析的非常到位且很清晰,最后的结语高度凝练,观之甚服。
11、《《易经》释梦》,吴钢。另类解读易经,把易经当历史,结合甲骨文和古文献重新阐述商周革命的过程和结果。逻辑严谨性三星,故事张力说服力四星,思考猎奇程度五星。