对于我们这种，没有独特资源的年轻投资者而言，最重要的是认知和行动力，我更倾向于去增量市场中寻找机会，这里有三个逻辑。第一就是竞争没有那么激烈。第二就是市场无效程度更高。第三就是存在早期红利。
lens正在不断拓展和吸引更多的开发者基于lens来进行产品开发，这是建立护城河的真正重要的举措。只要生态产品数量和质量都过硬，用户增长就是自然而然的事情。lens有可能会因为重视去中心化而降低了用户增长的速度，但是我认为这种增长才是有质量的增长。
坦白说，我在一年以前就看到了lens的远大前景，现在虽然它受制于底层区块链的成本和tps，但是这个问题是肯定会解决的。包括现在的zk也都已经主网上线了。所以这个不是永久性问题。一旦这个问题解决，lens就是整条街最靓的仔。
rocketpool的重大升级版本终于可以在测试网上线了，这次升级支持atlas升级和以太坊shapella升级，在这个版本中，支持LEB8，也就是说只需要8个ETH就可以创建一个minipool（另外28个ETH由staker提供）；存量的16ETH的minipool可以转换为LEB8；solo validators可以直接创建minipool而无需退出。这些都是非常强大的更新和升级，将会帮助rocketpool启动下一阶段的快速增长期。
Once the transfer to a for-profit school is successful in the future, or Henan Province changes the tuition approval system to a filing system during this period, profitability will be released and the largest profit growth period will be ushered in.
Since the tuition fee of Zhengzhou Industrial and Commercial College has increased by 2,000 yuan for the new academic year on September 1, 2017, the tuition fee has not been raised again. Therefore, the profit growth of Zhengzhou Industrial and Commercial College now mainly depends on the increase in the number of students. However, since the school is full, the subsequent growth Need the help of Lankao Campus.
As of August 31, 2022, Shandong Yingcai College has at least two classes of low-tuition students, and the number of low-tuition students entering 2023-2024 will change from 1 class to 0, and they will still be endogenous in the next few years. During periods of growth, profits will continue to grow.
Shandong Yingcai College, acquired by the Group in July 2019, is a very high-quality private university. The average undergraduate tuition fee, which was RMB 16,000 before the acquisition, increased to RMB 30,000 in the 22/23 academic year, an increase of 88%.
The last batch of low-tuition seniors of Hunan University of Foreign Economics has graduated before August 31, 2022. In 2023, all students enrolled in the school will be students after acquisition and submission, and the per student profit will be higher. The profit data in 2023 will be Much better looking than 2022.