如果我们从长远的眼光来思考,未来五年的重大投资机会在哪里。我想web3 social肯定是其中一个,web3 social的潜在市场足够大,潜在用户规模足够多,想象空间很大。
在这里面可以创造非常多的价值,今天我们看到的互联网巨头所提供的应用,未来绝大多数都可以以web3的形式提供。
假如我们可以在2020年12月份信标链上线的时候就看到以太坊从pow转pos之后的光景,我们就有可能会提前布局rocketpool这样的标的,就有可能在过去的两年多时间中收获十几倍的回报。
同样的,从现在往未来看,我们同样会有这样的机会,关键是如何做出判断,在什么时间点和价格上做出投资决策。不怕等待,怕的是判断错趋势,或者是判断对趋势,但是判断错标的,又或者是判断对趋势和标的,但是买入价格太高。
我想web3 social在未来三年一定会出现很大的机会,现在就需要思考如何进行投资布局了。
Publish valuable content on the lens platform, instead of unlimited stickers and non-nutritive things. This can provide positive use value. I think that for current lens users, everyone is an early user, and it can be said that they are all builders of the web3 social layer.
在lens平台上面发表有价值的内容,而不是无限的水贴和没有营养的东西。这才能提供正面的使用价值,我想对于现在的lens使用者来说,大家都是早期用户,可以说都是web3社交层的建设者。
After the Federal Reserve announced the latest inflation data just now, neither eth nor btc has seen any increase, which is very strange. Especially eth, it seems that everyone is afraid that tomorrow's upgrade will not be successful, so funds have been afraid to buy. But judging from the past history, every upgrade has been successful.
刚才美联储公布了最新的通胀数据之后,eth和btc都没有什么涨幅,这是很奇怪的。尤其是eth,貌似大家都在害怕明天的升级不成功,所以资金一直不敢买入。但是从过往的历史看,每次升级都是成功的。
Restaking can be said to be the powerful middleware of the future killer. ETH has become a productive asset capable of generating high returns.
Eigenlayer essentially releases the capital efficiency of staked ETH, and liquid staking releases the liquidity of staked ETH, but with Eigenlayer, staked ETH can earn higher returns. On the premise of inheriting the security of Ethereum, Ethereum The speed of innovation in various application areas has greatly increased, and the cost of verification has dropped rapidly.
Eigenlayer本质上释放了staked ETH的资本效率,liquid staking释放了staked ETH的流动性,但有了Eigenlayer之后,staked ETH可以赚取更高的收益,在继承了以太坊安全性的前提下,以太坊各应用领域的创新速度大大提高,且验证成本快速下降。restaking可以说是未来杀手级的强大中间件。ETH成为了能够创造高收益的生产性资产。
Through restaking, the pledged ETH does not need to be migrated, and opt-in provides restaking. Now the pledged ETH is mainly used for execution and ordering, but after restaking, EigenLayr can provide oracles, Bridges, Data Availability, Fair ordering, Authentication and other applications.
通过restaking,已经质押的ETH无需迁移,opt-in提供restaking就可以了。现在质押的ETH主要是用来execution和ordering,但restaking之后,通过EigenLayr,可以提供oracles,Bridges,Data Availability,Fair ordering,Authentication等等应用。