Independent investor Jason Choi coj "snapshot" ntawm kev lag luam dais tsis tu ncua thiab txheeb xyuas nws cov neeg mob phem tshaj plaws txog tam sim no
Forbes 30 Nyob rau hauv 30's Mr. Jason Choi, uas tau koom tes nrog Spartan Group, qhov ua tau zoo tshaj plaws Web3 VC nyiaj ntawm thaj av APAC, qhia nws qhov kev tshuaj xyuas ntawm qhov txuas mus ntxiv "hauv qab" ntawm Crypto Winter.
Tshiab-gen DeFis txiav txim los ntawm dais lag luam
Raws li kev txheeb cais los ntawm Mr. Choi, txhua hom kev siv hluav taws xob thiab kev tswj hwm cov cuab tam cuam tshuam nrog cov nyiaj txiag tsis txaus ntseeg tau raug kev txom nyem tshaj plaws thaum muaj kev lag luam poob qis.
1/ DeFi yog qhov kev lag luam mob siab tshaj plaws hauv xyoo dhau los.
Saib ntawm DEX ntsug ib leeg, peb tau muaj kev lag luam ntev tshaj plaws ntawm cov kab ntsug feem ntau - nruab nrab ntawm 400 hnub txij li ATH, piv rau BTC's 207 hnub.
Nyob rau sab ci: tus nqi pib saib txaus nyiam. pic.twitter.com/ogT575DBGL
- Jason Choi (@mrjasonchoi) Lub rau hli ntuj 4, 2022
Tsis zoo li Bitcoin (BTC), lawv tau nce siab thaum lub Tsib Hlis 2021, tsis yog lub Kaum Ib Hlis, 2021; xws li, lawv lub lag luam dais kav ntev li 400 hnub tsis yog 207 hnub. Txawm tias cov qib sab saum toj DEXes pom lawv cov khoom muaj nqis nqis los ntawm 90% ntawm qhov nruab nrab.
Tib lub sijhawm, "DeFis tshiab" lossis "DeFi 2.0" cov txheej txheem, suav nrog cov nyiam Redacted Cartel (BTFRLY), Olympus (OHM) thiab Wonderland (TIME), tau cuam tshuam ntau dua: lawv poob ntau dua 98.5% ntawm qhov nruab nrab.
Tawm
Qee cov txheej txheem ntawm overhyped Solana (SOL) ecosystem-xws li AMM-powered DEX Saber Protocol (SBR) thiab Kauj Ruam Nyiaj Txiag (STEP) DeFi raws tu qauv-poob dua 99% piv rau ATH.
ATOM ecosystem puas muaj kev nyab xeeb?
Kev lig kev cai, Txheej 1 raws tu qauv (L1s) ua kom pom qhov tsis muaj zog qis dua piv rau DeFi tokens. Ethereum (ETH) thiab Tronics (TRX) yog ob lub cuab tam ruaj khov tshaj plaws nrog 63.5% thiab 65.4% poob.
Overhyped npib MINA, uas tau tshaj tawm xov xwm nrog nws qhov kev sib tw tom qab tso tawm, yog tib txheej txheej txheej txheej 1 uas poob ntau dua 90%.
Tsis tas li ntawd, Mr. Choi pom tias lub ecosystem ntawm Cosmos (ATOM), ib tug sophisticated cross-chain architecture, qhia "tiv thaiv" nqi kev ua tau zoo nyob rau hauv lub lag luam carnage.
Tus neeg ua lag luam tsis paub meej txog cov hauv paus ntsiab lus ntawm qhov tshwm sim; Qhov no tuaj yeem raug ntaus nqi los ntawm kev koom tes qis dua ntawm VC cov nyiaj.
Tau qhov twg los: https://u.today/defi-the-most-painful-trade-of-the-year-vc-veteran-jason-choi-on-bear-market