Dcmini

9.加密中有很多噪音，创始人常忘记他们的目的是为人们打造一款出色的产品。有些创始人在 Token 方面迷失了方向，对于很多创始人来说，代币经济学已经成为一个重要的话题。但我不认为存在一个真正有效的代币经济学，我们仍处于纠结代币经济学是面向用户还是对协议的阶段。

3.我认为这很有可能是加密货币的最后一个周期。因为上一个周期比特币从大约 1200 到 20 000，大约增长了 20 倍，而这个周期从 20 000 到 60 000，增长了 3 倍。增长的幅度要比上一个周期小得多。我认为加密货币未来很可能会像纳斯达克一样交易。但从周期来看，它最终可能变成与其他风险资产一样的交易模式。

TL;DR - this article is very high-level and provided an overview for the source of APY of different kinds of DeFi product including DEX, yield aggregator and treasury management with a few examples on Arbitrum. Highlights including:- If a protocol can’t easily define where the yield is coming from, it’s a red flag. How a protocol can generate yield... See more

Legacy Support: Need to bridge off-chain data such as credit history to on-chain to represent a full-er identit

The modern financial system is a market for promises that involve large degree of trust. Human systems are incapable of executing all promises due to interests and goals that could go against them. The inability to commit to promise enforcement limits the set of promises that can be made. And this is the fundamental problem that blockchain as an al... See more

Soulbound Tokens have create a lot of discussion on Twitter. I am aggregating all the posts in this thread. Please comment any posts that feel important to you.

Challenges of fully on-chain identity:1. scalability: need block space for saving identity data2. Interoperability: hard for cross-chain verifications as SBT is not transferrable3. privacy: data on-chain is not private by default

2.如果处于 Pre-seed 的阶段， 第一件事就是出去融资，证明团体的价值。事实上，与我们合作的一些创始人已开始降低估值来寻求未来两到三年所需的资金。在这种情况下，你只需要筹集资金，然后回去工作。