by ABCDE
ABCDE is a VC focused on lead-investing in top Crypto Builders. It is co-founded by entrepreneurs, CEOs of listed companies, and top researchers in the Crypto industry for more than 10 years. The co-founders of ABCDE have built multi-billion dollar companies in Crypto from the ground up. We are builders, so we understand builders better. And we have built an ecosystem for our builders, including listed companies(1611.HK), exchanges(Huobi), SAAS companies(ChainUP.com), media(CoinTime.com), etc. If you are a builder, join us to build the next generation crypto network. www.ABCDE.com
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Publishing Since
6/8/2022
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July 21, 2024
<p>Cryptod的特朗普时刻？</p>
June 29, 2024
<p>1、Solana的高性能生态，及Blinks和Actions的创新</p> <p>2、Monad和MegaETH的高性能生态 </p> <p>3、展望十万TPS高性能公链的未来</p>
May 7, 2024
<p>【总结】</p> <p>在这一轮的加密货币市场中，是否会出现类似于2021年的山寨币季现象？本轮缺乏共识、资金分散以及FDV（全流通市值）过高。目前还没有出现像2021年那样的山寨币季。</p> <p><br></p> <p>在过去的山寨币季中，全球范围内的大量增量用户加入了市场，尤其是在疫情之后，全球经济实行了宽松货币政策。这包括了DeFi Summer活动，人们积极涌入挖矿，而场外交易人员也从中获益。</p> <p><br></p> <p>这一轮市场的重要节点包括：美国大选可能会提高市场流动性；美国的中期选举阶段对市场也会产生影响，尤其是在11月大选后的头两个月，市场表现应该不错；此外，美国的债务问题也给市场带来了一定压力。而十月份的财报季也可能会提振市场情绪，比如Coinbase等公司的财报数据，以及NVIDIA等公司的表现是否符合预期。此外，美国金融会计准则委员会(FASB)的新规定将于2025年生效，这对市场走向也产生极大影响。</p> <p><br></p> <p>在这一轮市场中，资金分散，而不像上一轮市场那样聚焦于少数目标。虽然VC币解锁较多，但估值普遍偏高，而Meme板块则成为了散户偏好的领域。在比特币领域，Ordi西方不再像以前那样接盘，而Arc20和Runes板块则备受关注。</p> <p><br></p> <p>新的市场叙事关注于人工智能(AI)领域，需要关注传统股票市场中的AI逻辑。目前，AI主要集中在上游领域，例如算力方面，而应用层面仍处于早期阶段。算力短缺是当前AI领域的主要难题之一，尽管去中心化算力无法进行大规模运算，但也存在一些垂直化AI的机会。另外，60%的数据源是相似数据，这可能导致重复的能源和算力消耗。对于中小型AI企业来说，当前的成本相当高，因此共享型AI有着较大的发展潜力。</p> <p><br></p> <p>在质押和积分领域，Eigenlayer的代币发行不仅仅是为了市场炒作，而是为了让代币回归其实用价值，为Eigen提供安全性保障。积分时代尽管不会结束，但热度确实有所下降。在质押领域，关键是需要通过代币空投奖励来提高冷启动的安全性。未来，APR收入可能会变成新的Appchain的奖励费用。</p> <p><br></p> <p>ZK板块仍然值得关注，如Cysic等硬件板块。ZK layer2 的生态发展限制了其技术的落地，需要更多的应用去推进技术的更迭。</p>
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