6月16日，compound 上线 COMP 治理代币，Compound Team在Uniswap上定价为 18.4美元，开盘后最高涨到385美元，涨了近21倍。
On 16 June, the combod online COMP governance token, which was priced at $18.4 on Uniswap, rose to a maximum of $385 after opening, nearly 21 times.
6月24日，Balancer在以太坊部署其治理代币BAL，BAL价格从种子轮0.6美元，最高涨到22美元，涨了近40倍。
On 24 June, Balancer deployed its governing currency, BAL, in Etheria, at a price of nearly 40 times higher from the seed wheel of $0.6 to a maximum of $22.
这种上线涨几十倍，回顾历史，在 ICO 的时候经常出现，比如量子链、公信宝等等。
It's going up dozens of times, looking back at history, and it's always happening when ICOs, like quantum chains, public treasures, and so on.
2013年的山寨币，2017年的ICO，2018年的IEO，2019年的模式币，2020年的DeFi 正在上演，每一个时间段都有不同的流行趋势。
In 2013, ICO in 2017, IEO in 2018, Molotov cocktail in 2019 and DeFi in 2020, there are different popular trends at each time.
那么这次DeFi 引领的治理代币潮流，与ICO潮流有何区别呢？
So what's the difference between the current of DeFi's governing tokens and the current of the ICO?
回顾币圈每一轮热点，从中寻找历史的共同点。
looks back at every hotspot of the currency circle and looks for historical commons.
一、币圈第一波泡沫：山寨币
2013年币圈山寨币风潮，主要围绕比特币的一些特点修改并发新币。
The 2013 currency boom, mainly centred on certain features of Bitcoin, was modified and issued as a new currency.
比特币特点有哪些呢？4年减半、10分钟出一个块、POS共识机制、总量恒定2100万枚等等，来优化一下：
What are the bitcoin characteristics? Halve by four years, a block by ten minutes, a POS consensus mechanism, a constant total of 21 million, etc., to optimize:
比特币4年减半，发一个新币2年减半；
比特币10分钟出一个块，发一个币1分钟出一个块；
比特币总量恒定，发一个币总量可以一直增发；
……
Blockquate>bitcoin is divided by one block in 10 minutes and a dollar by one block in 1 minute;
The total amount of bitcoin is constant and the total amount of currency is increased by one currency;
/blockquate>
这轮创新，可以用微调两个字来形容，微调各个参数表示自己不一样。
This round of innovation can be described in the words fine-tuning , fine-tuning the parameters to indicate that they are different.
我们不一样，不一样，每个人都有不同的特点，你的头发长，我的头发短，你前凸后翘，我白皙大长腿……
We're different, we're different. Everybody's different. Your hair is long, my hair is short.
总之，众筹比特币，打钱嗨起来。下图为当年的一部分山寨币logo，认识几个呢？
All in all, they're raising bitcoin, they're throwing money up. Here's a picture of a part of the mountain coin logo. How many do you know?
上图中，如今留下来的只有狗狗币、瑞波币、比特股。
The only ones left in the above figure are the dog coins, the Ripon shares, and the bits.
在百度上找到了一个2013年对于潜力山寨币的分析，口号极具传播能力，如“比特币金币，莱特币被誉为银币，无限币则被称为铜币，可可币则被叫为铁币。”
A 2013 analysis of potential mounds was found at 100 degrees, and slogans such as “bitcoins, Leitcoins, coins, coins of unlimited size, coins of iron”.
如今铜币、铁币都成了废铜烂铁了，不知道还能不能找到了。
is now a waste of copper and iron. /strong) I wonder if we can still find it.
曾经长铗在知乎上也推荐了高人气的山寨币，如下图。
Once, a high-human coin was also recommended in the knowledge, as shown below.
推荐了6个，现在还健在的有3个，看来长铗推荐的存活率很高。
Six were recommended and three are still alive, and it appears that the survival rate is high.
对于2013年的山寨币，有人盘点了十大“坑爹”山寨币，我从中挑了四个，光看这名字就觉得有多不靠谱。
I picked four of the top ten "Punk Daddy" mounds for the 2013 mound, and I felt so unconscionable just looking at the name.
BBQCoin(中文名：烧烤币)
JunkCoin(中文名：彩票币)
CHNCoin(中文名：中国币)
MinCoin(中文名：冥币)
(Chinese name: barbeque currency) /blockquate>JunkCoin (Chinese name: lottery currency)
CHNcoin (Chinese name: Chinese currency)
) /blockquate> Mincoin
现在留下来，还在市值前10的币种中，当年的山寨币还有两，分别是XRP和LTC。
It is still in the top 10 currencies, and there are two other XRPs and LTCs in the same year.
一轮山寨币下来，最后是能存活极少的币种，大部分币种会死去。
A set of bountiful coins comes down and ends up living in rare currencies, most of which die.
二、币圈第二波泡沫：ICO
在山寨币时代，发币你需要修改比特币代码，运行一条链，并组织一票人来挖，这个事还是有一定门槛在的。
At the time of the counterfeiting, you needed to change the bitcoin code, run a chain and organize a lot of people to dig, and there was a certain threshold.
以太坊带着智能合约走来了，区块链进入了2.0时代，发币的事就是写个智能合约部署到以太坊上即可，5分钟就可以发一个币。
Ether has come with a smart contract, and the block chain has entered the 2.0 age, and it's about writing a smart contract to be deployed to Ether and sending one in five minutes.
于是各种脑洞就都出来了，技术不在限制大家的想象力，天马行空的点子都能跟币结合。
So all kinds of brain holes come out, technology doesn't limit everyone's imagination, and empty ideas can go hand in hand with coins.
什么马勒戈壁
什么英雄链
什么太空链
什么金木水火土链
……
各种区块链+盛行，凡是商业的都可以区块链+，凡是能区块链+的都可以发币。
The chain of blocks + is prevalent, the chain of blocks + is open to commercial and the chain of blocks + can be issued to all.
只要你敢想，就可以发币融资（圈钱）了，动不动就上亿估值，还是美金。
If you want to, you can raise the money, and if you don't move, it's worth a billion dollars, or dollars.
这个阶段，ICO 就是炒空气，不管啥想法，不管能不能实现，把“梦想”在以太坊上发个币，圈钱最重。
At this stage, the ICO is the air-crying, whatever the idea is, whether it's real or not, giving the dream a coin on the Ether.
发币融资后，有两种做法：
There are two approaches to currency finance:
1、做事，团队努力做事，把钱花在团队身上做产品开发，结果当初的想法无法实现，产品遥遥无期，更别谈盈利，坐吃山空，唯有归零在前方等待。
1, doing business, 2、做市，融资上所，释放利好，讲故事画大饼，拉盘割韭菜，活的很滋润。 2, City, finance facility, releasing profit, storytelling cakes, plating dishes and living things. 当然，有些项目最后啷当地能跑了，但跟预期的差距很大。其实细细看来，极少数项目交出了一些东西，大部分死在了路上。 Of course, some projects end up running off the ground, but there's a big gap with expectations. A very small number of projects actually hand over something, mostly on the road. 翻看CMC市值前10的币种，BNB、EOS就是当年ICO出来。但不要忘了有非常多的ICO项目已经死去，成为炮灰，埋葬了许多人的血汗钱。 Looking at the CMC’s top 10 currencies, BNB and EOS came out of the ICO. But don’t forget that there are a lot of ICO projects that have died, become cannon ash, burying many people’s blood money. 三、币圈第三波泡沫：DeFi ？？？ DeFi 会成为第三波泡沫吗？比特币每四年一个周期，每一个周期都有一个大的炒点，2013年的山寨币，2017年的ICO，2020年的DeFi？ DeFi will be the third wave of bubbles? Every four-year cycle, Bitcoin has a big puncture point, 2013, ICO 2017, DeFi 2020? DeFi 的概率很大，为何呢？搞山寨币，是钱；搞ICO，是融资；搞DeFi，是金融工具，按这个路径，接下来到金融工具上场了。 DeFi has a high probability, why? is money; ICO is finance; DeFi is a financial instrument, and follows this path, and then comes the financial instrument. 关于DeFi我倾向认为是下一个泡沫，观点见《DeFi，一个让10亿变20亿的金融工具，牛市的泡沫机准备中》、《以太坊可编程金融时代，ICO是前菜，DeFi 才是主菜？》。 With respect to DeFi, I tend to think it's the next bubble, see DeFi, a financial instrument that transforms one billion into two billion dollars, cattle-market foam machines in preparation, and the Ithaya programming finance age, when ICO is the front dish, and DeFi is the main dish. 这里要说的是，DeFi 与之前泡沫不同与相同的地方。 What we're talking about here is that DeFi was different from the previous bubble and the same place. 2013年，山寨币，有主链，或有已经落地的运用场景，或有开源代码； 2013, puncture coins, with a main chain, or an operational scene that has already landed, or open source code; 2017年，空气币，可以没有主链，可以没有实际运用场景，可以没有开源代码； 2017, air currency, can have no main chain, no practical application, no open source code; 2020年，DeFi，从目前来看，即需要有产品，也需要有链上应用数据，方可支撑其故事与泡沫。 2020, DeFi, now seems to require products, as well as data from the chain to support its story and foam. 从现在上线的几个项目来看，COMP、BAL、OKS，大家都会关心这几个产品的数据情况，比如锁仓量、成交量、参与人数、利率等多方面的数据。 From a few projects that are now online, COMP, BAL, OKS, everyone will be interested in data on these products, such as locks, turnover, number of participants, interest rates, etc. 因此，DeFi 需要用产品说话，光一份白皮书，一个伟大的故事，是不够刺激用户买单的，还需要把产品亮出来走两步。 So, 这也是为何大家非常关心，某协议开启借贷即挖矿之后，关注它的锁仓量变化，或者用户数的变化。因此，要关注 DeFi 项目的资金流动性和盈利能力，毕竟能赚钱的项目，才能更持久。 And that's why you're so concerned about the changes in lockdowns or in the number of users after an agreement opens up a loan, or digs a mine. So is concerned about the liquidity and profitability of the DeFi project, which, after all, will be more sustainable. 虽然参与 DeFi 的门槛高了，但讲故事画大饼的事会继续存在，也不会消失，就看利益有多大，毕竟为梦想窒息的故事不会消失。 Although the threshold for participation in DeFi is high, storytelling can continue and will not disappear, depending on the benefits, after all the stories of dreams suffocated. 因此，DeFi 一轮泡沫之后，必然也是乱象横生。可以预见的是，大部分项目也会死去，只有一小部分项目存活，并走向CMC市值前10。 As a result, there must be chaos in the aftermath of the DeFi bubble. foresees that most of the projects will die, with only a small fraction of them surviving and heading towards CMC 10 before the CMC market value. 参与 DeFi 要想好自己是玩一波流，涨了就跑；还是打算长拿，押注未来能成为CMC前10或者前50的币种，不同玩法，对应不同的操作。 To be involved, DeFi wants to be able to play a wave and run, or is it going to be long enough to bet that the future will be the first 10 or 50 currencies of the CMC, different ways of playing and corresponding to different operations. 如果，用一波流的心态参与 DeFi 某些项目，最后玩出长线操作，容易被梦想窒息。 is vulnerable to being suffocated by dreams if you take part in some DeFi projects with a single wave of mind and end up playing long-line operations. 最后，DeFi 还处于早期，国内玩家其实挺少的，引用币姥爷公众号的一个投票数据，参与投票的用户，只有1/4的人看好 DeFi 概念。 Finally, DeFi is still at an early stage, with a small number of domestic players, citing one of the voting data of Grandfather's public, and only one quarter of the users of the vote are interested in the concept of DeFi.
从讲故事圈钱的角度来说，门槛提高了。
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论