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吳碩對話默林鏈創辦人Jeff亮點:讓散戶反向「收割」機構

  • 前言

日前,一則有關梅林鏈的消息引爆社區。

默林鍊主網14天tvl接近20億。

這個數據暴漲了10%,超過了3個月的暴漲。

這證明了兩件事:

1.Merlin Chain鏈的火爆就像火山爆發一樣。

所有網路玩家都應該參與這種流行。

與其錯過,不如參與。

2.這一面證明了BTC生態系的巨大潛力。

作為市值數萬億的龐然大物,BTC的生態潛力相比ETH生態呈指數級增長。

現在仔細閱讀吳向梅林鏈創始人傑夫所說的關於區塊鏈的內容還為時不晚。

SnowBall精心整理了重點,做了一個簡單的評測給大家分享:

  • 問答和簡短評論

1. 問:BTC市值兆美元。

其中蘊藏著多少機會?

答:光是ETH就培育了約870億美元的defi市場,市場規模達4000億美元。

但BTC並沒有產生好的生態產品,也沒有經濟利益。

評估:只要能達到ETH金融生態的規模,BTC金融生態將是一個2000億規模的生態系。

其中將會誕生多少潛在項目不言而喻。

2.問:團隊大概有多少規模?

答:梅林鏈團隊是一個規模較大的團隊。

整個開發團隊約30人,外部合作人員約30人,合計約60人。

評價:這個規模和我所了解的市面上很多牛逼的公鏈規模差不多。

這個數據主要反映了團隊對專案的樂觀態度。

畢竟,你不能指望一個只有兩三個人的草根團隊就能創造 BTC Layer 2。

3.問:散戶的確定性機會在哪裡?

答:我覺得這個機會還是很明確的。

我還是比較喜歡用大的方式、用數學的方式來算這筆帳。

當ETH的市值在兩三千億美元之間時,你會發現ERC-20代幣的總價值也在兩三千億美元之間。

如今,BTC 的市值已達數兆美元,但 BRC 資產的總市值可能仍不足 100 億美元。

從這100億美元到1兆美元,中間還有99倍的空間。

當然,我並不是說這個99倍的空間一定會在短期內實現或彌補,但是趨勢和潛力本身其實是比較容易計算的。

Therefore, I actually think that for retail investors, the most critical thing is the $10 billion in assets within the Bitcoin ecosystem, including Ordinals, Atomics, etc. It is the process from a market capitalization of US$10 billion to gradually catching up to US$1 trillion. It is actually a so-called bull market.

Comment: I agree with the point of view. You may object that you don’t understand, but I only have one sentence: If you don’t understand, just follow it. From the top exchanges and institutions are laying out bt, it can be seen from the ecology that they are here to lay out the future. .

4. Question: In what form will the subsequent rounds of airdrop weight activities be carried out?

Answer: Merlin Chain activities do not have complicated rules.

What I particularly like about the culture of Bitcoin is that it adopts very simple, fair and open rules, and then allows the market to regulate freely without imposing restrictions on the rules.

Evaluation: It can be seen from the two Merlin Chain chain meme projects that the projects basically adopt the form of fair airdrops, which greatly ensures fairness and will not make the event become a game for big players.

5. Question: I heard that Merlin Chain’s investor terms are not as friendly to retail investors. How did you convince investors in the end, and what do you pay most attention to when selecting investors?

Answer: Merlin Chain has received institutional investment, and its token unlocking is not friendly to ordinary users. Jeff feels that if an investment institution invests in Merlin Chain, his thinking must be focused on the long term, because what we are doing is a Bitcoin L2. From an architectural point of view, you will find that we are more like a Bitcoin public chain, because Bitcoin itself does not have smart contracts, so to build a Bitcoin public chain and build an ecosystem and Dapps for a long time, it is natural that it must take 5 to 10 years. thing.

Evaluation: This really subverts the investment and financing rules of traditional web3 projects and is revolutionary for web3 projects. Ordinary users are no longer the receiving tool for institutions! !

6. Question: Do you have any experience to share in building a Merlin Chain community?

Answer: Merlin Chain swap has an airdrop, giving all early participants a free airdrop of one coin. Some said they did not get this snapshot. Therefore, the official guarantees that all gas will be borne by airdrops. If the final amount exceeds the limit, because there is no snapshot, the official will buy it back in the market and airdrop it.

包括BRC-4​​20發布當天,網站就卡住了,導致很多人取消了。

根據比特幣網路的歷史,所有項目都不會退還這筆Gas,因為Gas是支付給礦工的。

但由於當時我們的網站卡住了,我們在十分鐘之內就發出了一條推文,稱我們將退還所有報廢應用程式的所有資金和 Gas。

當時我們第一天就撤了幾十萬。

評價:對社群來說,把社群當成自己的,把使用者當成自己的,誠實面對問題,站在使用者的角度解決問題,要獲得使用者的認可並不難!

  • 補充

前幾天,我和社群討論如何估算Merlin代幣上線後的市值和價格。

我們簡單對比了當時 Manta 的價格和 TVL,預計 Merlin 代幣的個體價格預計在 3-5u 左右。

其空投價值龐大。

SnowBall團隊也投入了一定數量的BTC參與積分挖礦。

您可以繼續質押,但為了避免廣告嫌疑,這裡不包含團隊邀請連結。

質押連結:https://merlinchain.io/bridge/stakeing

再次感謝吳碩老師提供訪談素材。

原文連結:https://mp.weixin.qq.com/s/27a725dOaOwqnFYSmlij3Q

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