這個春節，幾乎所有行業的人都著急，只有加密圈的人興奮。
某位銘文週期增益7000次的大神也感嘆，春節假期的最後一天，感覺自己到了另一個世界。
對於那些春節期間沒有關注加密社群的人，我想梳理一下這幾天發生的事情。
1春節前一周，潘朵拉魔盒打開
2月2日，一個名為ERC404的協議問世。 這個協議實際上非常簡單。 它只是這樣做：
為NFT的集合建立對應的池。 交易NFT就是交易幣，交易幣就是交易NFT。
為了更容易理解，如果每個NFT小圖只發行一個ERC20代幣，那麼它是這樣的：
當持幣地址少於1個代幣時，只會有幣； 當持幣地址大於1個代幣時，就會有圖片和幣。
當持有者持有 1 個代幣並選擇出售部分代幣時，NFT 將被隨機銷毀。
當持有者購買代幣時，將為每個整數鑄造一個 NFT。
以往NFT被詬病的流動性低問題，就這麼簡單解決了。
Pandora 是第一個 ERC404 代幣。 當我了解的時候，已經值兩三千美元了。 一度跳升至3萬美元，如今已跌至1萬多美元。
2 土狗不過年，專案集中開發
我不知道為什麼，也許是因為協議很簡單。 Binance和OKX幾乎立即在各自的Web3錢包中支援了ERC404協議，並且他們還推出了幾個奇怪的項目：
上榜幣種中，除了第一個潘朵拉，簡單理解為龍一號外，其他代幣都是小板塊。
Defrogs勉強算是第二大公司，巔峰時市值3000萬，現在已經跌破1000萬了。
其他人就很慘了，市值都在兩百萬以上。 。 。 說實話，我現在知道的許多專案的流動性/規模都比下面這些更強，而且不知道交易所的選擇規則是怎麼樣的？
但這並不影響當地狗狗的熱情。 404仍然很流行。 OKX官方一口氣宣布支持21個項目：
這其中甚至包括春節期間鬧得沸沸揚揚的「逃亡計畫」YuMe。
3 Gamefi啟動卷應用場景
根據我之前的“六圈理論”，很多搞NFT的人都屬於圖片圈。 除了搞收藏的，還有搞Gamefi的。
Within a few days of the launch of ERC404, the battlefield quickly switched from digital collection to blind box play to fighting game.
If the first wave of enthusiasm was caused by the coins listed on the exchange, the second wave of enthusiasm should be caused by eggx:
Most of the previous 404s were based on Pandora's issuance of 10,000 NFTs corresponding to 10,000 coins.
One NFT of EGGX, an anonymous project, corresponds to 10,000 coins, and it increased 50 times on the day of issuance! It ignited the enthusiasm of native dogs~
This is what the project looked like when it was initially promoted:
As simple as it is, the egg hatching function that has been promoted has not actually been launched yet:
Then various roulette/poker/various game projects came out.
Currently, this project may be the most tiring to rely on the project party to work on:
It seems that some cost was spent when the project was announced, and a manuscript was published on Binance News:
I was lucky enough to participate in the initial mint, and all 500 boxes were snapped up in one minute.
However, there was no follow-up opportunity to call for orders from the community. After the pool was released, the highest price was only twice mint, and then it continued to fall. I don’t know if there will be any big moves in the future~
04
The so-called fairness is all about deceiving leeks.
In this 404 craze, there are also many shadows of the previous inscription community. Of course, there are also projects that refer to inscriptions for fair launch.
Many projects mint only a few hundred copies, but there was one project that minted several thousand copies and decisively overturned:
When Yume was released, eggx had just hit a record of 50 times, and the market sentiment was very full.
Up to now, the Mint progress of this project has been stuck at the current position for several days, and even the rights protection group has come out:
Therefore, I would like to warn all project parties not to engage in fair launch easily.
In the past, Inscription had a fair launch, and the fees were given to the miners. If the project failed, everyone would admit their losses; now there is a fair launch on EVM, and most of the fees are given to the project party's address. It is very embarrassing~
However, as far as I know, the quality of the Yume series pictures is pretty good, the official promotion is still active, and the project is on the OKX official support list, so it should not get lost:
To be honest, the projects that had a good increase in inscriptions before were also operated by bookmakers. The so-called "fairness" was often just a slogan. If it were all held by retail investors and there was no market maker pulling the trigger, retail investors wouldn’t be satisfied, right?
Just yesterday, on the last day of the Spring Festival holiday, another 9527 suddenly appeared.
Strictly speaking, this coin is not ERC404. At most, it is the manual version 404 of Stephen Chow’s Nobody series NFT.
This coin is promoted by a group of core members of the Mouse community, and the trend is also very violent. From the time I entered the market yesterday afternoon to now, the price has increased tenfold:
But the current market value is only a little over one million US dollars. Now the market value of any local dog 404 on the market is two million US dollars.
The core community is also full of rats. This 9527 may be the first time that a large-scale inscription community has moved to EVM. Even a well-known inscription V has started to change the topic:
As the ERC404 model became popular and the protocol rules were simple, various protocols soon came out.
For example, there is ERC1111. This project issued a coin on the first day of the new year. It is said to have some functional upgrades compared to 404.
However, the chart has not been released so far, and the currency price trend is relatively weak. It is said that there will be no operational action until March.
At the same time, there are also people doing 505 on the BSC chain:
However, although the gas on the BSC chain is low, most of them are famous locals, and the participants are mainly 10U gods of war.
On the Ethereum main chain, because Gas is high, most participants can afford it.
As far as I know, many Inscription projects are also leveraging the efficiency of the second layer of Bit to realize the 404 model, which is: linkage of assets and liquidity!
Theoretically, all assets on the chain can be pooled to achieve liquidity in this way. Including the bit ecosystem that everyone is full of expectations for this year, it is essentially to provide liquidity for cumbersome assets on the bit chain.
It’s just that ERC404 popularized this concept with a simple gameplay.
I have always been a believer in free competition. In all current financial markets, rogues generally use various methods to restrict liquidity, such as restricting sales/increasing taxes, and even arresting people.
But generally no matter what method is used to restrict liquidity, it will end up in a mess.
On the contrary, there are some markets that encourage liquidity. Although most projects will return to zero, many star projects can always come out.
For example, in the U.S. stock market, 90% of the stocks may lose 90% of their market value in five years, but this will not affect the growth of high-quality projects. Many friends may not know that U.S. stock listings only impose lock-up period restrictions on project parties, and there are no lock-up period requirements for institutional investors before listing.
This time, the 404 project is very obvious. The speed of returning to zero for less successful projects is obviously accelerated, while high-quality projects are not afraid of high liquidity.
希望以後加密生態也能出現這樣的情況~
