NEWBI3s

A group of newbies wandering into the new land

[NEWBI3s @0xNEWBI3]

感谢 @ChainFeedsxyz 的精彩内容推荐：
https://t.co/EkXgPVk3Nl

[NEWBI3s @0xNEWBI3]

以 $Uni 为代表的很多治理代币都并没有项目收入利润的分红权（甚至未来什么时候开启分红权也没有被明确的规划或者约定），从传统金融的逻辑来看这就意味着没有价值支撑。这是一个很重要也很有意思的问题：

[laurikainen.eth @teemulau]

There's an elephant in the @Uniswap room and it's called The Fee Switch.

The elephant exists to remind people that a business should generate revenue or at least have a convincing plan to do so in the future.

Let's take a deeper look at what's going on:

[NEWBI3s @0xNEWBI3]

这个矛盾的解决，一方面要观察美国对token方面监管政策的发展变化，一方面也有可能会涌现出某种某些意义上可能类似于当年中概股VIE结构之类的结构设计创新来作为过渡？

[NEWBI3s @0xNEWBI3]

“揭秘”坐拥Metamask（3000万钱包用户）和Infura（43万区块链开发者用户，涉及1/3以太坊交易量）这web3的to C和to B两大王牌资产，却估值“仅”70亿美金的ConsenSys。

小伙伴写的一篇浅析： https://t.co/cNmfgZShTV

[NEWBI3s @0xNEWBI3]

Non transferable identity NFT use case analogies:
1. Diploma & Honor
2. Work experience certificate
3. Criminal Records

Tradable NFT analogies：House, luxuries..

Tradables are bigger in $, but non transferables might be more meaningful in terms of bring in a larger population

[dom hofmann @dhof]

identity and a global savestate is probably a bigger use case than trading if you’re measuring by people (maybe not if you’re measuring by $)

which is why non transferability or limited transferability opens up so many possibilities, but not until fees are much less than a cent

[NEWBI3s @0xNEWBI3]

@loudao_xiaolou @Stepnofficial 谢谢楼总

[NEWBI3s @0xNEWBI3]

#STEPN 昨夜更新后开启了GMT消耗机制， $GMT 🚀到$3.3 新高。这个🧵想从基本面角度，分为3种情形，大胆演绎一下Stepn在最乐观视角下的天花板

（图里把MM和OS拉成Stepn的Comps确实是吹牛b了，但并不完全是为了博眼球，plz bear with me）

[NEWBI3s @0xNEWBI3]

@nahnil_ok feel free

[NEWBI3s @0xNEWBI3]

@Stepnofficial

[NEWBI3s @0xNEWBI3]

Final/ 3种情形都是在非常乐观的视角下做出的演绎，越往后越“扯”，且无视了过程中必将经历的各种风险。

但Stepn确实在让我们看到了一股全然不同的路径，和PFP NFT一样，让一个技术Geek、金融和投机客的小圈子游戏，变成了一个“具有投机性的大众消费品”
——这一点是所有演绎的关键，实属牛逼