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🧐这个项目 @SheepCoin69 是22年老牌项目 @wolfdotgame 的fork。我在关注＜100的时候添加到自己的 #AlphaList 里的，最开始它全画的AI图，蓝V也没开，也和alpha博主 @wangzaidage 和 @godcallmeggbond 聊了一下，不敢发出来让大家上车。最开始的几天完全没有人去mint $sheep ,我打算开盘再去看要不要玩，结果刚刚一看200w个 $S 已经快被打满了。有含金量的是 @michaelfkong 关注并且转发， @AndreCronjeTech 有转发 ，现在的持币地址已经达到1462，是能跑出来的持币地址数。具体玩法请看 @cjtree_2004 写的推文，文笔很好 解释的很清晰，我po在下面了👇
狼羊博弈
sonic 生态的新盘子 @SheepCoin69 ，这是我研究以来见过设计感最精巧的盘子。
这不是庞氏盘，不会因为资金不流入就快速塌缩，即使只凭借预售时的存量资金也能产生精彩的博弈，而其中的胜利者可能会获得极高的报酬。
规则介绍
玩家可以用 $S 换羊，用羊和 100S 换狼，狼可以吃别人的羊，羊在不断通缩中升值，并且能获得 apy。
今晚 24 点前属于预售阶段， 1S 换一只羊。24 点后，95% 的 S 变成 LP 池，开放 羊 和 S 的交易对。
同时开放铸造狼，第一只狼需要 1羊 + 100S ，第二只狼需要 2羊 + 100S，此次类推，第一百只狼需要 100羊 + 100S，所以如果想铸造的话应该蹲点快速铸造，否则成本会相当高昂。
接着狼可以开始吃羊，狼的胃口是每日递增的，第一天吃一只，第二天吃两只，以此类推。狼可以选择从 LP 池子中吃羊，或者从别人或自己的地址中吃羊。如果吃 LP，吃掉的羊会直接 burn；如果吃地址（自己的或者别人的），可以从中获得 25% 的羊，剩余 75% burn。
狼的主人自然愿意吃别人的羊，这样才能获取收益。但是如果地址中的羊不满足狼的胃口，就不能吃。如果狼连续七天没吃到羊就会饿死，而且狼还不能躺平吃 LP 池，LP 池子只允许连续吃三次，所以甚至可能需要自己买羊喂狼，以免饿死。
如果想保护自己的羊不被吃，可以把羊存入“牧羊犬”中，日租金 10S，可以保护羊。同时能收到 apy ，（铸造狼的那 100S + 牧羊犬的租金）*95% 会被用来购买羊，以此作为 apy，剩余 5% 归团队所有。想要取消牧羊犬的保护时，需要支付租金并且等待两日才能取出羊。
盘子拆解
这个盘子运行起来的底层逻辑是——狼吃羊使其通缩升值
羊在不断通缩，池子中的 S 不会变少，所以羊的价格会一路走高，需要承担的风险是被吃。
狼的成本相当高昂，而且铸造的越晚会越贵，收益来自于吃别人的羊，需要承担的风险是 狼饿死 和 没回本。
牧羊犬的成本是每日租金，收益是保障羊不被吃，并且获得 apy。
博弈核心点 1 —— 要不要买狼？
狼的铸造价格高昂，回本周期很长，而且会受到别人是否买狼的影响。
如果铸造狼的人很多而且手很快排在你前面，你的铸造费用会变高，而且抢羊会比较困难。
如果铸造狼的人不多，羊被消耗的速度慢，狼的回本周期也会被拉长。
养狼思路
如果决定铸造了狼，该怎么让狼收益最大化？
每天都吃，能加快回本的脚步，但会快速让狼的胃口膨胀，后期可能面临需要自己买羊喂狼的窘境。
有节制的吃，会增长回本的周期。
而且这并非简单的公地悲剧，（公地悲剧指的是：你不吃有的是人吃，别人吃完了你就没得吃了），羊在增值，如果狼活得够久，后期吃一只羊可能比前期猛猛吃更划算。
因此该用什么节奏吃，还是需要等开盘后观测狼的数量再做决定。
但是我提供一个小思路，假如现在我的狼胃口是 10，吃不了只有 9 只羊的地址，但是！我可以自己买一只羊发给他，然后再去吃，这也是博弈的环节。
博弈核心点 2 —— 要不要租牧羊犬？
无论你有多少羊，日租金都是 10S，租金的 95% 会变成 apy ，也就是说，只有你的羊数量在租狗的人中前大约一半的时候，租狗的 apy 才能覆盖日租金。
租狗的最大收益应该还是手中羊的升值。
情况猜测
由于狼回本周期长、铸造成本不断提高，铸造狼的人应该不会太多。
由于狼数量少，大家可能不愿意租狗，这时候应该做的就是分号，降低自己每个号羊的数量，然后祈祷自己不被吃。
总之，这个局非常复杂且有趣，“最优策略”可能每天都会变，开盘前很难预测。
请关注我，并且多和我互动，如果大家感兴趣的话，我会在开盘后跟踪狼和羊的数量做博弈论分析，争取每日更新最优策略。
I just had an amazing time with #alphalist Discussed #MachineLearning and integrations; Shared how we're innovating at @FlowMateIO. Huge thanks to @nicole_buettner from @Merantix for her talk on Human-AI Interaction, and the @SlackHQ team for their session on maximizing Slack.
Find out why @jasonfried' decisions are not 100% #datadriven; why #products should be Hooks 🪝 not Towel Rails + more insight into @37signals' take-home assessments, the #CTO-#CEO Relationship & lots more the #alphalist #CTOPodcast. Listen here:
https://t.co/ZhY2Bqccce
Can the right #teamtopology make for a more effective + HUMANE org? Loved hearing the insights of @matthewpskelton (@TeamTopologies / @confluxhq) on #ValueFlow, #ContinuousStewardship, #DecouplingInTime & #TeamTopologies on the #alphalist #CTOPodcast.
https://t.co/KsdHaemR0i
I had a great time speaking about the shift from Maker to Multiplier and how to communicate (UDP vs TCP, CRY etc.) on the #alphalist #CTOPodcast (@Tobsch). If you are a #CTO or technical leader, listen & let me know what you think. https://t.co/6B00RTbZ3a
#CTO + #CPO == #CTPO?
David Gebhardt, CTO at @mobile_de gives his perspective as someone who went from CTO* to CPTO and back again.
Tune into the #alphalist #CTOPodcast to hear more: https://t.co/JD2HwN0ywV
I had a great time speaking about being a technical hands-on CTO, monoliths and how I prep companies for an IPO on the #alphalist #CTOPodcast (@Tobsch). If you are a #CTO or technical leader, listen & let me know what you think. Thank you! 🙌💙🙏https://t.co/lGvbGOJN16
Should a #CTO be technical?
@leinwand, #CTO of @webflow, says a hand-on-code, technical CTO can build not only better products, but also teams. Had a great chat with him on the #alphalist #CTOpodcast.
Listen here: https://t.co/jhsSx8LOGy
Should engineers be involved in #productdiscovery? Whose opinion matters most when deciding #tradeoffs? This #alphalist #CTOpodcast feat. @bmoesta (#jtbd) is a must listen for all #CTOs. Don't sign off on 2024 without it! https://t.co/5AzroRvTZt
Sunday’s are typically a slower pace for me .
It’s a time to reflect, be thankful; & accountable.
& Why; I want to start taking the time to say thank you to real connections and special members I have met thru #B3L
#AlphaList #RealConnections
@beardguy53 @Actionjaxx5150
I had a great time speaking about product strategy, product operations & how to help your fellow C-Suite escape the build trap on the #alphalist #CTOPodcast (@Tobsch). If you are a #CTO or technical leader, listen & let me know what you think. https://t.co/9Q6oeWkmFD
Is there life beyond #mergeconflicts? ⚔️🌈 😅
Reimagine Version Control Systems (#VCS) in this #alphalist #CTOPodcast with
@chacon, co-founder of @github + @gitbutler.
We discuss #git, #realtime #codecollaboration and more
Pull it here: https://t.co/fnCwosOAtf
@github This is great. I love how your CEO @ashtom described just some of its uses in the #alphalist #CTOPodcast. From test-driven AI-powered refactoring to just helping developers. (Here is just a snippet. Listen in full here: https://t.co/jLwNthAZ38)
Tham Gia Alpha List Của Dự án Metaintro Đã Raise Hơn 5M$ - Cơ Hội Testnet để nhận Airdrop!
Join link :
https://t.co/5eUVGHRYTX
- Chọn #AlphaList
- Điền Full Name & Mail
- Gửi link ref cho AE khác & DONE
Goodluck guys
If you can't relate to this problem, you are not a real #CTO >>
Great insight on #teamtopologies from Gertrud Kolb, CTO of @eyeo. Find out how she reorganized eyeo into a #matrixorganization 🧩in the latest #alphalist #CTOpodcast: https://t.co/dOWtpfkEmJ
Improve your 1:1 #meetings with these tips 🧵 from Dr Steven Rogelberg, Professor @unccharlotte, #meetingscientist and #organisationalpsychologist. (Listen in full on the #alphalist #CTOpodcast episode 79: https://t.co/h4pZmn4wVI )
What is next after GPT-4?
From #DeepLearning to #LLMs, the genius is not just in the breakthrough, but how we apply it! 🔓@stephen_wolfram breaks it down brilliantly in #alphalist #CTOPodcast episode 78. 🚀
Catch the full insights here 👉 https://t.co/kG5eKl5QHO
The truth about #LLMs... and it all boils down to #commonsense.
Thank you @stephen_wolfram (founder of @WolframResearch ) for sharing this with #CTOs in the #alphalist #CTOPodcast. Listen here: https://t.co/kG5eKl5QHO
It is time to stop learning the computer’s programming language, and get computers to learn our language -
my takeaway from the recent #alphalist #CTOpodcast with @stephen_wolfram of @WolframResearch.
Listen here: https://t.co/kG5eKl5QHO
Thank you to Daniel Seif, @weberelm, @the_startup_cto, @lgatzoulis @darioblanco , @ThanassisBantio , Sebastian Mach, Steffen Wenz & other members of the #alphalist #CTOCommunity for contributing to this article. Read in full here: https://t.co/gXIgrwezQb
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