Jump Trading investment logic: infrastructure builders cover multiple operations such as DEX, Stablecoins, and public chains

Lack of permission and decentralization are hallmarks of the crypto world, making it look like a dark, deep forest. Opportunities abound, but dangers are everywhere. Jobs offered by well known institutions have become the norm for entrepreneurs to choose jobs.

Any initiative from some of the world's leading cryptocurrency companies has received a lot of attention. By 2020, Multicoin Capital has become the hotspot of the market, with traders scouring the Multicoin data store for the next low price. This summer, Coinbase's investment projects turned into a new gold sector, and projects that invested in Coinbase but were not traded on Coinbase reported an "increase."

When it comes to the best uptrend in the market this year, solara ecology is a go-to theme. Alameda Research, which has invested heavily in the SOL ecosystem, has recorded positive results, and at the same time, Jump Trading, another major player in the Solana ecosystem, is also of note. Jump Trading has supported Solana's main eco-leader DEX Serum, Revenue Gathering Tulip, Oracle Machine Pyth, Wormhole Heterogeneous Chain Universal Communication Protocol, and more by investing or participating in upgrades. Jump Trading also has a long term commitment to the Solana ecosystem.

It's not hard to see that Jump Trading is another VC firm in the Solara ecosystem besides Alameda. And this is not the first time that Jump Trading, a multidisciplinary market expert, has entered the crypto space. In mid-September, Jump Trading announced the announcement of a new $ 350 million fund. These funds are the 7th fund raised by Jump Capital and will be used for cryptocurrency investments, token investments and investments in the DeFi zone, financial services, blockchain infrastructure and Web 3.0. .

The launch of Jump Capital also means that this veteran capital will finally enter the crypto world. Although Jump Trading attempts to maintain a low profile public image over the long term, the company still holds a long term reputation in the market. I found a job for JUMP Business in Nansen. Upon the return of my current JUMP investment, how can I understand this investment portfolio? (Keys are hard and I'm only listing part of what Rhythm has)

Most of the jobs in Jump Trading are larger jobs. Of the 10 positions selected in this category, only Sperax is in the top 1000 by market capitalization, and most of the others are in the top 200 by market capitalization. Examining your insurance policies can help you better understand your capabilities and see hot spots for your next business.

Looking at the Jump Trading list, Rhythm BlockBeats shows that of the 10 positions we have listed, the Jump Trading project expands to include DEX, DeFi, and Web 3.0. Jump Trading focused on contracts that should be green infrastructure. For example, not to mention the importance of multi-DEX, projects like oracles, contracts, synthetic assets and stablecoins have had a positive impact on the ecosystem and necessary to create a strong and fluid DeFi world. . .

Jump Trading started trading and has grown to this day, with excellent investment skills and a good understanding of the market, and is the best way to capture future business growth. These new reforms, such as improving Compound's liquidity and Sperax's first currencies - the return of Stablecoin, could improve the efficiency of global on-chain capital. These types of profitable business models need to be more profitable and more profitable for investors.

Investing in Web 3.0 is more open. Everyone knows the difference between Web 3.0, but no one knows which way it will go. Jump Trading invests massively in areas open to the future but optimizing the efficiency of trading and investment. It's a great way to invest and save money.

Dex

Jump Trading has been investing with its capital since its inception in 1999. Founded by CME, it is a global trading company and one of the largest companies in the world. Inventory is always available. The company has more than 1,000 employees in New York, Chicago, Amsterdam, London, Shanghai and Singapore and specializes in futures, options, cryptocurrencies and global trading. As a born and growing company in the industry, it is natural for Jump Trading to focus on DEXs.

In the encrypted world, the exchange is the most widely transmitted data on the chain. The structure of crypto business is full of different nuances and characteristics at each stage of the group. Complex trading systems seem to expand nuances, and scale amplifies them even more. Kanav Kariya, Director of Jump Crypto, said in an article he wrote: Continuous improvement in the field of crypto-related business intelligence will enable us to become a leader in investing in this market. . “In his insurance, we see some DEX project tokens.

Diabetes

Currently, Jump Trading has around 3,000 SRMs and is valued at around US $ 10,000.

September 2020 Jump Trading has invested in the leader of the Solana chain, DEX Serum. “Serum is the first to enter and invest in the DeFi area of ​​Jump Trading,” SBF said in a press interview. As much as SBF Four One 'Start Suit' has achieved good results. According to CMC data, SRM tokens stood at $ 1.84 in September 2020 and SRM reached $ 12.48 in September of this year.

Unlike most DEXs, which typically use automatic market maker (AMM) mechanisms, Serum uses the same manual process as CEXs. The advantage of this design is that it does not generate as much slip as AMM. Restricted by network operation and rapid resolution, this process does not exist in the old DeFi world. Serum takes advantage of the Solana TPS pressure to create a single base control that can integrate flows through several different protocol chains.

Bit Aw

Currently, Jump Trading holds approximately 390,000 BIT valued at approximately US $ 740,000.

In June of this year, Bybit, the leading trading platform for derivatives trading, announced that its initial BitDAO had completed a $ 230 million financial round. Bybit has also pledged to donate 0.025% of its revenue to BitDAO's treasury, which is expected to generate more than $ 1 billion a year in revenue from January through March to May of this year. This is also considered to be BitDAO's most direct support.

BitDAO intends to take a different path than Bybit, and by investing more money and talent in DeFi, BitDAO will move towards decentralization. BitDAO sees itself as one of the largest non-governmental organizations (DAO) in the world, and BitDAO will focus on three themes: research and development, performance, and finance. Create commercial and free BitDAO DeFi products to support new businesses and provide customization for DEX, loans, inventory, and other custom applications. It is also called the largest DAO in the world. Prior to that, Bybit had never announced a token, and Bybit and BitDAO were jointly considered to support the value of the BIT token.

Regarding BitDAO's vision alone, the goals of this project are unclear, "The World's Largest DAO" makes investors think of a lot. And I can see BIT Holdings in the Jump Trading portfolio.

1 nt

After the popularity of AMM and the explosion of DEX, the DeFi industry has become an indispensable force in the market. However, the rise of large-scale AMM operations has also created a new problem: the “fragmentation” of liquidity. Especially for large markets, price slippage is an industry friction that cannot be ignored. Aggregation platforms like 1 inch solve the fragmentation problem for some.

1inch can print capital from a variety of processes to provide customers with the best deals. Specifically, 1 inch separates the user's redemption request sent to multiple sites and then trades them on different DEXs to get the best value for money at all exchange rates.

Prior to EIP1559, gasoline was always a major concern for DeFi users due to the state of ETH networks. Tokens also provide users with fuel tokens, a better way to save on fuel costs. Chi is a functional token developed by 1 inch, which saves fuel for users by storing fuel in CHI at low cost and destroying CHI at high cost to refuel and use it. Although the implementation of EIP1559 ends the use of gas tokens.

Although the CHI Oil Token is obsolete, the innovation and value of this project cannot be ignored, let alone the 1 inch contribution to the ecosystem. Currently, Jump Trading holds approximately 690,000 1INCH, or approximately $ 1.72 million.

Infrastructure DeFi

As DeFi has become a major application in the chain, the processes that support DeFi's green operation have become an important consideration. There are many subtle and difficult trades after some of the most exciting and successful jobs in the DeFi arena.

Oracles, Storage Protocols, Synthetic Assets, Stablecoins ... Jump Trading's investment history in these areas is enough to prove that they already know the way. This could be the biggest snapshot of Jump Trading's portfolio. Jump Trading believes that “The rise of DeFi has given Jump 20 years of market intelligence and engineering skills leading into the crypto space to explore the magical rabbit hole of internet currency. "

In addition to the top 100 positions of cap companies such as ChainLink, Compound, and Synthetix, Jump Trading holders in this space also have many low-cost startups that can be turned into 'wealth crypto'.

compound

Jump Trading Place currently holds approximately 20,000 mixed assets and assets of approximately $ 4.17 million.

Integration shines in the 'DeFi Summer' of 2020. The process uses 'mining activity' to reward process participants, allowing the Compound to quickly present the content of the process. Currently, Lending, a set of DeFi fields, has a stable structure and is divided into three types: Compound, Maker and Aave, and the corresponding token is also considered the DeFi blue chip.

With the advent of multiple seasons, many well-known processes have been rolled out throughout the chain. Unlike other loan agreements, Compound's multichain solution is unique and developed by Compound Chain in-house. According to Compound Chain, users can borrow and borrow assets from various blockchains such as Polkadot, Quorum, Solana, and Celo. The compound chain aims to fulfill Ethereum contracts and plans to issue tokens to pay for the exchange, while COMP will continue to function as a token administrator.

Jump Trading will purchase over 47,000 COMPs in May of this year, making it the 8th COMP holder in the market after a16z and Polychain.

synthesis

We found 200,000 SNX tokens worth up to $ 1.13 million in the Jump Trading wallet address.

Synthetix is ​​a decentralized property authorization protocol developed in Ethereum. The deal allows users to issue, hold, and trade a wide range of assets, including fiat currencies, commodities, securities, and crypto native cryptocurrencies such as BTC, MKR, and LINK.

Synthetix also announced an oversized sUSD Stablecoin. Users can provide SNX loan adequacy to sUSD. Synthetix's innovative asset design quickly became a hit in the market. Currently, the SNX token is still the mainstay of the asset, and the total value of SNX's second-level assets exceeds $ 1.1 billion.

I hope

Jump Trading Wallet currently has 3.61 million SPA tokens (however, other Jump Trading related accounts found via Reddit netizens have over 30 million SPA tokens).

Of the many DeFi projects discussed in this article, Sperax is the most notable. Sperax is committed to developing an all-inclusive DeFi ecosystem based on the native hybrid Sperax USD (USD) Stablecoin and using decentralized products such as Sperax Synthetic Asset and Derivatives as application scenarios. This is also a reason for Jump Trading Investment. To do

Sperax's core design teams include former Terra member Nicolas Andreoulis and Harvard Business School professor Marco Di Maggio (both are Terra researchers. Before leaving Terra they created UST, Anchor and Mirror ) and other important products of Terra Ecology. ). The market value of Terra that Sperax is considering is currently $ 17 billion, and the market value of Sperax is estimated at $ 20 million. Sperax announced the first stable hybrid currency (USD) bearing interest in the market today, and one of its hallmarks is that it may or may not generate good income for clients. The project has been endorsed by organizations such as Messari, Jump Trading, Alameda Research and Amber, which Messari hailed as a next-generation Stablecoin project with "significant potential to replace Stablecoin tracking".

Web 3.0

Web 2.0 and the centralized giants have been around for too long. Web3 breaks down traditional business models into business advantages and expands the potential of community-based businesses at scale. The collaborative spirit and supportive processes involved can appeal to some of the most talented and eager to thrive in today's world of sophisticated technology, and will develop jobs that have never been before.

In-depth author Ki Chong Tran said in a previous article on Decrypt that Web 3.0 is "the next big change for the Internet and can help people take back control of existing businesses." Important that governs the Internet today. Jump Trading also has a built-in Web 3.0 arena and still sees the now popular Web 3.0 Project tokens from where they are available.

Listen to us

Following the flow of the Web 3.0 era, there has always been one place that entered the Web 3.0 era before anyone else. As a popular music platform, Audius is one of the pioneers of this era. Audius is committed to creating fair and open source music streaming managed by artists, fans and producers. The company generally encourages music producers and artists to connect directly with their fans and earn money through their music work, and without intermediaries on the platform. .

Data shows that musical artists only receive about 12% of their total income, and new artists or musicians cannot afford it. Not only does Audius hope that "the average person will no longer make a difference", but the role of the operator is to find / keep the music and to engage in a revival based on developers and listeners instead of gamers. still distributions like Spotify and Apple Music. for. Previously, the Apple App Store approved Audius Music.

Currently, Jump Trading has approximately 570,000 AUDIOs and is valued at approximately $ 1.89 million.

Masque

In the age of Web3.0, how you relate your wallet location to your social ID is also important. This is especially true when using more NFT in relation. Mask Network has already taken NFT and SocialFi leads with its plugins and used features like sending and receiving red envelopes on Twitter, posting encrypted tweets, viewing and purchasing NFT, etc. The plugin also integrates with apps like CoinGecko and CoinMarketCap and provides access to justice apps like Uniswap, SushiSwap, and QuickSwap.

And Mask Network has done more than that, in addition to reviewing and showcasing NFT resources on platforms like OpenSea on Twitter earlier this year, Mask recently launched the NFT Gallery (NFT Wall), NFT Avatar (NFT). avatar), NFT red envelope and NFT avatar feature for some users have been released, and then you can use NFT to support battle monsters and even have cool elf features just like QQ animals.

Mask Network facilitates access to Web3.0 and Metaverse on the Web2.0 platform through a browser plug-in. Currently, Jump Trading has approximately 29,000 masks and is valued at approximately US $ 320,000.

Jump business: infrastructure model

Jump Trading companies include many paths, but these companies have one thing in common: they are green, they think about infrastructure, they are technological and they have a big vision. . These investments also make jump trading profitable. If you look at their investment portfolio, it's easy to see that Jump Trading benefits from a nice business that is considered crypto infrastructure.

You can also see the investment strategies of this company in other industries. Jump Capital invested in the Eden network in September this year. To date, the power of Eden accounts for over 50% of all Ethereum electronic computers. Jump Capital has been involved in the development of the Pyth Network, and the Pyth Transfer Chain generates a wide range of data, including the cost of similar commercial products. As an early helpline number, Wormhole, Jump Capital has achieved global reach across a wide range of networks ...

On the official Jump Capital website, the phrase "Jump Capital is on its way to the next generation of high-end encryption infrastructure" peaked. Created in a group of crying. Build underwater tunnels and railroads, create communities, deepen your understanding of the crypto ecosystem, and uncover a host of design and engineering issues. "

“Blockchain opens up a whole new model of engagement thanks to the trust of both parties. They transform communities into real stakeholders. And their goal "to help lay the groundwork" will be their investment in infrastructure. "Manner of painting".