Translate Messari reports, for the area to focus on (below)

区块链情报速递pro view 1201 2021-12-21 17:09
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In December, the announcement of Messari's final year arrives on time. The whole text has a wide range of content, details in the news and details. The best summary and analysis of the entire crypto industry in 2021. After reading this article, I feel the urge to write this report. The best ideas from the report will be presented to everyone.

Reading this report will give you at least three benefits.

First, the report can give you confidence in the crypto industry and advice on improving the crypto industry. Which way? Clearly Web3 is the direction of improvement. After 20 years of centralized internet development (Web2), we finally have a way to present all solutions. In a decentralized way, is it encrypted "shepherd". Or if you are an expert, you will find that the driving force behind this crypto power is our research and distribution prospects. Web3 (organic combination of decentralized network and financial system) is a good solution to replace the traditional institutional system in decline.

Second, we are in the big crypto-blue ocean market. Currently, many services are not satisfactory due to high traffic cost and high operating cost, but it is not a business issue, Web3 has no impact on the measure itself. Cost of the network Net cost of the network In short, the global blockchain is still too low. However, the cryptocurrency market is now at a level that no one can ignore as it was 10 years ago. Currently, the cryptocurrency market is a $ 3 trillion asset class, with over $ 150 billion in fixed assets and a value of over $ 5,000 billion. The annual volume of on-chain US dollar transactions and a higher volume of stable currency transactions are available on the exchanges.

Third, the cryptocurrency industry is currently experiencing a deep recovery in the bear market, but the future of the cryptocurrency world is bright. According to an old letter from the Messari report: I am 99% convinced that the cryptocurrency market will experience huge growth by 2030. We are in the midst of a global financial crisis and the emergence of crypto assets will have an impact more important than Cellular and Internet Communications.

Overall, the Messari report is a frontier for the entire crypto industry and provides insight into future operations and investments. In addition to the three key points mentioned above, we also believe that the key points described in the report require special attention. If you don't have time to read the original text in detail, after all the original text is over 100,000 words and over 100 pages, then just take a look at this short text. Link "Translation of the Messari report, 7 aspects to focus on (part 1)" (click to continue).

What jobs have Messari employees invested in?

Messari has announced the venture capital of its employees for 2021.

Messari's offices include TBI, Aidan, Chase, Dustin, Eric, Rshita, Jack, Mason, Maartje, Jerry, Tomas, Watkins and Wilson.

The size of the release notes includes Messari's work, their worst and best performing for 2021, and their assumptions for 2022.

In general, the jobs in which Mesari employees will generate the highest income by 2021 are Luna, AXS and HNT. “(The dairy market has an equal share of revenue, while the bear market is lower.) Again using TBI as an example, the top performer in 2021 is LUNA, which returned 5,746.

Areas for improvement: NFT / DAO / inter-chain bridges

While Messari is very excited about the future development of Web3, he believes there are three unique areas under development: NFT infrastructure, DAO related infrastructure, and connectivity.

First, look at the running NFT.

Messari believes we are seeing explosive growth in the NFT space, but this is just the start. However, the current market still lacks reliable and comprehensive NFT infrastructures. These infrastructures, including NFT industry platforms, financial primitives, manufacturing equipment, community business models and self-regulation / credit management are still within their reach. This step will be one of the hottest investments in 2022.

Moreover, like NFTs, the interference process of DAOs is the same, which is a pressing problem for all crypto communities. The community enterprise is long overdue. .

While Messari predicts that open token-dominated markets will change markets next year, current community engagement is expected to be 100 times above average. However, all operations within the DAO are certainly subject to a vote by the board of directors, and this distribution is free but inefficient. Developing a DAO still has a long way to go.

Finally, the main problem lies in the solutions and interactions of the global blockchain, which are the different bridges and channels.

Ethereum hit its full potential this year, and other state-owned companies started trading benefits that Ethereum couldn't afford. Many public channels have been depreciated 50 to 100 times, and traders have also paid for new channels for the public. Ecology and the resulting income. However, the problem with the crypto world today is that there is no network connection, as all public connections (such as L2 from Ethereum) must be connected. If the future is more chains that can improve the connection and help spread the treasure of the supply chain, the link in the chain and the second level that comes will be the master of the big finances of the digital world to the future.

3 thoughts of Bitcoin

1) Bitcoin et or

Messari explains in the report: To account for your account, if you have invested $ 100 in gold in the past 10 years, you will be reimbursed $ 102 today, which is less than an increase. But at the same time, the $ 100 investment in BTC brings in $ 1.7 million. Who's good and who's bad at a glance.

In response to this sentence, if you don't believe in Bitcoin, it will increase your confidence.

2) How will Bitcoin increase in value in the future?

Messari believes that in the future Bitcoin will appreciate in two ways. Stables can be disruptive, increasing interest in Bitcoin cases.

3) Bitcoin ETFs

Messari said the United States Securities and Exchange Commission (SEC) protects private investors (Wall Street) from harm by disrupting long-term approval procedures. Over the next five years, the total amount of BTC closed in securities such as ETFs will be less than 10% of Bitcoin transactions.

Finally, we think of when I read Messari's sermon.

1) What is PlanB when the bear market comes in and you need to “exit” the market? What about the crypto company?

2) Because the market can't predict, everyone wants to predict the future, and the actual market never seems to move according to anyone's forecast.

3) Is it $ 69 000 for Bitcoin?

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