robleso
@robleso
1. Core strategies and operations
Strategy 1: Single-leg buy deep out-of-the-money
Operation: Buy deep out-of-the-money call/put options (Delta < 0.1) that expire in 6-12 months.
Coin circle characteristics:
High leverage: 0.5% of the principal may get a hundredfold return (such as BTC from 30,000 to 100,000 US dollars).
Low liquidity: The bid-ask spread of long-month contracts is large, and Deribit quarterly contracts are preferred.
Case: BTC is currently priced at 30,000 US dollars, and a call option with an expiration price of 50,000 US dollars and an exercise price of 6 months is bought, with a premium of about 300 US dollars. If it rises to 70,000 US dollars after halving, the option value may exceed 20,000 US dollars.
During the recent decline, a friend bought a put option with a 2,000u lottery ticket and made a profit of 50,000u, but it was still due to the operational error of not holding the option in advance. 0 reply
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The wealth-creating effect creates market hot spots. Where the market hot spots are, the wealth effect is there!
Meme has been around for too many years. Starting from $DOGE, it can be regarded as the ancestor of meme. There are many different ways of playing and evolution in the middle, such as $shib's social experiment, $pepe's community culture, $pnut's fair launch, etc. These new things are transferred from the Ethereum chain to SOL because of its "random god-making plan". Speaking of this term, it is a bit of a conspiracy theory. It is said that the SOL Foundation has joined many institutions to engage in meme, and use the pump issuance method to drive the wealth effect to feed the SOL ecosystem. BNB china wants to cultivate on the chain not only needs a user experience, I think the most important thing is the wealth effect.
Common functions of each chain that everyone is familiar with:
BTC ecology: BRC20 (meme)
SOL ecology: meme
ETH ecology: L2, meme
BASE ecology: meme
BSC ecology: transfer 0 reply
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Berachain and its funded ecosystem native projects
A total of 15 Berachain native ecosystem projects have received VC financing or incubator funding, of which 10 projects have received public financing, with a cumulative public financing amount of US$24.4 million. Projects that have received more than US$5 million include Shogun and Puffpaw.
Among Berachain and 15 native projects,
● 10 projects have been incubated by Berachain’s incubator Build-a-Bera
● Shima Capital, dao5 and CitizenX are the most active VC investors in the ecosystem
- Shima Capital (4): Berachain, Infrared, Kodiak, Goldilocks;
- dao5 (4): Berachain, Infrared, Kodiak, Shogun;
- CitizenX (4): Berachain, Infrared, Ooga Booga, Gummi;
- Animoca/Yat Siu (Animoca Brands) (3): Berachain, IVX, Gummi. 0 reply
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● Beartic, janitooor and DCFGOD are the most active angel investors in the ecosystem
- Beartic (Kodiak-Berachain) (4): Ooga Booga, IVX, Goldilocks, Gummi;
- janitooor (The Honey Jar-Berachain) (4): Ooga Booga, Marginal, IVX, Goldilocks;
- DCFGOD (3): Infrared, Ooga Booga, Gummi
● As the lead investor in Berachain’s A/B rounds, Polychain Capital also invested in the ecosystem project Shogun. The other two lead investors, Framework Ventures and Brevan Howard Digital (BH Digital), have not invested in other ecosystem projects.
● As one of Berachain’s angel investors, Polygon founder Sandeep also invested in the ecosystem project Ooga Booga. 0 reply
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● The grouping effect is obvious, and the founders of projects in the ecosystem actively participate as angel investors in other projects
- For example, Brandon, the co-founder of Shogun, which raised $6.9 million in seed round, invested in Ooga Booga;
- Reffo, the founder of Puffpaw, which raised $6 million in seed round, invested in IVX;
- The two most active angel investors Beartic and janitooor are both building in the ecosystem
● From the perspective of categories, there are up to 10 projects belonging to the DeFi financial category, which is also in line with the positioning of the Berachain PoL narrative, namely LSD protocol Infrared, DeFi Infra project Kodiak Finance, DEX aggregator Ooga Booga, intention to execute DeFi protocol Shogun, derivatives protocol Marginal, options protocol IVX, DeFi Hub project Honeypot, DeFi Infra project Goldilocks, comprehensive DeFi protocol Gummi and Web3 payment project Holyheld. 0 reply
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Fractal Bitcoin launched its native token FB, with a total supply of 210 million, half of which is used for proof-of-work mining, and the other half is allocated to other purposes such as community grants and ecosystem funds
In addition, OKX's NFT market includes popular projects, provides multi-chain support, and allows users to import and trade NFTs from other platforms (such as OpenSea, MagicEden, etc.)
We can view popular projects through the display position in the NFT market, and we can also view the floor price and transaction of the entire chain NFT in the popular collection, and the increase situation
Floor price increase trend: You can view the NFT projects with large recent increases 0 reply
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