阿科
阿科|Aug 24, 2025 10:52
It's okay, I'm already deeply trapped and don't plan to restock for now, so it's all nonsense 1. The top tier businesses that belong to the cryptocurrency industry are only casinos, Hype, and Pump 2. The launch pad is a business with an annual revenue of 500 million US dollars, and this piece of meat is very big. But to do this business well, we need to start from the height of memes. The most amazing meme in the past month should be Spark, with a maximum height of 80m, right? 3. Why is meme not working? There are various explanations in the market, but the core is still that it's not profitable anymore. I've played with all the flowers I can see, and there are more sickles and tools than chives But this still doesn't mean that Meme's business is not doing well. Pump can still generate daily revenue of over 1m 4. I think the solution to the problem is still a consensus issue. Consensus either comes from great stories or from great backgrounds, and emotions are the boosters of a specific era 5. Stories are scarce, but backgrounds can be repeatedly used. Various concepts such as dragons, horses, and a16z can be used repeatedly to stimulate the market. But the problem goes further. As a casino owner, whether it's Bonk, Alon, or even BSC Double Saints, they have proven with their own strength that celebrity endorsements for a specific project or concept are always a trend, and the height is getting lower and lower 6. So the most impressive thing is how to create formulas in batches, stably, and periodically. It's best to have a golden dog every week, where everyone has stable expectations and is pursuing the prize pool of the weekly big lottery 7. This is where the Heaven platform took over from me, creating a fund with one entity every two weeks to support tokens within the theme, and buying in large quantities, only buying and not selling (as the founder tweeted). Moreover, the purchase of funds is anonymous and the position will not be disclosed. It is always a black box, which maximizes the fun and odds of gambling 8. I think this is crucial, to stabilize and cyclize expectations. Other launch pads are either using anti pinch/unlock/technology, curling coins, or offering recommendation rewards. I don't think these have solved the fundamental problem There is another side, repurchase. Repurchase is toxic and very addictive. We have to talk about the issue of business models here. The launch pad is already the strongest business model, but both Bonk and Pump have shortcomings in value capture. So pump needs to develop its own swap, while bond can only solve it through repurchase. The solution for Heaven is to build their own DEX and eat all the profits themselves. As long as there is a transaction within the ecosystem, it will ultimately benefit Light, which is very strong. Just like how useless can not only boost the popularity of Bonk, but even congratulate Bonk on profits, this is really impressive, and there is no fear of so-called ecological super platform coins. You just need to be awesome, I have my own profits to make A 100% repurchase is not only a form of equity, but also makes the holders willing to gamble on the platform, because they know that even if they lose the bet, at least they can enjoy the portion of the casino's withdrawal through holding coins. The rare alignment of interests between gamblers and casinos is quite impressive Similarly, dev holders of coins can not only enjoy the benefits of their own projects, but also the growth of the entire platform So it's very high-end .... But on the other hand, Taizi is a 2b business, targeting customers who are not gamblers, but market makers and developers It has been 10 days since the launch of the Heaven platform, but there have still been no outstanding projects, and the first phase of support that the project team shamelessly provided has already been more than half of the time It can be said that we have reached the most critical stage of falsification. If there is still no ecological explosion after 7 days, then I will definitely give up A good business model is rare, but if the execution team cannot solve the key problems on their own, they are still blind. At present, my position is a bet on the business model, and I am clearly bullish. So if you are also interested in this project, it is recommended to continue waiting and observe the delivery capability of the project team
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