my thoughts on various opinions from the DeFi room.

in OCD3 years ago

I have summarized my thoughts on various opinions from the DeFi room.

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I don't think there is an answer to the position you have. However, I think that there is a direction that any investment should follow. I set my own principles and follow them as much as possible before investing. It is essential to study the investment world where you put your money, whether it be stocks, coins, futures, or spot, and develop your intuition and 'investment intelligence'.

Since the coin version is still an immature new technology (early airplanes, cars, and the Internet), it is essential to study every day. Investing using new technologies that have not yet been properly regulated by government agencies is a super high risk. In particular, DeFi is a lawless area where the ecosystem has not yet been properly established and many project owners do not even understand the meaning of it. Among them, most of the projects in Yield Farming are making and copying and pasting Toknomics that they do not understand.

In this reality, 'promising' can be seen as a defy that will not be stolen by operating continuously without running away if you leave coins and tokens. I believe that yield farming is a 'means', not a 'end'. As I have said several times in the room, I think the best project is a project that can 'efficiently' increase the number of each platform coin. If you believe in the future of platform coins. In the process, collecting a pickaxe and selling it from the top, or continuously rebalancing to deposit in a pool with an APR higher than the rate at which the pickaxe falls, these strategies are all still up to the individual judge.

The overall investment logic in my opinion is as follows.

  1. Personally, I invest more in stocks than in coins. I think the coin market as a whole is very promising, but I do not think the amount of money is enough to meet all of these volatility. Even the price volatility of major coins called fundamentals is about 500% excellent for variable growth per year.

2.Crypto does not have many objectivity indicators that can be referenced yet, but there are hundreds of reference indicators that can be read in a single day. In other words, the more you 'study', the more likely you are to develop your investment muscles. Pre-Open Issues, Post-Open Issues, Market Spotlight Themes, Index Volatility, Fed's Position, International Oil Prices, International Commodity Prices, Dollar Index, Foreign Exchange Rate, US Stock Exchange, European Stock Exchange, Inflation Growth Rate, International Issues, Cross-Country Issues, New It is relatively easy to establish my principles through 'objective indicators' that can be referenced in a day, such as listing.

  1. However, the crypto market is now beginning to grow into a new asset class that no one can ignore. I think that not investing even at this point is similar to not investing in Internet-related companies in the early days. However, among the tens of thousands of coins and tokens released today, not many assets can survive until the end, like the dot-com bubble of the past.

  2. Then, I think that a coin that can survive in the next 5 or 10 years and attract huge liquidity released around the world is a coin that can be accessed in the long term. I think of BTC and BNB (and other platform coins) as coins that can attract this liquidity, and I think 'DaPai' is a tool that can do this more efficiently. It can amplify my liquidity by several orders of magnitude more than just having a spot coin.

  3. In terms of liquidity amplification, I don't think there is yet a more effective means than 'Defy' than any other tool in the world. Therefore, I think that DeFi itself is very promising, and I think that huge institutional funds will eventually flow in slowly.

  4. There is not much time available in a day to analyze stocks and crypto market prices, so I set my own principles and have been sticking to them since the beginning. [Basic deposit => Issuance of own tokens => Half sale of own tokens (BNB) exchange) => re-deposit]

  5. To summarize, I am personally slowly moving the profit and weight generated from stocks to crypto, and at the same time, I am constantly studying to use the 'efficient' DeFi platform to help with this. Compared to stocks, the scale of efficiency and risk is reflected in the expected APR so that it is very easy to see.

  6. I think it's a good way to buy and sell pickaxes and take a profit-making strategy, but I don't think it's a good way in a bear market like the present one. There is a reason many yield farmers adhere to the principle of never buying a pickaxe. However, on the broad side, platform coins can also be seen as pickaxes.

special thanks

@ocd
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Regards

@nabeelsaqib