Let me also share my thoughts on the few Rollup ecosystem projects I have laid out. As ETH continues to rise ➡️ the ecosystem will definitely see a wave of growth in the future ➡️ which will also bring issues like high Gas fees and slow speeds ➡️ everyone is starting to look for cheaper chains like Layer2 ➡️ but at the same time, they find cross-chain interactions very troublesome and unfriendly. In fact, Layer2 can be considered a substitute from a certain perspective, but what I want to say is, as someone who mainly engages in secondary trading today, would you dare to buy? I personally shudder at the thought. At this time, it would be great if there was a project that could seamlessly support on-chain trading while also solving the problems of Gas fees and slow transactions, like @Calderaxyz's $ERA. Besides the project being a necessity in Web3 scenarios, we also need to look at many other factors, because if there are too many projects that are necessities, it will ultimately lead to a mess. ➡️ Look at the community's level of importance: this can be easily judged by checking if there are airdrops; the situation of airdrop distribution can indicate how much the community is valued. Basically, as long as the airdrop is generous, projects that value the community will perform very well after the initial washout following the launch. Caldera's airdrop distribution is quite generous: I checked, and many people received airdrops worth over ten thousand dollars and shared their gains on Twitter. ➡️ Look at the data situation: currently, Caldera has over 30 million wallets, meaning it has 30 million users. It has over 1 billion in TVL. And the ecosystem has processed nearly 1 billion transactions. In terms of comprehensive data, it has already surpassed established public chains like Near and Avax, which have peak market caps of 10 billion. ➡️ Look at the background support: it has directly launched on the three major exchanges: Binance, Upbit, and Coinbase. It is one of the few projects this year to go directly onto the three major exchanges. Moreover, I checked, and its two rounds of financing were led by DragonFly and Founders Fund. The ENA invested by Dragonfly has performed quite well in the secondary market, standing out with a market cap reaching 10 billion. ➡️ If we consider a project's expectations as a big tree, then the product advantages are its root system; the more developed the root system, the higher the project's future floor; valuing the community is the trunk, which determines how thick and tall the tree will grow; data and background together form the branches and leaves of a project, providing external support conditions while the project absorbs sunlight and nutrients (which means users and funds). Caldera meets all these conditions, and now it just needs the right timing (the direction of the market). Personally, I continue to be bullish on the market, after all, ETH is still hovering near its new high and has not yet achieved an effective breakthrough like BTC's new high.
12,72K