00:00 - 00:01

嗨大家好呀

00:01 - 00:03

今天呢我们来讲balance啊

00:03 - 00:05

这个balance呢可不是你的余额的意思

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它是咱们行业大机构A16Z啊

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最近投的一个明星项目

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那这个项目呢也是一个节点项目啊

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我们之前呢

00:13 - 00:15

其实参与过很多项目的节点

00:15 - 00:17

比如说半年前我们参与的这个Carv

00:17 - 00:19

最近呢人家也是TGE了

00:19 - 00:21

给我们这些做节点的用户

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空投了不少代币

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现在人家的币价呢是非常坚挺

00:25 - 00:27

账面我们的回报率已经好几倍了

00:27 - 00:28

除了Carv呢

00:28 - 00:30

我们也参与了Lumis的节点

00:30 - 00:32

Lumoz的空投呢是已经发给我们了

00:32 - 00:34

而且呢人家马上就要TGE了

00:34 - 00:36

那TGE之后呢

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一起买了这个项目节点的小伙伴呢

00:38 - 00:39

应该也会不少赚

00:39 - 00:40

那今天呢这个balance

00:40 - 00:43

它也是一个节点项目

00:43 - 00:45

我们简单来说一下什么是节点项目啊

00:45 - 00:46

什么是节点

00:46 - 00:49

我们加密行业的去中心化项目

00:49 - 00:51

项目方呢他们都有一个很重要的任务

00:51 - 00:53

那就是把自己手上的代币呢

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给用户们分出去

00:55 - 00:58

他们需要更多的HOLDER持有他们的币

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帮他们网络呢一起去做贡献

01:00 - 01:02

而经过我们加密行业发展这么多年呢

01:02 - 01:05

把币分出去已经有了很多种方案

01:05 - 01:07

比如说比特币呢它是挖矿

01:07 - 01:08

也就是Pow模式

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只要你为比特币网络提供算力

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你就能拿到比特币奖励

01:13 - 01:15

相当于用这种方式呢

01:15 - 01:16

把币分给网络的贡献者了

01:16 - 01:17

那第二种方式呢

01:17 - 01:19

就是我们经常说的啊

01:19 - 01:21

某某机构投了什么什么项目

01:21 - 01:23

那他所谓投这些项目呢

01:23 - 01:24

就是他给这些项目钱

01:24 - 01:26

然后项目呢把币

01:26 - 01:29

给他那这种呢就叫做私募的模式

01:29 - 01:29

还有一种呢

01:29 - 01:31

就是去中心化交易所

01:31 - 01:32

比如说OKX

01:32 - 01:35

币安他们上线的某某代币就是IEO

01:35 - 01:37

那你如果去了去中心化交易所

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加池子

01:38 - 01:40

让大家在去中心化交易所

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可以买到你的币

01:41 - 01:42

那你就是IDO

01:42 - 01:43

那另外呢

01:43 - 01:45

如果把这个币给到一些撸毛党

01:45 - 01:46

那就是Airdrop

01:46 - 01:48

发空投那Meme现在玩儿的什么呢

01:49 - 01:50

玩的是公平发射

01:50 - 01:51

所有人的条件都是公平的

01:51 - 01:53

没有什么私募啊

01:53 - 01:54

公募啊IDO IEO

01:54 - 01:55

我的币就摆在那

01:55 - 01:57

大家得到的条件都是一样的

01:57 - 01:58

那除了这些呢

01:58 - 02:01

就是我现在要说的节点模式

02:03 - 02:04

现在很多头部项目呢

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都选择节点销售的模式

02:06 - 02:08

把他们的代币呢分出去

02:08 - 02:09

因为这个模式呢

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是前面很多方式的集合

02:11 - 02:12

优点首先呢

02:12 - 02:14

发空投和公平发射

02:14 - 02:14

项目方呢

02:14 - 02:16

他们是募不到钱的

02:16 - 02:16

这种适合呢

02:16 - 02:18

纯社区建设的项目

02:18 - 02:19

他不用做产品

02:19 - 02:20

不用花钱搞开发

02:21 - 02:21

他们也不用

02:21 - 02:23

目前需要做事的项目方呢

02:23 - 02:24

他不适合这种方式

02:24 - 02:26

那如果他搞私募

02:26 - 02:28

私募呢只能针对特定的用户

02:28 - 02:29

你不是机构

02:29 - 02:31

你都没有资格买他的私募

02:31 - 02:32

但是私募有他的问题

02:32 - 02:34

你想想那么多币卖给这一家机构

02:35 - 02:38

家机构它的建设能力是非常有限的

02:38 - 02:38

其实这种方式呢

02:38 - 02:39

非常粗暴的

02:39 - 02:40

拿到了钱

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但是没有拿到大量的用户

02:42 - 02:44

把币Airdrop给撸毛党呢

02:44 - 02:46

撸毛党的忠诚性往往会比较差

02:46 - 02:48

那他们在领完空投之后呢

02:48 - 02:49

就把项目给抛弃了

02:49 - 02:51

转而去撸下一个项目

02:51 - 02:53

这对这个项目本身来说

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是不有利于他的长期和

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稳定发展的

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于是呢大量的优质项目包呢

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现在都选择卖节点的方式

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既能吸引用户长期的建设

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还能募资

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而且还有一点呢

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就是用户有参与建设

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因为用户有参与到建设里面

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他不是单纯的投资行为

03:11 - 03:15

这还不属于SEC关于证券的规定

03:15 - 03:17

可谓是一举多得

03:17 - 03:17

那这个项目呢

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能不能给我们一些

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节点布局的赚钱机会呢

03:21 - 03:23

咱们今天呢就来深度了解一下它

03:23 - 03:25

那说到balance这个项目呢

03:25 - 03:27

最让我觉得牛逼的呢

03:27 - 03:29

是这个项目的投资人背景

03:29 - 03:31

可以用两个字概括叫逆天

03:32 - 03:35

首先呢这个项目的领投机构呢是A16Z

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跟投机构呢有

03:36 - 03:37

Aptos

03:37 - 03:40

还有marblex这样的游戏行业大佬

03:40 - 03:41

再往后看更吓人

03:41 - 03:43

galaxy Amber IOBC

03:43 - 03:46

ANIMOCA等等这些web3的机构呢

03:46 - 03:47

每一个单独拎出来

03:47 - 03:50

都是有独立领投能力的大机构

03:50 - 03:52

在balance这个项目上哎

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只能A16Z领投

03:53 - 03:55

他们几个进行跟投

03:55 - 03:56

除了投资人背景不错

03:56 - 03:58

而且融资金额还不小啊

03:58 - 04:00

目前呢从机构手上

04:00 - 04:02

累计融资金额是4,000万美金

04:02 - 04:05

其中的9月4号A16Z跟投那一笔呢

04:05 - 04:06

是3,000万美金

04:06 - 04:08

11月25号节点公售啊

04:08 - 04:11

一帮机构又拿了1,000万美金的份额

04:11 - 04:13

这节点公售里面除了机构

04:13 - 04:14

还有一些个人投资者啊

04:14 - 04:15

好那么问题来了

04:15 - 04:18

哎你说这么多机构和大佬

04:18 - 04:19

为啥要投他呢

04:19 - 04:21

这balance到底是个什么项

04:21 - 04:23

目他是干嘛的呢

04:23 - 04:25

其实你应该多少猜出来了啊

04:25 - 04:28

既然拳头公司的人愿意投他

04:28 - 04:29

他多少是干点游戏的吧

04:29 - 04:30

哈哈对

04:30 - 04:32

没错balance这个项目呢

04:32 - 04:34

是由国际游戏陪玩巨头

04:34 - 04:36

E-PAL官方发起的

04:36 - 04:37

四舍五入呢

04:37 - 04:38

可以把它理解成哎

04:38 - 04:40

美国版本的斗鱼啊

04:40 - 04:42

虎牙呀E-PAL这个平台呢

04:42 - 04:44

本身在游戏行业呢就混得非常不错

04:44 - 04:46

他是陪玩行业的龙一了

04:46 - 04:47

拥有几百万的用户

04:47 - 04:49

和各种头部游戏大厂

04:49 - 04:52

都有非常深度的合作关系

04:52 - 04:54

那我们刚刚说这天使投资人里面呢

04:54 - 04:56

有两个是著名游戏公司Riot啊

04:56 - 04:57

拳头游戏的高管

04:57 - 04:59

如果你没有听说过这个公司

04:59 - 05:02

你至少应该听说过他们公司出的游戏

05:02 - 05:03

英雄联盟

05:03 - 05:04

拳头公司呢

05:04 - 05:06

其实早在2011年呢

05:06 - 05:07

就被腾讯给收购了

05:07 - 05:09

四舍五入一下就是balance

05:09 - 05:12

也算是腾讯支持的WEB3项目了对吧

05:12 - 05:14

哈哈那balance要做的事情呢

05:14 - 05:17

就是通过自己现有行业的地位啊

05:17 - 05:19

做成把Web2和Web3游戏

05:19 - 05:21

能连接在一起的桥梁

05:21 - 05:23

例如balance的第一个版本啊

05:23 - 05:25

就和80多个Web 3游戏合作

05:25 - 05:26

为他们带来了

05:26 - 05:29

超过17万的传统游戏玩家

05:29 - 05:29

那未来呢

05:29 - 05:32

这balance希望用自己的用户为起点

05:32 - 05:34

撬动各个WEB3游戏

05:34 - 05:36

来自己体系内自我分发

05:36 - 05:36

那这个业务

05:36 - 05:39

他干起来还算是比较成熟啊

05:39 - 05:40

所以业务发展的很快

05:40 - 05:41

据说1月份呢

05:41 - 05:43

人家就要TGE了

05:43 - 05:43

就这背景

05:43 - 05:46

一发币那肯定是上一线大所呀

05:46 - 05:49

好那就来说说他的代币经济模型吧

05:53 - 05:55

那这个项目的代币分配呢

05:55 - 05:56

也算是比较合理啊

05:56 - 05:57

首先呢VC

05:57 - 05:58

那边的份额呢

05:58 - 06:00

是拿走了他15%

06:00 - 06:01

如果把A16Z那轮

06:01 - 06:04

3,000万美金对应这15%来看

06:04 - 06:06

那VC投进来的估值呢

06:06 - 06:08

应该是2亿多美金

06:08 - 06:12

那节点投资者的占比比例是25%

06:12 - 06:15

25%已经超过所有的其他分类了

06:15 - 06:18

Animoca呢在11月25号那轮投的

06:18 - 06:20

其实就是这个节点轮

06:20 - 06:21

更重要的呢

06:21 - 06:22

是他们的VC代币啊

06:22 - 06:25

那15%是有6个月的锁定期的

06:25 - 06:26

锁定期过了之后

06:26 - 06:29

分18个月线性释放这15%

06:29 - 06:33

但是这节点用户没有锁定期

06:33 - 06:34

前半年呢

06:34 - 06:36

就可以拿回18%的筹码

06:36 - 06:38

但是后面线性释放的周期哎

06:38 - 06:40

比VC投资者要长一点

06:40 - 06:41

所以呢这个规则呢

06:41 - 06:44

理论上是让节点玩家先走

06:44 - 06:44

怎么说呢

06:44 - 06:46

我们从解锁情况来看啊

06:46 - 06:48

前面6个月VC不解锁

06:48 - 06:51

只有节点用户和做市商手里的币

06:51 - 06:51

开始解锁

06:51 - 06:54

也就是意味着这两种人手里有筹码

06:54 - 06:55

只有他们可以卖币

06:55 - 06:57

所以说节点用户呢

06:57 - 06:58

不管怎么跑

06:58 - 07:00

肯定是能跑在VC前面的

07:00 - 07:01

那听到这是不是觉得哎

07:01 - 07:03

这个项目的节点是不是有搞头

07:03 - 07:04

哈哈

07:04 - 07:06

具体我们来看看它到底有没有搞头

07:06 - 07:07

来了解一下细节

07:07 - 07:09

这个项目总共是有10万个节点啊

07:09 - 07:11

价格呢也是阶梯制的

07:11 - 07:13

越往后价格越高

07:13 - 07:16

前面3万个的价格呢是599美金一个

07:16 - 07:19

对应的估值呢是7,188万美金

07:19 - 07:20

这个价格呢

07:20 - 07:22

是远远低于A16Z的成本价的

07:22 - 07:24

3万个之后呢

07:24 - 07:26

后面每100个节点

07:26 - 07:28

人家就要涨价0.8美金

07:28 - 07:30

涨到最后10万个卖完呢

07:30 - 07:32

最后一个节点对应的估值呢

07:32 - 07:34

就变成了3.18亿美金了

07:34 - 07:36

由于呢这个项目节奏赶的非常快

07:36 - 07:37

一月份要发币啊要

07:37 - 07:40

TGE所以说节点用户呢

07:40 - 07:43

在12月25号圣诞节前就开始释放了啊

07:43 - 07:45

就能拿到代币收益了

07:45 - 07:46

那代币收益包括哪些啊

07:46 - 07:49

除了就是初始分配的代币之外

07:49 - 07:51

节点用户还可以获得

07:51 - 07:54

其他用户交互产生的GAS费收益

07:54 - 07:56

整条网络的GAS费

07:56 - 07:59

100% 都分给节点用户

07:59 - 08:01

所以呢是两部分的收益啊

08:01 - 08:02

一个是代币的对应收益

08:02 - 08:03

一个是GAS费收益

08:03 - 08:05

那代币的对应收益呢

08:05 - 08:06

其实也是长期的啊

08:06 - 08:09

今年12月25号圣诞节开始解锁

08:09 - 08:11

第一年呢解锁总量是36%

08:11 - 08:12

第二年和第三年呢

08:12 - 08:14

都是解锁16%

08:14 - 08:16

随后呢每两年是要减半的

08:16 - 08:19

所以假设这个项目它运行的真的靠谱

08:19 - 08:21

那以这种收益发放情况呢

08:21 - 08:23

就相当于一张长期饭票

08:23 - 08:25

好那同样是节点销售啊

08:25 - 08:28

我们来对比一下其他项目的节点销售

08:28 - 08:29

除了我开头说的那些

08:29 - 08:31

我们在前面几个月的时候

08:31 - 08:33

其实有介绍过一两个啊

08:33 - 08:35

现在也都陆陆续续发币了

08:35 - 08:36

而且回报也都还不错

08:36 - 08:37

那除了他们呢

08:37 - 08:39

其实还有一些其他的项目

08:39 - 08:40

也都在卖节点

08:40 - 08:41

比如说这个XAI

08:41 - 08:44

它是完全没有进行私募融资的

08:44 - 08:45

直接开始卖节点

08:45 - 08:46

但是呢

08:46 - 08:47

因为人家有Arbitrum的背书啊

08:47 - 08:50

卖节点呢只融了4,000万美金

08:50 - 08:51

卖的不错

08:51 - 08:53

Aethir的ATH我们是比较熟悉的

08:53 - 08:54

它是在Haskey领投

08:54 - 08:56

完成私募轮900万之后呢

08:56 - 08:58

直接开始卖节点啊

08:58 - 09:00

卖节点呢卖了一个多亿

09:00 - 09:00

而现在呢

09:00 - 09:02

也是AIDepin方面的龙一

09:02 - 09:05

完全超过当时的竞争对手IO.NET

09:05 - 09:06

也算是不错的项目了

09:06 - 09:08

Carv呢是我们参与过的啊

09:08 - 09:10

它是IOSG领投的

09:10 - 09:11

1,000万历史累

09:11 - 09:12

计融资额呢

09:12 - 09:13

超过2,000万美金

09:13 - 09:15

后面卖节点又融了3,500万啊

09:15 - 09:17

你想资金又充沛

09:17 - 09:18

支持它的人又多

09:18 - 09:19

所以现在来看

09:19 - 09:21

人家币价表现的非常好

09:21 - 09:21

但是

09:21 - 09:24

相比于以上这些项目的项目方背景

09:24 - 09:25

Balance的背景呢

09:25 - 09:26

目前是最好的

09:26 - 09:27

在VC轮呢

09:27 - 09:28

他们就融了3,000万美金

09:28 - 09:29

这个金额呢

09:29 - 09:32

是比其他的节点项目都多

09:32 - 09:33

而且领投的机构呢

09:33 - 09:34

又是A16Z

09:34 - 09:35

其他项目呢

09:35 - 09:37

都没有拿到A16Z的领投

09:37 - 09:38

A16Z在VC界呢

09:38 - 09:40

也是非常有影响力的

09:40 - 09:41

而且呢balance节点呢

09:41 - 09:43

现在才刚刚开始销售

09:43 - 09:45

就已经认购了1,000万美金

09:45 - 09:45

可见

09:45 - 09:47

还是有大量的人想要去支持他们的

09:47 - 09:50

如果他们TGE之前通过卖节点的方式

09:51 - 09:52

融到几千万

09:52 - 09:53

带来了一大堆的支持者

09:53 - 09:54

后面业务呢

09:54 - 09:55

再发挥稳定

09:55 - 09:56

不出什么大问题

09:56 - 09:59

他们的毕价表现应该也差不到哪去

09:59 - 10:00

当然了以上呢

10:00 - 10:01

都是我们的美好期待

10:01 - 10:02

那这个项目呢

10:02 - 10:05

虽然是web 2大厂名牌转型Web3

10:05 - 10:06

但是总的来说呢

10:06 - 10:07

还是一个早期项目啊

10:07 - 10:08

凡是投资呢

10:08 - 10:09

都有风险

10:09 - 10:10

那想去买这个节点呢

10:10 - 10:11

也比较简单啊

10:11 - 10:13

直接去他们的官网链接钱包

10:13 - 10:15

然后往里面存钱啊

10:15 - 10:16

你就可以买了

10:16 - 10:16

非常简单

10:16 - 10:18

如果有不懂的话

10:18 - 10:19

可以到我们的社区

10:19 - 10:20

跟其他网友进行交流啊

10:20 - 10:22

或者是我们社区管理员呢

10:22 - 10:24

也会去找一些教程发给大家

10:24 - 10:25

当然了这个项目呢

10:25 - 10:26

咱们社区呢

10:26 - 10:27

也是厚着脸皮

10:27 - 10:29

跑去找人家要了个优惠码

10:29 - 10:31

填上咱的优惠码之后呢

10:31 - 10:34

把你的购买记录截图私聊发给管理员

10:34 - 10:36

他们会给你安排点小惊喜哈

10:36 - 10:40

哈咱的优惠码呢是大写的GC88888

10:40 - 10:42

好那今天视频呢也比较简单啊

10:42 - 10:44

那这次呢也主要是跟投A16Z

10:44 - 10:47

暂且相信这A16Z选项目的眼光

10:47 - 10:48

如果有其他小伙伴

10:48 - 10:50

发现一些比较优质的项目

10:50 - 10:51

也欢迎跟大漂亮留言

10:51 - 10:53

我们的分析师觉得不错呢

10:53 - 10:54

也会主动去联系他们

10:54 - 10:57

咱尽可能的去找项目方要点福利

10:57 - 10:59

好那我们下期视频再见拜拜

00:00 - 00:01

Hi everyone

00:01 - 00:03

Today, let's talk about balance

00:03 - 00:05

This balance doesn't mean your balance

00:05 - 00:08

It is the A16Z, a large organization in our industry.

00:08 - 00:10

A recent star project

00:10 - 00:12

How about this project? It's also a node project.

00:12 - 00:13

Before us

00:13 - 00:15

In fact, nodes that have participated in many projects

00:15 - 00:17

For example, this Carv we participated in half a year ago.

00:17 - 00:19

Recently, I have also been TGE.

00:19 - 00:21

For those of us who do nodes

00:21 - 00:22

Airdropped a lot of tokens

00:22 - 00:25

The current currency price is very firm.

00:25 - 00:27

Our return on paper has been several times

00:27 - 00:28

Except for Carv

00:28 - 00:30

We also participated in the Lumis node

00:30 - 00:32

Lumis' airdrop has been sent to us.

00:32 - 00:34

And they are going to TGE soon.

00:34 - 00:36

What about after TGE?

00:36 - 00:38

What about the little friend who bought this project node together?

00:38 - 00:39

It should also make a lot of money.

00:39 - 00:40

What about today? This balance

00:40 - 00:43

It is also a node project

00:43 - 00:45

Let's briefly explain what a node project is.

00:45 - 00:46

What is a node?

00:46 - 00:49

Our decentralized project in the crypto industry

00:49 - 00:51

What about the project side, they all have a very important task

00:51 - 00:53

That is to put the tokens in your hands

00:53 - 00:55

Distribute it to users

00:55 - 00:58

They need more HOLDERS to hold their coins

00:58 - 01:00

Help them network and contribute together

01:00 - 01:02

And after so many years of development in our crypto industry?

01:02 - 01:05

There are various options for distributing coins

01:05 - 01:07

Bitcoin, for example, is mining.

01:07 - 01:08

Also known as Pow Mode

01:08 - 01:11

As long as you provide computing power to the Bitcoin network

01:11 - 01:13

You can get the bitcoin reward

01:13 - 01:15

Is it equivalent to in this way?

01:15 - 01:16

The coins are distributed to the contributors of the network

01:16 - 01:17

What about the second way?

01:17 - 01:19

That's what we always say.

01:19 - 01:21

What project did so-and-so institution invest in?

01:21 - 01:23

What does he mean by investing in these projects?

01:23 - 01:24

He's the one who pays for these projects

01:24 - 01:26

Then what about the project?

01:26 - 01:29

Give him that. This is called a private placement model

01:29 - 01:29

There is another kind.

01:29 - 01:31

It's a decentralized exchange.

01:31 - 01:32

Like OKX.

01:32 - 01:35

The so-and-so token listed by Binance is IEO.

01:35 - 01:37

Then if you go to a decentralized exchange

01:37 - 01:38

Add pool

01:38 - 01:40

Let everyone be on a decentralized exchange

01:40 - 01:41

Can buy your coins

01:41 - 01:42

Then you are the IDO.

01:42 - 01:43

What else?

01:43 - 01:45

If you give this coin to some mao party

01:45 - 01:46

That's Airdrop.

01:46 - 01:48

Airdrop, what is MIM playing now?

01:49 - 01:50

Playing fair launch

01:50 - 01:51

The conditions are fair for all.

01:51 - 01:53

There is no private equity.

01:53 - 01:54

Public offering, IDO IEO

01:54 - 01:55

My coins are right there

01:55 - 01:57

Everyone gets the same conditions.

01:57 - 01:58

What about other than these?

01:58 - 02:01

That's the node model I'm going to talk about now

02:03 - 02:04

There are a lot of head projects now

02:04 - 02:06

They all choose the model of node sales.

02:06 - 02:08

What about their tokens?

02:08 - 02:09

Because of this model?

02:09 - 02:11

It's a combination of all these things.

02:11 - 02:12

Advantages first

02:12 - 02:14

Airdrop and Fair Launch

02:14 - 02:14

What about the project team?

02:14 - 02:16

They don't see the money.

02:16 - 02:16

Is this suitable?

02:16 - 02:18

Pure community building projects

02:18 - 02:19

He doesn't need to make products.

02:19 - 02:20

Don't spend money on development

02:21 - 02:21

Neither do they

02:21 - 02:23

What about the project parties who need to work at present?

02:23 - 02:24

He doesn't fit this way

02:24 - 02:26

Then if he does private equity

02:26 - 02:28

Private equity can only be targeted at specific users.

02:28 - 02:29

You are not an institution

02:29 - 02:31

You are not qualified to buy his private placement

02:31 - 02:32

But private equity has its problems.

02:32 - 02:34

You think about how many coins you sold to this one institution

02:35 - 02:38

The building capacity of this institution is very limited

02:38 - 02:38

In fact, this way

02:38 - 02:39

It's pretty rough.

02:39 - 02:40

Got the money

02:40 - 02:42

But it didn't get a large number of users.

02:42 - 02:44

Give the BL job to the Maoists?

02:44 - 02:46

Maoists tend to have poorer loyalty

02:46 - 02:48

What about after they get the airdrop?

02:48 - 02:49

Abandoned the project

02:49 - 02:51

Move on to the next project

02:51 - 02:53

This is significant for the project itself

02:53 - 02:55

Is not conducive to his long-term and

02:55 - 02:56

Stable development

02:56 - 02:58

So what about a large number of high-quality project packages?

02:58 - 03:00

Now they all choose to sell nodes.

03:00 - 03:03

It can attract users for long-term construction

03:03 - 03:04

It raises money.

03:04 - 03:05

And there's one more thing.

03:05 - 03:07

That is, the user participates in the construction

03:07 - 03:09

Because users are involved in the construction

03:09 - 03:11

He's not just an investor.

03:11 - 03:15

This is not yet part of the SCC's regulations on securities

03:15 - 03:17

You can kill multiple birds with one stone.

03:17 - 03:17

What about this project?

03:17 - 03:18

Can you give us some?

03:18 - 03:21

What about the money-making opportunities for node layout?

03:21 - 03:23

Let's take a deeper look at it today

03:23 - 03:25

What about the balance project?

03:25 - 03:27

What makes me feel awesome?

03:27 - 03:29

Is the investor background of this project

03:29 - 03:31

It can be summed up in two words.

03:32 - 03:35

First of all, the leading investment institution for this project is A16Z.

03:35 - 03:36

What about follow-up institutions?

03:36 - 03:37

Aptos three mainstream supply chains

03:37 - 03:40

And game industry bosses like marblex

03:40 - 03:41

It's even scarier looking back

03:43 - 03:46

What about ANIMOCA and other organizations with these websites?

03:46 - 03:47

Each one is picked out separately.

03:47 - 03:50

They are all large institutions with independent leading investment capabilities

03:50 - 03:52

In balancing this project

03:52 - 03:53

Only A16Z can lead the investment.

03:53 - 03:55

A few of them follow up

03:55 - 03:56

Except for the good investor background

03:56 - 03:58

And the financing amount is not small.

03:58 - 04:00

Currently, from the agency

04:00 - 04:02

The cumulative financing amount is $40 million

04:02 - 04:05

Which one did the A16Z follow on September 4th?

04:05 - 04:06

Is $30 million

04:06 - 04:08

It will be on sale at the node on November 25th.

04:08 - 04:11

A group of institutions took their share of another $10 million

04:11 - 04:13

This node is for public sale, except for institutions.

04:13 - 04:14

And some individual investors?

04:14 - 04:15

So here's the problem.

04:15 - 04:18

Hey, you said so many agencies and bosses.

04:18 - 04:19

Why vote for him?

04:19 - 04:21

What exactly is this balance?

04:21 - 04:23

What is he doing?

04:23 - 04:25

In fact, you should have guessed how much?

04:25 - 04:28

Since the people from Riot Company are willing to vote for him

04:28 - 04:29

He's kind of playing games, right?

04:29 - 04:30

Haha, that's right.

04:30 - 04:32

That's right, balance this project

04:32 - 04:34

It is accompanied by an international gaming giant

04:34 - 04:36

Officially initiated by E-PAL

04:36 - 04:37

To the nearest?

04:37 - 04:38

You can understand it as hey

04:38 - 04:40

The American version of the fighting fish?

04:40 - 04:42

Huya, what about the E-PAL platform?

04:42 - 04:44

In the game industry itself, it is very good

04:44 - 04:46

He is a dragon in the entertainment industry

04:46 - 04:47

It has millions of users.

04:47 - 04:49

And all kinds of head game manufacturers

04:49 - 04:52

Have a very deep cooperative relationship

04:52 - 04:54

So what did we just say about this angel investor?

04:54 - 04:56

There are two famous game companies Roy

04:56 - 04:57

Fist Game Executives

04:57 - 04:59

If you haven't heard of this company

04:59 - 05:02

You should at least have heard of their company's games

05:02 - 05:03

League of Legends

05:03 - 05:04

What about Riot Company?

05:04 - 05:06

In fact, as early as 2011

05:06 - 05:07

It was acquired by Tencent

05:07 - 05:09

Rounded to the nearest balance

05:09 - 05:12

It is also a WEB3 project supported by Tencent, right?

05:12 - 05:14

Haha, what about what balance has to do?

05:14 - 05:17

Is it through your current position in the industry?

05:17 - 05:19

Web two and Web three games

05:19 - 05:21

Bridges that can be connected together

05:21 - 05:23

For example, the first version of balance?

05:23 - 05:25

Collaborate with over 80 Web 3 games

05:25 - 05:26

Brought them

05:26 - 05:29

More than 170,000 traditional gamers

05:29 - 05:29

And what about the future?

05:29 - 05:32

This balance wants to start with its own users

05:32 - 05:34

Leverage various WEB3 games

05:34 - 05:36

To self-distribute within its own system

05:36 - 05:36

Then this business

05:36 - 05:39

Is he still relatively mature?

05:39 - 05:40

So the business is growing very fast.

05:40 - 05:41

It is said that in January

05:41 - 05:43

People are going to TGE

05:43 - 05:43

Just this background

05:43 - 05:46

As soon as the coin is issued, it must be a first-line big house

05:46 - 05:49

OK, so let's talk about his token economic model

05:53 - 05:55

What about the token distribution for this project?

05:55 - 05:56

That's kind of reasonable.

05:56 - 05:57

First of all, VC.

05:57 - 05:58

What about the share over there?

05:58 - 06:00

It took 15% of him.

06:00 - 06:01

If you put the A16Z round

06:01 - 06:04

30 million dollars corresponds to this 15%

06:04 - 06:06

What about the valuation of VC investment?

06:06 - 06:08

It should be more than 200 million dollars

06:08 - 06:12

The proportion of investors at that node is 25%.

06:12 - 06:15

25% has surpassed all other categories

06:15 - 06:18

Animoca was cast on November 25th

06:18 - 06:20

It's actually the node wheel.

06:20 - 06:21

What's more important?

06:21 - 06:22

It's their VC token.

06:22 - 06:25

That 15% has a six-month lock-up period.

06:25 - 06:26

After the lock-up period expires

06:26 - 06:29

Linear release of this 15% over 18 months

06:29 - 06:33

But there is no lock-up period for this node user.

06:33 - 06:34

What about the first half of the year?

06:34 - 06:36

You can get back 18% of the chips

06:36 - 06:38

But the later linear release cycle hey

06:38 - 06:40

A bit longer than VC investors

06:40 - 06:41

So what about this rule?

06:41 - 06:44

Theoretically, it is to let the node player go first

06:44 - 06:44

What do you mean?

06:44 - 06:46

Let's see from the unlocking situation.

06:46 - 06:48

VC is not unlocked for the first 6 months

06:48 - 06:51

Only the coins in the hands of node users and market makers

06:51 - 06:51

Start unlocking

06:51 - 06:54

Which means that these two types of people have leverage

06:54 - 06:55

Only they can sell coins

06:55 - 06:57

So what about node users?

06:57 - 06:58

No matter how you run

06:58 - 07:00

It must be able to run ahead of VC

07:00 - 07:01

Do you feel that when you hear this?

07:01 - 07:03

Is there something wrong with this project?

07:03 - 07:04

Ha ha.

07:04 - 07:06

Let's see if it works.

07:06 - 07:07

Let's get into the details.

07:07 - 07:09

This project has a total of 100,000 nodes

07:09 - 07:11

The price is also a ladder system.

07:11 - 07:13

The higher the price.

07:13 - 07:16

The price of the first 30,000 is $599 each

07:16 - 07:19

The corresponding valuation is $71.88 million

07:19 - 07:20

What about this price?

07:20 - 07:22

It is far lower than the cost price of the A16 pair.

07:22 - 07:24

After 30,000?

07:24 - 07:26

After every 100 nodes

07:26 - 07:28

People are going to increase the price by $0.8

07:28 - 07:30

100,000 sold out at the end

07:30 - 07:32

What is the valuation corresponding to the last node?

07:32 - 07:34

It's 318 million dollars

07:34 - 07:36

And because of that, the pace of this project is very fast.

07:36 - 07:37

Coins will be issued in January. Yes.

07:37 - 07:40

TGE, so what about node users?

07:40 - 07:43

It was released before Christmas on December 25th.

07:43 - 07:45

You can get the token income.

07:45 - 07:46

What does the token income include?

07:46 - 07:49

In addition to the initial distribution of tokens

07:49 - 07:51

Node users can also obtain

07:51 - 07:54

GAS fee revenue from other user interactions

07:54 - 07:56

GAS fee for the entire network

07:56 - 07:59

100% is distributed to node users

07:59 - 08:01

So, it's a two-part payoff.

08:01 - 08:02

One is the payoff for the token.

08:02 - 08:03

One is the GAS fee income.

08:03 - 08:05

What about the corresponding income of the token?

08:05 - 08:06

In fact, it is also long-term.

08:06 - 08:09

It will be unlocked on Christmas Day, December 25th this year.

08:09 - 08:11

In the first year, the total unlocked amount is 36%.

08:11 - 08:12

What about the second and third years?

08:12 - 08:14

All are unlocked 16%

08:14 - 08:16

Then it halves every two years

08:16 - 08:19

So let's say this works.

08:19 - 08:21

How about this kind of income distribution?

08:21 - 08:23

It's like a long-term meal ticket

08:23 - 08:25

Okay, that's also node sales.

08:25 - 08:28

Let's compare node sales for other projects

08:28 - 08:29

Except for what I said at the beginning

08:29 - 08:31

We were in the early months

08:31 - 08:33

In fact, have you introduced one or two?

08:33 - 08:35

Now coins are being issued one after another.

08:35 - 08:36

And the returns are pretty good.

08:36 - 08:37

What about other than them?

08:37 - 08:39

But there are other projects as well.

08:39 - 08:40

They are also selling nodes.

08:40 - 08:41

For example, this XAI

08:41 - 08:44

There was no private equity funding.

08:44 - 08:45

Start selling nodes directly

08:45 - 08:46

But what?

08:46 - 08:47

Because they have Abichun's endorsement?

08:47 - 08:50

Selling the node only raised $40 million

08:50 - 08:51

It's selling well.

08:51 - 08:53

We are familiar with Aethir's ATH.

08:53 - 08:54

It was led by Haskey

08:54 - 08:56

After completing the private placement round 9 million

08:56 - 08:58

Start selling nodes directly.

08:58 - 09:00

What about the selling node? It sold for more than 100 million.

09:00 - 09:00

And now?

09:00 - 09:02

Also the dragon one of AIDepin

09:02 - 09:05

Completely more than competitors at the time IO.NET

09:05 - 09:06

It's a good project

09:06 - 09:08

What about Carv, are we involved?

09:08 - 09:10

It was led by IOSG

09:10 - 09:11

10 million historical accumulations

09:11 - 09:12

What about the financing amount?

09:12 - 09:13

Over $20 million

09:13 - 09:15

The selling node later raised another 35 million.

09:15 - 09:17

You want to have plenty of money.

09:17 - 09:18

Many people support it

09:18 - 09:19

So here we are.

09:19 - 09:21

The currency price has performed very well

09:21 - 09:21

But

09:21 - 09:24

Compared to the project context of these projects

09:24 - 09:25

Balance background?

09:25 - 09:26

It's the best so far.

09:26 - 09:27

What about the VC round?

09:27 - 09:28

They raised 30 million dollars

09:28 - 09:29

What about this amount?

09:29 - 09:32

Is more than other node projects

09:32 - 09:33

And what about the institutions that led the investment?

09:33 - 09:34

A16Z again.

09:34 - 09:35

What about other projects?

09:35 - 09:37

Neither got the lead vote of A16Z

09:37 - 09:38

What about A16Z in the VC world?

09:38 - 09:40

Very influential.

09:40 - 09:41

And what about the balance node?

09:41 - 09:43

It's just going on sale now.

09:43 - 09:45

$10 million has been subscribed

09:45 - 09:45

visible

09:45 - 09:47

There are still a lot of people who want to support them

09:47 - 09:50

If they listen to GE before by selling nodes

09:51 - 09:52

Raise tens of millions

09:52 - 09:53

Brought a whole bunch of supporters

09:53 - 09:54

What about the back business?

09:54 - 09:55

Play stable again

09:55 - 09:56

No big deal.

09:56 - 09:59

Their bidding performance should not be much worse

09:59 - 10:00

Of course, what about the above?

10:00 - 10:01

It's all our beautiful expectations

10:01 - 10:02

What about this project?

10:02 - 10:05

Although it is a famous brand transformation of Web 2, Web3

10:05 - 10:06

But in general

10:06 - 10:07

Is it still an early stage project?

10:07 - 10:08

What about investing?

10:08 - 10:09

All have risks

10:09 - 10:10

Do you want to buy this node?

10:10 - 10:11

It's easier too.

10:11 - 10:13

Go directly to their official website wallet

10:13 - 10:15

And put money in it?

10:15 - 10:16

You can buy it.

10:16 - 10:16

It's very simple.

10:16 - 10:18

If you don't understand

10:18 - 10:19

Can come to our community

10:19 - 10:20

Communicate with other netizens.

10:20 - 10:22

Or our community administrator?

10:22 - 10:24

I will also find some tutorials to send to you.

10:24 - 10:25

Sure. What about the project?

10:25 - 10:26

What about our community?

10:26 - 10:27

Also thick-skinned

10:27 - 10:29

I ran to someone and asked for a discount code.

10:29 - 10:31

After filling in our coupon code?

10:31 - 10:34

Send a screenshot of your purchase record to the administrator in a private chat.

10:34 - 10:36

They'll arrange a little surprise for you

10:36 - 10:40

Ha, our discount code is a capital JC 5 8.

10:40 - 10:42

Okay, what about today's video? It's relatively simple, right?

10:42 - 10:44

Then this time, it is mainly to follow the A16Z.

10:44 - 10:47

For the time being, I believe in the vision of this H6Z selection project

10:47 - 10:48

If there are other friends

10:48 - 10:50

Discover some high-quality projects

10:50 - 10:51

Welcome to leave a message to Damei as well.

10:51 - 10:53

Our analysts think it's good

10:53 - 10:54

I will also take the initiative to contact them

10:54 - 10:57

We try our best to find the project party to ask for some benefits.

10:57 - 10:59

Okay, see you in the next video, bye.

Unveiling the Balance: Exploring the Node Project Strategy

In today's discussion, we delve into the realm of balance, a term that transcends mere financial connotations to signify a notable venture recently backed by the renowned A16Z. This project epitomizes a node-based initiative, resonating with our past engagements like Carv and Lumis. Through a detailed exploration of node projects, their significance in the decentralized landscape, and the evolving trends in coin distribution mechanisms, we unravel the essence of balance and its potential impact on the crypto domain.

Deciphering Node Projects: Pioneering Web3 Connections

Node projects in the cryptocurrency domain play a pivotal role in fostering community engagement and decentralization. They entail the distribution of tokens to holders, fostering active participation in network contributions. Across the crypto landscape, varied methods like mining, private placements, and decentralized exchange listings have been employed to disseminate tokens. However, the node model stands out for its amalgamation of airdrops, fair launches, and long-term user incentives.

Balance - The Industry Titan: A16Z's Astounding Support

The stellar backing received by balance from industry giants like A16Z, Aptos, and notable figures from the gaming sphere underscores its transformative potential. With a monumental funding history and strategic node sales approach, balance emerges as a pioneering project poised for success. Its integration of Web2 and Web3 gaming realms highlights a forward-looking vision aimed at bridging traditional and decentralized gaming landscapes.

Unraveling Token Economics: A Pathway to Sustainable Growth

The token distribution model of balance reflects a pragmatic approach, ensuring a balanced allocation to VC investors and node participants. With a clear roadmap for token unlocking and innovative incentives like GAS fee revenues for node operators, balance cultivates a symbiotic ecosystem conducive to long-term growth and user engagement.

Navigating the Node Sales Landscape: A Comparison Amidst Innovation

Against the backdrop of a burgeoning node sales trend in the crypto space, balance shines as a project with unparalleled VC support and strategic investor partnerships. When juxtaposed with other node projects, balance's unique positioning and robust funding history substantiate its potential to redefine industry standards and set new benchmarks in token distribution and community involvement.

In conclusion, while balance represents a promising foray into the Web3 domain, investing in node projects entails inherent risks. As the project gears up for its imminent launch, the crypto community awaits with bated breath to witness the unfolding impact of balance's innovative node strategy. With a blend of strategic insights, investor support, and industry partnerships, balance paves the way for a transformative journey in the crypto landscape.

As we embrace the evolving dynamics of node projects and decentralized ecosystems, the allure of balance beckons stakeholders to explore new frontiers in token economics and community-driven ventures. Through a synergistic blend of innovation and investor confidence, balance embodies the essence of collaborative growth and technological advancement in the ever-evolving crypto sphere. Exciting times lie ahead as the crypto community embarks on a journey fueled by the promise of balance and the potential for unparalleled success.