0x老法师
--
Don't be cut by 'nostalgia': Why I only have faith in BEAT in today's market?
To be honest, I've seen too many so-called 'old IPs going on-chain' recently, and I'm really aesthetic fatigued.
Take MapleStory for example, the IP is indeed solid, but that FDV (Fully Diluted Valuation) is terrifyingly high, plus a huge amount of tokens waiting to be unlocked, it's like a sword hanging over your head. In this kind of market, it's easy for retail investors to get in, but it's too hard to get out unscathed.
But among this pile of 'nostalgia plates', I found $BEAT (Audiera) is taking a completely different path. I don't look at the story; I only look at the market and logic.
1. Reject the inflated, tangible deflationary flywheel.
Many Web3 games are about 'mining, withdrawing, and selling', with more and more coins, and prices getting lower. But BEAT is different. It has a very sexy logic: AI Payment + Destruction.
Take MapleStory for example, the IP is indeed solid, but that FDV (Fully Diluted Valuation) is terrifyingly high, plus a huge amount of tokens waiting to be unlocked, it's like a sword hanging over your head. In this kind of market, it's easy for retail investors to get in, but it's too hard to get out unscathed.
But among this pile of 'nostalgia plates', I found $BEAT (Audiera) is taking a completely different path. I don't look at the story; I only look at the market and logic.
1. Reject the inflated, tangible deflationary flywheel.
Many Web3 games are about 'mining, withdrawing, and selling', with more and more coins, and prices getting lower. But BEAT is different. It has a very sexy logic: AI Payment + Destruction.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
0
0