Awansmith

本次妖币投研系列的主角是 $BEAT

一个你几乎难以想象的抽象web3版本QQ炫舞游戏

游戏我不知道有多少人去玩了哈，反正我是没去的，谁有那个闲工夫呢哈哈

但是不得不说他的币价是真的拉服了无数的空军元帅，硬生生来到了现在30亿的市值，至于后面会不会继续爆拉甚至超过myx/coai/m那个高度

谁也不敢断言哈

这里我先叠个甲，本文不做任何投资建议，仅做投研使用。

附上下文价格图：

我们首先来看看这个项目到底是做什么的，为什么这么能拉？

一句话介绍这个项目：Audiera = 劲舞团 Web3 & AI 升级版
来自亚洲最经典的节奏舞蹈 IP，累计用户 6 亿+，流水 22 亿美金+，现在在 BNB Chain 上重启，用 AI + 音乐 + 支付 + Token 经济 做成一个新的娱乐生态，而不只是“链游”。

同时又有tg小程序作为依托，拥有大量的用户群体，加上他做的游戏可能画面也应该挺好看的，所以很可能也捕获了一堆没见过的老外群体？

他们的海报：

而在rootdata里面，只有孤零零几条上币消息，甚至都没有融资的相关消息：

投资人还有好几个是kol：

可以说是很神秘的项目了，于是这就激发了我的兴趣了，随后去各大社交平台和链上去查询了他的来龙去脉和具体规模

好家伙，不查不知道，一查吓一跳，原来我上面的想法都是太保守了

他官推说的用户数据都有6 亿+ 了.......

哪怕是造假都得砸多少钱？

然后还有一个链上地址是专门公开来让我们看他的收入的：
https://bscscan.com/address/0x919e397834c349bD890a552BA035dcDefc4cdE42

已经产生了148,900+ $BEAT 的真实收入

这是我没想到的，难道这么多年都是垃圾的链游要出一个不是孬种的了？

然后我又去看了一下他的代币设计：
对比MapleStory：双代币（治理 + 游戏币）、解锁压力大、空投比例高，容易走“高开低走”老路
而Audiera是：单一代币 $BEAT，1B 总量，外部低流通，价值捕获更直接，筹码更干净
MapleStory 证明老牌 IP 可以上链，Audiera 则在用更克制的经济模型 + 更大的用户基数，去走一条‘进化版路径’。

然后最近的一个重大更新是12 月 1 日，Audiera 正式上线了 AI Payment 功能，开始对用户提供付费 AI 音乐生成等服务，这也是他最近收益的最大来源

项目还把这部分收入做成一个「收入 → 消耗 → 销毁」的飞轮：用户用 $BEAT 支付 AI 音乐等服务（真实消费场景）

除此之外，这部分收入中一部分进入 每周固定销毁（Weekly Burn）已经完成的销毁：首批销毁 125,000 $BEAT
burn的地址也是链上可查好像：
https://bscscan.com/token/0xcf3232b85b43bca90e51d38cc06cc8bb8c8a3e36?a=0x000000000000000000000000000000000000dead
我感觉还挺有格局，但是后续还是要看能不能获得更多用户，把这个蛋糕做大做强，尤其是这些用户里面有多少是付费用户，这是后续能否梅开二度继续起飞的关键

web3最重要的就是有人来玩，流量就是钱这个道理，在这里被演绎得淋漓尽致。

好了，本期妖币投研就到此为止啦

我是awan，我们下期再见！

🔥🔥 New Alpha exposure in the crypto circle: $FHE skyrocketed 247% in three days, is the next hundred-fold coin starting?

Recently discovered an extremely unusual coin on the contract leaderboard, feels very strange

It's not those l1, l2, or vc coins, it's this one in the privacy computing field $FHE .
I've been watching it for two days,
It’s clear that this surge is definitely not retail behavior; there’s big money driving this behind the scenes, and the logic is very clear:
Terrifying amount of fund initiation:
Price Trend:
Textbook-style violent launch
In three days, it directly surged +247% from the bottom, and the price has stabilized around 0.05 USDT

1. Cross-Chain Bridge:

Since MON was launched almost simultaneously on different chains, there may be price differences between the chains.

Additionally, it is not ruled out that the CB may open high, or the on-chain price may differ significantly from the exchange.

Arbitrage opportunities may arise from brick-moving.

Several Cross-Chain Bridges:

Cross-Mainnet USDC:
http://portalbridge.com

Official Cross-Chain Bridge:
https://monadbridge.com (coming soon)

SOL's:
https://sunrisebridge.xyz


Stargate:

http://stargate.finance


relay:

http://relay.link/bridge

Should be about enough

2. MON liquidity pool's golden dog

Last night, the project party was able to get the official mainnet $MON released in advance.

At the beginning of 2022, in the chilly spring, just when the campus's dead branches had just sprouted a bit of greenery, I learned about this circle.

At that time someone was guiding me, exactly my fellow townsman, one year older than me, same school, but he brought me in to play contracts, he said this could make money, just follow him.

This person is honestly not bad at heart, just very confident or narcissistic to a certain extent, likes to boast, and believes in it himself, very fanatical. I feel he is born for this place, suitable for this world where only cx can create wealth.

At first, I was 180 USDT, all my living expenses were here, I followed him to open STRK, 3.