币友推荐币种分析回复贴（二）公链专场：ETH、SOL、DOT、TIA、SUI、ADA、AVAX、ATOM、TRX、MATIC、NEAR

ETH、SOL、DOT、TIA、SUI、ADA、AVAX、ATOM、TRX、MATIC、NEAR.......

这些曾经暴涨征服的市场，或者还是当红炸子鸡的项目，都有一个共同的标签：公链。

所有的老韭菜，都应该有这样的感觉：每隔一段时间就会有一个甚至几个公链项目大爆发，10倍、甚至100倍的暴涨，吸引整个市场的目光。

无论市场热点是轮到DeFi、NFT、AI还是GameFi、BRC20铭文、打元宇宙、MEME，都无法有公链项目火爆全场，可以说流水的热点，铁的公链。

从最仔细的指标，“市值”来看，目前全球市值排名前10的项目中，从正义角度来看，即刨平台去币、稳定币、支付单一场景等，有5个是公链，涉足半壁江山；排名前30的区块链项目中，有15个是公链，同样受到半壁江山的追捧。而从广义的角度说，比特币其实也是公链。

今天就借助一些币友推荐的项目，来专门开一个“公链专场”。

以太坊

代币基本情况

市值：4,131亿美元， 市值排名：2 ， 目前流通概览：120,142,084 ETH， 最大供应量：无限， 投资回报： +11159.00倍， TVL：523亿美元；

个人分析

作为公链之王，其实没什么可分析的，只说3件事情：

1、什么人玩ETH比较好？

我觉得最好你是A8、A9用户，大A7用户也行，不然你这个资金体量，也没必要玩。追求稳定收益是大户和机构的事情，你作为小散，不要说只是来币圈挣个买饼的钱。

2、第四轮减半行情里，顶在哪里？

1.8-2.2万美元，根哥就是这么直接，从来都不清楚其言论。主要依据是这个价位的ETH市值就是2万亿美元左右，再高我也会有点发慌。

当然如果美联储再来个疫情期间的那个大放水，上限肯定还能再高一点，毕竟加密市场其实就是流动性时序的产物；但美联储明显不可能再次如此生猛，加息现在都没有收割、恢复了放掉一块钱，再这样玩，免去墙哪些财团只打算：爽一把就死。

3、这轮牛市里会超越BTC的市值吗？

比较困难，我相信下一个激动可能会。

这一轮BTC被BRC20带上了比特币生态的概念，而且因为中本聪的消失，比特币不再有缺陷和漏洞，哪些要进行资金配置巨量的老钱们，更相信BTC，毕竟BTC解决的核心问题就是让“财产真正属于人民”。

而因为V神的存在，ETH走归附老钱的路子，POS机制的采用只能加速这个进程。屠龙少年终成恶龙。

索尔

代币基本情况

市值：524亿美元，市值排名：5，目前流通总体：410,905,188 SOL，最大供应量：557,228,276 SOL，投资回报：+579倍，TVL：24亿美元，发行时间：2020-03-23；

个人分析

SOL就是目前当红炸子鸡的公链项目，退出FTX暴雷的遮蔽之后，一路从20涨到现在的133U，6倍多的涨幅，在这个体量上已经很牛逼了，但现在已经是市值第一了五种币种，再涨就有点难了，所以不建议追涨，而建议减仓。只能等待第四轮减半行情真正的启动，巨量的新资金进来再说。

Solana主打的时性能公链，根据不可能三角理论：安全性和可扩展性（效率），三者不可能全部兼顾，主打性能公链，SOL可以牺牲一部分安全性和去中心化。

说实话作为从公链项目出身的人，我一直对公链的性能有偏见：因为区块链本身最重要的特点就是去中心化，要求每个节点都参与验证和存储数据，不把权力集中到某些人某些人的手中，从而限制了系统的安全和财产的主轴，但是这限制了系统的处理能力和速度。当然这种区块链教旨主义的表述，现在已经不是主流，毕竟太理想主义现实还不够。

说偏了，其实牛市里，这些性能公链是最有可能爆发的，就像前面的EOS、LUNA都是主打性能，高tps，因为牛市交易量是几何级的增加，ETH那堵成狗这种感觉和高气体令人难以忍受。

所以SOL在接下来的牛市里，肯定会大有作为的，超过历史最高值260U，只是时间问题，上限在哪里？不知道，我只能算个卦，卦象：800标兵奔北坡。开个玩笑，权当一乐。

点

代币基本情况

市值：112亿美元，市值排名：14，目前流通总体：1,223,246,209 DOT，最大供应量：无限，投资回报：+31倍，发行时间：2019-05-05

个人分析

跨链公链概念的龙头，这其实也是一个思路：公链是真正的基础设施，就像公路一样，需要有国道、省道、市道、甚至是县道乡道，确定好自己的定位，而这又是市场需求的，可以成为一个暴涨的好项目。

现在的市场确实需要跨链，这是一个刚需，牛市时尤甚，来“连接私链、联盟链、公链、开放式网络和预告机以及塑造尚未的未来技术”。

所以DOT是一个好项目，加上背后团队也是加分项，虽然这轮上涨里表现的很拉胯，但你不知道什么时候就爆发了。上轮牛市的顶峰是55，比特币减半后开启的第四轮行情里，至少得超过55吧，无论上轮牛市里买在哪里，这轮牛市里都能解套，这就是我曾经说过的那句话：只要你不卖，狗庄就割不了你。PS：前提是这个项目靠谱。

TIA

代币基本情况

市值：26亿美元，市值排名：45，目前流通概览：157,701,062 TIA，当前供应量1,016,657,534 TIA，投资回报：+4.8倍；发行时间：2023-11-01

个人分析

Celestia是升级公链的代币，升级这个概念，我记得22年初就被热炒过一阵，现在出来了一个热门的项目，排名前五的CEX都有这个币，这也是实力的象征。

就像前文说的那样，确定自己的定位好，而这又是市场需求的，就是好项目，现在加密市场确实需要这样一款易使用开发，扩展好的傻瓜相机式的公链。的市值排名是45，这个排名区间的热门新币也容易出爆款。

但目前我担心的有两个：

1、早期的项目融资有点多。我查到的资料显示有种子轮、A轮和B轮三轮融资，有Coinbase Ventures、Binance Labs等这样的行业头部，这方面说明了这个项目的优质，但另外这都是潜在的变现需求，在这个问题上最坑的就是四大天灾之一的ICP，前车之鉴，不得不慎重。

2、涨的有点多了，开盘至今10倍的涨幅，收益盘有点多。币友们都知道，作为被币圈毒打过的老韭菜，我天生对这种暴涨过后的币有恐惧心。

所以目前，不易追涨了，没有的同学添加关注吧，等后续的回调再买。我个人很看好，它成为这个轮减半行情的当红炸子鸡的公链。

隋

代币基本情况

市值：18亿美元，市值排名：56，目前流通总体：1,100,947,215 SUI，最大供应量：10,000,000,000 SUI，投资回报：+15倍；发行时间：2023-05-03

个人分析

Sui and another public chain Aptos come from the same school, and the founding team comes from Diem of Facebook. They are all based on the Diem programming language Move to explore and launch new public chains. It can be said that the background, technology, capital, etc. are all highly similar, but APT was issued in October 2022, more than half a year earlier; therefore, we can also look at the trend of SUI from the trend of APT after its launch, and the K-line patterns of the two are indeed the same. It's very similar. It's the high point when it goes up, and it starts to rise after two or three months of pullback.

Judging from the financing situation, after multiple financings in the second half of 2022, it will be valued at US$2 billion, which is similar to the current market value. From this point of view, the current SUI is just starting out.

From the perspective of the token model, the SUI Foundation accounts for 50% of the total number of tokens in the name of community reserves, and the rest is distributed to early contributors, investors, etc., and will become a strong currency.

Judging from the launch of CEX, the top five exchanges have already been launched. It can be said that high-quality public chain projects are basically standard. This also shows the importance of the public chain track.

As a public chain, SUI pays more attention to games and decentralized social media networks. This is not only the area of ​​expertise of the project team, but also one of the first to be implemented in this round of market. GameFi and SocialFi have always been popular. So overall, this project is very good and worthy of long-term deployment.​

THERE IS

Basic information about tokens

Market value: US$25.5 billion, market value ranking: 8, current total circulation: 35,347,151,736 ADA, maximum supply: 45,000,000,000 ADA, investment return: +277 times; issuance time: 2017-10-02

personal analysis

As an established public chain, Cardano has more than 60% of ADA pledged, which is the highest among all public chains and three times that of ETH. This shows the loyalty of the community to it. Of course, the hardware requirements for Cardano verifiers are the lowest among the major public chains. of. This makes Cardano one of the blockchains that least relies on hosted server solutions. However, the development progress is always slow, there is a lack of stable coins, and the ecology is not very prosperous, but it once reached the third place in market value, second only to BTC and ETH.

This is a public chain with obvious advantages and disadvantages, and it currently does not have much performance in this round of rise. There are more and more new high-quality public chains in the future, and competition pressure is also increasing.

AVAX

Basic information about tokens

Market value: US$15.5 billion, market value ranking: 10, current total circulation: 365,458,876 AVAX, maximum supply: 720,000,000 AVAX, investment return: +84 times; issuance time: 2020-07-14

personal analysis

Avalanche, another high-performance public chain, is a direct competitor to SOL. However, in this round of growth, its performance is far inferior to SOL, and its current price is in a chip-intensive area.

The biggest feature is the parallelism of three chains: the transaction chain, which is responsible for the transaction and issuance of virtual currency, etc.; the platform chain, which is responsible for platform operation matters, including node verification, governance, creation of subnets, etc.; and the contract chain, which is responsible for the creation and interaction of smart contracts, etc. . The intention is to solve the impossible triangle, but for now it still sacrifices a certain amount of security.

But as a public chain project that has been praised by Buterin, although it has not yet undergone enough market testing, it has ideas, a good team, and a good community, and it is worth having.​

ATOM

Basic information about tokens

Market value: US$4.3 billion, market value ranking: 27, current total circulation: 364,201,868 ATOM, maximum supply: unlimited, investment return: 117 times; issuance time: 2019-03-15

personal analysis

Cosmos, as an ambitious project, is one of the best among public chains in terms of technology. It is similar to DOT in that it focuses on cross-chain, but it is different. But it has always felt like it hasn’t exploded much, and its performance has been poor during this round of rise. I feel that the value model of the token is not designed well, or the team’s marketing is poor. Although it is powerful, it feels like a teapot cooking dumplings.

At present, I think it is an underestimated one among high-quality public chain projects. If the value model can be solved and operations are done well, it is most basic to increase by 10 times in this round of halving.

TRX

Basic information about tokens

Market value: US$12.6 billion, market value ranking: 11, current total circulation: 89,222,486,143 TRX, current supply: 89,222,563,253 TRX, investment return: +93 times; issuance time: 2017-07-01

personal analysis

In the domestic public chain craze in 2018, the only project that is still alive and doing well can be said to have been screened by the waves. From this point of view, it is still very impressive.

Although the name "Sun Gao" is well known, this also shows what makes Sun Gao so awesome: he knows how to market and can tap into all the hot spots. Now the amount of USDT in TRC20 has exceeded that of ERC20, and the activity of projects on TRX is second to none (although there are many gambling projects).

I have a friend who bought this in 2018 and made 100 times the profit. After becoming wealthy, he started to focus on TRX to cook hot pot. This also illustrates a truth: in the currency circle, when you find a potential currency, the sooner you get involved, the better. Even if you are Tuo Xiang, you will be able to enjoy the benefits if you participate early. On the contrary, no matter how bragging you are about value investment, if you join late, you will be hollowed out and abandoned.

MATIC

Basic information about tokens

Market value: US$10.1 billion, market value ranking: 15, current total circulation: 9,319,469,069 MATIC, maximum supply: 10,000,000,000 MATIC, investment return: +416 times; issuance time: 2019-04-30

personal analysis

Polygon public chain, MATIC, has made many people rich. Its biggest feature is Layer 2, which was born out of ETH. It is naturally compatible with Ethereum and supports the multi-chain Ethereum ecosystem. This round of rise should be the worst-performing mainstream public chain project, which has only doubled from the bottom. However, the upgrade of ETH in Cancun on March 13 may be a good thing for a surge. When the big bulls come later, ETH is stuck in a doggy situation and expensive people are panicking, it is also a good opportunity for an explosion.

NEAR

Basic information about tokens

Market value: US$4.3 billion, market value ranking: 28, current total circulation: 1,004,666,471 NEAR, maximum supply: 1,168,565,949 NEAR, investment return: +113 times; issuance time: 2020-10-14

personal analysis

Another public chain that focuses on high performance, it mainly uses sharding technology to achieve a high degree of scalability. The essence of high-performance public chains is actually to take advantage of the gambling and high value of ETH. At present, Layer 2 is not fully mature, and there is a lot of room for development.

It has recently started to rise sharply and has completely left the bottom space. However, like most currencies that appeared in the last bull market, it rises step by step to pressure levels. The next pressure level will be 7.4, and then 11.6.​

Summarize

The public chain is a track with a large market capacity and can accommodate many high-quality projects at the same time.

The industry is still in its early stages, and public chain projects will undoubtedly become the protagonist. Their development speed and maturity will largely determine the development speed and maturity of the entire industry.

In the future, with the development of the blockchain industry, the market's demand for public chain infrastructure will become increasingly diversified, just as economic development requires not only highways and high-speed rails, but also air and sea transportation. Diversified development will give various public chains enough room for survival. Fundamentally speaking, the competition among public chains still depends on who can provide better performance, higher security, lower cost and greater community support, so that the chain can carry a larger amount of assets.

In the current market, no type of public chain has an absolute advantage, or is absolutely correct. As long as the public chain is born at the right time, or its technical characteristics can be better combined with the target audience, it is a good public chain. chain, resulting in an explosion of value.

The word count reached 4,000, which is far more than I planned, so I will write a separate article later on how to judge whether a public chain is valuable.

再次强调，币圈投资不是靠追高回落的。

重要的是市场情绪的消息和感受，更重要的是能够获得有关该项目的第一手消息。

所以，只有在市场走势之后，你才能看到别人期待已久的好处。

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