作者:加密狗
以一姐为什么看好稳定币为背景分析:作为BSC上稳定币和质押协议龙头,领取$LISTA空投后:要不要抛,什么时候抛售,或者说要不要再加仓、什么时候加仓?
为了搞清楚,接下来一段时间热钱会往哪里跑,哪里的场子最安全,我们有必要看看Binance的业务分类。
Binance 这七年的时间都在做这三件事情:通过品牌获得更多流量,完善更多交易场景,增加流量变现的效率的同时强化品牌。
我们把币安的业务架构可以分为三个结构,这三个结构最终都会为交易服务,交易就像快销品一样,流量即一切:
· 品牌建设业务:孵化器 Binance labs、BSC 生态基金、币安研究院;
· 流量扩增业务:Listing、BSC 生态、外部媒体、钱包、币安学院(Academy)、广场;
· 交易场景业务:CEX、DEX、衍生品、币安宝理财、借贷、NFT平台、Launchpad、Launchpool、Megadrop、稳定币 以上各业务板块都发展的非常好,尤其是在品牌和流量建设上,对很多兄弟机构都有很强的借鉴作用。但从基础设施上看,BNB Chain 还没有形成商业闭环,还是一直在向 Ethereum看齐。
链上生态更迭特别快,一波流的现象一直都存在。但不管Web3行业怎么发展,项目方和用户都要变现,变现就离不开稳定币,这跟所有Web3用户都有密切的关系。
所以机构都认为稳定币是拥有超过1亿用户的市场,也是一个重要的创收市场。
BNB Chain 一直都在发展稳定币项目,比如:
· GrizzlyFi$GNHY,从稳定币挖矿机枪池开始,后期打算基于此搞一个稳定币的汇兑和发行重心;
· Pancake IFO项目 Wombat,准备做BSC上的cruve;
· ListaDAO,结合Maker Dao的超额抵押和算法稳定币的Rebase机制,准备搞一个新稳定币。
Of the above three projects, only ListaDAO has not been listed on the exchange. If the stablecoin on BSC can succeed, then BNB Chain will gradually establish its own central bank like Ethereum. By then, BSC will have the ability to compete with Solana, and traffic and transactions will naturally come.
is a hybrid algorithm stablecoin based on Maker DAO on the BSC chain. Different from Maker DAO, Lista DAO adds Liquid Staking and Decentralized Exchange (DEX). ) liquidity on the Liquidity Provider (LP) avoids the problems of fund freezing (fiat currency support) or value loss (algorithm) caused by price instability, which helps enhance capital efficiency and reduce the risk of fund freezing.
1. ListaDAO contains two tokens:
· lisUSD (stable currency)
· LISTA (platform currency, this is the one that will be listed on the exchange)
2. LISTA is the governance token of Lista DAO. Used for the following functions:
· Governance: LISTA token holders can vote on the protocol’s governance decisions.
· Protocol Incentives: Users can earn LISTA tokens as rewards when they borrow lisUSD as collateral or perform liquidity mining in the lisUSD and slisBNB pools.
· Vote: Users can lock their LISTA tokens into veLISTA and vote for the collateral they want to use to mint lisUSD and the liquidity pool they want to receive higher LISTA token emissions.
· Fee sharing: Users who lock LISTA for veLISTA will also be eligible for fee sharing.
The total amount of $LISTA is 1 billion, with an initial circulation of 230 million (23% of the total token supply)
· Binance Megadrop quota is: 100 million
· Airdrop quota is: 100 million
· Other releases: 30 million
Judging from historical data, the FDV of Binance’s initial launch project is 300 million U.S. dollars. It is expected that the initial price of $LISTA’s launch should be At 0.3u/piece. The current OTC transaction price is 0.58u/piece.
Referring to the stablecoin project $ENA launched on Binance in the first half of the year, the total amount was 15 billion, the initial circulation was 1.425 billion, and the over-the-counter transaction price at that time was 0.675u. After Binance went online, not only was it not hit by airdrops, it also rose against the trend, reaching a maximum of 1.48u (FDV reached 22.2 billion, MC reached 2.1 billion), an increase of 119% compared with the off-site price.
According to the current popularity, $LISTA’s MC should reach more than 100-300 million US dollars, and the listing price should be 0.43-1.5u.
If the coins in your hand were airdropped, you can wait appropriately to see if there are any higher points later. This is a project supported by Binance and is an important part of building a central bank on BNB Chain.
PS: In addition to Binance, $LISTA will also be launched simultaneously on bitget, merc, and kucoin
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