What is the potential of the RWA track? ｜Questions and Answers

Author: Daoshuo Blockchain

1. Which one should I choose, mocaverse or mutant ape?

These two NFTs have obvious differences in characteristics and positioning:

The mutated ape is positioned as a status symbol for users in the virtual world to a certain extent, very similar to luxury goods in our real society.

But Mocaverse is more like the brand logo or brand spokesperson of the brand owner (Animoca Brands) in the virtual world.

One ​​is regarded as a personal image and the other is regarded as a brand image.

The two different positionings here determine that the internal logic of their price increases will be very different:

If the price of mutant apes continues to rise, it must be because this identity attribute is becoming more and more "rare" and more and more able to show identity, which leads to more and more users being willing to use it as their own avatar, driving further price increases.

The price of Mocaverse will continue to rise because of how Animoca continues to export its brand influence and value empowerment to Mocaverse, letting people see it I think Animoca will be more successful in the future and bring various benefits to more people.

Comparison between the two sides: Mutant Ape needs something "more virtual", while Mocaverse needs something "more substantial".

For the Boring Ape team, what route should be taken and how to empower the mutant ape to further strengthen its personal identity is a huge challenge. Challenge, after all, this road has never been traveled before.

Although in real life, we already have those ready-made development paths for top luxury goods, those methods seem to be difficult to follow in the virtual world, and The Boring Ape team doesn’t seem to be going that way either.

So there is increasing uncertainty about how this road will go in the future, and whether it will work --- this is boring ape The problems faced by the team are also the problems currently faced by the entire avatar type NFT.

There is no solution to this problem now, we can only wait for their exploration and attempts.

For Mocaverse, Animoca wants to export its brand influence to it and bestow value on it. To a certain extent, it is a traditional In commercial operations, there are many ready-made cases in this area, which are not only less difficult but also less risky.

So in terms of difficulty and risk, the mutant ape is much greater. If the team does not handle it well, its value may gradually decrease in the future; however, once this path is taken, its future growth will be staggering, and may even have no upper limit.

Therefore, if I want stability, I will choose Mocaverse; if I am willing to take risks, I will choose Mutant Ape.

2. Can you give us the fixed bid prices for ORDI and SATS at the head?

Although I am optimistic about these two coins, I have no fixed investment in them. The reason is that their prices have developed to this point, and it is increasingly difficult to predict their potential future upside.

I once wrote in an article that I think ORDI is the leverage of Bitcoin. Then let's take a look at ORDI's current possible growth potential from a leverage perspective.

As of the time of writing, its price is $75, and its underlying Bitcoin price is $44,700.

If Bitcoin can reach $100,000 (2.2 times the current price) in the next bull market, it means that the price of ORDI will reach at least 167 Dollar. If ORDI rises higher, reaching 3 times, its price will reach $225. If it is higher, if the increase reaches 4 times, the price will reach 300 US dollars...

After calculating this, I have some doubts in my heart ’s: Can it really get as high as $300?

Even if it can rise to 300 US dollars, although its increase is still higher than that of Bitcoin, we can comprehensively weigh the risks and benefits. In this case, if If we have to choose one between the two, should we choose Bitcoin or ORDI?

If it were me, I would be more conservative and choose Bitcoin.

This is the embarrassing part of our discussion of fixed investment in ORDI at this stage. So I wrote in the article earlier that I no longer buy these classic BRC-20 tokens at this stage, but will hold them until the bull market.

If we must set a possible fixed investment price for ORDI, I think it must be at least less than 50 US dollars to have a certain cost-effectiveness, otherwise it will not make much sense. .

Can ORDI still fall below $50? We can only wait for time to give the answer.

3. What is the potential of ERC-3643?

ERC-3643 is a token standard for real-world assets. Projects based on this standard belong to what we often call the RWA track.

I still maintain my past views on this track: the ones who can really get the majority of the benefits are institutions and big capital, while retail investors are there to drink soup and run with them. .