Crypto only does three things: cult, Ponzi, and casino?

Author: AC Capital

What the currency circle can capture is often anti-authority, non-institutionalized, and socially marginalized groups. They are less likely to unconditionally delegate their trust to authorities, and are more likely to refuse to accept the system's individual pricing, similar to the Harberger tax. situation described in.

After being recommended by a friend, I found a very informative big V on Twitter. I learned a lot from the views he shared, so I will share them here. Interested friends can go to the ="text-align: left;">01. Why can’t the plate you made stand up?

Friends who often live in Shenzhen may have encountered such bankers. They made money in the last cycle and will tell you what models/products are on the market. I just want to make a similar one like this, just change it, add the old model and promotion system, and then it’s done

The result is often that it takes a lot of money It took a long time to develop, prepare materials, then contact the community leaders, hold a conference and prepare to start, but found that the market could not promote it, the cost was huge, and it was impossible to deposit money.

02. Think from the perspective of leeks

The reason for the problem is very simple: the plate design only stands from the owner's perspective and ignores the potential audience of the plate (leeks). What you have to consider is not to find leeks that pay for "hot projects", but to find effective leeks that can be reached on the plate (VC calls this total attainable market, TAM)

You see the fragrant leeks in other people's homes, but you find that your own fields are full of potatoes. The sickle is useless, you have to use the shovel.

03. Starting a business is starting a business!

So, the essence of starting a business is no different from starting a business. You first know who the accessible market is and what their needs are, and then you propose solutions. Finally, the market strategy is proposed

So when considering starting a market, we should follow this thinking path

First: The question to consider is what kind of leeks can I reach and what are their needs (who can make money)

Second: In order to think about the collapse model ( How to make money)

Third: This is the three-plate model design (how to make money)

04. Three-tier audience classification

How to analyze the audience? First of all There is a concept of TAM leek pond radiating surface. This pool is divided into three layers according to the distance from the banker group (the banker group includes the team itself, market leaders, and can effectively mobilize KOL media, etc.)

A directly shouts Movement: This subject matter can be directly called to get on the bus

B information can be reached but not directly boarded: The information can be radiated, but whether to get on the bus depends on the project

C cannot be reached: fission is required to get out of the circle

05. How does the banker form a team?

With the model in hand, the next step is to establish the boundaries of the bookmaker group. The more people in this bookmaker group, the better. The ancients said that "a secret will make a success", and the ideal state is "a small number of people and a wide range of radiation". The ideal dog farm team members should:

- Interest-related Definite and consistent

- The larger the range of monomer A+B (see the picture above), the better

">- Listen to the dealer's command and you can win the battle (eliminate the car riding)

- No more than 7 people (generally there will be problems with internal team scheduling of more than 7 people)< /p>

06. Bringing orders is the only criterion for testing strength

This explains the team and financing choices of many projects, such as why a project chooses XX as a consultant, and why other VCs are kicked out to make room for a certain big V or exchange. Because they can greatly expand A+B and even cover the original C. Therefore, the only criterion for testing VCs, KOLs, and exchanges is that they can be mobilized (including retail investors and institutions). This is also the reason for the secondary transformation of institutions into KOLs (also the reason for the existence of the "open source sickle").

07. The themes are unlimited, but the leeks are limited

No matter what the project is at this time, the "narrow sense gross TAM" of this banker group should be the sum of A+B of all members. Why Mao in the narrow sense? Because we only consider the current radiation of this group; why Mao? Because when it comes to a certain subject matter, not everyone in this radiation area may have a high probability of paying for it

However, the market changes quickly and the subject matter choices are unlimited, and your leek pool is unchanged. You need a test to evaluate your radiation surface

08. Rating radiation surface Four standards

From a pure currency circle perspective, I summarize this standard into 4 points in sequence:

- Values: Are you anti-traditional? Do you accept coins?

- Cognition: Can you deposit and withdraw money, use a wallet or can only exchange? How to build trust? Project Dora protects rights across conferences?

- Information source: Twitter, Telegram or WeChat group Moments?

- User risk preference: Is it more like a debt or equity investor? What is the demand for return cycle and annualization? Do you do the market or just place orders?

09. The shape of the community is determined by leeks

Answering these will help you decide on the crash model and the three-game trade-off. For example, most of the CX communities in Shenzhen in 2019

- are mostly individuals and can accept coins

">- Most of them need the help of market leaders to deposit and withdraw funds and will use exchanges. The trust-building method is more traditional and requires endorsement, and the project rights protection threshold is low

- Users are closer to debt investors but accept small equity games, and the return requirement is 1% daily , most of them understand the CX system and are more inclined to place orders

10. Leek recognition Only when knowledge improves will the model be upgraded

Therefore, the main plate models in Shenzhen from 19 to 20 are financial management plates (Plustoken), mall rebates and other dividend plates, and band splits Dividend plates with split plate characteristics (Hanabi, Galaxy). These disks comply with:

-Pure currency deposits and withdrawals

-Centralized approximate exchanges Experience, convenient to insert various endorsements, the user rights protection threshold is too low, so no matter how you pump and run, it will be the same

- Make CX market structure and daily chemical stable dividends , use split orders to earn turnover and eliminate bubbles

11. Make a mess We should also talk about the trigger model

The radiation surface of Gouzhuang's leek pond determines what kind of disk it can make, rather than what Gouzhuang wants to make and then throw it to the community. Guess, this is putting the cart before the horse

Furthermore, being able to talk about "radiation" must involve a communication issue. The spread determines how big the plate can be and how much money can be made. First of all, area A does not need to consider the problem of transmission, mainly areas B and C. How to get more B and C areas:

- see-channel

- Agree - Information

- Get on the bus - Trigger

12. It is not important whether the information is right or wrong, but it is more important to conform to Leek’s cognition

Communication is also based on the audience, so it can be substituted Test in 8/. It is difficult for B and C to accurately evaluate behavior, so they focus on values ​​and cognition.

What the currency circle can capture is often those who are anti-authority, non-institutionalized, and marginalized in society. It is even more difficult for them to unconditionally delegate their trust to authorities. It is possible to refuse to accept the system's imposition of individual prices, similar to the situation described in the Harberger tax.

When your information meets the above characteristics, you can approach them.

13. It doesn’t matter if the community slogan is the same

This is the slogan of the pure crypto community. No matter what the project is, it basically revolves around decentralization, fairness, and no need for permission, rather than application, efficiency, and order. This is determined by audience, not bias. Metaphysically speaking, this type of audience, which I call "new humanity" (newtype in Gundam), is a new stage of human evolution. Their economic manifestation is the financialization of everything, and every behavior must be earned. It’s not that they are more profit-seeking

14. Don’t do it for food

But as new human beings, they pursue sovereign pricing and free pricing for everything in economic life. The old humans will wholesale their time and energy to companies/organizations, while the new humans require pricing and profit sharing. From the outside, it gives people the stereotype that "people in the currency circle only want to make money and play with the plate. The old humans live first" It’s about eating. New humans also need to eat first in their lives, but in a different way. Eat first, then talk about lust

15. Make a fortune by cutting leeks and go bankrupt by doing practical things

From this point, it is also It is not difficult to understand why those who clamored for non-financial applications, Web3 games, and Web3 social networking have been defeated. In essence, they do not understand the demands of their own audiences, and talk about playability and social stickiness without economics. Humans are talking nonsense

If you don’t believe it, just take a look at @warpcast_ Pure decentralized social no one cares about, once the social dog launchpad was famous all over the world. Look at Lens , if you don’t issue coins, you will have to wait for the filial piety hat:

16. High-end leeks go online

Understand this point, the remaining Everything is art.

If your B+C audience meets the standards of "new humanity", then your information needs to highlight the values ​​​​of 14/li. This This is why memes are strong in crypto - they are both information and triggers. The meme here is in a broad sense. Your plate system, endorsement, story team, etc. are all part of the meme to maximize the spread.

Choose channels where this type of people are likely to appear: Twitter, Tiktok, Reddit, etc.

17. Traditional leeks are offline

If your audience is not a new generation , then we must adopt a more traditional and rights-protecting form

• The channel adopts offline: underground Promotion, conference + platform

• Online: online courses, slogan-based community, refined chat

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The purpose of the information conveyed is to suppress the authoritative voice of the audience and form a face-to-face leader-team trust structure. What is needed here is information Bad.



Of course, the problem with this model is that the cost is too high. Although pure currency online promotion is expensive, the upfront cost of renting an office for reception through offline online promotion is It’s even more outrageous. The most terrible thing is that the radiation area is small. A large number of people eat and drink, and the community leader takes the lead and runs out of control.

This means that project customers in the local promotion model The unit price must be high, and high customer unit price requires strong trust and endorsement. The ultimate solution to this problem is Northern Myanmar Jingliao. High efficiency, strong controllability, and low cost.



18. Take good care of old leeks

Interestingly, for many For traditional users of Wanbi pure disk, native users of the currency circle are also authoritative. This means that it is feasible to use degen projects to magically modify according to user risk preferences and adopt a more authoritative communication path to target pure disk users - because of natural information Bad. Of course, the premise is that the magic modification must not only retain the cool flavor of crypto native, but also make it understandable to adults and adults, and don’t just focus on one end.