pepper 花椒 解盘㊂ 正EV
pepper 花椒 解盘㊂ 正EV|Jul 10, 2025 06:35
Those who have sold nodes know that they are not selling nodes, but stories. There are many node projects flying around in the market now, but there are very few that can truly be implemented. The reason is simple - the era of relying solely on pie charts is over, and those who can still sell nodes have only two paths: either to rely on heavy resources, or to take a push from the ground First, let's talk about the heavy resource route. ICN is a typical example of 5.5 million annual revenue, over 1000 enterprise customers, and 50PB of real storage data. These numbers are more effective than writing a 100 page white paper. It's easy to understand at a glance: we help push resources, all of which are win win, with node VCs taking the lead and retail investors taking the lead. Just like plasma, opening pre-sales is like the instant rush Let's push the route again. Some project parties have extremely strong offline capabilities and can sell extensively in third - and fourth tier cities. They don't talk to you about technology, they just say 'follow us and earn 100000 yuan a month is not a dream'. Back in the day, playing with Keyun (although not purely recommended) was indeed an effective strategy, The most awkward thing is the centrists - they have neither institutional endorsement nor the ability to push. Shouting 'We're going to disrupt AWS' on Twitter every day, but we can't even come up with a decent customer case. No one is paying for this project now. To be honest, I have also seen many projects that are hyped up with empty heads, and in the end, the salary cannot be paid out of the account. It is not an exaggeration, it is true Where is ICN smart? It walks on two legs: it is supported by professional institutions such as NGP and Xiaomi investors, and it also expands its influence through community activities. Eating from top to bottom is the way to go. Don't think CX is a bad thing. Good products should be matched with good marketing, and often mouth to mouth marketing is the most effective. We talk about the results, don't deceive people with technical ideals. If you sell and make a profit, it's awesome The current market is no longer in 2017. The era where a single white paper could raise tens of millions is gone forever. Back then, PlayCloud, endorsed by Thunder, was the pioneer of hard drive mining! Play with Ke Coin! 399! Within a month, you once reached 2999 and there are still buyers, so either you have hardcore resources and data, the endorsement of large institutions, or you have strong offline monetization capabilities. either one or the other By the way, ICNT has just launched Binance Alpha for three days, and currently the 40M market value/170M FDV does seem low .. The early unlocking amount is a bit too much: -50% online reward unlocked immediately (38.5 million) -50% ecological development unlocked immediately (35 million) -Network expansion 100% immediately unlocked (70 million) -DevCo 50% immediate unlock (18.9 million) This unlocking structure requires a deep disk wash to run The typical dividend payout model depends on whether the marginal cost of the gold standard can continue to increase. The core of decentralized cloud services lies in the number of nodes, and behind the nodes lies the sunk cost of electricity bills. At present, the node yield under 170M FDV may not be sufficient to see So, is there also a shutdown price here? When the gold standard is higher than the node profit, the node cannot actually win. Only when the gold standard is lower than the node profit can there be a profit Here are all dynamic games, and personally observe three key points: 1. The initial selling pressure mainly comes from online rewards and ecological development 2. The true test of linear unlocking after investors lock their positions for 12 months The team's 86% lock up for 36 months is considered a positive development Survive and stabilize the coin price, then the worst comes @ ICN_Protocol
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