Daily Project Investment Research Report - Unlocking Aspects of VC Coin Futures Market --Very dry and cautious, the entire text is 1876 words, and it takes 5 minutes to read Yesterday, I saw many people posting this project @ aspecta_ai on Twitter. I took a rough look at it before, but my impression still lingers on helping @ sign sell NFTs, and the people who bought them all became wealthy. It's been a long time since I last wrote a project research article. I spent some time this morning seriously studying what they do and whether the fair launch rules and values of the layer are worth participating in. Say something reasonable. This platform has done one thing, allowing retail investors to openly participate and freely price assets and shares that were previously inaccessible to them. It can be said to be a rather unconventional exchange. For example, there are still unlocked shares of the layer sold this time after TGE. In fact, many people have heard of many project teams/VCs selling coins at relatively low discounts at a certain stage, such as the famous SOL OTC deal at $60 or $120, which directly gave the team a lot of funds to take off on site. There was also an OTC deal made by SUI for top Western KOLs at 0.8 dollars, which directly led SUI's super counterattack to 5 dollars. But most of these trades are insider trades or invitation trades, and by the time retail investors hear them, the dust has already settled and they can only drool. What Aspecta does is to open up these still locked up chips in the market to the secondary market, breaking down the information barrier and giving individual investors the opportunity to participate in the forward value game (making money/accepting orders?). Taking the @ solayer discount sale as an example, the current market price of LAYER is $1.96, but on Aspect, the lowest price you can buy is $0.31 each (although it was unlocked in February 26), which is close to 15.8% of the price. Whether or not to do it depends on whether you are optimistic about whether the price of LAYER will drop by more than 80% in one year. And the specific sales rules are a bit complicated, I have sorted them out. The core mode is called BuildKey, which is somewhat similar to LBP. This Key is actually a wallet that contains tokens. -After the opening, the first 5 minutes are in lottery mode (to prevent bots from sniping early keys) 1. Each address can draw up to 20 keys, with a price of approximately 2U per key 2. Those who were not selected will receive a refund in the future (requiring real person verification) -Free purchase in five minutes (Bonding Curve mode) Within the first hour of free purchase, there is a limit on single txn transactions 2. In the future, you can freely speculate on keys. If someone keeps buying, the price will become increasingly high, to the point where they clearly feel it's not worth it. In the Bonding Curve, everyone can trade with each other to make money 4. Redeem the Key at any time, so that you can receive the certificate to receive the layer, but once redeem, you cannot trade the Key to make money They also set some incentives, if the amount of funds in the bonding curve exceeds a certain milestone, the price of everyone's chips will be cheaper. It is said that during the previous trial operation, many people would go out to CX and cross the milestone to jointly obtain discounted chips. -There should be two perspectives for making money The more people buy on the Bonding Curve, the higher the price, and you can directly cash out (short-term secondary trading). 2. Those who believe in the long-term value of LAYER can exchange it for Redeem and receive the certificate later. This voucher can continue to be traded, and even after receiving a layer several times in the future, it can be traded to other addresses, and other addresses can continue to receive the layer. It can be understood as buying someone else's wallet that has been partially unlocked. Overall, playing it for the first time may seem a bit complicated, but once you get started, you'll find it decent, similar to the previous LBP mode. The official tutorial can be found here: https://www.notion.so/aspecta/Trade-BuildKey-Tutorial-88d539d0456049e0a8e1fbb79772b6e3 To summarize: When the entire market was racing against RWA, stablecoins, and Perpdex, this project took on an alternative track, but there were still real application scenarios. Not only lock up tokens, but also other unrealized equity (OTC market) have the opportunity to be put up for value discovery, such as Web2 equity, whitelist, and pre market chips previously made by Aspecta. Of course, the market for lock up tokens is currently the largest. The project itself operates in a pumping mode, so as long as there are buyers and sellers, stable profits can be made. In theory, as long as VC coins still exist, there should be supply and demand, which can be considered as clear profits, and the market imagination space is not small. I will play the sales of LAYER, and if I can win in the lottery stage, there is a high probability that I will still make money. Later on, I will be relatively conservative in bonding curve PVP, and now everyone loves to "water their friends". At present, the publicly available financing information is @ yzilabs MVB7 incubation, invested by Spartan Group, HashKey Capital and other institutions. It is said that there is still a new round of financing that has not been announced. The transaction is currently on BNB Chain (including Zhao quantity should be sufficient) 🤣）， See if there is an opportunity to form a new wave of sustainable wealth creation effects and climb the ladder of coin security.