ETH、SOL、DOT、TIA、SUI、ADA、AVAX、ATOM、TRX、MATIC、NEAR.......

這些曾經暴漲征服的市場，或者還是當紅炸子雞的項目，都有一個共同的標簽：公鏈。

所有的老韭菜，都應該有這樣的感覺：每隔一段時間就會有一個甚至幾個公鏈項目大爆發，10倍、甚至100倍的暴漲，吸引整個市場的目光。

無論市場熱點是輪到DeFi、NFT、AI還是GameFi、BRC20銘文、打元宇宙、MEME，都無法有公鏈項目火爆全場，可以說流水的熱點，鐵的公鏈。

從最仔細的指標，“市值”來看，目前全球市值排名前10的項目中，從正義角度來看，即刨平臺去幣、穩定幣、支付單一場景等，有5個是公鏈，涉足半壁江山；排名前30的區塊鏈項目中，有15個是公鏈，同樣受到半壁江山的追捧。而從廣義的角度說，比特幣其實也是公鏈。

今天就借助一些幣友推薦的項目，來專門開一個“公鏈專場”。

以太坊

代幣基本情況

市值：4,131億美元， 市值排名：2 ， 目前流通概覽：120,142,084 ETH， 最大供應量：無限， 投資回報： +11159.00倍， TVL：523億美元；

個人分析

作為公鏈之王，其實沒什么可分析的，只說3件事情：

1、什么人玩ETH比較好？

我覺得最好你是A8、A9用戶，大A7用戶也行，不然你這個資金體量，也沒必要玩。追求穩定收益是大戶和機構的事情，你作為小散，不要說只是來幣圈掙個買餅的錢。

2、第四輪減半行情里，頂在哪里？

1.8-2.2萬美元，根哥就是這么直接，從來都不清楚其言論。主要依據是這個價位的ETH市值就是2萬億美元左右，再高我也會有點發慌。

當然如果美聯儲再來個疫情期間的那個大放水，上限肯定還能再高一點，畢竟加密市場其實就是流動性時序的產物；但美聯儲明顯不可能再次如此生猛，加息現在都沒有收割、恢復了放掉一塊錢，再這樣玩，免去墻哪些財團只打算：爽一把就死。

3、這輪牛市里會超越BTC的市值嗎？

比較困難，我相信下一個激動可能會。

這一輪BTC被BRC20帶上了比特幣生態的概念，而且因為中本聰的消失，比特幣不再有缺陷和漏洞，哪些要進行資金配置巨量的老錢們，更相信BTC，畢竟BTC解決的核心問題就是讓“財產真正屬于人民”。

而因為V神的存在，ETH走歸附老錢的路子，POS機制的采用只能加速這個進程。屠龍少年終成惡龍。

索爾

代幣基本情況

市值：524億美元，市值排名：5，目前流通總體：410,905,188 SOL，最大供應量：557,228,276 SOL，投資回報：+579倍，TVL：24億美元，發行時間：2020-03-23；

個人分析

SOL就是目前當紅炸子雞的公鏈項目，退出FTX暴雷的遮蔽之后，一路從20漲到現在的133U，6倍多的漲幅，在這個體量上已經很牛逼了，但現在已經是市值第一了五種幣種，再漲就有點難了，所以不建議追漲，而建議減倉。只能等待第四輪減半行情真正的啟動，巨量的新資金進來再說。

Solana主打的時性能公鏈，根據不可能三角理論：安全性和可擴展性（效率），三者不可能全部兼顧，主打性能公鏈，SOL可以犧牲一部分安全性和去中心化。

說實話作為從公鏈項目出身的人，我一直對公鏈的性能有偏見：因為區塊鏈本身最重要的特點就是去中心化，要求每個節點都參與驗證和存儲數據，不把權力集中到某些人某些人的手中，從而限制了系統的安全和財產的主軸，但是這限制了系統的處理能力和速度。當然這種區塊鏈教旨主義的表述，現在已經不是主流，畢竟太理想主義現實還不夠。

說偏了，其實牛市里，這些性能公鏈是最有可能爆發的，就像前面的EOS、LUNA都是主打性能，高tps，因為牛市交易量是幾何級的增加，ETH那堵成狗這種感覺和高氣體令人難以忍受。

所以SOL在接下來的牛市里，肯定會大有作為的，超過歷史最高值260U，只是時間問題，上限在哪里？不知道，我只能算個卦，卦象：800標兵奔北坡。開個玩笑，權當一樂。

點

代幣基本情況

市值：112億美元，市值排名：14，目前流通總體：1,223,246,209 DOT，最大供應量：無限，投資回報：+31倍，發行時間：2019-05-05

個人分析

跨鏈公鏈概念的龍頭，這其實也是一個思路：公鏈是真正的基礎設施，就像公路一樣，需要有國道、省道、市道、甚至是縣道鄉道，確定好自己的定位，而這又是市場需求的，可以成為一個暴漲的好項目。

現在的市場確實需要跨鏈，這是一個剛需，牛市時尤甚，來“連接私鏈、聯盟鏈、公鏈、開放式網絡和預告機以及塑造尚未的未來技術”。

所以DOT是一個好項目，加上背后團隊也是加分項，雖然這輪上漲里表現的很拉胯，但你不知道什么時候就爆發了。上輪牛市的頂峰是55，比特幣減半后開啟的第四輪行情里，至少得超過55吧，無論上輪牛市里買在哪里，這輪牛市里都能解套，這就是我曾經說過的那句話：只要你不賣，狗莊就割不了你。PS：前提是這個項目靠譜。

TIA

代幣基本情況

市值：26億美元，市值排名：45，目前流通概覽：157,701,062 TIA，當前供應量1,016,657,534 TIA，投資回報：+4.8倍；發行時間：2023-11-01

個人分析

Celestia是升級公鏈的代幣，升級這個概念，我記得22年初就被熱炒過一陣，現在出來了一個熱門的項目，排名前五的CEX都有這個幣，這也是實力的象征。

就像前文說的那樣，確定自己的定位好，而這又是市場需求的，就是好項目，現在加密市場確實需要這樣一款易使用開發，擴展好的傻瓜相機式的公鏈。的市值排名是45，這個排名區間的熱門新幣也容易出爆款。

但目前我擔心的有兩個：

1、早期的項目融資有點多。我查到的資料顯示有種子輪、A輪和B輪三輪融資，有Coinbase Ventures、Binance Labs等這樣的行業頭部，這方面說明了這個項目的優質，但另外這都是潛在的變現需求，在這個問題上最坑的就是四大天災之一的ICP，前車之鑒，不得不慎重。

2、漲的有點多了，開盤至今10倍的漲幅，收益盤有點多。幣友們都知道，作為被幣圈毒打過的老韭菜，我天生對這種暴漲過后的幣有恐懼心。

所以目前，不易追漲了，沒有的同學添加關注吧，等后續的回調再買。我個人很看好，它成為這個輪減半行情的當紅炸子雞的公鏈。

隋

代幣基本情況

市值：18億美元，市值排名：56，目前流通總體：1,100,947,215 SUI，最大供應量：10,000,000,000 SUI，投資回報：+15倍；發行時間：2023-05-03

個人分析

Sui and another public chain Aptos come from the same school, and the founding team comes from Diem of Facebook. They are all based on the Diem programming language Move to explore and launch new public chains. It can be said that the background, technology, capital, etc. are all highly similar, but APT was issued in October 2022, more than half a year earlier; therefore, we can also look at the trend of SUI from the trend of APT after its launch, and the K-line patterns of the two are indeed the same. It's very similar. It's the high point when it goes up, and it starts to rise after two or three months of pullback.

Judging from the financing situation, after multiple financings in the second half of 2022, it will be valued at US$2 billion, which is similar to the current market value. From this point of view, the current SUI is just starting out.

From the perspective of the token model, the SUI Foundation accounts for 50% of the total number of tokens in the name of community reserves, and the rest is distributed to early contributors, investors, etc., and will become a strong currency.

Judging from the launch of CEX, the top five exchanges have already been launched. It can be said that high-quality public chain projects are basically standard. This also shows the importance of the public chain track.

As a public chain, SUI pays more attention to games and decentralized social media networks. This is not only the area of ??expertise of the project team, but also one of the first to be implemented in this round of market. GameFi and SocialFi have always been popular. So overall, this project is very good and worthy of long-term deployment.?

THERE IS

Basic information about tokens

Market value: US$25.5 billion, market value ranking: 8, current total circulation: 35,347,151,736 ADA, maximum supply: 45,000,000,000 ADA, investment return: +277 times; issuance time: 2017-10-02

personal analysis

As an established public chain, Cardano has more than 60% of ADA pledged, which is the highest among all public chains and three times that of ETH. This shows the loyalty of the community to it. Of course, the hardware requirements for Cardano verifiers are the lowest among the major public chains. of. This makes Cardano one of the blockchains that least relies on hosted server solutions. However, the development progress is always slow, there is a lack of stable coins, and the ecology is not very prosperous, but it once reached the third place in market value, second only to BTC and ETH.

This is a public chain with obvious advantages and disadvantages, and it currently does not have much performance in this round of rise. There are more and more new high-quality public chains in the future, and competition pressure is also increasing.

AVAX

Basic information about tokens

Market value: US$15.5 billion, market value ranking: 10, current total circulation: 365,458,876 AVAX, maximum supply: 720,000,000 AVAX, investment return: +84 times; issuance time: 2020-07-14

personal analysis

Avalanche, another high-performance public chain, is a direct competitor to SOL. However, in this round of growth, its performance is far inferior to SOL, and its current price is in a chip-intensive area.

The biggest feature is the parallelism of three chains: the transaction chain, which is responsible for the transaction and issuance of virtual currency, etc.; the platform chain, which is responsible for platform operation matters, including node verification, governance, creation of subnets, etc.; and the contract chain, which is responsible for the creation and interaction of smart contracts, etc. . The intention is to solve the impossible triangle, but for now it still sacrifices a certain amount of security.

But as a public chain project that has been praised by Buterin, although it has not yet undergone enough market testing, it has ideas, a good team, and a good community, and it is worth having.?

ATOM

Basic information about tokens

Market value: US$4.3 billion, market value ranking: 27, current total circulation: 364,201,868 ATOM, maximum supply: unlimited, investment return: 117 times; issuance time: 2019-03-15

personal analysis

Cosmos, as an ambitious project, is one of the best among public chains in terms of technology. It is similar to DOT in that it focuses on cross-chain, but it is different. But it has always felt like it hasn’t exploded much, and its performance has been poor during this round of rise. I feel that the value model of the token is not designed well, or the team’s marketing is poor. Although it is powerful, it feels like a teapot cooking dumplings.

At present, I think it is an underestimated one among high-quality public chain projects. If the value model can be solved and operations are done well, it is most basic to increase by 10 times in this round of halving.

TRX

Basic information about tokens

Market value: US$12.6 billion, market value ranking: 11, current total circulation: 89,222,486,143 TRX, current supply: 89,222,563,253 TRX, investment return: +93 times; issuance time: 2017-07-01

personal analysis

In the domestic public chain craze in 2018, the only project that is still alive and doing well can be said to have been screened by the waves. From this point of view, it is still very impressive.

Although the name "Sun Gao" is well known, this also shows what makes Sun Gao so awesome: he knows how to market and can tap into all the hot spots. Now the amount of USDT in TRC20 has exceeded that of ERC20, and the activity of projects on TRX is second to none (although there are many gambling projects).

I have a friend who bought this in 2018 and made 100 times the profit. After becoming wealthy, he started to focus on TRX to cook hot pot. This also illustrates a truth: in the currency circle, when you find a potential currency, the sooner you get involved, the better. Even if you are Tuo Xiang, you will be able to enjoy the benefits if you participate early. On the contrary, no matter how bragging you are about value investment, if you join late, you will be hollowed out and abandoned.

MATIC

Basic information about tokens

Market value: US$10.1 billion, market value ranking: 15, current total circulation: 9,319,469,069 MATIC, maximum supply: 10,000,000,000 MATIC, investment return: +416 times; issuance time: 2019-04-30

personal analysis

Polygon public chain, MATIC, has made many people rich. Its biggest feature is Layer 2, which was born out of ETH. It is naturally compatible with Ethereum and supports the multi-chain Ethereum ecosystem. This round of rise should be the worst-performing mainstream public chain project, which has only doubled from the bottom. However, the upgrade of ETH in Cancun on March 13 may be a good thing for a surge. When the big bulls come later, ETH is stuck in a doggy situation and expensive people are panicking, it is also a good opportunity for an explosion.

NEAR

Basic information about tokens

Market value: US$4.3 billion, market value ranking: 28, current total circulation: 1,004,666,471 NEAR, maximum supply: 1,168,565,949 NEAR, investment return: +113 times; issuance time: 2020-10-14

personal analysis

Another public chain that focuses on high performance, it mainly uses sharding technology to achieve a high degree of scalability. The essence of high-performance public chains is actually to take advantage of the gambling and high value of ETH. At present, Layer 2 is not fully mature, and there is a lot of room for development.

It has recently started to rise sharply and has completely left the bottom space. However, like most currencies that appeared in the last bull market, it rises step by step to pressure levels. The next pressure level will be 7.4, and then 11.6.?

Summarize

The public chain is a track with a large market capacity and can accommodate many high-quality projects at the same time.

The industry is still in its early stages, and public chain projects will undoubtedly become the protagonist. Their development speed and maturity will largely determine the development speed and maturity of the entire industry.

In the future, with the development of the blockchain industry, the market's demand for public chain infrastructure will become increasingly diversified, just as economic development requires not only highways and high-speed rails, but also air and sea transportation. Diversified development will give various public chains enough room for survival. Fundamentally speaking, the competition among public chains still depends on who can provide better performance, higher security, lower cost and greater community support, so that the chain can carry a larger amount of assets.

In the current market, no type of public chain has an absolute advantage, or is absolutely correct. As long as the public chain is born at the right time, or its technical characteristics can be better combined with the target audience, it is a good public chain. chain, resulting in an explosion of value.

The word count reached 4,000, which is far more than I planned, so I will write a separate article later on how to judge whether a public chain is valuable.

再次強調，幣圈投資不是靠追高回落的。

重要的是市場情緒的消息和感受，更重要的是能夠獲得有關該項目的第一手消息。

所以，只有在市場走勢之后，你才能看到別人期待已久的好處。

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