【Score Updated #1】Invest in or Not? – Serum,SRM –

So, as a technical combination, if it is a derivative DEX, so, as a technical combination, if it is a derivative DEX , SRM & SOL is the best combination than the SNX & ETH combination. SRM & SOL is the best combination than SNX & ETH combination. Hello. It is mr.masa. Hello. It is mr.masa. Today, we have updated the evaluation score for Serum's token SRM, so I will explain in detail why.

Today, we have updated the evaluation score for Serum's token SRM, so I will explain in detail why. Let's get started right away. Let's get started right away. First of all, the corresponding category of SRM in my portfolio strategy is the fourth DEX area. First of all, the corresponding category of SRM in my portfolio strategy is the fourth DEX area. If you want to understand my portfolio strategy in detail, or if you want to understand my portfolio strategy in detail, please refer to the YouTube video about my "portfolio strategy". The link is here. Please refer to the YouTube video about my "portfolio strategy". The link is here. The analysis viewpoint is the usual 6 viewpoints, that is, the analysis viewpoint is the usual 6 viewpoints, that is, pain point analysis, product analysis, team analysis, team execution ability, token economy analysis, pain point analysis, product analysis, Team analysis, team execution, token economy analysis, and hype cycle analysis.

And then there is the hype cycle analysis. In addition, for details on what is emphasized at each analysis point, and for details on what is emphasized at each analysis point, see "Summary of points of altcoin investment strategy". Please refer to the YouTube video. The link is here. Please refer to the YouTube video of "Summary of points of altcoin investment strategy". The link is here. First of all, from the conclusion of the score re-evaluation, first, from the conclusion of the score re-evaluation , the total was 25.0 points when analyzed in May 2021, but the total when analyzed in May 2021.

It was 25.0 points, but as a result of re-evaluation in August 2021, it is 25.0 without change. As a result of re-evaluation in August 2021, it is 25.0 without change. The category surrounded by the dotted red mark is the area where the score has not changed, but there are updates. The category surrounded by the dotted red mark is the area where the score has not changed, but there are updates. The first is an update for painpoint analysis. The first is an update for painpoint analysis. There are two here. None have changed. There are two here. None have changed. First, the first pane point. First, the first pane point. That is, users want to make a lot of altcoin investments with one account. That is, users want to make a lot of altcoin investments with one account. And the second pane point. That is the high risk of hacking on centralized exchanges. And the second pane point. That is the high risk of hacking on centralized exchanges.

Centralized exchanges are vulnerable to hackers. Centralized exchanges are vulnerable to hackers. Cryptocurrency exchanges have had hacking accidents totaling nearly 150 billion yen in the past, and cryptocurrency exchanges have had hacking accidents totaling nearly 150 billion yen in the past, all of which are centralized exchanges. It is occurring in. why? Everything happens on centralized exchanges. why? This is an excerpt from the 0x white paper of one of the DEX protocols, but this is an excerpt from the 0x white paper of one of the DEX protocols, but the centralized exchange is owned by the user in one system.

Or because you have a pool of cryptocurrencies to buy and sell, you can get billions of dollars in a single hack. Centralized exchanges have a pool of cryptocurrencies that users hold, buy, and sell in a single system, which can result in billions of dollars in a single hack. DEX, on the other hand, is quite different. The virtual currencies held by each user's wallet are dispersed. DEX, on the other hand, is quite different. The virtual currencies held by each user's wallet are dispersed. Next is the product analysis update. Next is the product analysis update. This time, Serum's product roadmap was updated on July 30th, so I will dig into that point. This time, Serum's product roadmap was updated on July 30th, so I will dig into that point. Based on the updated content, I have summarized four main points that I consider to be noteworthy. Based on the updated content, I have summarized four main points that I consider to be noteworthy. First, a feature released in March 2021 is a staking program for investors with SRM. First, a feature released in March 2021 is a staking program for investors with SRM.

However, it doesn't have AMM features like Uniswap, so it's not that innovative. However, it doesn't have AMM features like Uniswap, so it's not that innovative. Next, as liquidity mining, we will introduce a market maker system with a centralized exchange as a partner. Next, as liquidity mining, we will introduce a market maker system with a centralized exchange as a partner. To be honest, I don't think it's very scalable compared to the AMM model, but it's definitely a better feature. To be honest, I don't think it's very scalable compared to the AMM model, but it's definitely a better feature. We expect it to be released later this year. We expect it to be released later this year. Next is the development of derivative products. Indefinite futures, leverage trading with cryptocurrencies as collateral, and then the development of derivative products. Indefinite futures, leveraged trading with cryptocurrencies as collateral , and margin trading using spot trading. And margin transactions that utilize spot transactions. Both are expected to be released later this year. Both are expected to be released later this year. Finally, as a function for institutional investors, it is a trading service that utilizes APIs.

Finally, as a function for institutional investors, it is a trading service that utilizes APIs. It is a mechanism used for automatic trading. It is a mechanism used for automatic trading. Again, this isn't an innovative feature, but it's definitely better to have it. Again, this isn't an innovative feature, but it's definitely better to have it. We expect it to be released later this year. We expect it to be released later this year. In summary, I can't wait for AMM as a derivative DEX, but in summary, I can't wait for AMM as a derivative DEX, but I think it's wonderful because we have taken steady steps. I think it's wonderful because I'm getting steady moves. Synthetix, which is the largest direct competitor, Synthetix, which is the largest direct competitor, and Uniswap and Sushi Swap, which are the actual DEX, and Uniswap and Sushi Swap, which are the actual DEX, and finally, the DEX aggregator. It is 1INCH. Finally, it is 1INCH of DEX aggregator. The area marked in red is the central theme of this update. The area marked in red is the central theme of this update.

It's the area of stock token trading and transaction costs. It's the area of stock token trading and transaction costs. Have a look at this. Have a look at this. First of all, how do you see these two leading companies in the derivative DEX market? is not it. First of all, how do you see these two leading companies in the derivative DEX market? is not it. Synthetix is the 1st Mover of Derivative DEX, running on Ethereum. Synthetix is the 1st Mover of Derivative DEX, running on Ethereum. However, Etherium is not aware that it will be an infrastructure that supports derivative exchanges, but Etherium is not aware that it will be an infrastructure that supports derivative exchanges . We are evolving with a direction toward payment infrastructure that is used by general individuals. Rather, it is evolving with a direction toward payment infrastructure that is used by general individuals. Serum, on the other hand, runs on Solana BaaS.

Serum, on the other hand, runs on Solana BaaS. Solana can be seen by looking at my analysis of Solana, but Solana can be seen by looking at my analysis of Solana, but as BaaS, it is assumed that it will be the infrastructure of high-speed exchanges such as NASDAQ from the start. doing. As BaaS, it is assumed that it will be the infrastructure of high-speed exchanges such as NASDAQ from the start. Moreover, in the case of derivative DEX, we do not handle the actual virtual currency in kind, and in the case of derivative DEX, we do not handle the actual virtual currency in kind, only their prices. Only those prices. In other words, you don't have to stick to ERC20 tokens. In other words, you don't have to stick to ERC20 tokens. You can handle multi-chain token prices from the start.

You can handle multi-chain token prices from the start. So, as a technical combination, if it is a derivative DEX, so, as a technical combination, if it is a derivative DEX , SRM & SOL is the best combination than the SNX & ETH combination. SRM & SOL is the best combination than SNX & ETH combination. That said, Synthetix has a 1st Mover Advantage, but Synthetix has a 1st Mover Advantage, so the opposing Serum requires a clearly differentiated product strategy. Competing Serum requires a clearly differentiated product strategy. That is here. That is here. Serum's parent FTX is a token transaction linked to the prices of popular stocks in the world such as Google and Facebook. Serum's parent FTX is a token transaction linked to the prices of popular stocks in the world such as Google and Facebook.

Certainly, if DeFi can be combined with token trading of popular US stocks, it will be more attractive than stock trading if DeFi can be combined with token trading of popular US stocks, so stock investment It is more attractive than buying and selling stocks because it can also attract new user groups such as homes, so it will be a great differentiation as it can also attract new user groups such as stock investors . It will be a great differentiator. However, it may take some time to realize this with Serum DEX. However, it may take some time to realize this with Serum DEX. The other day, Binance received a notification from US regulatory regulations, and the other day, Binance received a notification from US regulatory regulations and removed tokens from US stocks from stocks.

Removed US stock tokens from stocks. FTX does not appear to have been pointed out by regulatory agencies yet. FTX does not appear to have been pointed out by regulatory agencies yet. That said, after all, since it is a token sale dealing with stocks registered with the US SEC, it is a token sale dealing with stocks registered with the US SEC, so the US SEC will not let it go unchecked. That's right. It means that the US SEC will not leave it alone. So, as Serum grows to a scale comparable to Synthetix, so I 'm paying attention to the trends as this story is always relevant as Serum grows to a scale comparable to Synthetix. This story is always relevant, so keep an eye on the trends. Next is the team analysis update. Next is the team analysis update. There is no change. The project continues to be led by the FTX team. There is no change. The project continues to be led by the FTX team. Next is the evaluation of the execution ability of this team. Next is the evaluation of the execution ability of this team.

This is the latest version comparing the trading volume of the centralized exchange and DEX. This is the latest version comparing the trading volume of the centralized exchange and DEX. The growth of maternal FTX is remarkable. It's a momentum approaching Coinbase Pro. The growth of maternal FTX is remarkable. It's a momentum approaching Coinbase Pro. Expectations for Serum will naturally increase. Expectations for Serum will naturally increase. Because the combination of FTX & Serum is the same as the relationship of Binance & Pancake. Because the combination of FTX & Serum is the same as the relationship of Binance & Pancake. Next is the token economy. Next is the token economy. DEX is here. DEX is here. The DEX mechanism is a B2B model from which side, but the DEX mechanism is a B2B model from which side, but in the end, liquidity will not increase unless the user buys and sells.

Therefore, in that respect, it is a layer that needs to deal with a wide range from the liquidity economy to the network effect. Ultimately, liquidity will not increase unless users buy and sell, so in that respect, it is a layer that needs to deal with a wide range from the reward economy to the network effect. As I mentioned earlier, the most important network effect is the same as the Binance & Panque network effect, so I will explain it based on that. Since it is the same as the network effect of Binance & Pancake, I will explain based on it.

First of all, for users who started investing in virtual currencies for the first time, suddenly doing DeFi etc. First of all, for users who started investing in virtual currencies for the first time, suddenly doing DeFi etc. is various hurdles including the trouble Is expensive, so first use Binance. There are various hurdles including the trouble, so first use Binance. That's because Binance has the most stocks in the industry. That's because Binance has the most stocks in the industry. Then, the user who purchased there will now utilize the portal function, and the user who purchased there will now utilize the portal function and will not transfer the purchased virtual currency from Binance to another. It is quite convenient because you can use ding, asset management, lending, asset management, staking, etc. without transferring the purchased virtual currency from Binance to another, while depositing it in the Binance wallet. It's very convenient because you can use it while keeping your staking etc.

In your Binance wallet. As a result, Binance's user active rate will increase, and as a result, Binance's liquidity will also increase. As a result, Binance's user active rate will increase, and as a result, Binance's liquidity will also increase. This high liquidity further improves customer satisfaction. This high liquidity further improves customer satisfaction. This is the growth model of a centralized exchange that has been established as their No. 1 player. This is the growth model of a centralized exchange that has been established as their No. 1 player. And, in the future, what is required is based on this ability, and in the future, based on this ability , I think that we will create a flow to shift the user base to Panqueque. I think it's about creating a flow to move the user base to Panque. Providing Binance users with a stronger incentive to use Panque, and providing Binance users with a stronger incentive to use Panque, will increase Pancake's liquidity and increase Panque's liquidity. This will provide greater incentives for Panque's LPs, which will lead to higher customer satisfaction.

This can provide even greater incentives for Panque LPs, leading to higher customer satisfaction. We believe that achieving this network effect is extremely important for Binance in the future. We believe that achieving this network effect is extremely important for Binance in the future. Exactly the same thing is the relationship between FTX and Serum. Exactly the same thing is the relationship between FTX and Serum. Finally, governance. Finally, governance. DAO development is active and very advanced in the DEX market such as UNISWAP and SYNTHETIX, so DAO development is also active and very advanced in the DEX market such as UNISWAP and SYNTHETIX, so SERUM is also required to achieve results as soon as possible.

I'm looking forward to it. We expect that SERUM will be required to achieve results as soon as possible. Finally, hype cycle analysis. Finally, hype cycle analysis. We will talk based on the latest map of the usual Gardner blockchain industry hype cycle. We will talk based on the latest map of the usual Gardner blockchain industry hype cycle. First of all, the relevant category is Layer2 solutions. First of all, the relevant category is Layer2 solutions. All DEXs fall into this category. All DEXs fall into this category. Since Serum uses Solana, it does not have the serious gas fee problem that many ETHEREUM DEXs face, but since Serum uses Solana, many ETHEREUM DEXs face it.

We do not have the serious gas fee problem, but we still need to develop various technologies such as cross-chain transactions. Various technological developments such as cross-chain transactions are still required. And the other is Blockchain Asset Tokenization. All DeFi projects fall into this category. The same is true for Serum. And the other is Blockchain Asset Tokenization. All DeFi projects fall into this category.

The same is true for Serum. Serum sees a good chance of achieving some scale of achievement in these two categories in combination with Solana. Serum sees a good chance of achieving some scale of achievement in these two categories in combination with Solana. And again, the total score is as follows. And again, the total score is as follows. The total score is 25.0 unchanged. The total score is 25.0 unchanged. My minimum investment standard is 25.0 or higher, so I can recommend investment. My minimum investment standard is 25.0 or higher, so I can recommend investment. That's it.

That's it. To be on the safe side, this video is for educational purposes and does not guarantee a return on investment. To be on the safe side, this video is for educational purposes and does not guarantee a return on investment. Please make the final investment decision at your own risk. Please make the final investment decision at your own risk. But I have my video investing in cryptocurrencies, but I can be a practical help to anyone who has or is thinking about my video investing in cryptocurrencies I sincerely hope. Or I sincerely hope that it will be a practical help to those who are thinking about it. Regarding other things, we are distributing various altcoin analysis and blockchain related videos, so we are also distributing various other altcoin analysis and blockchain related videos, so by all means, by all means, Please subscribe to the channel. Please subscribe to our channel. thank you for listening! thank you for listening! .

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