MoonDAO Analysis 1

    分享一下区块链，币，NFT，Dao,moondao，mooney，社区等一系列的看法。一个月前，对刚完成接受捐款的moondao的一些分析。但是币圈一天，圈外一年，过了一个月，重新动态分享一下自己的一些观点以及逻辑。希望这个比较长的分析以后能证实，也希望对社区和推特朋友们有点小小的帮助

    Writer: @JJGD
    Translator: @LouisYip

    Share some thoughts on Blockchain, Tokens, NFTs, DAO, MoonDAO, Mooney, Community, etc. After the fundraising period of MoonDAO, I did some analysis on it. Things change rapidly in the blockchain industry, so I will add more new thoughts on my previous one. I hope this longer analysis will be reached in the future, and I hope it will help the community.

    中本聪在结合了一些前辈的成果下创建了BTC，然后其底层技术被命名为区块链。建立在数学，密码学，经济学等等基础技术的基础上的一个透明公开的去中心化的分布式数据账本，具备抗审查，可追溯，不可篡改。创建的目的是保护私有权益，不被中心化剥削，创造性的去服务人的需求。BTC出来以后，不断的演化。

    Satoshi Nakamoto created BTC by combining the achievements of some predecessors, and then its underlying technology was named blockchain. It’s a transparent and decentralized distributed ledger based on basic technologies such as mathematics, cryptography, economics, etc. It is censorship-resistant, traceable, and cannot be tampered with. The purpose of BTC is to protect private interests, not be exploited by centralization, and creatively serve the needs of people. After BTC was created, it keeps evolving .

    BTC的出现，不管怎么说，是价值储存也好，点对点转移交互也好，核心还是不要传统世界各种价值交互需要担保方，通过科学技术来实现和保障天然的信任，可以量级降低交互的成本，当一个新的技术新的范式出现，没有历史经验和模型可以参考，那融入世界是要很大困难和曲折的

    The emergence of BTC includes store of value or P2P transfer interaction, but the core feature is that it does not require a guarantor for various value interactions in the traditional world. The realization of decentralized trust through science and technology can reduce the cost of interaction by an order of magnitude.When a new technology and a new paradigm emerge, without historical experience and models to refer to, it will be very difficult and tortuous to integrate into the world.

    拓展外界使用和吸引更多的人是需要极大的成本，传统的观念和习惯存在很长时间，守旧是人性所在，获得确定性而不是去承受不确定性是常态，当一个非常态出现，难快速进入人们的心中和形成常识。虽然这样，但是如果优势巨大，竞争力大，真正是人需要和追求的。那破圈是时间问题，那BTC/区块链是怎么破圈呢?

    Expanding external adoption and attracting more people require enormous costs. Traditional concepts and habits have existed for a long time. Conservation is human nature. Obtaining certainty instead of bearing uncertainty is the norm. When an abnormality occurs, it is difficult to quickly enter people’s minds. Even so, if its advantage is huge enough and the competitiveness is great, it is really what people need and pursue. It is a matter of time for BTC to be adopted by all walks of life. But how?

    真正的破圈逻辑还是人本位世界，通过长时间演化形成的趋利避害机制，BTC在早期通过市场博弈形成大起大落，超大的波动，不断的奖励先行者又摧毁对区块链不坚定参与者，通过巨大的财富榜样去诱惑不断听说这个东西的人，而不断的主动传播，同时也通过很多的悲剧，反正各种和传统世界极大的反差事件而传播

    The real logic behind is still the human-centered world. After a long-term evolution, the world forms a mechanism of seeking advantages and avoiding disadvantages. The huge fluctuations and game of BTC in the early stage, are constantly rewarding pioneers and destroying participants who are not determined to the blockchain. BTC is spread out by attracting people who heard the story of getting rich overnight. And at the same time, it also spreads through many tragedies. Anyway, it is spread by various events that are in great contrast with the traditional world.

    这也是币不断的认为是骗局或者革命的原因，大多数人都是从自我角度去观察世界的。币不断的巨大涨幅和跌幅，轮回的泡沫，轮回的崩盘。那BTC到底有没价值？没有创造价值那确实是浪费世界的资源。价值储存，去中心化交互，每个人的看法是不同的，很难有说服力。那假设BTC是没价值的

    This is also the reason why tokens are constantly considered to be scams or revolutions. Most people observe the world from their own perspective. The huge rise and fall of the tokens forms the bubble, the bubble will collapse and then be reset . Does BTC have value? If it doesn’t create value, then it is really a waste of resources. But everyone’s opinion is different, it is difficult to convince people that BTC has value, which is in the form of a store of value and decentralized interaction. Let’s assume BTC is valueless.

    那我们去历史上去寻找同样的大起大落的模式出来对比参考，大的旁氏骗局，PUIS智能搬砖，郁金香，东印度，互联网，身边的那些骗子资金盘，都是通过巨大的收益而诱惑参与，巨大的泡沫，大众一起狂KUAN，一些享受泡沫带来的财富，但是都崩盘，关键点来了，崩盘后消失的，就是整个系统是没有提供价值的

    Then we look back to history for the same pattern of ups and downs as comparison and reference. The big Ponzi scheme, tulips, East India, the Internet, and the scammers around us are all attracted by huge profits. Some enjoy the wealth brought by the bubble, but in the end, the bubble will collapse. The key point here is, if a system can’t survive after the bubble collapses, it is valueless.

    泡沫泡沫，崩盘，然后又重新起来，有泡沫和新高，互联网是一个，BTC是一个，能起来说明是有价值的。价值在那，不同的人看法可能不同，可能形成共识可能不形成，但是不断去做实应用和生态，去满足人的各种需求，这就是价值。

    However, both the Internet and BTC survive after the bubble collapses. It means that they have value. But not all people have the consensus that BTC has value. If we could develop Dapps and ecosystems to meet the needs of people, it will form into values.

    币的出现，其实是区块链世界里的钱创造出来了，不管是因为抵抗通胀，抵抗剥削，保护价值，还是其他，总之，区块链里的钱来了。在2017ICO出现前，区块链世界里就是挖矿，地址间转币，或在一些平台交易买卖，以及存币，ICO也是一个突破，可以给项目融资，更低成本更低门槛的融资去发展项目，虽然一地鸡毛

    The emergence of tokens is actually the creation of money in the blockchain world, whether it is because of resistance to inflation, resistance to exploitation, protection of value, or other reasons, in short, the money in the blockchain has been created.

    Before ICO in 2017, in the blockchain world, it only had mining, transferring tokens between addresses, trading on exchanges, or depositing. ICO is actually also a breakthrough, which can provide financing for projects with lower costs and lower thresholds, although ICO brought lots of chaos.

    ETH出现，是区块链里一大突破，构建了智能合约，可以在ETH上面创建应用，区块链上的生态就可能建立一起，各种各样的产品被创造出来，当我们把链看成一个公家，那链上的各种产品就是公司。然后继续演化，市场选择了DEFI去中心化金融这个方向进行突破，然后构建了一个钱的闭环，有产品可以创造收入流了，

    Ethereum is a huge breakthrough in the blockchain. It brought the idea of smart contracts, so that the applications can be deployed on Ethereum . The ecosystem on the blockchain may be established together, and various products have been created.

    If we consider a chain as a country, the various products on the chain are the companies. Then they kept developing and the market chose the direction of DeFi. DeFi then formed into a closed loop of money and brought cash flows.

    ETH的出现，智能合约的出现，区块链得到巨大的提升，各种有才华的可以在上面去构建自己的创意产品，基于开源，真实，自由，开放，抗审查，这样人们可以随时随地的在上面组合，迭代，进化，随时间推移，在不断交互和组合，演化出有竞争力的区块链产品出来，人们的创造力得到有力的发挥，生产力得到解放

    Thanks to the emergence of Ethereum and smart contracts, the blockchain has been greatly improved, and all kinds of talented people can build their own creative products on it, based on open source, authenticity, freedom, openness, and anti-censorship. In this case, people can use the products anytime and anywhere. Over time, competitive blockchain products are built up by combination, interaction, and iteration. And creativity and productivity are increasing dramatically in the blockchain.

    市场和行业在不断尝试各种路径，出现了NFT，属性就是不一样，币是一样。不一样包含一样，所以NFT市场会远远大于币市场，NFT市场潜力巨大，现在只是极小的一部分，初期的初期，会极大的解放和鼓励人的创造力。NFT是物，物的交换是世界的核心机制，商品的生产，供应，需求，满足人类的生存和生活的需求，

    The market is constantly finding out various paths, and NFTs have appeared. You can say the 10k NFTs are the same series tokens, but each of them has different attributes. Because of this nature, the NFT market will be much larger than the crypto market. The NFT market has huge potential, and now it only shares a small percentage of the market.

    In the very early stage, NFTs will greatly encourage creativity. NFT is a commodity, and exchange of commodities is the core mechanism of the world. The production, supply and demand of commodities meet the needs of human survival and life.

    钱/财富只是可以拥有或交换物的中介物，金融的各种产品都是去满足钱的逐利特性，区块链世界里的NFT出来，区块链世界的数字商品出现了，原生的物出来，越来越好玩了，进化的路径越来越多，各种各样的人都可以通过更多的节点，更多的维度来参与进来，创造价值获得利益，或者被满足需求。

    Money or wealth is only an intermediary that can be owned or exchanged. Various financial products are to satisfy the profit-seeking characteristics of money.

    NFT serves as digital commodities in the blockchain world. It brings more fun, and provides different evolutionary paths. All kinds of people can participate through more reasons and dimensions. NFT creates values and benefits to people, and meets their needs.

    当NFT出现以后，区块链世界才出现真正的满足个体的使用需求，不然币都是投资或投资需求，都是为挣钱或防守而抵抗风险而已，当然人的投机需求，挣钱需求，投资需求都是很重要很重要的需求，都是满足人本性的需求，趋利避害而已。但是NFT数字商品出现，是可以满足真实的使用需求，而不是挣钱或投机。

    After the emergence of NFTs, the blockchain world can truly meet the needs of individuals. Otherwise, tokens are only investments or investment needs, and they are all about making money or defending against risks.

    Of course, people’s speculative needs and money-making needs, Investment needs are all very important. They are all to meet the needs of human nature, to seek benefits and avoid disadvantages. However, the emergence of NFTs can meet real life usage, not only to invest or speculate.

    区块链里的原生钱，物，都被创造出来了，人在那？
    区块链世界里可创造原生的人吗？是不可能的！这个世界是人本位的世界，所有的外界信息都要通过人的各种感知器官来接受，然后产生各种情绪和情感，就是区块链里有人，也要和本体链接，才有对事件的情感产生和反馈。区块链里的人/ID，是本体的分身而已

    The crypto natives have created the money and commodities in blockchain. How about people? Could people also be created in the blockchain? It is impossible! This world is a human-centered world. All external information must be received through various perceptual organs of human beings, and emotions. Even if there are people in the blockchain, they must also be linked to the people’s organs and emotions to generate feedback. TheDID in the blockchain is just a clone of people.

    NFT还处于初期，流动性不好，需要不断集合和创造流动性，让价值可快速流动和交互和获得，数字商品供需有真实的交互场景，这样利于更多的人更多的资源处于这个赛道。包括炼游NFT，头像NFT，声音NFT，视频NFT，各种多样化的商品出现，满足更多的需求，不断的开拓外的边界，吸引更多的人进内

    NFT is still in its infancy, and its liquidity is not very good. It needs to continuously gather and create liquidity, so that value can be flown, interacted and obtained quickly.

    The supply and demand of NFTs will be increased only when they have real world interaction. In this case, talents and capitals will flow into NFTs. Now we have seen different kinds of NFTs, including GamFi NFT, Pfp NFT, Music NFT, Video NFT and so on. A variety of NFTs meet different needs, and attract external people and extend the boundaries.

    DAO就是一个建立在区块链基础上的去中心模式的多人的组织，基于区块链技术保障的基本信任，在一个愿景下，自愿带资源进组的一个任务小组，可能是商业化的，可能是人文化的，多人协同合作共同去完成任务。根据贡献值来获得潜在或当下利益。核心是DAO通过聚集资源，组建社区

    Apart from NFTs, DAO is also promising in 2022. DAO is a multi-person organization. Based on the basic trust guaranteed by blockchain technology, DAO members fight for the same vision with their own resources.A DAO can be established for commercialization or culture. DAO members get incentives based on their contribution. The key for DAO is to form a community by gathering resources.

    创造价值，如果一个DAO不创造价值，不去满足需求，那就是负能量的，随时间而衰弱。好的DAO是有自己社区的价值观，社区文化，社区有温度，而且愿景也足够酷，而且可以创造价值，这样就可以不断吸引人才加入社区，不断增强竞争力而更有效率的服务需求获得价值

    If a DAO does not create values or meet demands, it will be weakened by the negative energy over time. An excellent DAO has its own community values, culture, and warmth. Apart from that, its vision must be cool enough to generate value, so that it can continuously attract talents to join the community. Talents will continuously enhance the competitiveness of DAO to gain value by more efficient service.

    moondao的愿景是让太空去中心化，普通人也可上太空。主创和社区组建到今，也有一个多月了。治理代币MOONEY也上链一个月了。主创对DAO和区块链的认知深，而且也严格按DAO的机制在行动。行动路线：1 创意出来，成立募资，然后发行代币。 2：和蓝色起源公司谈判购买门票，3发行NFT，来抽奖上太空的普通人

    One of the examples is MoonDAO. Its vision is to decentralize access to space research and exploration. Its first step is to allow ordinary people to have the chance to go to space. It has been more than three months since the community was formed.

    The founders, Pablo and Kori, have a deep understanding of DAO and blockchain, and also take actions strictly according to the mechanism of DAO. Roadmap of MoonDAO:
    1.Brilliant ideas were generated and the fundraising period was finished, including the issuance of governance tokens
    2. Negotiate with Blue Origin to buy the space tickets
    3. Launch NFTs to choose the lucky dog to go to space
    4. Go to space
    5. Be a shareholder of a space company or acquire a small rocket company
    6. Space tourism or space exploration.

    正式进入分析阶段，然后得到推论，就交给时间，等待证实或证伪。
    1：moondao能不能创造价值，未来能不能获得商业利益。
    如果不能创造价值，那是割韭菜。能创造价值而无法有收入，那就是一个MEME而不是一个DAO。不能获得商业利益，也是无法持续。能获得商业收益，才是一个成功的DAO。MOONDAO可以吗？

    Now let’s do some deeper analysis of MoonDAO.

    1: Can MoonDAO actually create value and gain commercial benefits in the future?

    If it cannot create values, it may become a scam. And if it creates value but does not constantly generate income into the treasury, then it is a meme coin rather than a DAO. Will MoonDAO make it?

    MOONDAO是一个通过合作中心化的传统商业机构而服务人满足普通人上太空的一个区块链的去中心化z治组织。1：上太空。充满想象力的愿景和人类外拓活动边界的一小步。如任务顺利完成，对很多人和资源冲击很大，会激发潜能和兴趣。2：普通人是大多数，让大多数人有希望，希望是潜能，激发和影响更多人去探索

    MOONDAO is a blockchain-based DAO that sends ordinary people to space by cooperating with centralized traditional commercial institutions.

    1: Going to space is an imaginative vision and a small step in space exploration. If the mission is successfully completed, it will have a great impact on many people and generate resources, and will stimulate potential and interest of human beings.

    2: Ordinary people are the majority, MoonDAO’s vision will give them hopes, hopes are potential energy, which will inspire and influence more people to explore.

    3：区块链产品首个通过和传统世界合作而出圈，而不是对抗。这是成本低的融合方式。通过合作而非对抗，通过共赢而不是你赢我输，对区块链产品破圈探索新的路径。太空旅游是当下和未来一个大的市场，积极参与其中，可占得先机，潜在利益巨大。当产品成功，对moondao的品牌，影响力的建立而注入能量。

    3: Blockchain products are the first to come out of the circle through cooperation with the traditional world, rather than confrontation. This is a low-cost way of fusion. Through cooperation rather than confrontation, and through win-win rather than you win and I lose, we will explore new paths for blockchain products to break the circle. Space tourism is a big market now and in the future. Actively participating in it can take the lead and have huge potential benefits. When the product is successful, it injects energy into MoonDAO’s brand and influence.

    任务一步一步完成就是基本面，基本面包括蓝色起源对这次合作的一系列的动作，包含在传统主流媒体上的宣发，以及把人发射上太空。这是他们进入区块链圈的一次有益的合作，在不同领域获得影响力和口碑。基本面包括MOONDAO在合作中的过程中低成本获得更多的人才和资源，加强团队的力量。社区也是基本面

    The step-by-step completion of the mission is the fundamentals, which includes a series of actions, such as cooperating with Blue Origin and traditional mainstream media, and sending people into space.

    This is also a beneficial cooperation for BO to attract crypto native’s attention and gain influence and reputation in different fields.

    And fundamentals also include that MoonDAO gathers more talents and resources at low cost in the process of cooperation, and strengthens the strength of the team. More importantly, community is also fundamental.

    社区的发展，通过愿景的稀缺性，社区价值观，社区的文化的基础上，通过网络裂变，让更多的人知道DAO和探索太空的意义，形成数量和质量都上佳的社区生态，在DAO的机制下去发展和贡献各自的力量。在战略正确的情况下，几者相互赋能，基本面终会被市场面挖掘。

    The development of the community is based on the scarcity of vision, community values, community culture and networking. During the process, an increasing number of people know about the meaning of DAO and space exploration.

    MoonDAO, therefore, forms a community with high quality. The community contributes actively based on the DAO mechanism.

    If the strategy is correct, even if we make mistakes in tactics, the above fundamentals will eventually be recognized by the market.

    MOONDAO和mooney都处于初期，内稳外拓，通过内部不断凝聚加强，利益机制公开，透明，积极通过有力的事件和基本面以及愿景的叙事不断拓展外界，把社区网络不断做大，吸引更多的人才和资源加入社区和社区团队。代币的初始成本是0.0065，目前在0.02左右，总体市值小，随外界知道这项目越来越多，

    Both MoonDAO and Mooney are in the early stage, stabilizing the internal community and extending to the externality is the strategy of MoonDAO.

    Open and transparent community is the key to actively extending to the externality.
    The initial cost of the token is 0.0065, and it is currently around 0.02 (Feb 20, 2022).

    有兴趣的越来越多，买盘自然增加，内部持仓者稳固，潜在买盘的增加，价格和基本面相互作用，相互反映。当人数增加，成交会趋向活跃，价值要通过流动性去发现，目前还是早期，真正的价格发现是上流量大的交易所。走势图形也是震荡不断清理浮筹，等待基本面节点不断发生，而上涨加速。

    The market cap is still very small, as people know more about this project, they will be interested in it and become potential buyers or contributors. Price and the fundamentals will interact with each other.

    When holders increase, the transaction will become more active, and the value of MoonDAO will be discovered through liquidity. It is still in the early stage, and the intrinsic value and price discovery will be found out after Mooney listing on some top exchange.

    Now the price is up and down, lots of paper hands will be shaken out. When the MoonDAO reaches each of the milestones in the roadmap, the price of Mooney will keep increasing.

    就写到这里，上面一系列只是自己的看法，可能有各种错误，包括错别字，供参考，如被影响到你了，风险自担，盈利也归你。
    推论：1：moondao和mooney会是2022年明星级的表现
    2：这个推阅读量10万+
    等待证X。。。。市场和时间才是裁判。
    MOONDAO的中文社区登月社区是一个有潜力有质量的社区

    I just wrote it here, the above analysis is just my own opinions, and there may be some mistakes, just for your reference.

    Corollary:
    1: MoonDAO and Mooney will be the superstar in 2022
    2: This thread will reach a reading volume of 100,000+

    The market and time will tell. And MoonDAO community is a community with potential and high quality