# 项目分析

644
Day 4 · Avoid the trap of "pseudo-narrative": value capture is the only ruler
Good morning, sober explorer.
This is the 4/100th day of the #币圈100天成长计划 .
🔥 There is never a shortage of exciting stories in the market: Web3, Metaverse, Layer3, DePin...
But 99% of participants end up being the fuel for the story, not the beneficiary.
What is the problem?
You focus on the popularity of the narrative and ignore the core part: how does the project really capture value?
💎 Today's core cognition:
Whether a project can survive for a long time does not depend on how good its story is, but on whether it
View Original
post-image
post-image
[The user has shared his/her trading data. Go to the App to view more.]
  • Reward
  • Comment
  • Repost
  • Share
Goat Network Project Analysis
1️⃣ Positioning
@GOATRollup is a BTC Layer2 under the ZK Rollup system, which can be considered a very common narrative within the BTC ecosystem. At the same time, Goat is a subproject developed by the ZKM @ProjectZKM team.
2️⃣ Team
The core teams of both are the same group, and Goat has additionally brought in two people to help with the economic models for asset management and the design of risk control.
The CEO is a co-founder of Metis and is currently still in office.
The COO is the founder of Chain Catcher and Cather VC, but her Linkedin does not list any exp
GOAT-0,71%
ZK-10,03%
BTC1,09%
METIS-0,71%
View Original
  • Reward
  • Comment
  • Repost
  • Share
Load More

Join 40M users in our growing community

⚡️ Join 40M users in the crypto craze discussion
💬 Engage with your favorite top creators
👍 See what interests you
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)