Update the investment research information of $Switch @switchboardxyz below: 1. The infrastructure of the Oracle AMMs oracle track on Sol uses hardware tee to strengthen the privacy and security of data, and can respond to meet the requirements of the AMM protocol in milliseconds, and the ecological niche card position is very good. Millisecond-level response can realize the commercial application of AMM and DeFi; At present, it has served decentralized service protocols such as Jito, Drift, Kamino, etc. The transmission efficiency is 2 seconds faster than $pyth; TEE is Intel's hardware architecture, software acceleration + hardware guarantee == security + higher efficiency; 2. The bottom bottomed out, began to stabilize and climb, and the selling pressure of the airdrop was basically over. 3. The team comes from Google, Circle and other large factories, and has received 11M financing, from the background of this project and the endorsement of investment institutions, there is the...
跟社区小伙伴一起冲了 $Switch @switchboardxyz ，这个币目前在币安alpha 上进行了首发，复盘下我们的投资逻辑： 1、叙事上：Ai+defi+Oracle 多链、无许可的去中心化毫秒级性能的预言机协议，核心应用在于使用tee硬件来加强数据的隐私性、完整性和安全性； 2、核心产品--Surge：解决当前市场面临的痛点 ① 安全性更强：采用硬件TEE架构的方式，保障接待协议、交易平台的安全性，同时，还可以从源头上加强数据的隐私性和安全性 ； ②满足AMM协议的高效要求：Surge 解决了既可以满足去中心化又可以低成本的同时，更重要的是可以实现毫秒级的数据传送，这样的效率更能满足AMM 协议对速度和可靠性的要求 ； ③满足链上交易的高要求：是SOL上Oracle AMM 唯一预言机，Surge 亚秒级价格更新，满足了AMM 能够实时匹配中心化交易所价格、缩小点差 ； 3、数据亮眼： ① 支持50+以上的dapp 的应用，累计保障了链上价值超过5B 资金量，为更多的高频交易、对冲基金、defi 协议提供基础设施； ②覆盖面广，包括7条主流公链，与 Jito、Drift、GMX、Kamino、Fragmetric 等 50 多个合作伙伴深度集成，实现跨链、钱包、DEX 与 Oracle AMM 的全面布局 ； 4、团队背景： 核心成员来自于google 、Circle成员 ，具有丰富的web3经验和大厂的人脉资源 @hermidao1 @TheOracle5000 5、关于融资：合计融资11m 种子轮融资 3.5m ，由Lemniscap 领投，并获得 Solana Foundation、Aptos、Mysten Labs、Starkware 等知名机构参投； A 轮融资7.5m ,由 Tribe Capital、RockawayX 领投 ; 融资金额比较大，另外，都是币圈资深的投资机构投资，并且获得了币圈知名项目方的投资，说明产品是获得了同行的认可； 6、经济模型：高控 发行总量 10亿个，tge流通量1亿，占比10% 其中：生态 26% 早期贡献者 25% 团队23% 激励 16% 社区 10% 给了币安1%的筹码 ，大部分的筹码都是锁仓的状态； FDV 1.39亿美金，MC 2370万美金； 相对于同赛道的 $pyth FDV 17亿美金,...
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