I-Fall of OM nguMantra DAO: I-accident okanye i-pattern?

Susa siphila oku - ndiya kukunika umxholo ngokuzenzakalelayo: kuyinto pattern. Kwaye akuyona kuphela kwiinkqubo zangaphakathi ze-Mantra (ngaba abaninzi bafumane kuyo). No. Umxholo wokuqala apha... i-CEXs kunye nabathengisi zabo zentengiso. Nceda ukuthetha ngokucacileyo iingxaki zayo kule.

I-Market Maker + CEX = Killer, Not a Friend

Ukuba enye yobugcisa yam i-tokenomics, ngexabiso (25% ukuya ku-50%) kwi-token yeemveliso yam - ekubeni, ngexabiso, iintsuku ze-vesting, kunye ne-mechanics ezivamile.

Nge-99 kwi-100 iimeko (yaye ndingathanda ngaphezulu kunyaka we-2016), ndingathanda ukuba iiprojekthi eziqhelekileyo ze-small- okanye mid-cap ziye zithunywe ... ngokubhalisa kwi-exchanges kunye ne-market makers.

Nge-2020s, le ntshintshiselo ibandakanya nangaphezulu abadlali-ICP, ZK, Scroll, Blast, kunye nabanye. Kodwa nqakraza – akukho imibuzo emangalisayo. Nazi iimeko emangalisayo:

• The founder of Gotbit—one of the “darkest” market-making firms—recently entered a plea deal with U.S. authorities for fraud and market manipulation. Quote: “The parties agree that the fraudulent scheme caused losses. Specifically, it caused reasonably foreseeable financial harm to dispersed market participants who purchased crypto at artificially inflated prices and lost money after prices dropped.” We’re talking millions in losses.
• Just weeks before the sUSD depeg, Kain Warwick, co-founder of the decentralized derivatives platform Synthetix, exposed deceptive tactics used by market makers to manipulate crypto prices. Rather than prioritizing real liquidity provision, they began faking volumes on smaller, obscure exchanges—while intentionally avoiding scrutiny on major platforms like Binance and Kraken.
• Binance itself recently blocked a market maker tied to the MOVE token. The firm had links to another entity already banned from Binance. On December 10—just a day after MOVE's listing—this market maker dumped 66 million tokens into a thin market with barely any buy orders.

Add to that the FTX scandal (and don’t forget 3AC, Celsius, etc.), meme coin manipulations (including Trump and Libra), and the fact that 90%+ of volumes on CEXs are faked… and you see what I’ve seen for years.

Ndiya kunjalo, inkulungiselelo iyathunyelwa ngokuqinisekileyo: ama-insiders, i-exchanges, i-market makers, i-project yenyewe-okanye abantu ngaphandle kwabasetyenziswa kakhulu.

Remember the Bybit hack case I wrote about on Hackernoon? It’s been more than a month—still no full audit. And the exchange? Blamed everyone but themselves. Their CEO and team approved faulty transactions blindly, using a free, open-source wallet tool. Unprofessional to say the least. Can You Protect Yourself? Yes.

I-Rule ye-90-90-90

I-trading isiseko esaziwayo: kwiintsuku ezimbini ze-90, i-90% yeengcali ithatha i-90% yeengcali zayo. Ukukhusela oku:

• Diversify. Ndisebenzisa i-strategy 25/4:
  • 1⁄4 kwi-assets ye-hedge efana ne-BTC
  • 1⁄4 kwi-assets ye-operational efana ne-ETH
  • 1⁄4 kwi-stablecoins (ngaphezulu kwe-DAI)
  • 1⁄4 kwi-assets ye-high-risk efana ne-OM

• 1⁄4 kwi-assets ye-hedge efana ne-BTC
• 1⁄4 kwi-assets ye-operational efana ne-ETH
• 1⁄4 kwi-stablecoins (ngaphezulu kwe-DAI)
• 1⁄4 kwi-assets ye-high-risk efana ne-OM

Ukuba uqhagamshelane ne-OM ngo-2020 kwaye uqhagamshelane ngo-2025, uya kubuyela i-$100 kwi-$10K.

• Diversification Layer ngaphakathi zonke iindidi. Kwiminyaka engaphezu kwama-10, iye ndithengiswa kwiiprojekthi ezininzi ezincinane kunye nezimali ezincinane, kwaye ngokugqithisileyo.

• I-Gradual exits. I-Hit ye-high epheleleyo? Qinisekisa i-1/10 ukuya kwi-1⁄4. Emva koko ngaphezulu ukuba ifumaneke. Izixhobo: ukufikelela kwisiseko yakho yokuqala, ukufumana i-profit, kwaye ufumane i-Rest ride.OM ifumaneke, ngoko ke. Kodwa i-community ebonakalayo, i-tech kunye ne-economics ziya - ngoko i-chance ye-recovery ayikho yi-zero (ngaphandle kwe-representative yaye yaye yaye yaye yaye yaye).

• Ndiya ubunzima wakho. Uya u-speculator, i-trader, i-investor, okanye i-enthusiast? I-strategy yakho kufuneka uqhagamshelane.Kwi-en-enthusiast-i-returns kubalulekile, kodwa ngoko kukunceda ukwakha i-DAO e-RWA.I-trader, nto leyo engabonakali.Kwangathi uyazi ubunzima wakho, uya kufutshane ukuchithwa ngokufanelekileyo kwaye uqala ukwakhiwa kwindlela esebenzayo kwi-middle- ukuya kwi-long-term.

Will OM Recover?

Ndiya. Kodwa ndicinga oku: Ndiya. Iziqhagamshelane kunye neentlungu ezintathu eziphambili ze-side-trends iingxaki:

• RWA
• I-DAO
• I-decentralization ye-L1

Ngokuthi, kunokuba kunokwenzeka ukuba le nkqubo akukwazi ukutshintsha. Kodwa ndingathanda ama-insider, i-team, okanye namnye ama-exchanges. Ndingathanda nje ukunika oku ngokucacileyo:

Ukuba iiprojekthi ibhalisele kwi-CEX-ewe, ngexesha i-Binance-ukukhangisa iingxaki.Uya kunzima ukuhambisa kwi-DEXs.Ukuhambisa kwi-diversification ezincinane kunye neengxaki ze-phase-outs ukuhambisa i-risk.And trust noybody... ngaphandle kwegama ze-onchain.

Ukuba iiprojekthi zihlanganisa kwi-CEX-ewe, nangona i-Binance-ngokuqhathanisa iimfuno.Uya kunzima ukuhweba kwi-DEXs.Ukuye kwi-diversification ezincinane kunye ne-phased exits ukuhambisa i-risk.And trust no one... except onchain data.

Ukuba yonke into elinye - akugqiba.

Ukulungiselela.