1. Lighter와 EdgeX가 하이퍼리퀴드 볼륨에 근접해 보이지만, OI(미결제약정)는 크게 뒤처짐.
2. 실제 이용자보다는 에어드랍 파밍을 위한 트랜잭션 스팸이 대부분.
3. 일부는 리테일 유저 거래를 보조금으로 지원하면서도 거래 유지율이 낮음.
4. EdgeX는 수수료가 HL 수준으로 높음에도 볼륨은 괜찮지만 OI는 약한편.
5. 과제는 거래 보조금 중단 후에도 볼륨·TVL·OI를 유지하는 것.
6. 토크노믹스 설계와 토큰 가치 확보가 핵심.
7. TGE 이후 유저들이 생태계를 떠날 가능성이 큼.
8. 경쟁 프로젝트가 많아 충성도 유지가 어려움.
9. 과거 L2 메타처럼 ‘에어드랍 기대감 → 단기 붐 → 빠른 이탈’ 패턴 우려.
10. 결국 장기적 유저 잔존성과 가치 축적이 성패를 좌우할 전망.
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위의 내용은 본문의 트위터 내용을 요약한겁니다. 근데 OI 지표랑은 별개로 에어드랍은 라이터 및 엣지엑스 둘 다 맛있을 가능성이 낮지 않다고 생각하는게
지금 프리마켓 FDV 살펴보면 WLFI 30B를 넘었었고 , 플라즈마 또한 8B 이상이었고, 리네아도 3B 넘기는 등. 너무 고밸류? 고평가? 그런느낌이라.
에어드랍 자체는 넘긴다쳐도 그 후가 문제일듯.
하이퍼리퀴드와의 경쟁에서 살아남을 수 있느냐. 그 문제.
@Lighter_xyz
@edgeX_exchange
everyone is so bullish lighter and edgex on the timeline but they will not tell you this.
you have a look at the volumes across perp DEXs - it seems like lighter and edgex are coming quite close to hl's volumes.
then you have a look at the OI and you will get a totally different picture.
turns out most of the users of these platforms are spamming txs to farm an airdrop. Some of these even subsidise transactions for retail users + airdrop rumors and yet users can't be bothered to keep a trade open.
in particular, edgeX volumes are great considering that they have fees as high as hyperliquid. But OI is non-existent compared to it.
while everyone has got a shot at it, these platforms now have the job to: stop subsidising trades; retain volume, tvl and oi; create great tokenomics; accrue value to the token.
what makes people think that as soon as these projects TGE will not leave the eco? especially with so many other similar options available
the trend reminds me of the L2 meta. After Arbitrum, it seems like L2 were going to print and there were so many new ones. we all know what happened.
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