4d ago
$Met 盘前已经跌到0.9,FDV不到1B. 我是挺吃惊的,在我看来Meteora是真的很Solid有硬核创新的Defi项目. 而且,而且,一定能活到下个周期,下下下个周期. If you know, you know. 昨天从1.6跌下来,我那会猜测应该是有链上MEV鲸鱼进场套利了,因为根据Meteora的CAMM开盘规则,第一个买入的,交完50%的税后,买入价格差不多就是1B,前几个区块买入大概都是1B上下的价格,这样MEV鲸鱼可以直接盘前配合开盘狙击套利. 没想到今天直接跌到0.9,这价格确实看不懂了,不过开盘40+%的解锁抛压,确实是挺大的. 另外对比下母项目Jupiter的3.5B的市值,也很尴尬. Meteora开盘官方池会给30%手续费收入给Jupiter质押者,如果能有1亿的手续费,那就是3000万给到Jupiter Staker. 长期来看 @JupiterExchange @MeteoraAG 都会是跨越多个周期,真正有价值的去中心化应用. #JUPITER #Meteora
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