1. 上高估值VC币是交易所的必然选择:VC投了高估值项目需要退出,项目必然要发币。而只有高估值的项目才能高开盘,也有大额融资来做市场和Market Making。比如说同样2%的listing advisory fee,低估值的项目开盘100m,2%只能卖出2m,但高估值开盘项目1B开盘,2%就能卖出20m,你是交易所,你上谁? 2. 原则上来说市场结构决定了山寨超额供应:欧美VC天量融资投不出去,投不出去就意味着赚不到钱,只能批量投资或者攒局高估值项目把大资金放进去,那么高估值就会不停产生。 3. 之前币安停止上高估值项目确实也是市场接不动了,一方面交易所被骂的受不了,也强行拉了几个alpha的新币给财富效应,另一方面高估值的项目也不想低价TGE,就憋着等市场行情好再开闸。 那么现在不发什么时候发呢? 比特币高位横盘,以太坊恢复活力,韭菜不玩meme都开始玩二级,你是高估值项目此时不发,等熊市发吗? 韭菜可以选择不买,但是项目必须得发,你不买有的是人买,而且你被🈹10次,有一次身边大哥二级赚了10倍之后,你又会上车的。
09/30/2025
1.想不明白币安上币怎么上的,市场最火热的涨幅倍数最高的aster不上币,上了一些奇奇怪怪的vc币,上去就跌,2.未来30-60天还会有更多这种vc币要上线,俗称交待盘,币安上币为什么喜欢交代盘,上币就是为了交代? 3.高市值的vc币的玩法,就是上币安,然后不断浇给币安用户,去年大家都知道这些vc币的把戏了,把市场热情给浇了,骂了一阵子币安终于消停了,今年又要开始不断上vc币。咋想的到底? 4.硕鼠硕鼠,无食我黍!三岁贯女,莫我肯顾。 这句话的意思是:如果币安继续上vc币抽取市场流动性和热情,本质就是让利给vc币项目方,而不是让利给用户。用户一定会抵制币安。 5.什么叫真正的让利给用户,就是aster kol轮2亿市值,开盘5亿,然后按照开盘市值一路涨了三十多倍,这叫做让利给用户。 6.没财富效应全是白扯。币圈的人不敢玩,币圈外的人更不敢进来。这么简单的道理想不明白?卧槽了。
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