買了一點 $SEDA 我認為的下一個 GEM TL;DR the thesis is simple HIP3 burns $SEDA 前身 flux protocol 服務於 NEAR 公鏈的預言機,但隨著 NEAR 鏈上的活躍度問題,團隊也跟著改方向並且更名為 @sedaprotocol ,最近終於迎來了起飛的契機,就是搭上了 @HyperliquidX 這條大魚 $SEDA 將為 HIP3 提供預言機服務,甚至與 PYTH一起制定更詳細的 HIP3-1 預言機修正案,並且將在近期登錄 Hype 現貨市場 試想一下在 HIP3 無許可的 Perp 市場上,每個人都可以在上面發佈各種代幣、股票、私募股權甚至是基於 polymarket/ Kalshi 這類型預測市場數據的永續合約大賭場,那麼 $SEDA 的數據請求數量將會有多麼驚人 代幣機制上 $SEDA 走的是簡單粗暴的需求-銷毀機制,每次資料請求消耗~0.03 $SEDA ,這裡給大家一個參考數字 PYTH 每天運行約 2 億次更新,意味著 $SEDA 只要達到 PYTH 的1/10 規模,每天將會銷毀 6百萬顆代幣,一個月將會銷毀 3% 的流通量。 團隊與融資背景方面,SEDA團隊在早期便獲得一大票頂級 VC 共 22M 的投資,包括 Hack VC、Coinbase Venture等 目前 $SEDA 市值僅不到 50m FDV 約為80m 個人認為賠率相當高
9 minutes on the $SEDA Token - Why securing data requests is key - What data requests mean for $SEDA - What happens when we turn the oracle programs on Alpha: We buyback SEDA tokens en masse
@sedaprotocol @HyperliquidX 0x306acd0c07c430abbbb2e74ef7bde94f32a898c0 補個 CA 怕你們找不到
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