按我今天分析的逻辑
“币安alpha就是来浇你的
如果币安浇了你 你愿意接回来 展示你的忠诚
你就能上币安”
这打的是gate和抹茶的市场-垃圾币上币市场。上上轮熊市,据说火币作为当时的宇宙第一大所,再不上垃圾币就要饿死了,所以扶植了小号抹茶。抹茶成为了那轮熊市的版本之子,造福效应最强的小交易所和币安齐名。随便抹茶的一个BD当时都牛的不得了。生态位一直卡到了今天。主打一个上来就浇,但是百里挑一,会出来一两个妖币。韭菜为了赌那一两个妖币不停被浇,一直浇到今天。
Bybit这次巴厘岛的数据有1700个VC币等待上市,但这里面只有不到50个会在这轮牛市成功上市,
因此出现了一个庞大的垃圾VC币潜在市场
我们坦诚的说,哪怕是币安原来那样子万里挑一上币,挑来挑去,最后也总是挑垃圾币上币。交易所不是trader!交易所根本就没有能力分辨什么是价值币。而且这也不是交易所应该做的!堵不如疏!
现在币圈有一个VC币的堰塞湖把dex和cex的上下游都切断了,所以才有了环币安上币策略;bybit+韩国所+coinbase接力上币等等治标不治本的打法。
根本上行业真正急需开垦和疏导的就是这个垃圾VC币堰塞湖。给大家一个公平屎里面找黄金的机会。不是需要一两个这样的项目,是需要多个能容纳上千个vc币进来的腰部平台
有非常多的VC币没法在交易所TGE,也不可能全流通在链上直接开。
所以需要的是cex和dex之间的中间市场。
基于这个理论:
Crazy这个项目提供了中间形态的VC链上开盘形态(低流通,6个月以后代币翻倍了以后VC解锁的机制也正好契合绝大部分投资人的解锁条件)鞭策项目方上币了以后不躺平。
最近很多KOL在给大家吹枕边风,VC上链,VC要上链了。就是在试探大家的反应。庄家在看,韭菜情绪反应是非常积极的
Crazy如果择时上线两个资质不错的币很有可能直接就爆发
这个案例非常像
balancer当年,等到MASK从他上面发行,做VC币链上发行,成为上轮牛市挣钱最多的单币项目方。
balancer等这个机会等了六个月,我们可以期待一下。
Crazy 2.0 is now live on , with the following updates:
1. As the 1⃣ grant platform on BNB Chain, any developer can submit grant applications through
2. All trading fees 👉 community:
50% → dev
50% airdrop to $Crazy holders, paid with $BNB
This mechanism will be maintained for all subsequent projects launched on
3. We're about to launch the platform's second project, which aligns with CZ's vision for AI. Stay tuned!

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