利差2个点,然后运营成本2千万,也就挣个几百万一年。上半年新矿机出来业绩应该一般,下半年和明年有机会。loan book 大了能有杠杆效应。 个人还是更喜欢$MATH,收入体量翻倍,毛利50%,运营成本是ANT的1/4。一年10-15mm利润去年。市值是其1/3。感觉市场明显错配了。
前两天Antalpha轰轰烈烈的上市,我刚才一看,总市值竟然只有不到3亿美元!! 这可是行业龙头企业啊,营收有4745万美元,利润也有439万美元。总资金规模没找到但我猜测应该至少几十亿美元,而且Tether还占股接近10个点。就这样的企业,如果发币能值多少?20亿美元不过份吧。 所谓投资,就是低买高卖,剩下的交给时间。 如果你现在有一笔长期的钱,你是会选择买ANTA还是币安最近上线的一堆两三亿美元FDV的项目代币呢?明眼人不难判断吧。 但ANTA价格没上去的原因,我猜是因为币圈的人买起来不方便。要先开银行户,otc出金,再开证券户入金,这样大部分人就被挡住了。 考虑到近期会有一堆币圈龙头企业上市,比如Circle,Galaxy,kraken,Fireblocks等等。现在最值得做的,是准备好子弹,以便可以低价持有行业龙头企业的股份。 而那些做支付通道,做U卡, 做RWA,做CEX的,都应该考虑如何解决币圈人用U更方便的买优质股票的问题。 幸运的是,我们已经探索出来了一些解决方案,期待尽快能跟大家分享。
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