现在市场上缺的并不是流动性,而是信念。一天接近30M的交易量,一看市值1M,没有人想hold只想浇到别人头上,这是一种逐底竞争,经过一个周期的训练已经难以为继了。
现在市场偏好正在切换到更长周期的游戏,一个很明显的信号:
1.Base生态的正规军币开始上涨,$KTA $Giza $noise
2.Solana上Believe生态的复苏
市场对效用币的极端厌恶让一些效用新币市值到了一个很低的水平,外加市场上被meme币教育的已经极度耐心丧失 = 高赔率+车轻,又到了奖励投研+耐心的时候了
兵无常势,水无常形,市场的玩法总是会变
Be water, my friend
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