周末实在太枯了。
除了扒钱包和布局埋伏标的以外,实在是没什么事可干。
刚才用 defillama 看了下链上数据,如果以历史来看,
发现好像没什么可悲观的。
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现在 sol 链上的 gas fee 水平其实和去年同期的现在,差别真的不大。
第一张 gas fee 水平图就能看出来,真正的启动点是从 8-9月开始,10月陆续推进,11 月达到高潮。
因为 meme 市场火热不火热,最能反应的就是链上 gas fee 的水平高低,经历过市场好的人,应该都还记得链上卡到不行,gas 不给 0.1sol 都买不进、卖不出的场景。
而这个时间段,刚好是 AI 季出现的时候,很多 100M 的高市值神盘都在这个时间段陆续出现,比如 $GOAT $AI16Z $ZEREBRO $ARC $ALCH 等。
后面就是川普等名人下场发币,1 月份顶破天,造就了一堆致富神话,吸引了新的一批人入场,再到后面米莱浇给,名人币熄火。
链上重新回归平静。
第二张 sol 地址数增加图,也能看出来链上真正开始启动的时间是 8 月份往后。
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当然这些是去年的数据,
虽然刻舟求剑不可取,但是以史为鉴,可以知兴替。
时间拉长远点看,现在短暂的市场不好,也就没什么了。


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