$HYPE 这两天的情绪明显炸了点,大部分人盯的其实就两件事:
① 11 月 29 号要来第一波 cliff unlock
规模不小:2.66% 流通、约 3.08 亿美金,对象是核心贡献者。
这是整个项目自 2024 TGE 以来的第一次大解锁。
② 团队钱包被发现 unstake 了 260 万枚 HYPE(大概 8,500 万美金)
29 小时前发生的,链上都能看到。
这两个点叠在一起,难免把市场神经拉紧。
大家看到这情况,其实心里都会先过几道实际的小问号:
1.解锁这种事本来就应该发生,只是时间点刚好被放大。
2.unstake 不代表要卖,但出现这种动作,也难免让人想多一句接下来会怎样。
3.市场最近对负面消息比较敏感,有点还没发生就先跌为敬的情绪。
4.真正关键还是 团队是否给个明确解释,至少把节奏说清楚,大家情绪就不会乱飞。
5.如果没有后续沟通,大概率短期还是会有人持续盯这个点。
整体来看,这事不算灾难性消息,但也不是可以当作没看到。
属于那种要留意,但不用预设最坏的级别。
有新进展我会继续跟。
#Hyperliquid

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