187/1000 《市场降温了,perp还值得撸吗?》
1️⃣ 市场低温:大饼跌破 MA200
今天大饼跌破 MA200,最低跌到 10.35w。
市场情绪明显低落,新项目的开盘数据也疲软:
前两天的大项目 @MeteoraAG 仅 1B;
今天的 ZBT 开盘 6 亿,如今跌到 4 亿。
目前看,Perp 赛道 的主要风险在于时间:
@Lighter_xyz 、@edgeX_exchange 等离 TGE 预计还有 2 个月,
如果那时大盘不稳 + 龙头Hype 、Aster 下跌,
整个赛道的估值体系都可能被连带下修。
当前fdv估值参考:
Hype:35B
Aster:9B
控制积分成本在 2B(理想 1.5B 以下),
还能保持安全垫。
希望大盘稳住,
Q4 一堆大项目 TGE,
大家多赚点,好回家过年🧨。
2️⃣ @Aster_DEX 收尾:回本微赚,下一个更好
今天 Aster 终于清算完了,
整体结果是——回本微赚。
这一路的反转、反转再反转,
像极了这个行业的缩影:
混乱与机会并存,情绪与逻辑交织。
能平稳收尾,已经足够感恩。
结束了,下一个更好。
3️⃣ 人间温暖:饭后散步的幸福感
晚上在高兴姐@ligaoxing_ 家吃饭,
饭后一起散步聊天。
高兴姐在「人」这个维度的长板越来越长,
身边的姐妹圈也越来越优秀。
替她开心。
聊到过往,
突然有种特别清晰的幸福感:
感恩这个行业,
感恩能和身边薛总、秋兴等优秀的小伙伴同行。
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