前几天 Hack VC 删除了关于 GAIB 推文的事件,开始有人反馈 Hack VC 这两年投的一个比一个拉胯,实际上是这样吗
《复盘 Hack VC 十大天亡项目》
10 个项目的 ATH 跌幅全部在 -80% 至 -98% 区间,多数 FDV 仍处于高位,市场估值压力依然存在。
- AltLayer ( $ALT ):曾是RaaS 模块化热门叙事的代表,但在开盘热度退去后,抛压持续不断。目前跌幅已达 -98.04%,市值几乎回到原点。
- EigenLaye ( $EIGEN ):再质押龙头的光环正在褪色,当前FDV 仍高达 $1.06B,面临流通量从 15% 暴增至 60% 的供给冲击,以及 Symbiotic、Karak 等竞品分流 TVL 的多重压力。
- BeraChain ( $BERA ):因 Balancer 漏洞触发紧急停网并进行硬分叉,TVL 缩水至 $273M,技术故障叠加 VC 锁仓条款的争议正在消耗社区耐心。
- Grass ( $GRASS ):用户突破850万,但代币高频解锁带来抛压,用户量能否转化为币价支撑,目前仍是未知数。
一级与二级市场的估值分歧正在加速拉大,光鲜的叙事已无法掩盖基本面的裂痕。
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