这波 ETH 踏空不少,二级方面买的 ENA、Sonic( $S )没跑赢,早上跟梨庄 @shirleyusy 追的 $PNUT 跑赢了,但仓位不够,还是专心致志抓 alpha 了。上次 BN Alpha 连上三元 Sonic 生态之后我就说过他链上的生态龙头 $SHADOW @ShadowOnSonic @ShadowOnSonicCN 最简单一句话,shadow 目前有什么利好、什么预期,以及什么基本面——BN Alpha 活动撒钱交易大赛、合约预期、收入分享逻辑、质押数据可能也会起来的预期 ⬇️⬇️ - 利好: BN Alpha 活动撒钱交易大赛,交易量上去肯定会带动生态,这是第一 - 合约预期: BN Alpha 代币交易量好的会有上合约预期,这是第二 - 基本面: 作为龙头 dex,shadow 承载了链上超过 50% 以上的交易量,这就是公链活了、火了,链上龙头一定会起来的收入分享逻辑,bn alpha 应该也会走一部分 shadow 的路由,这直接影响了 shadow x33 机制的质押利润提升 - 基本面进一步提升的预期: 质押利润提升,质押数据就可能也会起来,这一链上 DeFi 飞轮比 Bera 的逻辑支撑强不少 目前 MC 20M,行情持续的话这个 MC 不算太高,毕竟行情好的时候看 MC,行情差了才看 FDV
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