截至2024.12.31, Sei位居Circle第一大持仓,第二大持仓BTC,第三ETH
《Sei的基本面从Circle的上市后,正式发生改变。》 (全文无广,仅来自于一个alpha research team的应激反应) 1.Sui和Sei是Coinbase和Circle早在2022年布局的公链,如果你觉得在此之前它们莫名其妙就对了,养兵千日,用兵一时。 根据cryptorank或者rootdata的公开信息均可查: 2022年8月31日:Multicoin Capital和Coinbase Venture在seed轮投资Sei,该轮共计募资5M 2023年12月15日:Circle未公开投资一轮 2022年9月18日:Coinbase Venture和Circle Venture(还有A16Z)在B轮投资Sui,该轮共计募资300M (在简单补充一下,2022年Coinbase和Circle跟A16Z还投资了Aptos,Optimism一直都是A16Z和Paradigm投的) 以上提到的四条链,都在circle ipo纰漏的资产表里,除btc和eth,就他们四个。 有较高的确定性推测,从2022年,Coinbase和Circle就在布局公链。干什么呢?在此之前看起来都不是很明晰。 而在美国第一个做稳定币立法的怀俄明州的候选区块链名单里,上面四条链全部入选。 Aptos和Solana以32分并列第一,Sei以30分紧随其后。 所以老师们,恁觉得嘞,这是coinbase和circle在干哈。 我不是特别懂,但总感觉有资本在做局!这是在走美国的州政府渠道吗。
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