今天一看,链上 Meme、AI Agents 普遍大幅反弹
除了 BTC 大环境在变好外,正如前几天所说的,来自于 GMGN + Photon + BullX + Axiom 的这群链上 degen 玩家的潜在购买力并不比 TRUMP 发币之前差,大家只是在等待一个时机
还有什么 Meme 值得淘的🧐

一个可能与直觉相反的结论:对比 TRUMP 发币之前,当前 Solana 上 Meme Traders 的潜在购买力并没有想象中下降那么多
CEX 害怕链上平台,不仅在于 CEX 内没有财富效应,还在于资沉不断从 CEX 流出转向链上。由于大多数链上平台是非托管结构,于是采取每日 Traders 钱包的 SOL 余额去动态探寻主流 Meme 交易平台的资金和潜在购买力情况
以 GMGN、Photon、BullX 和 Axiom 四个主要交易量的平台来看,在 TRUMP 之前,1 月 1 日至 17 日,GMGN+Photon+BullX 的每日 Traders 的 SOL 总余额平均每天为 1.68 万枚 SOL;
自 4 月 1 日至 20 日,GMGN+Photon+BullX+Axiom 的每日 Traders 的 SOL 总余额平均每天为 1.24 万枚 SOL。相比于交易量的下滑,潜在购买力的下滑程度要小不少
不得不说,Axiom 吸金的确强,现在主要潜在购买力集中在 Axiom,甚至接近 2 倍于其他三家之和
就以 4 月 20 日来看,四家当日 Traders 钱包的 SOL 合计余额为 10,113 SOL
- Axiom 6,688 SOL
- Photon 1,596 SOL
- BullX 1,018 SOL
- GMGN 811 SOL
这个指标延伸下去对早期链上 Meme 的挖掘可能也有一定意义,探寻 Meme 的 Holders 或 Traders 钱包 SOL 余额,已识别潜在购买力或者所谓的庄

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