USTC为何暴涨?一文读懂背后逻辑

币圈资讯 阅读:38 2024-04-22 12:20:41 评论:0
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作者:陈默,BV DAO创始人 来源:X @cmdefi

1.暴涨背后的信息差

不是外界流传的社区提案,那个提案至今没有进入投票阶段,仅仅是一个论坛上的讨论而已。核心原因更有可能是Anchor团队成员即将参与的新项目 Mint Cashwemintcash以及新版Anchor ProtocolSail OnAnchor

2. 什么是Mint Cash?

一个以BTC为抵押品的稳定币系统,它基于原始的 Terra Classic 代码库。

3. 网传图 Celestia+Nomic+Anchor 三者有什么联系?

Mint Cash是一条源于Terra Classic的IBC链,所以DA层应该会用到 Celestia,稳定币的发行会用到Nomic的nBTC,Mint Cash中会发布新版本的Anchor Protocol名为 Anchor Sail SailOnAnchor。

新版本的 Anchor Sail 在 Mint Cash中的地位十分重要,扮演着稳定币增长与锚定的关键一环。

G0k3paRc1BTUTBpGaM1MY43mpU4PLkUcUxiA2aXx.png

4. 团队成员是谁?

核心开发人员来自前Anchor团队,以及Aleph Research,旗下开发者另外正计划与CosmWasmBerachain一起构建基于 Cosmos SDK的 Polaris EVM 支持。

5. Mint Cash 将通过 $USTC 以2种方式冷启动。

(i) 在 2022 年 5 月 10 日崩溃之前持有 $UST$LUNA  (ii) 通过 Mint Cash 的空投锁定并销毁指定数量的 $USTC这里的空投算法没有公开详细的计算方式,但目前流露出来的说法是,USTC将以1美金的估值来计算,这也是市场的fomo点之一。

9snlUgVTYFaJyldjNlLvANjWHRWe54JPVk7xonjY.png

6. 回报如何?

这个问题应该是市场最关心的,目前 $USTC 的流通量为90亿,很多人用这个数字直接去推新项目的估值就近百亿了,但很明显这些流通的 $USTC 是一定不会全部进入新项目中,合理状态可能是1/3或是1/2,也就是按照1美金计算,新项目的估值在30亿-45亿,LUNA 2.0的FDV目前是8亿美金,自己的心里价位按照1美金打几折,可以自己算一下。 

如果按照没拉盘之前0.014来计算,大概是40M-60M,那么根据现在的市场反馈来说,市场认为这个估值偏低且赔率很高。 当然这里还有一个问题是你对新团队的预期,毕竟这是一个目前只有一个白皮书的项目,如果你是一个理性思维投资者,那你应该更深入地去了解团队去看白皮书。但如果你是一个老degen,估计会很喜欢。

7. 市场反应

从Celestia+Nomic+Anchor这个概念流出到 $USTC 拉盘,也有3-4天甚至小一周的时间,前几天币价甚至没有一点波澜,另外USTC的流动性非常好,并不是几十万几百万就能拉飞的那种深度,昨晚单binance的成交量就破亿,今天还在持续增长。

gDClR9j65K8y1vEJ7aMv26ibV6tR2vW7xjmrU38U.png

另外,Mint Cash的目标并不是将 $USTC 拉回1,而是启动新项目,简单点说就是你对新项目的估值预期决定了目前 $USTC 的价格预期。


The author Chen Mo, the information gap behind the skyrocketing source of the founder is not a community proposal circulated by the outside world. The proposal has not yet entered the voting stage, but is just a discussion in a forum. The core reason is more likely to be the new project that the team members are about to participate in and the new version of what is a stable currency system that takes as collateral. It is based on the original code base. What is the connection between the three is a chain of origin, so the layer should use the stable currency issue meeting, and the new version will be released. Version plays a very important role in stabilizing the growth and anchoring of the currency. Who are the team members? The core developers are from the former team and their developers. In addition, they are planning to build a support based on and will lock and destroy the specified number of airdrops held or passed before the collapse of the year, month and day in a way. There is no open and detailed calculation method here, but the current statement is that it will be calculated by the valuation of US dollars, which is also the point of the market. How about a return? This question should be the most concerned by the market. At present, the circulation is billion. Many people use this figure to directly push the valuation of new projects to nearly 10 billion, but it is obvious that all these circulation will not enter the reasonable state of new projects. It may be or that is to say, the valuation of new projects is billion dollars at present, and the price in their hearts is billion dollars. You can calculate it yourself if it is calculated according to the current market. In the feed, the market thinks that this valuation is low and the odds are high. Of course, there is still a question about your expectations for the new team. After all, this is a project with only a white paper at present. If you are a rational thinking investor, you should get to know the team more deeply and read the white paper. But if you are an old one, you will like the market reaction. It will take even a week for the concept to flow out to the market. In addition, the currency price didn't even fluctuate a little a few days ago, and the liquidity is very good. The depth that hundreds of millions of dollars can fly away, the turnover of single sheet broke through 100 million last night, and it continues to grow today. The other goal is not to pull back, but to start new projects. Simply put, your valuation expectation of new projects determines the current price expectation. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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