浅聊NOT二三事——TON生态的自下而上实验?

币圈资讯 阅读:111 2024-05-15 19:15:30 评论:0
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作者:Eric SJ 来源:X,@sjbtc9

近日,行业内关注的一个新现象引发了广泛热议,那就是关于NOT代币的上线。事实上,NOT代币的属性更倾向于Meme,而非传统的游戏属性。可以说,它更像是属于“手机挖矿”这一赛道的代表。在该赛道中,用户数量庞大,而#PINetwork和#CORE等项目更是备受瞩目。

虽然NOT代币在交易所上市并不奇怪,但同时上线币安和OKX的新币挖矿却引发了一些惊讶,类似ACE的情况并不多见。

或许,前者追求的是用户流量,而交易所则希望吸引更多用户,这在一定程度上可以理解。但新币挖矿则展现出了更积极的一面。

值得注意的是,此次NOT代币的上线可能与TON的监管问题有所关联。在过去,由于监管方面的考量,#Binance一直未上线TON代币。然而,最近的活动表明TON正逐渐脱离监管阴影。尽管具体情况仍不明确,但可以肯定的是,市场对于此类代币的态度正在发生变化。

值得一提的是,NOT代币的logo与TON代币的图案正好相反。尽管可以将其定义为“手机挖矿”赛道,但其Meme属性仍然非常强烈。这也意味着,正统项目很少会选择这种具有明显Meme倾向的调性。

此外,NOT代币的全流通上线,社区持有的比例接近80%,这一抛压令人担忧。而初期仅有3%的份额用于新币挖矿,与全流通相比,这一比例极低。

需要注意的是,在之前的#Binance Launchpooll中,上线代币的流通比例通常在10%左右,新币挖矿在其中的比例有一定影响力。

Binance

然而,在当前情况下,新币挖矿的比例几乎可以忽略不计。

最近上线的几种代币中,除了具有较强Defi属性和业务模型的ETHFI和ENA外,其他代币如SAGA和OMNI的表现较为一般。

这与市场流动性和情绪密切相关。值得注意的是,代表性MEME项目BOME的表现也不尽如人意。因此,此次上线的TON系代币有望成为龙头。

那么,对于我们来说,市场中的机会在哪里呢?

显然,再次关注新币上线#Binance是一个值得探索的方向。

在二级市场方面,考虑到NOT代币的种种因素,初期接触可能存在较大风险。然而,抓住TON代币的短期波动则可能是一项高性价比的策略,因为随后很可能会上线Binance。

而在一级市场上,将目光投向TON生态则是一个不错的选择。然而,需要注意的是,类似NOT的项目很可能不会再次登陆币安,因此寻找其他板块的项目进行交互可能更具确定性。

``` ```html

Recently, a new phenomenon concerned by the author's source in the industry has aroused widespread heated discussion, that is, the attributes of tokens are actually more inclined than the traditional game attributes. It can be said that it is more like a representative of the mobile phone mining track. In this track, there are a large number of users, and the peace and other projects are attracting more attention. Although it is not surprising that tokens are listed on the exchange, it has caused some surprises at the same time. Perhaps the former pursues users. Traffic and exchanges hope to attract more users, which is understandable to some extent, but the mining of new coins shows a more positive side. It is worth noting that the launch of tokens may be related to the regulatory issues. In the past, tokens have not been launched due to regulatory considerations. However, recent activities show that they are gradually getting rid of the regulatory shadow. Although the specific situation is still unclear, it is certain that the attitude of the market towards such tokens is changing. It is worth mentioning that tokens and tokens are different. On the contrary, although it can be defined as a mobile phone mining track, its attributes are still very strong, which also means that orthodox projects rarely choose this tonality with obvious tendency. In addition, the proportion of tokens in full circulation online community is close to this selling pressure, which is worrying, while the only share in the early stage is used for new currency mining, which is extremely low compared with full circulation. It should be noted that in the past, the circulation proportion of tokens in the online market was usually around, and the proportion of new currency mining in it has certain influence. However, in the current situation, the proportion of mining with new coins is almost negligible. Among several tokens recently launched, except for the sum with strong attributes and business models, the performance of other tokens such as sum is relatively average, which is closely related to market liquidity and emotions. It is worth noting that the performance of representative projects is not satisfactory, so the tokens launched this time are expected to become the leader. So where are the opportunities in the market for us? Obviously, it is a direction worth exploring to pay attention to the launch of new coins again. In the primary market, considering various factors of tokens, there may be greater risks in initial contact. However, it may be a cost-effective strategy to seize the short-term fluctuation of tokens, because it is likely to go online later, and it is a good choice to focus on ecology in the primary market. However, it should be noted that similar projects may not land in the currency security again, so it may be more certain to find projects in other sectors for interaction. 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

为什么我说NOT也是自下而上呢

因为就是基于大批量的聚集社区,这部分的社区是很低质量的,甚至要比当初铭文的公平MINT还要低门槛

这种方式登录二级市场,大家对该代币根本没有什么社区共识,落袋为安可能是当前所谓社区的主流思想

NOT的上线,确实是非常出乎人意料的事情,项目从上线到登录二级市场还没两个季度的时间,并且把大头的份额给到社区

不经历洗盘,短期内很难想象市场哪来那么多流动性去挥霍,自下而上的构建,离不开这一步

```

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