Pro视角下的COAI,崩盘后居然还在持续冲击新高 宝宝巴士版: 1. 做市商高额配资 Tier1级别重点项目 且做市商相对专业 2. 价格驱动主要以现货买盘为主 而非合约对手盘驱动 更健康 资金配置更高 3. 下一个Milestone应该是韩所 在这个miletone完成前不会出大的问题 4. 近乎是10-11崩盘里幸存的少部分币种,而当前正在持续冲击新高 ———— 1. 从10-11崩盘的情况来看,COAI依然维持了足额的流动性 与其他项目动辄-90%的跌幅来看 摆单依然是积极的 这说明该项目在做市商视角下属于Tier1级别项目 吃到足够的资金支持。做市商的资金比例部署,是绝不会说谎的 2. 从 持仓量来看,在10/06突破之后 持续下降,而币价是反向上升的,这说明驱动COAI币价的核心要素是 现货买盘 而非 爆空 而现货买盘是占用资金比例更大的 相较于 合约驱动的爆仓式拉盘则更健康,资金配置也是更庞大 3. 不谈项目本身的业务逻辑,从我对于该项目在Marketing上的布局,韩所应该是下一个milestone,那至少在milestone实现之前,不会有过大的影响韩所观察的非正常波动 4. 拿同类的头部项目 Virtuals和Sahara对比,COAI的流动性也要显著高于Virtuals,从走势来看,也要显著好于Sahara,且结构上更健康。 ———— 近一个月,也在Certik上做代码审计,审计报告出来之后也会跟大家做技术类解读 能否再次复刻MYX和M的神话呢?当前正在持续突破。
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