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$SUI

BULLISH2024-09-14
Price around the call
↑ 2024-09-14
By horizon✗ miss-11.0%
1d
✗ -0.8%
5d
✗ -5.4%
21d
✗ -11.0%
Original post
链研社|AI First🔶💧 · 2024-09-14

行情逆子Sui的崛起之路 在我的社群一直称它为逆子,为什么叫 $Sui 逆子,是因为它总是在行情下跌的时候,发利好消息拉盘,做行情逆子,向市场获取关注度。Sui也是新公链里干活最卖力的,TVL也已经超过了OP,位列前10距离Polygon差距也不大。 盘点最近几个利好的消息 1.币安上了Sui的币本位合约 2.Suiplay0x1游戏机预售 3.灰度正式推出Sui信托基金 4.TVL进前10距离前面几位也不远 5.AUSD稳定币上线Sui Sui对比二层的ARB,原先Sui的价格只有ARB的一半,现在ARB只有$0.5价格只有Sui一半,而且两者的流通量和总量都差不多。有几方面原因 1.怪VC:投资机构成本太低了对他们来说即使是跌到$0.1依旧赚麻 2.怪撸子和老鼠仓:没有空投的老鼠仓和撸毛的超低成本 3.怪V狗:ETH都不行了二层也好不到哪去 4.怪跟风VC:二层的技术壁垒不大,VC迅速做局搞了几十条差距不大的公链,L2严重通货膨胀价值稀释 Sui的筹码结构相对健康,没有撸子和老鼠仓的抛压,IDO的成本大多在$0.1。再加上新公链里能打的确实没有,又是独一份的叙事不像L2可以被其他项目复制,有下一个Sol的影子。 不过目前Sui每个月初还是有大额的机构解锁,这点是不利因素,目前压力位在$1.2,这是6月份反弹的高点。伴随BTC的反弹和Sui生态的发展会比绝大多数山寨更快更强,值得期待,止损我放在$0.95避免降息后的大幅回撤。 #SUI

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