不知道为什么,大盘给我的感觉不太好🥲risk off一下,全部仓位减仓1/2
WLFI的影响消化差不多了,币股DAT的监管也在收紧,市场近期的新闻事件应该就差不多跑完了
WLFI的影响消化差不多了,币股DAT的监管也在收紧,市场近期的新闻事件应该就差不多跑完了
现在市场没本金太难玩了,很多存钱项目我都没参与。
现在历史遗留的还有一个 Falcon USDf 存着钱没发币,Infrared 没发币,Yala 的蓝莓还没结算,其他的都还没怎么看
努力攒本金中,主要看的方向还是二级和链上叙事。有机会也可以一起探讨下,让我抄个作业😅
现在历史遗留的还有一个 Falcon USDf 存着钱没发币,Infrared 没发币,Yala 的蓝莓还没结算,其他的都还没怎么看
努力攒本金中,主要看的方向还是二级和链上叙事。有机会也可以一起探讨下,让我抄个作业😅
https://txgenie.ai/mint?ref=0x00d2700a7acd0202b740d5f0788c65be3bbb18cb
打了点这个玩玩,XLayer上的DeFAI项目。每个区块有个奖励,打中奖励的话有10x收益,没打中的项目方也会空投5-10%的筹码。
0.1 $OKB 起 Mint,我打两张玩玩
打了点这个玩玩,XLayer上的DeFAI项目。每个区块有个奖励,打中奖励的话有10x收益,没打中的项目方也会空投5-10%的筹码。
0.1 $OKB 起 Mint,我打两张玩玩
Yond makes no sense
https://txgenie.ai/mint?ref=0x00d2700a7acd0202b740d5f0788c65be3bbb18cb 打了点这个玩玩,XLayer上的DeFAI项目。每个区块有个奖励,打中奖励的话有10x收益,没打中的项目方也会空投5-10%的筹码。 0.1 $OKB 起 Mint,我打两张玩玩
在 step 1 里面存钱,然后 step 2 点一下 Start auto-mint
现在暂时有点卡,链的问题
现在暂时有点卡,链的问题
Forwarded from Maestro Monologues
Executive Summary
- Mantle (MNT) has strategically repositioned from a generic L2 to become Bybit's core utility token, creating structural demand through exchange integration.
- Key Bybit integration catalysts include enhanced collateral usage, VIP fee tiers, and potential buyback & burn mechanisms, with most launching by late September 2025.
- At $1.15, MNT is significantly undervalued compared to competitors, with the lowest MCAP/Volume (0.12) and MCAP/OI (0.15) ratios among major exchange tokens.
- Price targets based on competitor benchmarks suggest 3~6x upside potential ($3.45~$6.90) over a 6~12 month horizon.
- Mantle's nascent but rapidly growing L2 ecosystem creates additional utility beyond deep Bybit exchange integrations, providing a safety net for the long term thesis.
- Mantle (MNT) has strategically repositioned from a generic L2 to become Bybit's core utility token, creating structural demand through exchange integration.
- Key Bybit integration catalysts include enhanced collateral usage, VIP fee tiers, and potential buyback & burn mechanisms, with most launching by late September 2025.
- At $1.15, MNT is significantly undervalued compared to competitors, with the lowest MCAP/Volume (0.12) and MCAP/OI (0.15) ratios among major exchange tokens.
- Price targets based on competitor benchmarks suggest 3~6x upside potential ($3.45~$6.90) over a 6~12 month horizon.
- Mantle's nascent but rapidly growing L2 ecosystem creates additional utility beyond deep Bybit exchange integrations, providing a safety net for the long term thesis.