
比特傻|Sep 07, 2025 08:04
Talking about Eigen Without Advertising
Eigen, there are so many people advertising now
Silly brother went to check the data, it was plain and had no selling point
Actually, TVL is like this. It's not an exaggeration to say that there hasn't been any growth, right
There are too many coins at the bottom of the K-line, thousands of them
Fundamentally speaking, the information aspect is really insignificant, to the point where even advertising cannot find a selling point
Even the reasons for building a warehouse mentioned in the advertisement are far fetched and irrelevant
Why do market makers buy advertisements without actually taking action?
The fundamental change is the proposal of verifiable clouds
But it has also been proposed for a while now, adding some peripheral businesses to the original main business
This is not very important
We need to reverse the trading strategy of this banker
An outdated old knockoff
FDV 2.4 billion
The current market value is only 450 million
There is still a huge amount that needs to be released
See if there are any major items that need to be unlocked recently
According to Leslie, Eigen gave A16z OTC at a 50% discount in June
Amount of 70 million dollars, unlocked monthly
And A16z B-wheel also gave 100 million dollars
In October, investors, early contributors, and staking airdrops began to unlock, and a terrible selling pressure is coming.
The following script:
1. Under pressure from investors, create hype and help them sell to retail investors
2. Spend money to raise prices, then have DAT eth's institutions take over and distribute to individual investors
3. Before the big selling pressure comes, first increase the market value to cope with the selling pressure.
Sha Ge tends to exclude script 1 for the following reasons:
1. Because the Otc round in June after A16z is a second bet, the possibility of taking a short cut is unlikely.
2. Secondly, the total unlocking ratio of the project is low, and there are still a large number of chips that have not been sold, so the cost-effectiveness of smashing the market is not high at this time.
Taking into account scripts 2 and 3, the reasonable approach is to quickly establish a position and gradually release the majority of the capital before January.
The remaining part, Bo Script 2
If there is a significant pullback, immediately clear the warehouse.
PS. Of course, silly brother, today he was just taking a rough look. If there are any errors in expenditure, please feel free to correct them
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