Lao Bai
Lao Bai|Mar 06, 2026 12:38
Originally, Opnion was only airdropped by 3%, which made me feel like I wanted to have high control over the market. With a market value of over 400 million, there should be room for improvement. After all, the leading Polymarket has a valuation of billions, which left a deep impression on me. In January, Opnion's trading volume was almost on par with Poly's, although many of them were hedging and brushing volume I didn't expect FDV to fall all the way to over 300 million, I was a bit surprised. After being tricked, I went to Dune to check the data It can be seen that from November to January, the orange (Opinion) and blue (Polymarket) colors are almost on par. After entering February, the orange color noticeably weakens, and in March (Opinion coin issuance), it becomes an order of magnitude difference (350M vs 25M) The difference in the number of users is even greater. In January, there was still a gap of 70-80000 vs 20-30 thousand, but after entering March, it became a level of 100000 vs 2-3 thousand It seems that regardless of airdrop volume or hedging, Asian users are still far less accustomed to predicting the market than Meme. However, as the most capable Asian prediction market at present, the low circulation of over 300 million FDV+chips seems to be cost-effective? OPN deep rescue!
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