大老师Bugsbunny |DRAM UP only|Nov 12, 2025 12:32
Mr. Big talks Canton @CantonNetwork
TL;DR version:
1. No VC unlock for tokens, purely driven by supply and demand.
2. Valuation isn’t very meaningful; token concentration is extremely high (no need for accumulation).
3. The blockchain is fully accepted by traditional financial institutions—confidential yet settlement-ready and regulatory-compliant.
4. A proven institutional privacy solution.
5. Adopted by Deutsche Börse, Microsoft, JPMorgan, and BlackRock.
6. OI has significant room for growth, currently rising from $4.352M to $7.731M.
Detailed version:
1. Fair launch with no other token allocations—no presale, no pre-mining, and no distribution to the founding team or VCs. Token distribution is purely determined by network contributions—this essentially means there are no external tokens apart from those held by network contributors. In other words, tokens will be relatively concentrated among a specific group of participants.
2. Valuation doesn’t hold much significance for this project; just focus on the market participants holding concentrated tokens.
3. Designed as a solution for banks, brokerages, and asset management institutions—confidential yet settlement-ready and regulatory-compliant.
4. The first blockchain network adopted by Deutsche Börse, Microsoft, JPMorgan, Morgan Stanley, and BlackRock.
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From the K-line perspective:
The volatility range is relatively small.
Short-term trades can be made based on fee rates and OI levels.
Currently, OI has climbed from a $3.4M bottom to around $6.04M.
The total nominal value has risen from $4.352M to $7.731M.
Contract OI still has considerable room for building positions and is unlikely to face rapid liquidation.
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