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0x神不在河南
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$WET 就0.7万份也好意思拿出来
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格局了多少个，才格局住着一个😂
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$BEAT 还格局吗，兄弟们我出不出
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十一月已过大半，近期 Alpha 的奖励活动表现平稳，收益基本维持在保本状态。目前最基础的参与门槛已经来到了245分左右，算下来每日需要完成“15+2”的任务量，单个周期的参与成本约在 30 。如果门槛能回落到215分左右，单个周期就有机会获得三到四次奖励机会。也就是 100 左右的收益！ alpha 的预期规划 预计十二月中旬可能会出现新一轮的个人参与者离场潮。近期二级市场表现平淡，不少项目方也推迟了原定的计划，这可能导致活动门槛居高不下、收益下降、参与者减少的循环。建议大家保持观察，到十二月中旬再根据情况调整策略。 关于 Perp 赛道的冷静思考 今天也观察了 perp 赛道和预测赛道的其他项目，发现要么竞争激烈，要么机制尚不完善，处于中间状态的优质项目不多。不少机会更适合资源较多的参与者，对普通用户不太友好。例如预测赛道的 Opinion 项目，普通用户很难获得积分，且低风险预测的奖励分发较少，导致参与风险升高。 再比如 Edge X，因其早期 USDC：USDT 1:1锚定的设计特点，出现了部分套利用户集中变现的情况，项目方出于保护增设了提现条件，影响了普通用户的体验。后续如何应对将考验项目方的应变能力，这也是优质项目方需要具备的重要素质。 去中心化平台也竞争激烈，有些项目方可能会因为市场原因推迟tge，我们的交互成本就会增加，风险也要控制好，撸毛本金非常重要！
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