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22coin_S
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Yesterday the 500u wet bet is now worth 2200u.
What else can have a return rate of 340%?
WET
Alpha
0.2155
-1.09%
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最近 $BEAT 的盘面有点意思,量价都在走强。 说实话,现在市场风向变了,资金都在用脚投票。大家都不傻,那种动不动几十亿 FDV、全是解锁抛压的情怀盘已经很难玩了。这也是为什么相比于 MapleStory 这种高估值项目,我最近更盯着 Audiera 看的原因。 逻辑其实很简单,做交易看准三个核心数据就够了: 第一是人多。这项目底子很厚,6 亿历史用户转出 500 万链上用户,流动性有真实支撑。 第二是真有钱进账。别管故事讲得多好,得看收入。他们的 AI Payment 业务已经跑出了 148,900 多个 $BEAT 的收入,这是实打实的现金流。 第三是通缩。赚到的钱不是存库房,而是直接销毁。第一批 125,000 $$BEAT 经送进黑洞了,以后每周都会公布销毁数据。 这就是典型的低流通加上强通缩模型。 当 Web2 的顶级音乐 IP 结合了 AI 支付,带来的不仅是热度,而是真金白银的买盘支撑。在这个位置,相比去赌那些高 FDV 的空气,这种有收入、在销毁的标的显然性价比更高。 #BEAT
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