(1/8)过去 48 小时 @projectPXN 公售 + 白名单教科书级别,告诉市场,什么样的共识撑起什么样的地板。

The PXN public sale & whitelist minting in the past 48 hours tells the market what kind of consensus supports what kind of floor TEXTBOOK level.

#nft
(2/8) Fair DA 2e,最低 1.7e,白名单 mint 期间 2.4e 开始冲高,目前稳住在 4e。

我来聊聊这期间发生的事,和 holder 成分变化。
(3/8) [Fair DA 刚结束]
涌入大量仅因 hype 而冲荷兰拍的人,Flip 为主 => 开始换手,其中 Nano 粉开始加仓,慢慢构筑地板支撑位,其中 @ChipNFT 首当其冲,卖红豆加仓 PxN。
这段时间,其实有很多资金,想要加仓,但是都等着白名单 mint 完,因为市场的共识是,白名单 0.35 mint 一定会有大量抛压
(4/8) 这段时间最低砸到了 1.68e,也是目前历史最低价。目睹了很多看笑话嘲笑破发的人。

[接近白单 Mint 阶段]
地板在慢慢回升,稳定在 2e,同时在白单刚开始 mint 的时候慢慢回升到 2.4e。
(5/8) [白名单 Mint 阶段]
和市场预期得相反,白名单 mint 期间出现并没有大量进行挂单。于是一直在等待的筹码,纷纷开始下手,慢慢一下买到了 3.5e。
(6/8) 而这种不符合市场预期的情况,恰恰来自于,市场对于 #nanofam 社区共识的低估。而且很多市场上的人也许知道 PxN 有 2000 个白名单给到 Nanopass Holder 用 100 个白名单兑换,但可能不知道那个时候大家对 PxN 的信心已经高到愿意用 0.01e 的价格买一个碎片了。
(7/8) 而且有好些 Nanopass holder,是 0.08e mint,从去年 12 月拿到今天接近 4e 地板。

试问,这样的 holders,会砸盘吗?

截止到本条推特,PxN 5e 以下挂单量为:154 个。
(8/8) 最后,好些人在说团队做市厉害可能完全没听过 AMA?

还有,好些人的脸疼不疼哇?

#投资圣经
群友 fud 我出击,群友 fomo 我跑路。

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More from @0xAmberBella

Apr 2
#NFT project sharing - @Coniunio (1/4)
The team is hardworking at building product and communicates in a super transparent way with the community. Treasury spending is also clear and integrates opinions from holders. The first c-box is coming during the 1st week of April. #nfts
@Coniunio analysis (2/4)
Pros:
- Consistent buidl with smoothy product exp.
- Pfp coming and clear utilities
- Nice vibe in the community
- healthy floor price (steady growing)
- High quality in the 1st C-box
- Great alpha info with solid analysis
@Coniunio analysis (3/4)
Cons:
- The 1st C-box brings up high expectation for future C-box. Not sure if the treasury can carry such standards forward
- Moat for the product is not solid enough for now

#nft #nfts
Read 4 tweets

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