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Nov 10 6 tweets 2 min read
#Apecoin 情况不太乐观
Yuga Labs3月成功融资4.5亿美元,尽管这笔4.5亿的融资是由a16z领投的,但Alameda Research也是重要的参与部分。BAYC也是Alameda Research交易策略的一部分,但目前该钱包已经三个月没有动过。
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FTX姊妹VC Alameda Research持有的猴子价值大概在4000到5000以太币,估值约为500万美元。尽管五百万美元对80亿流动性危机的FTX来说算不上什么,但BAYC社区的信心仍受到了不小的打击,有大量的出逃迹象,地板价已经来到了57E(截止撰文时间)。
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无聊猿作为NFTFI流动性解决方案BendDAO中最大的抵押资产,如果面临清算,引发的连环反应对于NFT市场来说是致命的。
在luna暴雷的时候,三箭资本投资孵化的Starry Night就曾经面临过类似的事情,原本是打造1亿美元的NFT系列,在迅雷不及掩耳的时间就成了龟苓膏。
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另外Yuga Labs面临SEC的审查还没有一个确切的定论,Yuga Labs也多次强调APECoin已经成立了DAO组织,并不承认自己在背后做事拉盘。这样的背景情况下,APE Staking上线质押在即的时候,多个消息面的FUD。Yuga Labs还能像以前一样拉盘拉出猿宇宙吗,这是一个问号。
4/5
如果FTX要贱卖掉现在持有的BAYC资产来还债,BendDAO是有风险清算现有质押APE的;

如果顶流蓝筹社区的信心动摇了,原本便是寒冬的NFT市场并不会太乐观……
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消息面满是FUD,我还是忍不住问大家能不能V我50,我不吃肯德基,我干3刀的 #Apecoin

🥲🥲🥲

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More from @CryptoYoung2000

Nov 12
重新梳理一下我对 #FTX#Alameda 暴雷的观点看法。
回答无法让所有人满意,仅个人观点。

利益相关:
1.没有资产在FTX中无法体现;
2.没有接过任何交易所返佣。
1/20
简体中文圈已经垃圾成信息茧房了。
好一部分事情都会对简中圈搞特例,而会回避用英文谈到热点敏感话题。英文辐射面太广了,大佬也怕说多了摊上事儿。
2/20
Gala事件中,我以为孙哥会像Binance的cover事件一样,回滚数据,承担部分损失,保障用户权益。没想到直接给gala加上了p改单机币,直接给套利交易者开了眼。这件事的后续孙哥也只敢用简体中文发推,英文圈维权声音不断。
3/20 Image
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