提前布局23个BAYC NFT难变现,麻吉大哥4个月持仓亏损2000万美元

Odaily星球日报Published on 2024-08-02Last updated on 2024-08-02

Abstract

投资是一门更难掌握的艺术。

原文作者:Frank,PANews

KOL @0x SunNFT 在推特上透露自己在 MEME 代币 BAYC 上 1 分钟赚 15 万 U 的暴富小故事令无数人唏嘘不已。在人们仔细研究后发现,这可能是加密资深玩家黄立成(麻吉大哥)的又一个项目。

价差引发的套利空间

简单总结来说,@0x SunNFT 所参与的项目是一个可以将 Bored Ape Yacht Club(BAYC)NFT 转化为代币的 ERC-404 协议。这个项目被称为 APE Fi,据项目官方介绍, 1 亿枚 BAYC 代币可以置换一个 BAYC 的 NFT。反之,持有者也可以将 NFT 置换为 1 亿枚 BAYC 代币。

实际上,目前 BAYC 代币的价格维持在 0.00030 美元左右,价值与 BAYC NFT 的地板价(9.471)相匹配。长期来看,由于该项目与 BAYC 的 NFT 价值绑定,缺少 MEME 的波动空间,并不能作为一个 MEME 对待。

而@0x SunNFT 之所以能够快速获利 15 万 U 的原因在于,BAYC 代币刚开盘时存在巨大的价值差,价格一度涨至 0.003 美元,拥有十倍的价差。因此,@0x SunNFT 选择从 BLUR 等 NFT 交易平台购入 BAYC NFT,然后快速的将 NFT 置换为 BAYC 代币再售出来以此获利。本质上是一次成功的套利。

自项目被推出后,黄立成多次在推特上发布相关内容向粉丝推介。当别人在评论中质疑这又是一个麻吉骗局时,黄立成回怼:“你太笨了,看不到创新”。

提前布局23个BAYC NFT难变现,麻吉大哥4个月持仓亏损2000万美元

提前布局增持 23 个 BAYC,上线后流动性不足难变现

但麻吉大哥本人似乎没能抓住这个套利空间。截至 8 月 2 日,麻吉大哥的以太坊地址仍持有 62 个 BAYC 的 NFT,且在 7 月份还大量增持了 BAYC NFT。作为一直以来的 BAYC NFT 持有大户,麻吉大哥在整个 7 月开始疯狂补仓 BAYC NFT,据统计自 7 月 17 日至 7 月 31 日,麻吉大哥的地址购入 23 个 BAYC NFT。提前布局23个BAYC NFT难变现,麻吉大哥4个月持仓亏损2000万美元

此举或是看好该协议推出后 BAYC 的市场走向。不过,从目前的效果来看,BAYC 的地板价与此前并未太大区别,在协议刚刚推出的当天 BAYC NFT 的地板价一度提升至 10 ETH,交易量上涨至 378.9 ETH,但这些数据很快的再次回归正常。目前 BAYC 代币交易池的资金量约为 64 万美元,流动性约为 21 个 BAYC NFT 的体量。由此看来,麻吉大哥手中的 BAYC NFT 可能还得继续持有下去,短时变现似乎存在一定的难度。

收割粉丝 3800 万 被市场收割 2000 万

此前 3 月 28 日,麻吉大哥曾为自己的 Solana Meme 项目 Bobaoppa 筹集超过 20 万枚 SOL,价值约 3800 万美元。该项目在经过 1 个多月的等待期后终于在 5 月 4 日上线,开盘价 0.0009055 美元, 8 月 2 日价格为 0.0009057 美元,三个月价格变化堪比稳定币。按照筹款金额 3868 万美元计算,用户的成本应为 0.00154 美元,目前价格仅为成本价的 58% 。而该流动池的资金仅为 190 万美元,不及当时筹款时的 5% 。3 月 30 日,麻吉大哥将筹集到的 15.6 万枚 SOL 存入 BlazeStake 质押。

在筹款后的几个月内,麻吉大哥化身投资达人,多次操作参与知名项目的投资,其中包括花费 1535 万美元买入 804.8 万个 FRIEND,成为 FRIEND 最大的个人持仓者,目前价值仅剩 117.7 万美元,亏损 1417.3 万美元,亏损率 92% 。

提前布局23个BAYC NFT难变现,麻吉大哥4个月持仓亏损2000万美元

6 月 27 日,麻吉大哥再次将目光投向 BLAST,豪置 1491 枚 ETH(约合 465 万美元)购入 1.98 亿枚 BLAST,再次成为 BLAST 的最大个人持仓者,入场价格约为 0.023 美元,当前 BLAST 价格约为 0, 0127 ,跌幅将近一半。

7 月 12 日,麻吉大哥将其持有的 1840 枚 BLUR 代币存入币安抛售,估计亏损 316 万美元,亏损率约为 50.2% 。

可以看得出来,近期市场下行之下,此前擅长投资的麻吉大哥也未能幸免,短短数月时间亏损约 2000 万。8 月 1 日,麻吉大哥发了一条推特:“我是一个艺术家”。显然,投资是一门更难掌握的艺术。

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