Solana的竞争对手Sui在突然复苏中从低点爆炸了148%,尽管有大量代币解锁

币界网Published on 2024-08-12Last updated on 2024-08-12

币界网报道:

一层区块链Sui在过去七天里已经从低点印刷了两倍多,超过了前100名山寨币中的大多数。

在8月5日触及0.45美元的水平后,SUI在周一凌晨交易至1.12美元,一周内上涨148%。

5月,Sui解锁了10.4亿Sui代币,占100亿最大供应量的10.4%,占当时市值的39%。

6月初、7月和8月,分别释放了最大供应量的0.87%、0.86%和0.84%。

在整个行权计划中,SUI每月都会安排类似的解锁,直到2023年,解锁规模逐渐缩小。

Real Vision创始人兼宏观大师拉乌尔·帕尔(Raoul Pal)是Sui基金会的成员,他表示,他部分预计Sui将开始超越Solana(SOL)。

“很明显,当价格爆炸时,每个人都被发现拥有零SUI。为了证明自己值得下一件大事,它需要通过打破下跌趋势来正确证明自己与SOL的关系……还没有,如果它立即这样做,我会感到惊讶。”

资料来源:拉乌尔·帕尔/X

Pal最近表示,SUI正在与Avalanche(AVAX)和Celestia(TIA)等其他几家一级连锁店展开竞争,从长远来看,对其代币解锁和估值的担忧可能被夸大了。

“是的,有代币解锁,但最糟糕的时期已经过去,真正的游戏是关于需求,而不是供应。供应是已知的,需求是摇摆因素。

是的,这是一种高的完全稀释估值(FDV)硬币,有些人不喜欢它们。我喜欢找到当前叙事被价格行为压倒的地方。”

在撰写本文时,SUI的交易价格为1.07美元。

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