Azuki引发众怒,昨夜新系列发售到底发生了什么?

区块律动Pubblicato 2023-06-28Pubblicato ultima volta 2023-06-28

Introduzione

对NFT市场和Azuki社区来说,这是一场重大的打击


原文来源: @0xwill_eth & @LambolandNFT 


醒来发现 Azuki Elementals 刷屏了,昨夜的发售出现了哪些问题?一文总结下。






1. mint 时间 


Azuki holder 只有 10 分钟的时间去 mint,导致短时间内网站流量超载,直接崩溃,很多人没有打到,对此 Azuki 官方给出了不痛不痒的回应。  









  很多知名的 azuki 鲸鱼都没有打到 。






2. 变相增发 


这就有点搞笑了,Azuki elementals 的画风和元素几乎和一代一模一样,开图后社区人都傻了,甚至还有把 Azuki 当成 Elemental 卖掉的倒霉蛋。









 3. 做工粗糙 


有些 elementals 的图片貌似出现了绘图过程中的低级错误。







4. 项目方疑似 Rug 


这是最关键的,导致很多社区 hloder 不满,发售结束,项目方直接将 2 万个 ETH 直接转走,这操作让人直接懵逼,这是一线蓝筹的格局??  






5. 令人迷惑的定价 


elemental 2e 的定价,一方面严重压缩了一代 Azuki 的价值,同样的图,15e 和 2e 你买哪个?另一方面,也降低了小豆子的需求。  






6. 社区和 NFT 市场信心受挫 


对 NFT 市场和 Azuki 社区来说,这是一场重大的打击,很多 Azuki 中文社区的 KOL 都表达了不满,也有很多为了获得 mint 资格去买小豆子的,结果现在小豆子价格暴跌,小豆子的长期 holder 莫名躺枪。  









以上素材来自海外 KOL @LambolandNFT的整理我做了修改梳理,增加了中文社区的反馈内容。  


原文链接

Letture associate

The Rally That Wasn't

The article analyzes Bitcoin's sharp decline amid a shift in macroeconomic expectations, with strong US job data leading markets to price out Fed rate cuts. Bitcoin fell 13% to around $67,000, triggering significant outflows from US spot ETFs and indicating institutional de-risking. On-chain data confirms a bearish structure. Price has dropped back into the "bear market range," with the Short-Term Holder Cost Basis falling below a key mean level—a pattern last seen in early 2022. The profitability bias has collapsed, with loss realization now dominating, mirroring a panic wave from February. Recent buyers who accumulated near the $82k top are under pressure, and loss realization is accelerating across both short-term and long-term holder cohorts. Off-chain, the rally failed at the aggregate US ETF cost basis near $83k, turning it into resistance. Spot market demand has deteriorated sharply, with sellers dominating order books. While a major long liquidation event cleared over $400M in leverage, spot buyers have not returned to absorb supply. Options markets show sustained demand for downside protection (elevated put premiums) but not panic, with volatility premiums near three-month highs. The conclusion is that the market remains fragile, with overhead supply from trapped ETF investors, weak spot demand, and accelerating losses. Without a return of spot buying and a reclaim of key cost bases, Bitcoin is vulnerable to further downside within the prevailing bear market structure.

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The Rally That Wasn't

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