Polymarket 10亿美元的胜利——“特朗普vs哈里斯”是唯一的责任吗?

币界网Pubblicato 2024-08-02Pubblicato ultima volta 2024-08-02

币界网报道:
    Polymarket的累计交易量超过10亿美元,每周活跃用户也增长了14倍以上

对于加密货币领域及其社区来说,这是忙碌而富有成效的一年。不仅比特币和以太坊现货ETF获得批准,两党政治领导人也在排队支持加密货币。不用说,一些项目从中受益匪浅。流行的去中心化预测平台Polymarket就是其中之一。

Polymarket的用户使用加密货币买卖股票,以押注现实世界的事件。在过去的6个月里,随着美国选举周期的加速,越来越多的人开始使用Polymarket进行此类押注。

事实上,就在最近,它在图表上的累计交易量超过了10亿美元,仅7月份就记录了超过3.87亿美元的数字。

但这还不是全部。月活跃交易者从6月的2940万增至7月的4450万,未平仓合约也飙升至9000万美元。每周活跃用户从约1400人增长到20000多人,增长了约14倍。

现在,大多数分析人士认为,美国正在进行的选举周期与这种兴趣激增有关。而且,值得称赞的是,我们也有充分的理由相信这一点,尤其是在人们押注“谁将成为下一任美国总统”的情况下占Polymarket总交易量的45%以上。

然而,根据Polymarket最大的单一投资者ParaFi Capital的说法,这并不能告诉我们全部情况。在X上的一条病毒式传播的帖子中,这家资产管理公司声称,

“在使用Polymarket的近7万个地址中,只有42%是在与选举相关的市场进行首次交易的。另外58%,即约4万名用户,最初是在非选举市场进行交易的,包括文化、商业、科学和宏观市场。”

也,

“在28000多名在选举相关市场首次下注的用户中,56%的用户随后在不同的市场进行了交易。”

过去几个月,与选举相关的市场交易量飙升,与其他现实世界事件相关的交易量也飙升。美国证券交易委员会对现货以太坊ETF的批准时间表就是一个很好的例子,这一事件刺激了累计交易量增加了1300万美元。

在这里,其他市场包括对奥运会奖牌数的投注、泰勒·斯威夫特的参与统计数据,以及对GPT-5可能推出日期的投注。

简单地说,虽然Polymarket的实用性和受欢迎程度在这个选举周期中飙升,但仅凭这些政治事件并没有决定该平台在过去几个月的交易量。

在这里,值得一提的是,在该平台最近取得成功的基础上,该平台的高管们正在考虑不同的策略,特别是那些以盈利为目标的策略。向平台增加费用是目前正在探索的一个想法。

Letture associate

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