“加密货币中最受憎恨的反弹”——前高盛高管预测这些山寨币将跑赢市场

币界网Pubblicato 2024-08-22Pubblicato ultima volta 2024-08-22

币界网报道：

前高盛（Goldman Sachs）高管拉乌尔·帕尔（Raoul Pal）认为，一个有争议的山寨币领域将在未来几个月内跑赢其他加密资产。

帕尔告诉他的100万粉丝，加密货币世界“讨厌”估值高、初始流通量低的代币，也被称为低浮动/高完全稀释估值（FDV）代币。

分析师指出，市场的蔑视往往会导致低浮动/高FDV代币在初始浮动时下跌至少70%，因为未来的解锁已经定价，即使大多数解锁不会引发大规模的销售事件。

“然而，从那时起，供应是一个‘已知的、已知的’，因此需求是等式中更重要的部分…

如果代币显示出来自网络活动甚至投机兴趣的实际需求增长（甚至是早期阶段），那么目前需求增长将快于供应，数量也会增加。

随着加密货币夏季和秋季牛市阶段（替代季节）的到来，加密货币生态系统的需求不断上升，需求不断增加但由于浮动率低而供应量很小的代币将在牛市中更加不对称。”

Pal认为，由于声誉不佳，这些类型的代币被低估了。

“由于可怕的低浮动对你有利，任何需求的增加都会让他们比其他任何事情都更有动力。不要过分欢迎。我会对此进行更多思考，但根据我在TradFi的经验，这是最有可能的结果。”

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