盘点VC当前浮盈最高的十大新币（附下次解锁时间）

Odaily星球日报2024-06-25 tarihinde yayınlandı2024-06-25 tarihinde güncellendi

Özet

暴跌之后，仍有某代币浮盈近百倍。

原创｜Odaily星球日报

作者｜Azuma

盘点VC当前浮盈最高的十大新币（附下次解锁时间）

以“高 FDV、低流通”为典型特点的所谓“VC 代币”已成为了二级市场上最危险的标签。

6 月 24 日，数据分析平台 DYθR 的联合创始人 hitesh.eth 于 X 上贴出了一组数据，盘点了当前市面上较为典型的十大“VC 代币”。数据显示，即便是在市场遭遇持续下跌的状况下，各大 VC 在这些代币的投资上仍有着数十倍甚至近百倍的浮盈，hitesh.eth 特别标注了这些代币的资方份额解锁时间，以便市场监测潜在的解锁抛压。

下图，为 Odaily 星球日报基于 DYθR 在 Dune 上编绘数据进行的二次制图，目的是为了帮助读者更直观地了解这些代币的实时浮盈及解锁状况。

盘点VC当前浮盈最高的十大新币（附下次解锁时间）

需要特别强调几点：

一是 DYθR 的数据最近一次的更新为昨日下午，恰逢市场大跌，该数据有一定滞后性，但不影响整体结果；

二是考虑到个体项目在不同的融资轮次会有不同的估值（越早越便宜），DYθR 在计算 VC 浮盈倍率采用的算法为“当前 FDV/ 不同融资轮次的估值均值”，所以最终得出的倍率数字实际上会与不同轮次的倍率有一定出入，但基本可代表 VC 在该项目上的整体浮盈情况；

三是 DYθR 总共统计了 28 个项目（可参阅 Dune），出于篇幅及项目热度考虑，下文将仅覆盖浮盈倍率排名最高的 10 大项目，感兴趣的读者可通过 DYθR 查阅更多内容。

İlgili Okumalar

Inflation Has Not Improved. Will Warsh Support a Rate Hike on Friday?

U.S. inflation remained stubbornly high in July, with the PCE price index holding at a year-on-year increase of 3.7%, unchanged from June and still far above the Federal Reserve's 2% target. The core PCE index also stayed flat at 3.3%. While inflation did not worsen, the fact that it did not improve either has increased market expectations for further interest rate hikes. Futures pricing now indicates a higher probability of a rate increase in September and fully prices in one hike by year-end. The economic backdrop is mixed. Second-quarter GDP growth was revised to 1.5%, but underlying components like consumer spending and business investment were robust. However, inflation-adjusted consumer spending stalled in July, and real incomes have barely grown over the past year, eroding purchasing power. The data provides arguments for both sides of the policy debate. The "wait-and-see" camp points to the lack of acceleration in inflation and upcoming methodological changes that may lower reported figures. The "pro-hike" camp highlights that inflation remains hotter than forecasts, sticky services prices, rising diesel and chip costs, and renewed trade tensions with Canada. All eyes are now on Fed Chair Kevin Warsh's upcoming speech at Jackson Hole for clarity on his policy stance. With inflation persistently above target for over five years and midterm elections approaching where prices are a key issue, the pressure for decisive action is mounting. The speech carries significant two-way risk for markets.

marsbit3 dk önce

Inflation Has Not Improved. Will Warsh Support a Rate Hike on Friday?

marsbit3 dk önce

Goldman Sachs Research Report Analysis: Nvidia's Earnings Exceed Expectations, Target Price of $285 Still Indicates 34% Upside Potential

Goldman Sachs maintains a buy rating on Nvidia with a $285 price target, implying a 34% upside, following its Q2 results. Revenue of $96.2B and data center revenue of $89.0B exceeded expectations. Q3 revenue guidance midpoint of $108.0B was above consensus, though slightly below Goldman's forecast. Notably, Q3 gross margin guidance of 74% was below expectations, potentially due to initial cost pressures from the new Blackwell architecture ramp-up. Key investor focus shifts to the upcoming earnings call for details on: the potential upward revision to Nvidia's $1 trillion cumulative data center revenue target; the structure of its $500 billion partner financing platform; and the gross margin trajectory for late 2026 and 2027. While the results confirm a robust AI spending environment—a positive signal for the broader semiconductor sector including Broadcom, AMD, Marvell, Arm, and Intel—Goldman notes that optimistic expectations are largely priced in. With hyper-scalers having already raised capital expenditure forecasts, the stock may trade in a range post-earnings, requiring new catalysts for a significant re-rating.

marsbit4 dk önce

Goldman Sachs Research Report Analysis: Nvidia's Earnings Exceed Expectations, Target Price of $285 Still Indicates 34% Upside Potential

marsbit4 dk önce

While Others Go All-In on AI, RockawayX Doubles Down on Crypto

Cryptocurrency investment firm RockawayX, which manages around $20 billion in assets, is raising $150 million for a new liquidity opportunity fund after acquiring crypto hedge fund Relayer Capital. This move bucks the trend of crypto VCs pivoting to AI and robotics. Relayer, founded by former CoinFund partner Austin Barack, will manage the new fund, focusing on undervalued tokens and crypto-related stocks. The acquisition was likely motivated by Relayer's strong performance, with a roughly 70% return this year driven by positions in assets like Hyperliquid and Venice AI, which surged 219% and 1006%, respectively. This expansion is part of RockawayX's broader shift beyond traditional venture capital, having previously entered the crypto treasury management business. The firm is also currently engaged in separate lawsuits with Solana treasury company Solmate following a failed merger attempt.

marsbit14 dk önce

While Others Go All-In on AI, RockawayX Doubles Down on Crypto

marsbit14 dk önce

SHRINCS BIP published: Quantum-secure Bitcoin comes with a catch

Blockstream has published a Bitcoin Improvement Proposal (BIP) for SHRINCS, its experimental post-quantum signature scheme. Developed to secure Bitcoin against future quantum computing attacks, SHRINCS is a hash-based, stateful signature design that is significantly smaller than current NIST-approved post-quantum alternatives, allowing Bitcoin to maintain a transaction throughput similar to today's ~3 TPS. While it has been tested on Blockstream's Liquid sidechain, the proposal is not yet cryptographically mature and introduces complexity, such as requiring devices to track used keys. Blockstream is also researching lattice-based schemes and zero-knowledge proof aggregation as other potential paths for a quantum-secure Bitcoin, highlighting that governance and consensus present the major challenges for any upgrade.

cointelegraph43 dk önce

SHRINCS BIP published: Quantum-secure Bitcoin comes with a catch

cointelegraph43 dk önce

US Stock Market Trends (Aug 27): PCE Exceeds Expectations, Pressures Broader Market; Nvidia Rises 4% After-Hours, Nasdaq Futures Up 1%

U.S. Market Trends (Aug 27): PCE Data Weighs on Indices, Nvidia Rises 4% After-Hours, Nasdaq Futures Up 1% U.S. stocks closed slightly lower on Wednesday amid narrow trading. The S&P 500, Nasdaq, and Dow Jones all edged down, ending the Dow's two-day winning streak. The key pressure came from July's PCE inflation data, which showed a 3.7% year-over-year increase, exceeding expectations. While the core PCE met forecasts at 3.3%, the hot headline number boosted Treasury yields and the dollar, dampening hopes for imminent Fed rate cuts. Gold fell below $4,600/oz. Oil prices continued to weaken despite mixed geopolitical signals. The market's real focus was after the close. Nvidia reported Q2 revenue of $96.2 billion, beating estimates, guided for current-quarter revenue to surpass $100 billion for the first time, and projected 70% revenue growth for the next fiscal year. Its shares rose approximately 4% after-hours, lifting Nasdaq futures by about 1%. Amazon's announcement to deploy an additional 2 million GPUs further validated the data center demand narrative for Nvidia. In other sectors, chip stocks like Western Digital and Arm gained. Among the "Magnificent Seven," moves were mixed. Salesforce surged on strong guidance and an expanded partnership with Anthropic. Meta settled a youth addiction case with 29 U.S. states for up to $18 billion, a figure seen as favorable compared to earlier fears. Bitcoin retreated from recent highs, while industrial metals like copper extended their rally. The core market tension remains between inflation concerns pressuring the broader market and strong AI earnings providing sector-specific momentum, setting the tone for early September trading.

marsbit59 dk önce

US Stock Market Trends (Aug 27): PCE Exceeds Expectations, Pressures Broader Market; Nvidia Rises 4% After-Hours, Nasdaq Futures Up 1%

marsbit59 dk önce

İşlemler

Spot
活动图片