Movement 幕后顾问 Sam 爆料:大量 $MOVE 被内部指定钱包抛售

链捕手2025-05-22 tarihinde yayınlandı2025-05-22 tarihinde güncellendi

作者:Sam Thapaliya

来源:Sam Thapaliya X 账号

编译:深潮TechFlow

 

最近,Coindesk 发布了一篇文章,描述了我早期参与 Movement 项目的经历。发布这条推文的目的是澄清事实。

在 Movement 成立之前,我曾在范德堡大学(Vanderbilt)与 Cooper 线下会面,并提议孵化一个基于 Move 的项目,这个提议最终促成了 Satay 的诞生。Satay 是一个收益聚合器,我为其提供了资金支持并协助其起步。

当 Cooper 转向创立 MVMT Labs(Rushi 尚未加入团队时),他在从筹资到代币经济学再到情感支持等各方面都依赖我的建议和帮助。我与 Cooper 密切合作,共同推动 Movement 项目的启动。

当 Rushi 加入 Movement 并负责技术团队时,项目的愿景开始真正成形。我逐渐退出了作为 Cooper 亲密顾问的角色,主要专注于市场推广(GTM)工作。这导致了由 @vannacharma 发布的谅解备忘录(MOU),该备忘录由 Cooper 谈判并签署。随着项目接近代币生成事件(TGE),我再次与 Cooper 密切合作,特别是在即将到来的空投提案方面为他提供建议。

Cooper 委托我寻找一个数据科学团队来审计基于测试网使用情况的空投数据集,因为 Movement 团队意识到他们依赖的数据集甚至无法准确反映测试网的实际使用情况。

由于数据集存在诸多问题,我向 Cooper 建议将所有空投参与者的奖励平摊。然而,在此期间,Cooper 坚持要让一组特定的 75,000 个钱包获得每个钱包最高比例的代币分配。

你可以在 https://move-token-tracker.vercel.app 上找到这些钱包,并观察它们的分布情况。这些钱包几乎是唯一成功领取并捆绑出售了 6000 万以上 $MOVE 的钱包,这发生在 12 月 9 日的 Move 代币空投期间。从下方的热力图中可以看到,这些钱包在领取空投后如何被捆绑并迅速抛售:

在领取过程中,当我们意识到这 75,000 个钱包的问题时,我再次建议平摊奖励以减少 Sybil 攻击(虚假账户)捆绑和抛售的影响。然而,Cooper 选择提高领取费用,这导致除了这 75,000 个钱包之外,几乎没有其他用户能够领取空投奖励。

在空投已经开始后,Cooper 调整了领取费用,但他并未对这 75,000 个“核心-galxe”钱包的领取费用进行相应的提高,以控制 Sybil 行为的影响。

当用户无法领取空投时,因为领取费用高于空投金额,这导致大多数用户选择推迟并等待在免手续费的 L2 上领取空投。

问题在于,L2 并未如计划在30天内上线,导致许多用户陷入困境。

当前流传的说法是错误的。近三年前,Cooper 曾向我寻求帮助,我投入了大量精力和时间,帮助 Cooper、Rushi 和团队让 MVMT 取得成功。作为回报,我却遭到了公开攻击,失去了许多机会和社会资本。

在过去的三年里,我投入了大量时间和精力帮助 MVMT 起步。截至目前,我没有收到任何报酬,而 MVMT 显然无意履行协议,向我支付应得的代币奖励。

Trend Kriptolar

İlgili Okumalar

Lightning Fast Five-Whip Combo! Strategy's Self-Rescue Plan Officially Released

Strategy, amidst the STRC de-pegging crisis, has unveiled its "Digital Credit Capital Framework" self-rescue plan. The five-part framework includes: 1) **Cash Reserves**: Management of ~$2.55B in USD reserves, dedicated solely to covering ~17.4 months of preferred stock dividends and debt interest, with a 12-month minimum coverage floor. 2) **Dividend Policy**: STRC's dividend yield rises to 12% from July 1st, with monthly reviews. Strategy clarifies de-pegging does not automatically trigger further hikes. 3) **Preferred Stock Buyback**: A $1B authorization, prioritizing STRC repurchases to support its price, reduce future dividend obligations, and signal commitment, using funds separate from dividend reserves. 4) **Common Stock Buyback**: A separate $1B authorization for MSTR stock, aimed at creating shareholder value when the stock is deemed undervalued, establishing a two-way capital management mechanism. 5) **Bitcoin Monetization**: Formal authorization to sell BTC (up to $1.25B earmarked) to build USD reserves, cover dividends/interest, or fund buybacks, marking a strategic shift where BTC becomes a managed asset rather than a strictly "hold-only" reserve. Market reaction saw MSTR and STRC shares rise pre-market, while BTC remained stable. The plan aims to restore confidence in STRC, ensure dividend sustainability, and reopen Strategy's funding channels.

Odaily星球日报1 saat önce

Lightning Fast Five-Whip Combo! Strategy's Self-Rescue Plan Officially Released

Odaily星球日报1 saat önce

The Sword of Damocles Over the AI Bull Market: Not Just in South Korea, Leverage in U.S. Stocks Is Equally Staggering

Global equity markets are hitting new highs driven by the AI boom, but the fuel behind this rally is becoming increasingly dangerous. From the US to South Korea, margin debt and leveraged ETF assets have soared to historical extremes, with their pro-cyclical nature amplifying tail risks in market volatility. In the US, margin debt rose 54% year-over-year in May, reaching a record $1.4 trillion. Simultaneously, leveraged ETF assets nearly doubled in under 70 days to over $220 billion by early June, with intense focus on tech, semiconductor indices, and single stocks like NVIDIA and Tesla. A warning sign appeared in South Korea, where the KOSPI index experienced extreme volatility, plunging 10% to trigger a circuit breaker, then sharply rebounding before halting again, partly driven by concentrated, highly leveraged positions in chip stocks. Analysts are raising alarms. Barclays warns that leveraged funds have accumulated roughly $300 billion in equity-linked derivatives since late March, creating a major source of non-discretionary risk. Morgan Stanley notes an unprecedented reliance on leveraged financing by marginal buyers, with financing becoming more expensive and scarce. Charles Schwab has tightened margin requirements. The core risk lies in the mechanics: leveraged ETFs and derivatives can create a "tail wags the dog" effect, where fund flows force market makers to buy underlying stocks, amplifying gains. This process reverses in a downturn, triggering a self-reinforcing selling spiral as funds deleverage. Additionally, the cost of borrowing to buy stocks has spiked to multi-year highs. Morgan Stanley warns this sets up a nonlinear risk: high financing costs stall momentum, a price decline triggers forced deleveraging, and selling pressure is multiplied by leverage, potentially leading to outsized declines. The current market breadth is narrow, with gains heavily concentrated in tech, making the rally vulnerable to a pullback in leveraged positions. In summary, the AI-fueled bull market is increasingly propped up by record leverage. When this trend reverses, the deleveraging process could magnify losses, posing a significant threat to financial stability.

marsbit1 saat önce

The Sword of Damocles Over the AI Bull Market: Not Just in South Korea, Leverage in U.S. Stocks Is Equally Staggering

marsbit1 saat önce

Strategy Launches 'Digital Credit Capital Framework': Authorizes Sale of $12 Billion in Bitcoin, Ending the 'Never Sell' Script

Strategic, the world’s largest corporate holder of Bitcoin (formerly MicroStrategy), has dramatically shifted its long-standing “never sell Bitcoin” strategy by announcing a new “Digital Credit Capital Framework” on June 29. This plan authorizes the sale of up to $1.25 billion worth of Bitcoin to raise cash, establishes a $2.55 billion USD reserve, increases the dividend rate on its STRG preferred shares to 12%, and authorizes up to $1 billion each for repurchases of its own digital credit securities and Class A common stock. This pivot comes amid severe financial pressure. The company’s STRG preferred shares are trading at a ~24% discount to their $100 face value, making new issuances difficult and stalling its buy-Bitcoin funding flywheel. Its annualized dividend obligation has surged to ~$1.2 billion. Meanwhile, its MSTR stock has plummeted 36% in eight days, erasing its traditional premium over its Bitcoin holdings per share. In recent weeks, Strategic has already shifted focus from accumulating Bitcoin to bolstering cash reserves by selling its own MSTR shares. The new framework formalizes this defensive turn, aiming to ensure liquidity, cover dividends, and support its securities prices through buybacks. However, the move risks triggering a “death spiral” if Bitcoin sales pressure the market, further devaluing the company’s core asset. The company also faces a potential securities investigation and carries significant debt, with Bitcoin’s current price below its average acquisition cost.

marsbit1 saat önce

Strategy Launches 'Digital Credit Capital Framework': Authorizes Sale of $12 Billion in Bitcoin, Ending the 'Never Sell' Script

marsbit1 saat önce

İşlemler

Spot

Popüler Makaleler

MOVE Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Movement (MOVE) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Movement (MOVE) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Movement (MOVE) Varlıklarınızı SaklayınMovement (MOVE) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Movement (MOVE) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Movement (MOVE) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

302 Toplam GörüntülenmeYayınlanma 2024.12.13Güncellenme 2026.06.02

MOVE Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların MOVE (MOVE) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片