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The process of transitioning from Alpha to Perp from the exchange's perspective: targeting non-meme tokens
Why must some assets go on contract while others never will.
1. Background
1. In the eyes of many, the transition of a token from Alpha to launching a perpetual contract (Perp) seems like a natural result of 'gaining traction'.
2. However, from the exchange's perspective, this is not a marketing or reward mechanism, but a strict financialization decision.
3. Alpha is about verifying whether assets can be priced by the market, while Perp is about confirming whether it is worth being 'financialized'.
2. Why does the exchange promote Alpha → Perp?
1. Within the exchange, whether to launch a contract essentially depends on three things: whether there is a sustained, genuine divergence between bulls and bears; whether there is stable, predictable trading demand; and whether it can generate long-term fee cash flow under controllable risks.
1. Background
1. In the eyes of many, the transition of a token from Alpha to launching a perpetual contract (Perp) seems like a natural result of 'gaining traction'.
2. However, from the exchange's perspective, this is not a marketing or reward mechanism, but a strict financialization decision.
3. Alpha is about verifying whether assets can be priced by the market, while Perp is about confirming whether it is worth being 'financialized'.
2. Why does the exchange promote Alpha → Perp?
1. Within the exchange, whether to launch a contract essentially depends on three things: whether there is a sustained, genuine divergence between bulls and bears; whether there is stable, predictable trading demand; and whether it can generate long-term fee cash flow under controllable risks.
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$MANTRA Change into a new identity $OM, don't forget its notorious track record.
1. MANTRA (renamed from OM) focuses on compliant Layer 1 blockchain projects for real-world assets (RWA).
2. In terms of financing, it received early support from multiple institutions, including Laser Digital, and later investors promised tens of millions of dollars for a token buyback plan (such as $25M+ $20M).
3. The project once reached a high valuation during the RWA boom, with a peak FDV exceeding several billion dollars, but has experienced significant corrections and token splits.
4. The initial circulation ratio was relatively high (after multiple adjustments and migrations, the current circulation ratio is large, with early Genesis Airdrops and community allocations, totaling about 888 million after a 1:4 split adjustment). There have been multiple airdrop activities, such as the 50M OM scale Gendrop.
5. The narrative of the RWA track was once booming, but the project has experienced severe price fluctuations (at one point dropping over 90%), and the token economic model has been questioned by some as leaning towards high FDV, low circulation + inflationary incentives. Actual on-chain output and institutional adoption still need time to verify, and the current valuation has significantly shrunk compared to early peaks.
1. MANTRA (renamed from OM) focuses on compliant Layer 1 blockchain projects for real-world assets (RWA).
2. In terms of financing, it received early support from multiple institutions, including Laser Digital, and later investors promised tens of millions of dollars for a token buyback plan (such as $25M+ $20M).
3. The project once reached a high valuation during the RWA boom, with a peak FDV exceeding several billion dollars, but has experienced significant corrections and token splits.
4. The initial circulation ratio was relatively high (after multiple adjustments and migrations, the current circulation ratio is large, with early Genesis Airdrops and community allocations, totaling about 888 million after a 1:4 split adjustment). There have been multiple airdrop activities, such as the 50M OM scale Gendrop.
5. The narrative of the RWA track was once booming, but the project has experienced severe price fluctuations (at one point dropping over 90%), and the token economic model has been questioned by some as leaning towards high FDV, low circulation + inflationary incentives. Actual on-chain output and institutional adoption still need time to verify, and the current valuation has significantly shrunk compared to early peaks.
Stop-loss is very important and must be decisive; take profit must also be decisive.
Plan your trades, trade your plans
Execute the trading plan well, reject vague guesses
$ROBO has arrived, this entry needs to be analyzed well, it feels like there are pitfalls.
Is OpenMind's token $ROBO expensive if the FDV is 400M?
1. OpenMind is dedicated to the infrastructure project of the robot ecosystem.
2. Funding amount is 20M, including institutions like Pantera Capital and Coinbase Ventures.
3. Public offering with a valuation of 400M on January 26.
4. Initial circulation is about 17%, and a total of 5% is airdropped.
5. There is no actual output revenue, and the operation method of the project token is not appealing; the 400M valuation is indeed a bit high.
1. OpenMind is dedicated to the infrastructure project of the robot ecosystem.
2. Funding amount is 20M, including institutions like Pantera Capital and Coinbase Ventures.
3. Public offering with a valuation of 400M on January 26.
4. Initial circulation is about 17%, and a total of 5% is airdropped.
5. There is no actual output revenue, and the operation method of the project token is not appealing; the 400M valuation is indeed a bit high.
Is OpenMind's token $ROBO expensive if the FDV is 400M?
1. OpenMind is dedicated to the infrastructure project of the robot ecosystem.
2. Funding amount is 20M, including institutions like Pantera Capital and Coinbase Ventures.
3. Public offering with a valuation of 400M on January 26.
4. Initial circulation is about 17%, and a total of 5% is airdropped.
5. There is no actual output revenue, and the operation method of the project token is not appealing; the 400M valuation is indeed a bit high.
1. OpenMind is dedicated to the infrastructure project of the robot ecosystem.
2. Funding amount is 20M, including institutions like Pantera Capital and Coinbase Ventures.
3. Public offering with a valuation of 400M on January 26.
4. Initial circulation is about 17%, and a total of 5% is airdropped.
5. There is no actual output revenue, and the operation method of the project token is not appealing; the 400M valuation is indeed a bit high.
If you make a mistake, stop loss, don't hold the position
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