有了#OP stack，#L2 只會越來越多，今年L2敘事如果爆發，最強競品 #Sui #Aptos 也不會差，先看Q3 Gaming大戰

Ethereum DA limits the settlement and Finality speed of #L2 . #Aptos #Sui There will still be a lot of space and opportunities in the next two years. Let’s look at Q1 first. Aptos will continue to reduce Gas by ten times.

The speed of EVM #L2 is naturally limited by the ETH settlement speed, no matter how fast it is, it will be at least 3s or more, and the underlying safer #MOVE L1 Aptos Sui finalizes at sub-second speed and will complete the confirmation within 1s. So in the future, it will be #MOVE L1 As a full-chain settlement layer, it is theoretically more reasonable and efficient.

If L2 breaks out in the second half of the year, #Aptos #Sui will be the biggest competitor and jointly start a battle for "full chain liquidity"

The loss of #BUSD currently has little impact on the industry. The funds will be transferred to other Us, and the short-term struggle for existing funds will not have much impact (after all, it is not expected that there will be new Us in the short term). #Uniswap is brewing major benefits later. Combined with #USDC It can bring a new level of U to the crypto industry. This is what we should pay attention to.

Are the short-term benefits considered stable? In a bear market, stability is just a market strangler. Where does it come from?

Fiat stablecoins are firewood, and stable coins are fire dancers

I briefly took a look at #Blur which will be launched on 2.14

The latest data shows that Blur's brush volume accounts for only 11%, while the brush volume marks of #X2Y2 and #LooksRare are 85.26% and 98% respectively, which are much higher than Blur, so Blur's real market share should be higher than 28%

Friends who play NFT all think that Blur is easier to use than any other exchange, including sweep speed, position management, alpha discovery, etc. At the same time, there is data to support it. After the listing incentives stopped, Blur’s trading volume continued to maintain, and user stickiness was proved.

Based on the above analysis, Blur FDV is at least 400M+, X2Y2 177M+, LOOKS 270M+

First on chain perps for #APT, up to 10x leverage

The first #APT on-chain perpetual contract powered by #ZetaMarkets

Interestingly, you need to deposit USDC through Solana wallet #Phantom before playing.

https://dex.zeta.markets

#Aptos IFO ended, $MOVE current price is around $0.5, increased 12x, overraised 180x, current circulating market value is about 2.8 million US dollars

#BlueMove #CAKE

#Aptos IFO has been overraised 100 times, the number is still growing, the popularity is too high, Venus’s #CAKE pool has been basically borrowed out, and the borrower is facing an annualized interest cost of 272% to make new investments. The winning rate is estimated to be very low, just look How much can you earn with the secondary increase multiple? How much do you think it can increase? An old player revealed that such a high over-raising multiple is rare and should have surpassed the IFO record for the entire year of 2022. Generally, there will be many people charging in the last 10 minutes. Now the Aptos ecosystem is going to be popular again!

The first IFO of Aptos was overraised 66 times in the first 35 minutes, and the subscription amount exceeded US$26 million. The winning rate is estimated to be very low, and the distribution of chips will be relatively more dispersed.

$CAKE , which is currently worth $17 million, is facing an annualized borrowing cost of 133%+ and is preparing to participate in the $MOVE IFO in 3 hours.

If we follow this data, IFO will probably overraise by 42.5x, which is close to the winning situation in Example 1.

*$MOVE’s opening market value is only ~$220,000

Detailed analysis: https://twitter.com/0x1Charles/status/1623570400100876288