They sell locked tokens in OTC!
Maybe this is why altcoins fail, those who have made dozens of times the floating profit are not willing to take risks to keep the promise of locking
Action 1
This is a lesson, ETH may make a huge mistake
POS sounds very good
But when someone gives liquidity to POSETH, it is like altcoins sold in OTC
Those POSETH should be locked in the network to protect the security of the network. Now, they can be traded at will, so who protects the security of ETH?
Action 2
ENA changed the crypto market
From 202402 to 202407, ENA added 3.6B arbitrage shorts
1. ENA adds a large number of unsqueezed shorts to the market, the market lacks matching liquidity, and bulls cannot squeeze shorts to make profits. When bulls surrender, cryptocurrency prices lose support
2. ENA is a synthetic dollar
The asset corresponding to the US dollar is the US government credit, and an important part of the US government credit liquidity is US bonds
Those who hold US bonds bear interest rate risk (rises and falls affect prices), while those who hold US dollars pay inflation costs (the US dollar depreciates every year)
3. If the dollar is synthesized based on crypto assets, the inflation fee should be paid by the shorts to the longs, and the longs bear the risk of the rise and fall of crypto assets. This logic is the opposite of ENA. 4. ENA's underlying assets are not crypto assets, but perpetual contracts. Is it possible for ENA to destroy it in this cycle? Aciont3 Binance is selling its users by issuing a large number of altcoin airdrops to BNB holders. Each airdrop is worth tens of millions or even hundreds of millions. I am curious about who is buying the free airdropped altcoins, or the big players are not selling the free altcoins. If you see that the German government sold 50kBTC (US$3 billion) and caused the BTC price to fall by 16%, you should judge what US$100 million means to altcoins. What are they doing? Listing/holding/hyping these altcoins that are almost never successful. Action4 Most people know about the Internet bubble and think that history will repeat itself. What if now is the top of the bubble? Information 20 years ago was not as popular as it is now, so people at that time may not know how to protect themselves.