随着 @MMTFinance 的 $MMT 开盘维持成本价附近,一级市场的塞钱热潮或已进入尾声。 从 Buildpad 到 Kaito,再到 Echo,一轮又一轮的高 FDV,超20X募资,终于开始透支预期。 目前尚未 TGE 的两大天王级项目—— MegaETH @megaeth 和 zkPass @zkPass ,按成本价和盘前价计算,一个还有约 3X 空间,另一个约 4X 。 但经历 $MMT 的前车之鉴,市场热度恐怕会逐步回归理性。 后续不能无脑塞钱,更要做好项目调研和风险管控了。
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