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什么?L2叙事重启?OP和ARB暴跌95%,这到底是地狱还是黄金坑?
什么?L2叙事又要重启,近期要迎来暴力拉伸?兄弟们,先别急着做梦,看看惨烈的数据吧!
$OP从4.84刀一路狂跌到0.148刀,$ARB从2.4刀滑铁卢到了0.124刀。这哪是什么正常回调,简直是被主力按在地上反复摩擦!但说实话,跌到这个份上,这哥俩身上的泡沫基本被挤干了,现在就是一条拧不出一滴水的干毛巾。
咱们先盘盘项目基本面。OP虽然之前被“亲儿子”Base单飞搞得挺心凉,但瘦死的骆驼比马大啊!OP Stack的底层技术壁垒还在那儿摆着,Superchain生态里依然有几十个兄弟链在老老实实跑着。最近更是宣布支持Layer 3,还拉上了头部交易所Upbit搞机构级链条。这说明啥?说明OP的叙事根基没烂,团队还在憋大招干实事。
反观ARB,虽然TVL数据看着挺漂亮,但头上一直悬着一把达摩克利斯之剑——未来还有大量的代币解锁抛压。这把剑一天不落地,ARB的价格就一天别想舒坦。之前币圈大V“福禄寿炒币版”不就硬生生被ARB割了一波吗?连大割都免不了挨刀,确实让人唏嘘。
再说说底部预测:目前OP和ARB双双回撤超95%,OP在0.15附近、ARB在0.12附近来回磨底。该割肉的早就在半山腰哭着离场了,不坚定的筹码也被彻底洗干净。从盈亏比来看,这里绝对算是性价比极高的深渊底部区间。
这就是标准的“黄金坑”!不过现在的市场极其势利,美股一路狂飙,快把加密市场的活水吸干了,山寨币再不启动吸筹,真就要被边缘化。
既然已经在深渊底部,我个人更看好OP。抛压相对较小,技术通用性还强。我现在的策略就是:分批挂单,躺平待涨!在币圈,熬不死就能等到翻倍那天!
OP和ARB这哥俩,你们觉得谁更能打?评论区聊聊!$ARB $OP