加密韋馱|Skanda 🔶
加密韋馱|Skanda 🔶|Nov 10, 2025 09:57
Analysis of River Inc's Uninterested Dominance Side - Unnecessary Evil Although I have no personal interest in @ RiverdotInc, I haven't even touched the PT for the first round of voting rewards (or don't know how to do it) The current problem of the project party is why everyone must study Ponzi theory, that is, whether the project party subjectively wants to do evil or not, there is no other choice in the end, because Ponzi theory itself has objective laws How much selling pressure does the team face At present, the overall control rate of River should be around 95%. With 710M FDV, the external circulation is 35M In terms of Points, it has been distributed, including 643 million (accounting for 64.3%) from the Netherlands, 50 million from the Netherlands in the middle, and 3.2 million U. Among them, 6.57% of the points have been converted into River, and more than 260000 River points have been exchanged, which is equivalent to $1.4 million calculated at $7 Prior to yesterday, 22% of the points that had been distributed but not redeemed could potentially be exchanged for 6.67 million River, which is over $46 million That means we still need to apply a throwing pressure of 35M+46M=$81M in the future. At present, the project only has a contract and Alpha. River Pool currently has 800000 U and over 50000 U of points Has the team made any money? On the day with the highest contract OI of 28M, the price was 9.727 (10/24). The previous two days, the price was 5.54, and the OI was 8.25M, with a price increase gradient of 75% Considering that generally 2/3 of OI is Zhuang's own, the effective OI is between 3M and 9M, and it will explode more than twice in 2 days. After looking at the historical long short ratio, it has always been evenly matched, and theoretically the maximum profit may be around 2-4M (there should be none) The subsequent price drop will only reach around 7, with a pullback of over 20% It can only indicate one issue: the project party has not shipped the goods, and all the supplies are in hand Obviously, I didn't make any money 3. Panel+Three Panel Logic Review This means that simply from the market perspective, if we cannot open the spot market for listing on the exchange, this selling pressure is simply impossible to withstand, unless the price drops by 10x But it is obvious that the project party does not want him to fall, so there are only two possibilities: -The project team doesn't want to finish work yet, refer to AIA's third wave -The project team wants to list coins on the platform The idea of the project team, at least as far as I know, is two. Because they don't know much about the first style of play But I don't think this expectation is correct at this time - or in other words, any project party, even those who have stabilized on Spot, should not include Spot in their exit plan because the Spot market is also driven by PERP The idea is good, would you like to take the plate with your head? From the perspective of pure market review, the project's failure lies in making River Point's lip service Because verbally teasing people is equivalent to playing a no cost bonus disk, even if 300 KOLs are activated and 5 are posted per month, each person counts as 500U per post, which is 750000 U. This effect is already overwhelming (at least the layout effect is like this), and it is cheaper than it is now More importantly, actually, Point for River is a mutual fund similar to VDS or Mount Taishan Financial in that year Let's review again. The mutual aid market collapse model is: Systemic debt>Clearable assets+External liquidity As an owner, what you need to find a way is to proportionally or even excessively increase your liquidatable assets and external liquidity. If there is no progress on the exchange, external liquidity cannot increase. Therefore, the liquidatable assets, which are the counterparty OI of the contract, must be increased However, the mother's problem is: using your mouth to flirt with someone doesn't guarantee success! These people are pure beginners. I just said $500, which is based on the highest standard for waist KOLs. In fact, many people don't have any cost at all Look at MMT, look at XPL, look at MONAD Those are all wealthy merchants who engage in transactions and go for hedging; Either someone like me, who is too clear about the details of a certain project and has a confrontational mentality, goes short selling Otherwise, OI won't be able to go up at all After 10/11, I made a wave of alpha contracts to pick up gold, but I withdrew all of them after a week. Because we have observed that OI cannot go up, the project team will definitely fight again another day ———————————————— So in this situation, even if the team doesn't want to do evil, they must do evil Because if you don't do evil, you'll die today Many project ideas are good and understandable. But the cruel fact is that in the current airdrop environment and contract driven market: The so-called good plate is to lead a group of people and cut off another group of people. The people who are led by you with money are considered your community Finally, The person who bought Dutch photos at that time He is a true Bodhisattva Next time I work on a project, I'll sell you
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads