Brother Bane is a person who 🫡 sees through
Agree with the entire logical line:
1. At the beginning of this year, after the flash crash of Pnut OM was liquidated, people who are interested only need to check it to find the invisible high OI 🐘 in the $zkj market;
2. Observe the K-line of $zkj to know that before the launch of BN Alpha, there is an extremely low volatility, and it maintains a slightly higher positive rate for a long time;
3. Many people in the market are talking about koge and zkj cooperating to cut people, forming a big pool to lure retail investors to do the game, etc., is it too complicated? Do retail investors understand what they do? The whole derivation process is too long, there are too many things that need to be coordinated and cooperated, and the people are too miscellaneous;
4. Soon $zkj will begin to enter the VC unlocking period, it is likely that a certain MM token loan will expire soon or take the token as collateral to re-pledge, and you need to clean up this mess before expiration
懒得骂人了 就说个逻辑
1. @PolyhedraZK oi明显都是单一主体开的,是个人都看得出来。k线也不是正常交易对应该有的k线。
2. 甩锅koge大户单方面出货是没根据的,首先zkj 在巨大下跌前oi根本没有有意义的增加,除非你说这个外部大户半年前就知道了有这一天提前逐步开好了空单。
3. 已知第一点的情况下,如果真的是koge单方面出货的情况下,zkj的这个oi大户应该会尽力维持合约价格,他不可能让自己巨大的敞口被迅速清算。
合约清算看的是实际价格,不是标记价格,链上价格对他所里根本没影响。此时正确的做法是自己单方面平空/开多去维持合约价格,同时削减现货流动性来迅速使现货价格回到某个锚定位置。
第三点能体现在盘面上的是合约和ok以及链上现货一定会出现非常大的价差,类似例子非常多,当年trb合约将近3块的时候现货才一块多。
Zkj的这个oi大户哪怕是平空,这个体量的oi我相信能外部市价做空让他投降的机构可能一只手数得过来,且对手风险巨大。
4. 但是今晚这里没有,合约跌的非常丝滑,和现货几乎完全同步,30s时间框架看合约多空的流,几乎看不到任何抵抗和自保的信号。也就是这zkj一个多亿美金oi的主人没做任何抵抗任由他人蹂躏,蹂躏的还是一个他自己高控盘的币。
5. 综上,zkj自己在出,大概率是合谋。
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