昨日市场受美假日影响，市场交投清淡，流动性相对稀薄，但当前小级别反弹结构尚未终结。资金流向显示，稳定币市值占比持续下降，而山寨币市值占 比同步走强，表明市场风险偏好显著回升。 | 持仓 1299.55亿 -3.99% | | | 爆仓数据 1.39亿 -58.63% | | | RSI平均线 49.62 中性 | | | 山寨币季节指数 35 中性 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 综合指标 | | | 涨幅榜 ▼ | 5m 30m | 4h | 持仓涨幅榜 ▼ | 5m | 30m 4h | 多空比 | | | | 黄金指数 | +0.74% | $4188.76 | 1 SQD | $0.09683 | +32.14% | 1 SQD | $2185.85万 | +180.17% | Binance BTC/USDT 大账户持仓多空比 | +2.91% | 2.09 | | 美元指数 | +0.05% | $99.572 | 2 SORAORACLE $0.005178 | | ...

这个确实是有点像加速版 Linea 走势。老粉应该是看我聊过 $LINEA 的，核心逻辑就是，市值本身可以说是不高又不低，但是远低于原本的市场预期，所以一旦有大儒辩经或者超跌就很容易拉起来$MON 这波开盘大量恐慌筹码砸盘 + 破发式洗盘让人交筹码 + 拉回的节奏就很像那个 L 开头的故人了我观察到的大部分打新筹码是开盘的时候割肉也要卖，这也是我多等待了一会儿的主要原因。当然，我的预期也就在这个位置止盈了…因为 Linea 也就是 21 到 35 的反弹从二级博弈的角度来说 @monad 给市场上 yapper 的空投大方，牺牲的是测试网撸毛党的利益——但与之对应，也比 Linea 获得了更多的注意力，在本阶段山寨地狱难度行情里为了二级表现总要做出取舍。后续如果生态机会我也会继续观察，昨晚一波情绪就继续坚持以小博大吧Yuyue (@yuyue_chris):Monad 现在这个价格情况给我一种 Linea 的感觉。。。都以为是单机链会卡空投领取控开盘，结果空投的、打新的筹码都直接到手了，所以砸盘格外凶猛生态的基础设施挺全的，不开币安现货有一定可能性是想参考 Plasma 造一个 trillions 来控盘单机 ...

variational强烈建议参与一下https://t.co/cdL9UtLFNp目前是没有积分的大概一个12月底会追溯空投积分项目还是非常早期相对来说成本很低个人感觉lighter跟edgex发币以后会成为没发币的perp里面新的龙Infinex SNX创始人新项目目前估值5亿美金明牌空投百分之十https://t.co/NVqlPsNL0n https://t.co/ldv63Cp5DB ...

Market Attention & Project Awareness - The market is saturated with projects, making it increasingly difficult to capture attention [1] - Even high-profile projects need regional KOLs for effective outreach in specific language areas [1] Airdrop Effectiveness - Airdrops are losing their impact on acquiring new users, especially in driving buying pressure at TGE (Token Generation Event) [1] - The key is to ensure widespread awareness of the airdrop event to the entire market [1]

Airdrop Overview - GoKiteAI 空投查询已开放，申领将于 11 月 3 日中午 12:00 (UTC) 开放 [1] - 重点关注 NFT 持有者，持有 3 枚 NFT 以下的，每个 NFT 获得接近 0.6E 的空投 [1] - 0.6E 的空投价值接近快照前 NFT 最高价格 [1] - 整体空投数量不算太多，主要的 $KITE 抛压可能来自 Launchpool 和 alpha 空投 [1]

第一天有 8w 多个币的，怎么第二天就只有 1w 个币了😭 https://t.co/3cJqNcb0WC杀破狼 WolfyXBT (@Wolfy_XBT):Monad 已经可以查空投了，快去查吧：https://t.co/AxnVV2ohfr分成 3 天揭晓，每天给你开 3 个箱子，总共 9 个箱子给你开，今天第一天，狼仔 3 个箱子总共开了 88,730 个币，你们开了多少？ https://t.co/Beez4TJ4XW ...

User Sentiment & Promotion - A user expresses positive sentiment towards Binance Wallet, highlighting its user-friendliness [1] - The user praises Binance for its "Meme Rebirth Plan," which airdrops tokens to users who experienced losses from meme coin trading [1] - The user emphasizes the benefits of Binance Wallet, including its keyless feature and rebirth airdrops, advocating for its adoption [1] Binance Initiatives - Binance is implementing a "Meme Rebirth Plan" to compensate users who suffered losses from meme coin investments [1] - The "Meme Rebirth Plan" involves airdropping tokens to affected users, providing them with an opportunity to recover their losses [1]

Token Launch & Airdrop Opportunity - Industry sources indicate that Metamask is launching a token, presenting a significant opportunity for users [1] - Metamask has launched a rewards program, incentivizing user participation through points redeemable for future token allocation, exclusive benefits, and reduced transaction fees [1] - The initial phase of the Metamask rewards program will last for 3 months [1] Metamask's Platform Evolution - Metamask is transitioning into an on-chain personal finance platform, incorporating features like perpetual contract DEX (preps) and potential integration with prediction markets like Polymarket [1] - The platform supports one-click deposits across any EVM chain and offers zero-fee preps trading with fast execution and low latency [1] Earning Points & Rewards - Users can earn points by performing swaps, preps trading, referring friends, and adding old wallets [1] - Metamask is allocating over 30 million USD worth of $LINEA tokens as part of its rewards program [1]

Project Overview - Metamask officially launched a perpetual contract trading activity, encouraging users to participate in "transaction mining" to earn points [1][2] - The activity offers a clear path for users to potentially receive a Metamask airdrop, and also a $Linea airdrop as an interim reward [2] Participation Guide - Users can download or update to the latest version (v7.57.0) of the MetaMask mobile app and enter the "Rewards" section to claim an initial 250 points [3][4] - Entering the referral code NGDG0G grants an additional 250 points, equivalent to avoiding $40,000 in trading volume [4][7] - Users can deposit USDC (preferably via Arbitrum for faster transactions) and start trading perpetual contracts [4] Point Accumulation - Spot trading earns 10 points per $800 traded, while contract trading earns 10 points per $100 traded, making contract trading more efficient for point accumulation [4] - Using older wallets with prior Metamask swap or cross-chain activity can yield loyalty rewards, potentially accumulating up to 50,000 points [6] Rewards and Strategy - Achieving 1,000 points by the end of the season (86 days) may qualify users for $Linea tokens [6] - High point totals can reduce transaction fees, suggesting a strategy of focusing on high scores with a main account and lower scores with smaller accounts [6]

Funding & Investment Opportunities - A project with $63 million (63 million) in funding is openly airdropping tokens, participation is strongly recommended [1] - A public offering is recommended for participation, endorsed by UFC's official retweet [2] - Depositing funds can yield INK airdrops [3]