PerpDEX 간단 비ꡐ (11/10~16) λ°μ΄ν„°λŠ” DeFiLlama 및 Perpetualpulse μ°Έμ‘° βœ…Volume @edgeX_exchange κ±°λž˜λŸ‰μ΄ 39% 둜 κ°€μž₯ 많이 λŠ˜μ—ˆκ³ , κ·Έ λ‹€μŒμ€ GRVT κ°€ 21% μƒμŠΉ ν–ˆμŠ΅λ‹ˆλ‹€. λ‹€λ₯Έ 곳듀은 10% μ•ˆνŒŽμœΌλ‘œ κ±°λž˜λŸ‰μ΄ μ „μ£Ό λŒ€λΉ„ μ¦κ°€ν–ˆλŠ”λ°< Aster λŠ” 18% λ‚˜ κ°μ†Œν–ˆλ„€μš” βœ…OI GRVT κ°€ 33% 둜 OI μ—μ„œλŠ” κ°€μž₯ 많이 μƒμŠΉν–ˆλ„€μš” κ·Έ λ‹€μŒμ€ 퍼센티지 μƒμœΌλ‘œλŠ” Hibachi μž…λ‹ˆλ‹€λ§Œ, μˆ«μžκ°€ 맀우 적긴 ν•©λ‹ˆλ‹€. Lighter λŠ” κ±°λž˜λŸ‰ μƒμŠΉλ₯  보닀 OI μƒμŠΉλ₯ μ΄ 높은 반면, edgeX λŠ” κ±°λž˜λŸ‰μ€ 많이 μƒμŠΉν–ˆλŠ”λ°, OI λŠ” 였히렀 16% κ°€ κ°μ†Œν•œμ μ΄ μ˜μ•„ν•˜λ„€μš” βœ…TVL TVL λ˜ν•œ GRVT κ°€ κ°€μž₯ 많이 μƒμŠΉ ν–ˆμŠ΅λ‹ˆλ‹€. λŒ€λΆ€λΆ„ 보합세인데 λΉ„ν•΄, 25% λ‚˜ μƒμŠΉ ν–ˆλ„€μš” βœ…νŒŒκ΅¬μ˜ λ³€ Aster λŠ” μž₯이 μ•ˆμ’‹μ•„μ§€λ‹ˆ κ²©ν•˜κ²Œ λ°˜μ‘ν•˜λ©°, 반면 Hyperliquid λŠ” μƒλŒ€μ μœΌλ‘œ μ°¨λΆ„ν•œ λͺ¨μŠ΅μž…λ‹ˆλ‹€. TGE κ°€ μž„λ°•ν•œ Lighter 와 edgeX 의 κ²½μš°λŠ”, Lighter λŠ” μƒλŒ€μ μœΌλ‘œ μ‘°μš©ν•œ 반면, edgeX λŠ” 자체 Yapping 으둜 인해 SNS Viral 이 λ˜μ–΄μ„œμΈμ§€ κ±°λž˜λŸ‰μ΄ 맀우 λŠ˜μ–΄λ‚¬μŠ΅λ‹ˆλ‹€. 이번주 포인트 νš¨μœ¨μ€ κ³±μ°½ λ‚¬κ² λ„€μš”... λ‹€λ§Œ, OI κ°€ μƒλŒ€μ μœΌλ‘œ 많이 λΉ μ§„ 뢀뢄은 μ’€ 확인이 ν•„μš”ν• κ²ƒ κ°™μŠ΅λ‹ˆλ‹€. 그리고 Lighter/edgeX 의 TGE κ°€ μž„λ°•ν•˜κ³ , 채단가가 λ„ˆλ¬΄ λ†’μ•„μ Έμ„œ, μƒλŒ€μ μœΌλ‘œ GRVT κ°€ μ£Όλͺ©μ„ λ°›λŠ” κ²ƒμœΌλ‘œ λ³΄μž…λ‹ˆλ‹€. μ§€λ‚œ μ£Ό GLP λ₯Ό λ„μž…ν–ˆλŠ”λ°, 아직 μœ λ™μ„±μ— λŒ€ν•΄μ„œλŠ” 확인해 보지 λͺ»ν–ˆκ³ , 이번 μ£Ό ν¬μΈνŠΈκ°€ λ‚˜μ˜€λ©΄ νš¨μœ¨μ€ 곡유 ν•˜λ„λ‘ ν•˜κ² μŠ΅λ‹ˆλ‹€.
PerpDEX 간단 비ꡐ (11/3~9) λ°μ΄ν„°λŠ” DeFiLlama 및 Perpetualpulse μ°Έμ‘° βœ…Volume μ§€λ‚œμ£ΌλŠ” λŒ€λΆ€λΆ„μ˜ κΈ°λŒ€μ£Όκ°€ κ±°λž˜λŸ‰μ΄ μ€„μ–΄λ“€μ—ˆλŠ”λ°, Hyperliquid λŠ” $64.5B 을 κΈ°λ‘ν•˜λ©° κ·Έ μ „μ£Ό λŒ€λΉ„ 19% μƒμŠΉ ν•˜μ˜€μŠ΅λ‹ˆλ‹€. Extended λŠ” 36% μƒμŠΉμ΄μ—ˆλ„€μš” GRVT / Pacifica 도 μ†Œν­ μƒμŠΉν–ˆμŠ΅λ‹ˆλ‹€. edgeX κ°€ 10월말 λŒ€λΉ„ 18% κ°€ λΉ μ‘Œλ„€μš” 채단가λ₯Ό μ‚΄νŽ΄ 봐야 κ² μŠ΅λ‹ˆλ‹€ βœ…OI GRVT 만 λ‘μžλ¦¬μˆ˜ μƒμŠΉμ„ λ³΄μ—¬μ€¬λ˜ 반면, λ‹€λ₯Έ λŒ€λΆ€λΆ„μ˜ PerpDEX 듀은 ν•˜λ½ν•œ OI λ₯Ό κΈ°λ‘ν•˜κ³  μžˆμŠ΅λ‹ˆλ‹€. Lighter / edgeX λŠ” κ·Έ μ „μ£Ό μˆ˜μ€€μ„ μœ μ§€ν•˜κ³  μžˆλ„€μš” βœ…TVL TVL 은 Hyperliquid κ°€ λΆ€λ™μ˜ 1등을 μœ μ§€ν•˜κ³  μžˆμŠ΅λ‹ˆλ‹€. GRVT λŠ” TVL 도 22% 둜 λ‘μžλ¦¬μˆ˜ μƒμŠΉμ„ κΈ°λ‘ν•˜κ³  있고, Backpack 의 경우 DeFiLlama μ§‘κ³„μ˜€λ₯˜μΈμ§€, μ§€λ‚œ μ£Ό λ§ν–ˆλ˜ 것 처럼 100% κ°€ λ„˜κ²Œ μƒμŠΉν–ˆλ„€μš” Backpack 의 자체 λŒ€μ‹œλ³΄λ“œμ—λŠ” $300M μ΄ˆμ€‘λ°˜ μˆ˜μ€€μ„ μœ μ§€ 쀑이며, 별 μ΄μŠˆλŠ” μ—†μ—ˆλ˜ κ²ƒμœΌλ‘œ λ³΄μž…λ‹ˆλ‹€. βœ…νŒŒκ΅¬μ˜ λ³€ edgeX 의 TGE 직전 κ΄‘κΈ°κ°€, TGE μ—°κΈ°λ‘œ 인해 쑰금 사그라 λ“œλŠ” λͺ¨μ–‘μƒˆ μž…λ‹ˆλ‹€. 아직 κ·Έλž˜λ„ 3μ£Όκ°€λŸ‰ λ‚¨μ•˜μœΌλ‹ˆ, λ‹€λ“€ 자기의 채단가 평단을 잘 λΆ„μ„ν•˜μ—¬, 캐신닀면 졜적 효율둜 μΊμ‹œκΈ° λ°”λžλ‹ˆλ‹€. GRVT 의 μ§€ν‘œκ°€ 지속 μƒμŠΉν•˜λŠ”κ²ƒμ„ λ³΄λ‹ˆ κΈ°λΆ€λ‹ˆκ°€ μ’‹λ„€μš” 이 λ‹€μŒμ— Valuation 비ꡐλ₯Ό 해볼건데, κ±°κΈ°μ„œλ„ 쒋은 결과값이 λ‚˜μ˜€λŠ”κ²ƒ κ°™μŠ΅λ‹ˆλ‹€. κ°μ‚¬ν•©λ‹ˆλ‹€. @edgeX_exchange @grvt_io μ •λ¦¬λœ ν‘œμ™€ νŒŒκ΅¬νΌλŸ΄μ€ πŸ‘‡
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