3 月 21 日,交易员 Eugene 今日分享其交易记录,表示已开始做多 BERA 以对冲对整体市场的长期看跌。对于 BEA 的逻辑主要有以下几点:
1、卓越的可持续收益循环,需要通过 BERA 参与(类似于 AVAX Rush);
2、散户和机构基金的持仓都非常轻;
3、新币的筹码分布较为合理。
Eugene 表示,目前做多 BERA 是一个流动性头寸,「我会积极管理。但目前我认为市场明显低估了其价值,未来几周可能会出现剧烈的缺口回补。」
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