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syonai999
Crypto Newbie
09-12 14:23
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@kava 投资与风控要点|别跟着 K 线跑,跟着清单跑 先看链,再看币 做一张月度追踪表,四列 稳定币体量、TVL(拆 Bridged/Native)、DEX 交易、净流入 四条一起往上,生态在吸气 TVL 独涨,其它不跟,多半是补贴堆的泡 交易先抬头,稳定币随后跟,可能是新品类带动,值得继续跟 代币侧补三项 质押率、验证人集中度、费用规模与分配 零通胀下,这三项是安全与可持续的核心监控 执行层面简单点 跨链分批,授权用完就收回 按周、按月看数据,不盯分时 给自己写死两条线:+10% 减点仓,-5% 先止损 写下来,照做 最后一句 @kava 的价值在“把摩擦降下来,把互操作拉进来” 你的研究和节奏,也该尽量贴着这些数据走 情绪不是策略,表格才是 #KavaBNBChainSummer $KAVA {future}(KAVAUSDT)
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