#希爷的投研日记 机器人叙事又开始炒起来了,但真正能落地的其实没几个。 @peaq 算是龙一吧?我看了一下,正在搭建整个 Robot Economy 的底层基础设施,押注让机器为人类工作的未来主线。 我比较看重的是 peaq 不只是概念,它现在已经整合了 300万+ 机器人、无人机、IoT 设备,还和 @BoschGlobal 、 @Mastercard 、 @Fetch_ai 、 @Polkadot 都有合作。 @McKinsey 预测机器经济会是万亿级市场,但 $PEAQ 的市值目前还远低于同级叙事,这里确实存在一个结构性低估。 这次 peaq 推出的 VEO(Vested Emission Offering)感觉像专门解决投资人解锁抛压的新机制,哈哈哈哈。应该是老股东可以按折扣向社区出售一部分锁仓代币。 项目方还承诺把 10% 的资金注入自家 DEX,用来增强流动性。首轮额度只有 25 万美金,锁仓期三个月,折扣 12.5%。 长线配置逻辑清晰,有兴趣的可以自己去 Lucid Labs 看 DYOR,这类真叙事+低估值的项目,确实值得盯一盯。
New 2.8M+ PEAQ VEO on @LucidLabsFi is streamlining PEAQ token distribution 🔗 Lucid Labs is pioneering Vested Emission Offerings – discounted sales of vested tokens Now, peaq is using them to manage the early investors’ exits while funnelling liquidity to @MachineDEX The goal – more ecosystem liquidity, better token distribution, fair access 🧵(1/3)
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