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[虚拟币资讯] 属于Optimism的空投盛宴为何没有达到预期的效果?
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昨日晚间,“万众瞩目”的 Optimism 正式开放了其原生代币 OP 的空投,凌晨两点上线OK,本来以为是要一飞冲天的L2重磅项目,确在高点2.39回落之后就没有什么太大的起色,目前报价1.8。对于没有空投的朋友可以去看看此前文章《没等到Arbitrum却先迎来了Optimism,还有机会撸吗?》顺便反思一下为什么自己没有得到空投。

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作为“Layer2 四大天王”中首个发币的项目,市场对于Optimism一直都给予着非常高的预期,依照与其他 Layer1 项目的估值对比,OP 在流通之前就已经被一些 KOL 喊到了 10 美元甚至 20 美元的高价,场外价格也被叫到了 3 - 5 美元。

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然而,故事却并没有按照市场情绪设定好的剧本去演,OP 自流通之后价格一路下行。是什么原因导致了蓄势待发的OP变得如此拉垮?

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其一是科学家抢跑,由于早在数日前就已公开测试了代币合约,因此在空投申领的前端正式开放之前,已有不少科学家绕过前端直接与合约进行了交互,率先拿到了空投并在价格预计较高时抛售。

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其二则是针对访问压力的准备不足,由于空投申领开发,Optimism 段时间内迎来了访问流量高峰,高负载导致 Optimism 主网和远程过程调用(RPC)出现严重延迟,致使大部分普通用户至今仍无法顺利通过前端完成申领,只能看着币价一步步走低,情绪上也变成着“早领,早跑,早解脱”。

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由于Optimism作为Layer2主打的就是扩容概念,因此主网的延迟造成了负面影响只会比想象的更为严重,一些沮丧的用户甚至发出了“要你这 Layer2 有啥用”的质疑。不过,需要说明的是这里的延迟更多是 RPC 超载的原因,与实际网络性能关系倒没那么大。

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其三则是传说中“5000 万美元流动性池”期望的落空,在此前的测试中,Optimism 曾向 OP 的流动性池投入了 5000 万美元的 USDC,由于当时池子内还有2000万的OP,市场一度解读为OP的开盘价格会是 2.5 美元。却没想到最高点连2.5都没达到。

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然后,在测试之后 Optimism 撤出了这 5000 万 USDC,待 OP 正式流通之后,也没有再行添加流动资金做市,目前Uniswap内的 OP/USDC 流动性池规模仅为 78 万美元。虽然 Optimism 从未承诺过会拿出这 5000 万 USDC,但这一举动难免会造成市场的预期情绪落空,打击投资者信心。

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受上述多件“事故”的综合影响,市场对于 OP 的预期也一路下行,最终让这场空投盛宴也没能达到大家的期许,和之前的UNI以及ENS、DYDX等差的不是一星半点。

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目前币安还未开放OP的交易,并且还推迟了交易,因此OP市场价格后续会如何走仍未可知。

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就目前情况来看,根据前期上新的节奏,一般被抢着上的项目差不多上线那段已经是巅峰,只能等后续发展。而OP虽然与Arbitrum相比,Optimism 上部署的协议看起来很少,但完全挡不住OP先行一步的念头,预计在 L2 激励实施之后会发生改变。Optimism Token 激励有可能引发一个反身牛市周期,从而启动 DeFi 的复兴。除此之外的机会将来自参与新部署的项目的收益耕种机会。Optimism Token 将引发从第 1 层到第 2 层的外流的连锁反应。而目前伴随着巨量空投的逐步到账,OP短期内很难有太大的起色,但是未来还是有的,具体哪里能进微博团团财经公布了

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今天的分享就到这里,后期会给大家带来其他赛道的龙头项目分析。感兴趣的可以点个关注。我也会不定期整理一些前沿咨询和项目点评,欢迎各位志同道合的币圈人一起来探索。

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:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
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:) :( :D :'( :@ :o
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:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
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