某巨鲸260万美元入场做空LIT,空投前夕市场对Lighter估值分歧加剧

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LIT-0,19%

BlockBeats 消息,12 月 25 日,据 HyperInsight 监测,某巨鲸地址(0xdaa)昨日向 Hyperliquid 存入 260 万美元作为保证金,并已建立规模约 125.6 万美元的 1 倍杠杆 LIT 空单,均价 3.53 美元,清算价为 6.98 美元。截至发稿,该地址仍在持续加仓,目前保证金中仍有 97 万美元未被使用。目前 LIT 现报约 3.47 美元,据盘前价计算其完全稀释估值(FDV)约 34 亿美元。市场情绪方面,Polymarket 平台数据显示,押注「Lighter 上市一天后 FDV 仍超 30 亿美元」的概率今日下降约 7%,目前约为 55%。此前 20 日消息,Lighter 已将 2.5 亿枚 LIT 代币(约占总供应量的 25%)转移至新地址。若该部分代币全部用于未来空投,则 Lighter 每积分约对应 20.8 枚 LIT。按当前盘前价格估算,每积分价值约 71.1 美元,目前市场多数观点倾向于认为 Lighter 将在 31 日空投。

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