2026-01-05 10:27:12

开年以来几只平台代币表现各异，值得分析一下。

ASTER这边的情况比较明显——机构在早期就已经完成清仓。FORM就有意思了，背后操盘团队隔三差五就拉盘空气MEME币，而FORM这个币种他们自己也在玩高抛低吸的套路，平台代币的价值基本名存实亡。对于前期买入的人来说，这样的博弈逻辑几乎没有解套可能。

CAKE的走势我们都看过——熊市1美元附近徘徊，牛市能冲到3-4美元，涨幅确实有，但说实话，这个时间成本根本不值得。流动性也越来越差，现在入场的风险反而更大。

与其在这些平台币上反复折腾，不如考虑美国相关的币种。虽然美国币也存在高抛低吸和拉盘现象，但总体流动性、参与度和市场热度完全是两个量级。三傻的问题不仅是价格困局，关键是流动性已经很难支撑大额交易了。

ASTER-6,74%

MEME-4,53%

CAKE-3,59%

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GateUser-4745f9ce

· 16h ago

Institutional liquidation, pump-and-dump, liquidity collapse... These platform tokens are really losing popularity. Instead of stubbornly fighting here, it's better to jump into the hot spots of US coins to ride the wave. At least the market is still alive.

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hodl_therapist

· 01-06 10:21

Institutional liquidation, high sell-offs and low buy-ins, liquidity exhaustion... In plain terms, these platform tokens have already become the bankrolls for the big players, and it was about time to switch away.

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ImpermanentPhilosopher

· 01-05 13:19

Institutions left long ago, and we're still here picking up the pieces. The folks at FORM are really ruthless; they even dare to dump their own tokens... I just can't understand that logic. CAKE? Don't even mention it. The time cost is too high, and liquidity is getting worse and worse. Instead of holding on to these trash platform tokens, it's better to take a shot at the US-based coins.

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ApeShotFirst

· 01-05 10:56

妈的FORM真的是骗局，团队自己都在割韭菜还敢说什么平台币，早该砸盘了

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AirdropHunter007

· 01-05 10:47

I've seen through it long ago, that group of people in FORM are just playing themselves, retail investors who take the bait truly have no way out.

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SolidityJester

· 01-05 10:38

After playing with CAKE for so long, this analysis really hit home. Liquidity is truly getting worse and worse.

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quietly_staking

· 01-05 10:31

Institutions already ran away and are still taking over? FORM's tricks are really clever, playing themselves and having a blast. CAKE's 3x increase is all in vain, who will compensate for the time cost? The liquidity is so poor that no one is willing to take over. It's better to focus on US coins, the hotness is simply not on the same wavelength.

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