Why Velodrome Finance is up 🤩 Velo Crypto Token Analysis

Summary

本视频深入分析了Vome Finance的股价激增现象，股价在单日内上涨超过70%，一周内增长188%，自2022年6月以来增长超过6倍。通过使用Dune Analytics和区块链数据，探讨了交易量最高的交易所，以及没有永久期货合约减少操纵可能性的情况。视频还评估了Optimism链的动态，以及Ve Drome的总锁定价值（TVL）对价格上涨的影响。此外，还分析了零售和鲸鱼投资者的行为，探索了不同钱包持有者的增长对价格上涨的贡献。尽管如此，视频作者对价格激增的原因表示疑惑，并征求观众的意见，同时分享了基于链上数据的投资策略。

Takeaways

• 📈 Vome Finance 的代币价格今天独自上涨了超过70%，本周增长了188%，本月增长了超过4倍，自2022年6月以来增长了超过6倍。
• 🔍 Coinbase是Vome代币交易量最大的中心化交易所，其次是OKX和Bitcup，也包括了V Drome Finance和Uniswap这样的去中心化平台。
• 🚫 没有在任何中心化交易所上市的永续期货合约，这降低了操纵价格的可能性。
• 💡 Vome应用提供了一些有趣的API用于提供流动性，这一应用托管在Optimism链上。
• 📊 尽管Optimism在过去一个月中总价值锁定（TVL）仅上涨了9%，但以太坊和Solana的TVL增长表现更为强劲。
• 🤔 Vome的总价值锁定（以美元和以太坊计）并没有显著增长，这并不能解释价格的大幅上涨。
• 📈 根据Dune Analytics的数据，虽然流动性池的总价值锁定呈波动性增长，但长期的代币质押数量并没有增加。
• 🧐 在过去一个月中，不同投资者群体（零售投资者、中等规模的零售投资者和大鲸鱼投资者）的数量均以相似的比例（大约15%）增长。
• ❓ 尽管所有投资者群体都在积极参与，但这并不足以解释价格的四倍增长，这引发了对操纵或遗漏重要信息的疑问。
• 🔍 作者通过链上数据和统计分析寻找价格上涨的原因，但仍未找到充分的解释，并向观众征求可能的解释或缺失的信息。

Q & A

Vome Finance 的 V 代币今天涨幅超过70%，这是什么原因？

Vome Finance 的 V 代币今日涨幅超过 70%，原因可能涉及市场对其技术、应用场景或市场推广活动的积极反应，但具体原因未在文本中明确说明。

Vome Finance V 代币一周内的增长率是多少？

一周内，Vome Finance 的 V 代币增长了 188%。

自2022年6月以来，Vome Finance V 代币的增长率有多高？

自2022年6月以来，Vome Finance 的 V 代币增长了超过 6 倍。

哪些交易平台对 Vome Finance V 代币的交易量贡献最大？

对 Vome Finance V 代币交易量贡献最大的是 Coinbase，其次是 OKX 和 Bitcup。

为什么没有在任何中心化交易所上看到 Vome Finance V 代币的永续期货交易？

Vome Finance V 代币没有在任何中心化交易所上进行永续期货交易，这减少了操纵的可能性，但不排除操纵的风险。

Optimism 链在过去一个月的总价值锁定（TVL）增长了多少？

在过去一个月内，Optimism 链的总价值锁定（TVL）增长了 9%。

Vome Finance 在 Optimism 链上的应用有哪些特色？

Vome Finance 在 Optimism 链上的应用特色包括提供流动性的有趣 API。

Vome Finance 的价格增长与其在不同流动性池中的总价值锁定有何关系？

尽管 Vome Finance 的价格出现了显著增长，但其在不同流动性池中的总价值锁定（TVL）数据并不完全解释价格上涨，显示增长有些波动，但并非直接推动价格上涨的主要因素。

根据最近一个月的数据，Vome Finance V 代币的零售和鲸鱼投资者的增长情况如何？

在最近一个月，Vome Finance V 代币的零售和鲸鱼投资者数量均有所增长，大约增长了 15%，显示出across所有钱包类别的广泛采纳。

根据文本分析，Vome Finance V 代币价格上涨的原因是什么？

尽管 Vome Finance V 代币的价格显著上涨，但从提供的数据看，增长的原因并不明显，可能涉及市场情绪、外部新闻或未在链上数据中反映的因素。

Outlines

00:00

📈 Vome Finance的惊人涨势

Vome Finance的价值在今天单日内飙升超过70%，本周上涨了188%，本月翻了4倍多，自2022年6月以来上涨了超过6倍。视频探讨了这一涨势的可能原因，包括买卖双方的行为、交易量的分布、以及没有永久期货在中心化交易所减少了操纵的可能性。同时，该视频也深入分析了Optimism链上的活动，虽然Optimism链在过去一个月中的总锁定价值（TVL）仅增长了9%，但仍然接近历史最高值。此外，通过对Dune Analytics的利用，分析了不同流动性池中的总锁定价值，并探讨了V代币锁定数量的长期趋势。最后，通过构建的工具，视频分析了零售和鲸鱼投资者的积累行为，发现尽管各类投资者的数量在过去一个月中均有所增长，但这并不足以解释价格的四倍增长，暗示可能存在其他未被注意到的因素。

Keywords

💡Vome Finance

Vome Finance是视频中讨论的一种加密货币项目，其代币价格在一天内上涨了70%，表现出极其强劲的市场动态。这种快速增长吸引了投资者和分析师的广泛关注，试图解析背后的原因及其可持续性。在视频中，通过分析交易量、市场参与者（如散户和大户）的行为，以及链上数据，来探讨这种异常增长的可能原因。

💡Dune Analytics

Dune Analytics是一个区块链数据分析平台，允许用户创建和共享加密货币项目的数据可视化。视频中使用Dune Analytics来深入研究Vome Finance的链上数据，包括交易量、流动性池变化和代币持有情况等，以此来探讨其价格暴涨的可能原因。

💡Optimism链

Optimism链是一个以太坊的二层扩容解决方案，旨在提高交易速度和降低费用，而Vome Finance正是部署在Optimism链上。视频中分析了Optimism链的总锁定价值（TVL）和其增长情况，作为评估Vome Finance增长潜力的背景之一。

💡总锁定价值(TVL)

总锁定价值（TVL）是衡量区块链项目健康和受欢迎程度的指标之一，表示在智能合约中锁定的总资产价值。视频中提到，尽管Vome Finance的价格大幅上涨，但其TVL（以美元和以太坊计）并没有显示出相应的增长，这提供了对价格暴涨现象深入分析的一个重要视角。

💡流动性池

流动性池是去中心化金融（DeFi）项目中的一个概念，允许用户存入代币以提供流动性，并因此获得交易费用作为奖励。视频中分析了Vome Finance流动性池的变化，以此来寻找价格变动的潜在原因。

💡散户与大户

散户和大户是根据持有代币数量将市场参与者分类的两个术语。在视频中，通过分析不同大小钱包（代表不同类型的投资者）的增长情况，来探讨哪类投资者可能是推动Vome Finance价格上涨的主力。

💡链上数据

链上数据指的是所有在区块链上记录和验证的信息，包括交易、智能合约的执行等。视频中通过分析Vome Finance的链上数据，如交易量、代币持有分布等，来探索其价格暴涨背后的原因。

💡价格波动

价格波动反映了资产价格随时间的变化程度。视频中讨论的Vome Finance在短时间内经历了极大的价格波动，这种波动引起了市场的广泛关注和分析，试图解释和预测其未来走势。

💡去中心化交易所(Uniswap)

去中心化交易所（如Uniswap）是基于区块链的金融市场，允许用户直接在彼此之间交易加密货币，无需中心化中介。视频提到Uniswap作为Vome Finance交易的一个渠道，指出在去中心化交易所的交易活动也是分析市场趋势的重要数据来源。

💡市场操纵

市场操纵指的是通过不正当手段影响资产价格的行为，视频中提出了对Vome Finance价格波动背后可能存在市场操纵的担忧，同时也寻找其他可能的解释，如重大新闻或基本面改变等。

Highlights

Vome Finance's token price increased by 73% today, marking a 188% increase this week, and a more than 4x increase this month.

Since June 2022, Vome Finance's token has increased more than 6x.

The main centralized exchanges for Vome Finance trading are Coinbase, OKX, and BitCup.

Vome Finance also has notable on-chain trading volume on V Drome Finance and Uniswap.

The absence of Perpetual Futures on any centralized exchanges potentially reduces manipulation risks for Vome Finance.

Vome Finance operates on the Optimism chain, leveraging its APIs for liquidity provision.

Optimism chain's total value locked (TVL) increased by only 9% in the last month.

The increase in TVL on the Optimism chain largely reflects the general crypto market price rise, rather than adoption growth.

Analysis of Vome Finance's TVL in USD and Ethereum does not fully explain the recent price rally.

Liquidity pools on Vome Finance show erratic growth, indicating high APRs for deposits.

There's no significant long-term increase in V tokens staking to justify the price surge.

Retail and whale investors in Vome Finance have both increased by approximately 15% in the last month.

Broad adoption across all wallet cohorts, yet the 4x price increase remains unexplained by on-chain data alone.

Speculation arises about potential manipulation or overlooked news as reasons behind Vome Finance's rally.

The creator also shares a personal investment in another token, highlighting the value of transparent on-chain data for decision-making.

Transcripts

vome Finance is going absolutely Bonkers

it's up more than 70% today alone let's

have a look at what's fueling this R

who's buying here who's selling here how

is the activity developing is this rally

potentially going to continue to last

now we are going to look at the data

most people are not considering we're

going to use Dune analytics we're going

to dive deep into the blockchain data

but first things first this is the rally

I'm talking about we are currently at 25

cents per V token a gain of 73% today a

gain of

188% this week this month we more than 4

xed and since June of 2022 we went up by

more than 6X and so it's always

interesting to see where there's most

trading volume because this can give us

a hint about data coinbase is the main

centralized exchange afterwards comes

okx and bit cup we don't see bit cup

that often but have a look at this

there's also V Drome finance and Unis

swap so we actually have onchain data

here as well then no Perpetual Futures

on any centralized exchanges that

reduces the potential for manipulation

it doesn't rule it out but at least it

reduces that probability now on the

application there are some very

interesting apis for providing liquidity

the application is housed on the

optimism chain but before we dive into

this let's actually see how much

momentum there is currently for optimism

here are the top blockchains ordered by

total value locked ethereum is of course

at number one it grew by 22% in the last

month we've got Solana that more than

doubled in total value locked we've also

got base that outgrew everything else

and then have a look at this here's

optimism it's lagging somewhat behind

right in the last month up only 9% in

total value locked here is that total

value locked chart for the optimism

chain over time looks like we're close

to all-time Highs but here's that same

chart measured in ethereum so a lot of

the total value locked increase on the

optimism chain was simply crypto as a

whole going up in prices it was not more

adop option of the chain so this gives

us a bit of a backdrop so we can put

this into perspective this is the total

value locked off ve Drome first measured

in US Dollars and here measured in

ethereum not necessarily the best news

not necessarily explaining the rally

here's the same thing in a bit more

detail this is a total value locked

based on the different liquidity pools

that's directly from Dune analytics so

that's du.com here we've got the swap

face a bit more erratic tends to be

growing somewhat over time which expl

exps those High aprs when you deposit in

those pools and here's the number of V

tokens locked over time so there's not

necessarily an increase a long-term

increase in staking that can also not

explain the price increase so what is it

then what is causing the r let's have a

look at the demand let's look at retail

investors versus whale investors who's

actually accumulating here I've built a

tool to answer that question on the left

side is the number of wallets that hold

at least 4,000 V tokens that the the

current price that's a bit over $1,000

that's what I'd consider retail those

are very long-term charts they start in

June of last year in the middle we've

got medium-sized retail that's now a

minimum holding of 40,000 tokens or

$10,000 on the right we've got the Wales

that's now at least a $100,000 worth of

the token at current prices long term

all of the wallet cohorts are

accumulating but what happened then in

that last month where we more than fourx

here are the same kind of charts but

only looking at the last month the

number of retail investors grew by

roughly 15% or so the number of

medium-sized retail grew to a similar

degree so did the number of whale

wallets so there's pretty much broad

adoption at similar rates across all

wallet cohorts but still this is not

justifying a for Xing in price when the

number of investors are all just going

up by 15% at least on chain and so I'm

wondering if I'm simply missing

something here is this manipulation or

is there some piece of news that I'm

missing if you know why suddenly

everybody gets excited about vome

despite the potentially not so positive

momentum except in the price then feel

free to comment this down below I want

to know all the fundamentals that could

be pushing this I prefer betting on data

where everything is transparent on chain

for example I've bought the extra token

recently I've announced this in premium

the price is doing quite well since then

and I believe just based on the data

that we can see on chain just based on

the statistics that extra has a bit more

groom to grow so I made a related video

on this feel free to check it out it's

linked over here and of course if this

is your first time here feel free to

subscribe I publish you this regularly a

like would be very much appreciated as

well it helps the channel grow there's

also free telegram link is down below