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  文章转载来源:深潮TechFlow

  链上资产最近又活跃了起来。

  随着Solana上诞生了百倍金狗RFC,Base链也在蠢蠢欲动。

  今天凌晨3点左右,拥有近90万关注者的Base官方X账号,发布了发布了一条帖子:“Baseisforeveryone”。帖子附带一张图片,展示了这个同名的slogan。

  更让人产生FOMO情绪的是,Base官方在这条评论区下直接回复“Coinedit”(发了个币),并链接到Zora平台上的meme币“Baseisforeveryone”。

  合约地址:

  0xD769d56f479E9E72a77bB1523e866A33098Feec5

  Base创始人Jesse也转发了这一帖子,“官方喊单”动作迅速点燃市场热情。

  作为Coinbase生态的重要一环,Base的每一次动作都备受瞩目。官方账号的背书被许多Degen视为“安全信号”,在当前市场金狗不多的情况下,这也给了大家更大上车的信心。

  拉盘1小时,Rug5分钟

  自帖子发出后,DEXSCREENER数据显示该同名Meme代币价格在一小时内逐步拉升,从0.0001美元飙升至0.012美元,涨幅高达120倍,市值从几万美元冲至2000万美元。

  然而,好景不长。

  这个官方明牌的Meme币,上演了经典的拉盘一小时,Rug5分钟的行情。

  早上4:30分左右,行情突然翻转,该代币市值在短短5分钟内从1400万跌至140万,跌幅一度达到90%。

  代币暴跌后,社区的情绪迅速从兴奋转向愤怒,X平台上的讨论量激增,许多用户将矛头指向Base官方,讽刺其“Baseisforeveryone”口号被重新解读为“对所有人开放,也包括Rug&Pull的人”。

  更为严重的是对Base官方形象的伤害。

  一部分用户直接指责Base官方“毁了品牌信任”,由base直接背书的币快速Rug,严重损害了公众形象;此外由于Coinbase受监管的公开交易身份,公众对其产生了高度负面的看法,导致JessePollak和Base领导层受到严厉批评。

  由于Base也一直走在合规的道路上,这种负向事件也被社区认为会招来更多的潜在监管审查。

  而在负面情绪之外,Baseisforeveryone并没有完全Rug。

  在暴跌之后,早上5点左右代币价格开始缓慢回升。截止发稿时,该代币的市值回升至800万美元左右。这一阶段的交易量依然活跃,24小时内总交易量高达2710万美元,买家数量从暴跌后的4000人左右增加到7300人,显示市场仍有投机者入场。

  回升的原因可能有两方面:一是投机者认为价格已触底,重新入场抄底;二是部分大户可能在低位回购,以稳定价格或进一步获利。

  谁的卖出导致暴跌?

  “Baseisforeveryone”代币在5分钟内的暴跌并非无迹可寻,链上数据揭示了暴跌背后的关键线索。

  分析师@dethective深入分析后,发现暴跌的触发点源于一个神秘地址的操作。

  神秘地址:

  0x099246ca997acf47ada682c9c60f9ed0954ad960

  该地址在Base官方发帖(4月16日21:13UTC)前仅1分钟购入了价值1.5ETH(约2400美元)的代币,随后在价格高点(0.012美元)持续抛售。

  帖子显示这笔抛售获利高达20万美元,利润率惊人。

  链上交易记录进一步证实,抛售者的部分利润被转移到一个名为“bandemic.base.eth”的地址。

  同时,我们也用GMGN看了看这个地址的概况,除了Baseisforeveryone大获全胜外,该地址也是其他Base上Meme币的狙击常客,同时被平台标记为聪明钱。

  过往战绩显示,该地址盈利范围通常在几百至几千美金区间。这一次在Baseisforeveryone拿到了超乎寻常的收益。

  但对大多数韭菜来说,一场Drama过后,如果认真参与并追涨杀跌,或许又面对着经典的“价格还在仓位没了”的困境。

  我们能从这次事件中学到什么?

  首先,摒弃官方高大上的认知。官方背书不等于安全,官方参与的meme币项目同样可能涉及内部交易和拉盘抛售。

  其次,在进行实操时,实时监控大户动向,避免成为接盘侠。例如关注代币的持仓集中度(Top10持有者占比)和异常交易量,可以提供一定的参考。

  从更深层次看,Base此次事件的争议根源,或许在于战略执行的失误。

  Base试图通过meme币推广吸引用户,增强生态活力,这种“文化上链”的思路本身并无问题。

  然而,执行过程中,Base忽视了社区对透明度和公平性的核心需求。

  Zora作为Base生态的重要合作伙伴,其TGE(代币生成事件)机制可能是事件背后的一大推手。社区的“Base-Zora联合拉盘”猜测虽未证实,但Base应公开与Zora的合作细节,消除疑虑。

  Base在推广代币时未充分披露风险,也未提前与社区沟通,导致信任危机。后续如果再解释实验性推广,就显得有些苍白了。

  最后,不是Baseisforeveryone,而是Riskisforeveryone。

  铭记风险,谨慎前行。

  来源:玉渊谭天

  【#黄仁勋时隔3个月再次到访北京#】4月17日,应中国贸促会邀请,英伟达公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。

  来源:波叔的财经笔记

  国家队连续两天托底之后,市场相对活跃了一点。

  除了大消费之后,自主可控也起来了,涨价题材化工、房地产也反弹。

  不过隐患是市场继续缩量,跌破万亿了。

  这说明国家注入流动性,但其它玩家变少了。

  不要怀疑国家队的决心,更不要怀疑国家队的实力。

  几万亿的贸易战都打得起,还差这几百亿的资金,

  何况现在是相对低位,买进去还能赚钱出来。

  但担心的是,国家队托底总会结束,到时候指数会不会修正,流动性会不会变得更少。

  另外,既然国家队连续两天托底了,我今天尾盘买了点,

  果然,国家队又来了,继续爆买沪深300ETF、上证50ETF。

  炒股还有这个规律,不错。

  ……

  大消费板块算是近期市场持续性较强的板块了,

  国芳集团10天9板打出新高度,起到带头大哥的效果。

  小弟们纷纷跟随,泰慕士6连板、国光连锁4连板,浔兴股份(维权)、安记食品3连板。

  不过,另一位大哥拓维信息就没啥号召力了。

  虽然它涨停了,但小弟们不跟。

  这就是市场主线与非主线的区别。

  ……

  地产早上冲了一波,但午后纷纷回落。

  据悉正在酝酿重磅楼市新政,棚改扩围、收储加码、降低房贷利率,以此来对冲关税冲击。

  地产也是内需,产业链又多。

  夜壶还得再用用。

  ......

  化工近期走势挺好,环氧丙烷红宝丽3天3板、渤海化学2天2板。

  化工走的是周期,有时候一个涨价周期的持续性很久。

  模拟芯片、光刻机领涨,格林达4天2板,但要注意其轮动间隔相对较长。

  总之,外贸不给力,只能靠内需和科技。

  内需负责维持经济,科技负责打出新天地。

  ……

  1、据透露,为了刺激消费,国家将对酒店补贴,并且针对酒店住宿环节发放,连锁酒店因标准化程度高、合规性强,成为补贴主要受益方,行业集中度有望进一步提升;叠加五一假期火车票开售即现“秒光”盛况,旅游热度或达2025年以来峰值。标的:金陵饭店、华天酒店、君亭酒店。

  2、受到特朗普不断推出又撤回关税政策冲击,政府“朝三暮四”的关税政策,美国各地的保税仓库需求出现激增。标的:保税科技、长荣股份、嘉诚国际。

  奢侈品集团爱马仕报告称,受美国市场销售强劲增长的推动,第一季度营收实现增长,但略低于分析师预期。

  按固定汇率计算,营收同比增长7%至41亿欧元(合46.5亿美元),略低于花旗分析师预期的7.6%增幅。花旗称这一业绩“表现稳健”。

  美洲地区销售额增长11%,法国以外的欧洲地区增长13%,法国本土增长14%,日本市场激增17%,包括中东在内的地区销售额增长14%,共同推动了整体增长。

  以铂金包闻名的爱马仕,其核心业务皮具和马具部门增长10%,但腕表销售额骤降10%,香水与美妆业务则与去年同期持平。集团在声明中表示:“中期来看,尽管全球经济、地缘政治和货币存在不确定性,集团仍对固定汇率下的营收增长保持信心。”

  本周早些时候,爱马仕市值超越法国同业巨头路威酩轩集团(LVMH),成为全球最大奢侈品企业。后者此前公布的第一季度销售额意外下滑。FactSet数据显示,截至周三,爱马仕市值为2495亿欧元,略高于路威酩轩的2427亿欧元。

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