Post
broshao
1650万枚已售出，我更在意这笔融资的代价：运营资金换来了，出售节奏却交给了合作方。团队称未直接卖币，但OTC没设限制，沟通也未达成共识。
我看这次澄清还不足以改善风险收益比。我的推测是，如果资金带来的新增需求能覆盖抛压，这笔交换才值得；否则再谈赔率，也可能高估期望。评估Delta，大家更看重需求兑现的胜率，还是潜在回报的赔率？
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