PerpDEX RWA 거래 지표
🟢Open Interest 부분에서는 trade[xyz]가 압도적으로 1위.
🟢거래량은 Variational이 trade[xyz]보다 높게 나오는중. 에어드랍 파밍 영향이 있는듯.
🟢QFEX는 OI기준 Variational 바로 다음 3등이긴하지만 Variational은 저기에 더해서 크립토쪽 지표도 존재하지만 QFEX는 오로지 RWA만 상장되어있음.
🟢상장된 종목 수는 QFEX가 압도적으로 1등, 얘네는 진짜 요청하면 하루면 상장해줌.
🟢베리나 TGE 이후 지표 보면서 팔로업해보면 최곤 $LIT 가 엄청난 상승 보여준것처럼 먹을 수 있지않을까..
🟢QFEX는 얼리라서 좋긴한데 아직 갈 길이 멀다.
🟢Arcus가 RWA쪽에선 당연하게 QFEX랑 차이가 많이나지만 전체 Perp Volume기준으로는 둘이 비슷한 느낌, 최근 기준으로는 Arcus가 더 지표 잘 나오는 느낌.
The problem is... this wasn't just a CPM issue. In Lighter's case, even if you sold at the lowest point of $0.7, it wouldn't have been a loss at CPM $432. EdgeX sold at $1 at CPM $173, which is pretty decent even with a 24% loss. Backpack's problem is turning at the lowest point of $0.14, but with CPM of $78, it was over 50% loss. If you had just dumped it at $0.3, you'd have broken even — that's crazy, and saying you should have waited is nonsense since it was going to pump anyway. GRVT had a decent CPM of $167, and if you could have sold everything at the $0.24 price the pargu sold at, you'd get 2x returns, but the problem is only 40% was vesting, so there's still a long way to go, and you don't know when the price will drop. Of course, if you cash out now at $0.2 or hedge at the current $0.22, profits are guaranteed, but no matter what you do, it'll pump, and no matter what you don't do, it'll dump. Ugh, 'pargu' anyway. Looking at perp DEXs lately: Ondo Perps — the USDC they're giving now is just trading subsidies, and if they gave $ONDO as points? That's the slender hope I'm doing it with. Arcus — packed tight. Everyone made noise way too quickly. It benefited from Robinhood investment and Robinhood Chain activation. But the airdrop being distributed to dYdX users and recently sketchy behavior and Robinhood Chain gradually losing novelty as people lose interest could be negative variables. Usually these tight starts do well early, but aren't easy. Robinhood Lighter — 11M $LIT allocation. Whether it stretches long is the key question, but if it goes until next February, at $3 $LIT, points are $10 / if it ends in December, points are $16. Right now pargu is mining about $5.5 per point. I don't think there'll be losses. Entropy — Initially I thought how they could compete with TradeXYZ, and that view still holds, but since Trade doesn't do airdrops anyway, there's potential. $14M investment led by Ribbit isn't dog names or anything. Recent cumulative trading volume is around $2B too. Pretty decent I think. They haven't opened the points system yet. Rise — This feels like a famous restaurant everyone already knows about. But still pretty decent.
며칠전부터 포트폴리오 비중을 꽤 크게 조정했습니다.
기존
현금 30%(디파이) / 코인 70%
변경
현금 30%(디파이) / 코인 20% / SPY 50%(진행중)
LIT 비중은 많이 줄였고, 당분간 코인보다 미국 지수 쪽 비중을 높여둘 생각입니다.
HYPE는 $65부터 $30까지 구간을 나눠서 분할매수할 예정입니다. $30까지는 안 올 것 같긴 하지만, 내려올수록 비중을 늘리는 식으로 접근하려고 합니다.
2026년 9월 9일 (수) Altcoin strength with overall rise, market sentiment in greed zone Price BTC $79,664 (+1.64%) · ETH $2,520 (+1.77%) SOL $104.79 (+1.75%) · XRP $1.44 (+3.50%) SUI $0.827 (+1.02%, 7d +13.5%) Sentiment: Fear & Greed 74 (Greed) · Kimchi Premium -0.08% Trending: VVV +52.07% · LIT +10.86% · PONS +14.89% Insight Major coins rebound across the board, with XRP and SUI leading the flow. Fear & Greed at 74 entering the greed zone, but Kimchi Premium at -0.08% shows no domestic overheating. Total market cap 24h -1.26%, index slightly adjusted, individual altcoin rotation continuing. Easy with CoinEasy today too! #CoinEasy #EasyBriefing #Bitcoin 📢 Announcement room · 💬 Community room · ✖️ X
