Do you know why the alpha at night can directly access contracts?
Let's talk about the Avantis project.
Track: Decentralized perpetual contracts + synthetic assets, aiming to create a universal leverage platform on Base.
Financing: Currently raised a total of 12 million USD, early investors include Pantera, Founders Fund, Galaxy, and Base Ecosystem Fund, which is quite a strong lineup.
Market value: Total token supply is 1 billion, just listed on exchanges, FDV should be relatively high, and the circulating part is still quite small.
Data: On-chain trading volume has exceeded 15 billion USD, with over 60,000 users, which is considered a relatively new growth point in the track.
Advantages: Reliable financing, strong backing, the track is a big narrative, combined with bullish market expectations, has imagination in the short term.
Risks: Competition in the same category is too fierce, dYdX and GMX are ahead, and it remains to be seen if users can sustain; additionally, the token unlock pressure is not small.
Overall view: Cost-performance ratio is not bad; but if held for the long term, one must consider track competition and unlock rhythm.
The above content is purely personal opinion and does not constitute investment advice.