
Today I reviewed the AMPL project again. I read the introductions of CM and Jasonhu. I summarized the follow-up of the $AMPL project in this round:
1. Summary of project highlights:
1. After all the stablecoins were wiped out in the last round, AMPL is the only one that survived to this day. The stablecoin track was very popular and crowded in the last round. There were $ESD $BAS $LUNA $OHM. This round, there is only AMPL, and the others are dead.
2. AMPL's highest MC in the last round was 600 million, and now it is 150 million. This bull market is at least 1.5 times the original, which is 900 million. So there is still a 6-fold increase, and there was no application in the last round.
3. This round has applications, CB support, spot lock-up + nesting dolls, and flatcoin narratives. Eefi vault is also available for purchase.
II. Key points of this round of follow-up
1. Flatcoin (stable B linked to CPI) narrative: Brain Armstrong is the biggest promoter of Flatcoin, and Ampl's CTO is Brain Armstrong's college roommate. Look forward to the Flatcoin narrative explosion. Brain Armstrong is an investor in two rounds of Ampl, the only project that has invested in two rounds.
2. Spot lock-up and nesting dolls. Spot is the stable part of AMPL. Currently, there are dex that support spot/ampl and spot/other trading pairs. The current MC of spot is 1M. The application expansion of SPOT is a property that raises the ceiling of AMPL. What is known at present is that more lending markets will be accepted, and more trading pairs and liquidity pools will be added.
3. Pay attention to its relationship with CB: Ampl is closely related to Coinbase. For example, Wampl has been listed on Coinbase, and Wampl can be used as collateral to pledge @SeamlessFi on Base.
4. Pay attention to its MM situation. Ampl recently changed a market maker (on-chain)
5. Pay attention to Eefi's purchases: EEFI can raise more than 5 million U, and if nothing unexpected happens, 80% of it will be used to purchase ampl.
6. Pay attention to market sentiment: A group of English KOLs suddenly appeared on Twitter to support AMPL (they had never supported AMPL before)