Sea
@Sea_Bitcoin
◦ $BTC HODLer, meme trader, 3x founder, 10+ yrs PM, podcaster @SeaTalk_
◦ 三亿人用的币安
◦ 最好用的 OKX 钱包
Joined June 2008
839 Following 52.8K Followers
Monad 刚才辟谣了，从来没有通过 OTC 或相关方式卖币
而这其实是很多币圈项目常规且比较隐藏的操作
反过来，Monad 近期想把早期投资者手上的、仍处于锁仓状态的 MON 进行回购 (最高买 6000 万美元)，且仍遵循原有的锁仓计划，这说明：
1/ 这是基金会对 MON 有信心、愿意护盘的表现，回购会一定程度降低筹码抛压
2/ Monad 基金会现金储备比较充足，地主家还有余粮。5 月份时，开发团队也发了一个最高 8000 万美元的购买承诺
3/ 现在 MON 币价略高于 TGE 价，低于 2024 年一级市场融资时估值。受邀的持有者大部分拒绝参与 (折扣卖币)，说明这些早期投资人对 MON 有更高的期待
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Monad Foundation recently completed a liquidity program under which the Foundation offered to buy locked MON from certain early investors in Monad at a discount reflecting the applicable four-year lock-up.
Any MON purchased by the Foundation through the liquidity program remains subject to the same lock-up. The program was capped at $60 million in aggregate purchase consideration.
Nearly all holders approached declined to participate, and the program has now concluded.
Learn more here:
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