LD Capital: HIFI资金面情况分析
项目简介
Hifi Finance是建立在以太坊上的借贷协议，提供的产品包括加密货币抵押借贷、NTF抵押借贷以及RWA服务。
基本情况
流通市值约9978万美元，流通量占总供应量比值约为88%，24小时现货交易量为1.98亿美元。
现货交易量主要是在upbit交易所，占比达到81.64%。其次为币安，占比为11.94%。
过去24小时，其交易量在upbit上排名居于前五。
历史价格
HIFI代币于2023初上线，上线以来长期维持在0.5刀以下。9月份有一次放量急剧拉升至2.4刀，随后快速回落。10月底伴随行情回暖，重新进入上行趋势。
持仓情况
HIFI在Upbit上的持仓最多，超过了55%（部分未标记的钱包也是upbit的钱包）。币安次之，持有约29%的代币。项目方持有11%。
大额转账
大额转账也发生在交易所之间，主要是upbit与币安之间、以及upbit自身账户之间的转账。
根据arkham的数据分析，红色标记部分钱包均为upbit的地址。
合约数据
持仓/市值为0.38，24小时持仓增长了38%，24小时成交额为7.94亿美元。
持仓量呈现增长趋势，从底部至今涨幅为104%，持仓最高涨幅为163%。主动买入量一般，不算强势。多空持仓人数比为1.19，不过相比昨日有较为明显下降，从3下降至1.19，筹码向大户集中。
结论
HIFI代币交易活跃，24小时交易量在upbit交易排名前五，合约持仓数据有显著增长，并且与市值占比较高。多空比呈现明显下降趋势。不过，目前链上活动主要是upbit与币安之间的交互，没有看到大账户建仓活动。合约上主动买入量也不够强势。
LD Capital
As a global blockchain investment firm, we have built a portfolio of over 250 investments since 2016, spanning across various sectors, including infrastructure, DeFi, GameFi, AI, and the Ethereum ecosystem. We focus on investing in projects with disruptive innovations, actively taking on the role of primary investors, and providing comprehensive post-investment services to these projects. We employ a combination of direct investment from our own funds and a distributed fund model to cover all-stages of investment.
Trend Research
Trend Research division specializes in crypto hedge funds focusing on secondary areas within the crypto market. Our team members come from top platforms and institutions like Binance and CITIC. We excel in macroeconomics, industry trends, and project data analysis, with trend, hedge, and liquidity funds.
Cycle Trading
We specialize in Web3 project investment and service, with a strong emphasis on Infra, applications, and AI. We have a team of nearly 20 senior engineers and dozens of crypto experts as advisors, assisting projects in strategic design, capital platform relations, and liquidity enhancement.
website: ldcap.com
twitter: twitter.com/ld_capital
mail: BP@ldcap.com
medium：ld-capital.medium.com
