LD Capital: storj资金面更新

LD Capital
5 min readNov 9, 2023

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一、项目简介

Storj是开源的去中心化云存储网络,主要目标是提供抗审查、安全、便宜的存储服务,主要面向企业级客户。Storj网络的特点在于引入了卫星角色,连接用户与存储节,作为网络中的协调者。Storj的技术架构主要围绕数据存储、数据检索、数据修复来进行,同时还设计了数据审核以及对卫星和存储节点的声誉管理。在存储技术上,Storj采用纠删码确保文件完整性,使用卫星来管理和跟踪数据位置和数据审计。存储服务可使用其代币进行支付。

二、资金面情况

根据Coinmarketcap,STORJ代币总量为4.25亿,流通量约为3.71亿,占总量的87.29%,剩余流通代币主要集中在团队手中。

现货数据

前10持币量为代币总量的66.96%。其中upbit持币18.91%,持币量第一;团队多签和时间锁地址共持币18.5%;其他交易所持币持币为20.65%;大户持币8.80%。

根据历史跟踪,前50持币地址中存在多个新建地址在近60天内持续从交易所进行大额提币,持有代币量占总量的10.7%。

来源:nansen,LD research

从周K大周期来看STORJ已突破今年价格高点和底部区间。底部密集成交均价0.5353美元,上方筹码分布较均匀。

STORJ过去24小时在币安上交易量为8400万美元,占流通市值的32%。从当前币安现货挂单来看,主要挂单集中在盘口,上下资金分布较为均匀。下方大额订单价格集中在0.6美元,上方短期大额订单阻力可能集中在0.75美元。(需警惕市价抛售和底部挂单撤单行为。)

合约数据

从STORJ 1天级别k线数据可看到,STORJ主动买单从9月9日开始增加,价格随之上涨。从10月10日开始,在主卖无放量的情况下,STORJ进行了长达1个月的盘整,我们认为在此期间主力仍然存在。STORJ主动买量在11月9日迅速上涨,并带动价格迅速上涨突破长期盘整区间,同时伴随大户持仓量多空比提高,全账户多空比降低,大户和散户形成对手盘。

总结:由于市场整体情绪向好,市场整体处于拉涨行情。在上一波行情中,STORJ主力现货从交易所提币配合合约建仓完成一波拉涨。在10月盘整区间,没有出现现货卖出的行为,并且合约层面并没有出现放量主卖增加的现象,因此当前拉涨可能为同一拨主力资金完成。需要注意的是,团队持有大量代币并在不间断小额卖币。

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

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mail: BP@ldcap.com

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LD Capital
LD Capital

Written by LD Capital

We are one of earliest VC investors in the Blockchain field in Asia. We focus on : Innovation projects within finance, games, content publishing and IOT

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