scimitar capital联创:已做空SOL/ETH、SOL/BTC,预计Forward Industries的买入将放缓

Odaily
Sep 15

Odaily星球日报讯 scimitar capital 联合创始人 zlex 于 X 发文表示,已建立 SOL/ETH 和 SOL/BTC 的空头头寸。

链上数据显示,Forward Industries(FORD)已完成约 90%的订单执行,市场应该很快就会反应过来。他们在 4 天内执行了约 15 亿美元的交易,但进一步通过 ATM 出售新股并募资的能力有限。考虑到执行的速度和规模,以及缺乏明确的后续需求,预计 SOL 短期内将走弱。

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