谁能想到?3月底才上线的Momentum,仅用半年就成了SUI DeFi的“流量之王”!
看这组硬核数据就懂它的统治力:TVL飙到2.7亿美金,稳坐生态流动性核心;累计交易额直接冲破260亿,不管是24小时、7天还是30天数据,全都是SUI赛道第一;光协议手续费就赚了1500万,年化更是高达4500万,妥妥的“现金牛”模式已跑通。
但想摸透它的价值,关键得搞懂它的ve(3,3)模型有多“反常规”:
- 手续费全归持有者:别家DEX手续费大多分给流动性提供者,Momentum直接把100%手续费给到锁仓投票的veMMT持有者;
- 收入分享无损耗:常规DEX扣完流动性分成只剩零头回馈用户,Momentum的协议收入就是全额手续费,持有者还能额外拿流动性方的贿选奖励;
- 流动性锁得超牢:不用靠外部激励“续命”,长期锁仓设计直接杜绝“挖提卖”,流动性粘性拉满。
再看估值,更是清晰可期:
- 短期:锚定协议手续费,作为SUI核心DEX,按12PE算,流通市值能到5.4亿;按20.4%流通量推,FDV大概率在10-15亿区间;
- 中长期:要是本轮周期SUI市值冲到500-800亿,作为公链流动性基石的Momentum,按公链市值10%估算,FDV有望冲击50-80亿!
如今TGE在即,Momentum不仅用数据证明了增长实力,更靠独特模型筑起了价值护城河,接下来的表现,必须紧盯!
#Momentum #DeFi @MMTFinance #TGE


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