I previously called for 200k-300k. I think this rise from 100k was almost inevitable as long as their wasn't an attack on the network.
From here, I'm less confident about immediate upside. Of course we can go to 300k which is a nice 50% upside from 200k, but we could also stall at 200k for a while or dip down below it. From a short- to mid-term speculation perspective I don't see CLAMs as a huge buy any more.
I disagree. I see the large buys up the order book as a sign there's several big players who intend on taking it far higher. Some of these guys are buying tens of thousands of USD worth of clams - you don't do that without having the means to pump it much higher.
Let me restate. It is a matter of probabilities and just how compelling a buy it is. I'm holding. I definitely think it can go higher. I just don't think it is as compelling as it was at 100k.
Pretty obvious some exchange sites did a very good job on sheduled data backups during these years. Guess what, they owned a lot of adress keys from a lot of people.
Not compelling to buy in.
It doesn't matter how many empty addresses they have "backed-up".
It only matters if the service failed to sweep their wallets, such that they have many many balance holding keys.
EDIT:
In order to have the number of CLAM claimed by "curious" the "digger", we are talking over 100,000 balance holding keys.
That would suggest over 100,000 deposits/outputs
which didn't move through to the snapshot for the distribution.
Impossible? No.
I believe if we have anymore large diggers like this, they will be edge cases, and not 'premiere' exchanges (some of which I expect have already claimed).
Gambling sites which required individual txs per bet, faucet users, people toying with embedding data in the chain, extremely poorly managed and unswept wallets, that type of thing.