Odaily星球日报讯 BitMEX 联合创始人 Arthur Hayes 发文表示,HYPE 当前的风险在于“估值倍数压缩”(multiple compression)。尽管其年化收入已接近历史高点,但代币价格却明显走低。 Arthur Hayes 指出,在永续合约去中心化交易平台(perp DEX)竞争日益激烈的背景下,投机者已不愿为未来不确定的收入支付高估值,这导致市场对 HYPE 的定价趋于保守。
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