最近和很多朋友聊了Ena,说说我的观点: 1. 从筹码结构来说,解锁期的币买起来压力很大,参考24年的OP和Arb。 2. 从业务来说,100亿Tvl在现在市场就是上限,并且随着市场流动性越来越差,需要的储备金比率更高,可见的收益会变低,恶性循环。 3. 过去这么多年都在拓展链上Def的路径,因为能快速看到结果,缺少在链下Adoption的突破,把自己做成了另类投资产品而不是稳定币。随着链上流动性萎缩,新的业务发展不顺,接下来的叙事会变弱。
Risk and Disclaimer:The content shared by the author represents only their personal views and does not reflect the position of CoinWorldNet (币界网). CoinWorldNet does not guarantee the truthfulness, accuracy, or originality of the content. This article does not constitute an offer, solicitation, invitation, recommendation, or advice to buy or sell any investment products or make any investment decisions
No Comments
edit
comment
collection43
like43
share