$SOL
-5.51%
$HYPE
-8.8%
$MON
-0.79%
$MEGA
-98.99%
$ETH
-2.31%
$SKY
+0.41%
硅谷是指数增长思维,而华尔街是线形增长思维; 因为加密货币开始被华尔街接受,所以传统估值体系从指数增长变为了线形增长… 这才有了公链估值空间大幅被压低的原因,说白了就是:市梦率变成了市盈率… 在我看来公链无非就是互联网二层,当互联网全面转向AI时,公链还在早期增长阶段… 那么这轮周期山寨走的弱,ETH和SOL不尽如人意,也就都是正常的了… 举个例子,假设你是韩立的徒弟,炼气期,当你师傅在外面和元婴大佬斗法时,你还在为怎么搞到筑基丹而发愁…
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Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.

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