市场很无聊,来简单展望一下。 #25.6.8 1、PayFi 前一条推特说, $TRX 才是真正的 PayFi 叙事龙头。这个是毋庸置疑的。我之前还天真地想,Solana、ETH Layer2 速度很快,费用更低,是有可能抢夺 Tron 市场份额的。 但在看了一系列资料之后,我才意识到 Tron 的基本盘在于灰产地址对于 USDT 的采用。其他公链很难吃到这块蛋糕—— 一是 Tron 很稳定,二是用户使用惯性。 目前对其有威胁可能只有 $TON ,但它还差点意思。 $TRX 还有一个 USD1 叙事,不过具体还不清楚 USD1 部署到 Tron 上的时间节点。 这里涉及到的两个 Ticker 是 $TRX 和 $JST 。 2、推特叙事 起源是看到了推特与 Polymarket 的合作后,我就在想,未来是否会有相关概念的大规模炒作——也就是那些能与推特合作,或者能够使用推特 API 的项目。 我觉得概率还蛮大的。叙事起涨点可能是 Polymarket 产品与推特产品深度结合之后。具体明确的炒作时间节点可能还要等很久。 3、AI&Robot、RWA 叙事没啥新想法,有想法的话更新。
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