山寨季热潮转向股市,看似打击了士气,但反过来何尝不是一种肯定?相当于印证了传统资本对加密资产的认可。 即便资金因为当前币市和股市的相对割裂,只能暂时在股市狂欢,但币和股两者相互渗透的趋势不变,那些在币市中具有稀缺性的业务和标的,终究会迎来自己的辉煌。 Jobs not finished.
币市山寨季在美股,是一个尴尬的现状。其实回看过去两年半加密的财富效应其实很差,不说大饼,小币里跑赢英伟达没有几个,更不用说还有$pltr、$app,币股里$coin、$mstr、$hood。短时间脉冲一波没有意义,更重要的是经过调整后还能再回去,但是币市很多币(当下火热的美股币股不少股票可能也会如此)脉冲一波就再也回不去了。从资产的角度来看,除了收益率,还需要去看持续性和确定性。
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