最近大盘直接把我干懵了,BTC 从 12w 摔到 8w 多,群里一堆人喊爆仓,我合约全关的时候人都是麻的。结果刷时间线刷到 Skate 的更新,突然觉得:行情可以崩,但真正在干活的基建反而更值得盯。
官方最近提到,Skate AMM 在 JupiterZ 上的成交量已经破 1200 万美金,还会在 Monad 主网上线当天同步开跑。
思远的理解是:@skate_chain用 stateless app 把应用和链拆开,逻辑 + 流动性集中在 Skate,由 EigenLayer AVS 做安全背书,资产留在各自原生链,再用一条跨链共用的 AMM 曲线撮合;
代币侧是 1B 固定供应,社区与生态占比较高,更像是在押注长期使用而不是短线拉盘。
现在这种阴间行情,我自己更多是先把这类还在持续 shipping 的基建项目扔进观察清单,什么时候上车、上多少仓,就各自 DYOR 吧。

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