. $HYPE 团队提前解锁 2.6M 枚并没什么问题,我也不是针对这个消息写的文章。 趁着整体行业大跌,出金改善下生活无可非议,总比势头正好时团队卖币,造成币价震荡要好的多。 把自己藏在浪潮下,Ripple 团队天天卖币, $XRP 都快比 $ETH 坚挺了,上哪说理去😂 真正令我困惑的是一种感觉,Hyper 团队为什么总能在行业“突变”时有所作为: 1. 反 VC 不反 MM 2.反营销不反积分 3.反 CEX 不反人治 从 USDH 竞标时的稳定币热潮骤冷,到 Aster 进攻时的从从容容,再到隐藏的 S3 和 BLP。 Hyperliquid 就是当前最强的工程优化团队,他们没有创造 Perp DEX,而是将其组合成最能打的超级单品,Polymarket 是另外一种坚韧。 所以完全不能将此文当做对 Hyperliquid 的 #FUD ,而是指出主代币 HYPE 和公链生态的协同问题,这其实是一种富贵病。 只有阶段性成功的链才会需要制造协同飞轮,绝大多数的链/L2 都走不到这一步,但是!整个行业都没有真正解决过主代币和生态协同。 - BTC 没有生态 - 以太坊/Solana 诞生超级单品就会自立门户 - HyperEVM 生态现状不是特别乐观,官方下场做的东西有点太多了 Hyperliquid 如果不能彻底解决清算问题,那么下一波 Perp DEX 就还有机会,如果 Hyperliquid 不能给出主代币和生态协同的版本答案,那公链创新就不算 Endgame
22.83K
19
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.