🟧最近 Babylon 上线后,BTCFi 赛道又开始蠢蠢欲动,前阵子火的一批项目也陆续发币了, $B2 也不例外。 很多项目目前还是停留在“讲叙事”的阶段,页面做得很炫、token 模型画得很满,但产品还在开发中。 @BSquaredNetwork B2项目之前争议蛮多,比如 项目迟迟不开挖矿,迟迟不tge 方块头和矿机资产价格拉垮 但从产品结构来看,它也是目前少数「真有东西落地」的 BTCFi 项目之一: 1️⃣ 一边是全球 Top10 的矿池业务,有真实算力和链下收入 2️⃣ 一边是 BTCFi 产品,目标是打通 BTC 资产的链上增值通道 3️⃣ FDV 不高,根据 tokenomics(10% 预留用于 listing 激励)来看,也预示着后续有上所动作的规划 不是那种擅长讲故事的项目,但有些细节确实在稳扎稳打。 成败还言之过早,后面怎么走还是要看产品和社区的同步节奏。 ♦️ 最近有没有也在看 BTCFi 的朋友? 有觉得“没出圈但有意思”的项目,评论区留个坑我去挖👀
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