同意,其实大家焦虑的是定价权的转移,但影响整个crypto的基本面,从没有任何时候像现在一样友好,而市场又是如此早期。我们做了一年稳定币,发现大部分500强公司财务,跨境支付公司技术,传统银行的普通员工都对币和链的理解趋近于零,新增远远没打开,只是最后涨的是circle股票还是btc还是山寨,要转化思路。没有什么胖协议去捕获了,需要重新定价而已。
TBH this is the easiest bear market I've ever seen. Seems like most of you have forgotten what 2022 was like. Luna collapsing, then 3AC, then FTX, then Genesis, BlockFi, Axie, NFTs--pretty much everything felt like a house of cards. And then after all that stuff collapsed, the BANKS collapsed, stablecoins depegged, Gary Gensler and the president tried to destroy almost every company in the industry--I really wasn't sure how much of this stuff was going to survive. Compared to that? This is breezy. Prices have gone down, yeah whatever. Fundamentals are great. Crypto is working. So relax, get something to eat. Lock in. We'll be fine.
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