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交易員:雖然 ZORA 正大幅上漲,但其鏈上數據指標卻全線下滑

2025-07-28 10:00:00

ChainCatcher 消息,交易員 Axel Bitblaze 於 X 發文並列出數據表示,雖然 ZORA 當前正在大幅上漲(月漲幅超 800%),但其鏈上數據指標的變化卻與其行情走勢並不匹配。具體而言:

  1. Zora 的每月新增地址數已從上線時 6 萬多下降到 1 萬以下;
  2. 用戶留存率正在下降,大多數新用戶只能留存 1-2 個月;
  3. 每日合約創建數最高曾達到 10 萬以上,現在基本降至零;
  4. 每日交易數已從每月近 600 萬筆下降到不足 150 萬筆;
  5. 活躍用戶數量已從巔峰時期的 20 多萬驟減至目前的 5 萬左右。
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