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易理華:公鏈、交易所與穩定幣是可穿越週期的三大投資方向

2025-11-05 12:09:34

ChainCatcher 消息,Liquid Capital(前 LD Capital)創始人易理華發文表示,從長期周期角度看,公鏈、交易所與穩定幣是三類能夠穿越周期的核心資產。

他指出,在公鏈領域應聚焦以太坊(ETH),而交易所板塊則看好 BNB 與 Aster------前者具備穩定收入與生態基礎,後者作為幣安的"第二增長曲線",在整個幣安體系中的戰略重要性最高。

易理華強調,未來強者恆強,這三個方向都應堅持只投頭部項目,"每一次大幅回調,都是佈局的黃金機會。"

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