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HYPE $87.88 -3.72%
AAVE $181.26 -2.42%
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ZEC $1,314.09 -5.58%
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AMZN $251.89 +0.91%
GOOGL $343.34 +0.95%
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CryptoQuant 創始人:純敘事型的山寨幣已經死了

2026-06-17 10:54:01

ChainCatcher 消息,CryptoQuant 創始人 Ki Young Ju 發文表示,「山寨幣(Altcoins)並未消亡,但純敘事型的山寨幣已經死了」,僅靠發行一個代幣就能賺錢的時代已不復存在。他認為未來能夠存活並值得關注的山寨幣主要分為以下三大陣營:一是帶有代幣化市場層的全球互聯網公司,在某些情況下發行代幣比代幣化股權上市更務實,如:BNB 和 GRAM(TON);二是具有真實收入的 DeFi 服務,如 Hyperliquid 及優質 DeFi 協議;三是順應更廣泛金融趨勢的項目。Ki Young Ju 總結道,正如互聯網泡沫後誕生了真正的 IT 巨頭一樣,本輪週期後也將湧現出真正的加密企業。

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