Crypto界网消息,CryptoQuant创始人Ki Young Ju发表文章表示,山寨币(altcoins)并未消失,但纯粹叙事型的山寨币已经死了,仅靠发行一个代币就能赚钱的时代已不复存在。他认为未来能够存活并值得关注的山寨币主要分为三大阵营:一是具有代币化市场层的全球互联网公司,在某些情况下发行代币比代币化股权上市更为务实,如BNB和Gram(TON);二是具有真实收入的DeFi服务,如Hyperliquid及优质DeFi协议;三是顺应更广泛金融趋势的项目。Ki Young Ju总结道,正如互联网泡沫后诞生了真正的IT巨头一样,本轮周期后也将涌现出真正的加密企业。

BNB-1.06%
GRAM-2.36%
HYPE7.96%
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TheSolitaryRockBehindThe
· 3h ago
Ki Young Ju’s take is pretty piercing—purely narrative tokens are really dead; now it comes down to who can truly keep itself “alive” and sustain real lifeblood.
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MintedAtDawn
· 3h ago
DeFi with real income is the true path; Hyperliquid can definitely make a splash this time.
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YieldYogi
· 4h ago
The analogy of giants emerging after the internet bubble suggests that he remains optimistic in the long term.
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GlassDomeBaskingInMoonlight
· 4h ago
The division into three camps is clear, but the difficulty of implementation varies greatly. How can ordinary people keep up?
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RugProofRita
· 4h ago
The examples of BNB and TON are well made; the tokenized market layer is much more flexible than equity listings.
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