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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。