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Robinhood Chain 7月1日上线, @velvet_capital 一周后通过VelvetX完成接入。
判断它能不能成为新链入口,我只看能进、能看、能交易、会复用。
前三项,Velvet已经做出来了。
用户可以从Solana、Base、BNB Chain、Ethereum等链一键跨链Swap,Gas操作被抽象到后台;进入后,Velvet Unicorn继续分析钱包行为、鲸鱼动向、新叙事和趋势代币。Velvet真正提供的,不只是跨链,而是把进入、判断和执行压缩成一条路径。
需求也已经出现,Robinhood Chain首周DEX成交量超过30亿美元,但当前热度主要由meme币推动。交易活跃能证明新链有人来,不能证明这些人会留下,更不能证明Velvet已经成为主要入口。
目前没有公开数据能确认Velvet在这条链上的交易量、跨链流入占比和重复使用率。所以更准确的判断是Velvet已经完成产品卡位,接下来要验证用户习惯。
接入证明速度,复用率才证明入口价值。