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小优说web3
$DOGE 30天那波15%的势头已歇，价格回落到0.09附近。
DogeOS测试网想让DOGE不止支付、还能做DeFi结算，听上去升级了叙事；但Bitwise的DOGE ETF上月已关停，机构通道越收越窄。
仍无现金流、无质押收益，所谓结算层依赖选定运营商而非矿工，真金白银含量低；马斯克一条推特能造也能毁。
无现金流纯beta，仓位4成。守0.088冲0.098，破0.084减仓。DOGE想从玩笑变基建，可兜里还是只有meme那点底气。
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