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阿简在路上
$HYPE 现货ETF昨天9月23日净流出约$1.58M，全部来自BHYP，这和Hyperliquid的协议收入可以说是形成鲜明对比了，协议仍然在收钱，ETF资金却出现流出。在阿简看来HYPE的长期价值无疑是背靠交易平台收入的，但短期的价值仍然会受到ETF、解锁、OI和funding的影响，做HYPE时请务必分清这两种逻辑
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