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阿简在路上
受益于NEAR Intents过去30天产生的约$1.58M 净收入,$NEAR 最近三天涨幅超过45%,即使考虑到杠杆已经进场的因素,这轮上涨也不能算是单纯的反弹。阿简认为是隐私交易和confidential perps开始走出产品叙事阶段,正在被市场重新定价。不过按当前的涨幅来说,估值扩张速度确实是远快于业务增长了,不建议各位友仔追高,但囤点现货是没毛的
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