- BITWU.ETH🔆
2025-06-04 12:14:53
一個有點割裂的現象—— 1,過去24 小時PancakeSwap 協議費用超過700w美元,鏈上第二,僅次於Tether。 2,代幣$CAKE只微漲到2.4,單月漲幅20%。 挺好的反映了我昨天說的:協議盈利≠ 代幣價值捕獲,鏈上賺錢≠ Token 賺錢。 大家其實都心知肚明: 這波Pancake另一個關鍵信號:5 月DEX 市佔率首次突破25%,歷史性新高—— CEX沒死,但流動性和用戶開始結構性分流。按照這個推演,2028 年DEX 可能超越CEX,2030 年主導市場。 這個預測可能比較樂觀,但趨勢方向沒錯。真正重要的問題是: 散戶怎麼在鏈上挖出下一個像Hyperliquid的鏈上革命者? x.com/BTW0205/status…
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- King Of Para
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