Maelstrom 押注 Flare 是 Chainlink 的潛在競爭對手

與 Arthur Hayes 有關聯的 Maelstrom Fund 認為 Chainlink (LINK) 的競爭對手 Flare (FLR) 目前被低估。儘管專案整合數量比 Chainlink 少，但 FLR 由於能夠建立自己的原生生態系統，因此具有快速成長的潛力。如果 Flare 達到 Chainlink 完全稀釋估值的 50% 或 75%，FLR 可能分別上漲約 2.2 倍或 3.3 倍。 Maelstrom Fund 強調了 FLR 的獨特定位，因為它將預言機提供者的功能與第一層區塊鏈的功能相結合。

Maelstrom Fund Bets on Flare as a Potential Rival to Blockchain Oracle Giant Chainlink

Maelstrom 基金押注 Flare 為區塊鏈甲骨文巨頭 Chainlink 的潛在競爭對手

In a bullish move, Maelstrom Fund, the early-stage crypto investment fund operated by Arthur Hayes' family office, has expressed its optimism for Flare (FLR), a relatively new blockchain oracle digital asset. The fund believes FLR is currently "likely undervalued" and has the potential to challenge Chainlink (LINK), the market-leading oracle provider.

Arthur Hayes 家族辦公室營運的早期加密貨幣投資基金 Maelstrom Fund 表達了對相對較新的區塊鏈預言機數位資產 Flare (FLR) 的看好情緒。該基金認為，FLR 目前“可能被低估”，有潛力挑戰市場領先的預言機提供者 Chainlink (LINK)。

Maelstrom Fund emphasized that while Chainlink has an established lead due to its early adoption, Flare is rapidly gaining traction and could potentially catch up quickly. The fund pointed out that FLR's fully diluted valuation is currently only around 23% of Chainlink's, despite having less than 10% of the project integrations that Chainlink boasts.

Maelstrom Fund 強調，雖然 Chainlink 由於其早期採用而確立了領先地位，但 Flare 正在迅速獲得關注，並有可能迅速趕上。該基金指出，FLR 的完全攤薄後估值目前僅為 Chainlink 的 23% 左右，儘管其項目整合量還不到 Chainlink 的 10%。

Unlike other oracle providers such as Pyth Network (PYTH), which focuses primarily on financial institutions, Flare has the unique ability to build its own native ecosystem, according to Maelstrom Fund. This gives Flare the potential to tap into a broader range of use cases.

據 Maelstrom Fund 稱，與主要針對金融機構的 Pyth Network (PYTH) 等其他預言機提供者不同，Flare 具有構建自己的原生生態系統的獨特能力。這使得 Flare 有潛力進入更廣泛的用例。

The fund outlined possible growth scenarios for FLR based on its valuation relative to Chainlink. If Flare reaches 50% of Chainlink's fully diluted valuation, the FLR token could potentially appreciate by approximately 2.2x. If it reaches 75%, FLR could soar by 3.3x.

該基金根據 FLR 相對於 Chainlink 的估值概述了 FLR 可能的成長情景。如果 Flare 達到 Chainlink 完全稀釋估值的 50%，FLR 代幣可能會升值約 2.2 倍。如果達到 75%，FLR 可能會飆升 3.3 倍。

Maelstrom Fund acknowledged Chainlink's strong position as the market leader but highlighted its limitations in terms of latency and applicability to high-throughput use cases. Pyth's focus on financial institutions, while unique, limits its general applicability across a wider range of use cases. In contrast, Flare's approach of combining features of both Chainlink and Pyth with those of a layer-1 blockchain gives it a unique positioning that warrants attention.

Maelstrom Fund 承認 Chainlink 作為市場領導者的強大地位，但強調了其在延遲和高吞吐量用例的適用性方面的局限性。 Pyth 對金融機構的關注雖然獨特，但限制了其在更廣泛的用例中的普遍適用性。相較之下，Flare 將 Chainlink 和 Pyth 的特性與第 1 層區塊鏈的特性相結合的方法使其具有值得關注的獨特定位。

"Flare's combination of oracle functionality, native ecosystem development capabilities, and innovative approach make it a compelling investment opportunity," said a spokesperson for Maelstrom Fund. "We believe Flare has the potential to become a major player in the blockchain oracle space and are excited to watch its progress."

Maelstrom 基金發言人表示：“Flare 結合了預言機功能、原生生態系統開發能力和創新方法，使其成為一個引人注目的投資機會。” “我們相信 Flare 有潛力成為區塊鏈預言機領域的主要參與者，並很高興看到它的進展。”

Maelstrom Fund's bullish sentiment towards Flare reflects the growing interest in the blockchain oracle space. Oracles play a crucial role in bridging the gap between smart contracts and the real world, enabling them to access external data and events. The emergence of new oracle providers like Flare is challenging the dominance of established players and driving innovation in the industry.

Maelstrom 基金對 Flare 的看漲情緒反映了人們對區塊鏈預言機領域日益增長的興趣。預言機在彌合智能合約與現實世界之間的差距方面發揮著至關重要的作用，使它們能夠存取外部數據和事件。像 Flare 這樣的新預言機提供者的出現正在挑戰老牌參與者的主導地位，並推動產業創新。