Maelstrom 押注 Flare 是 Chainlink 的潜在竞争对手

与 Arthur Hayes 有关联的 Maelstrom Fund 认为 Chainlink (LINK) 的竞争对手 Flare (FLR) 目前被低估。尽管项目集成数量比 Chainlink 少，但 FLR 由于能够构建自己的原生生态系统，因此具有快速增长的潜力。如果 Flare 达到 Chainlink 完全稀释估值的 50% 或 75%，FLR 可能分别上涨约 2.2 倍或 3.3 倍。 Maelstrom Fund 强调了 FLR 的独特定位，因为它将预言机提供商的功能与第一层区块链的功能相结合。

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

Maelstrom 基金押注 Flare 作为区块链甲骨文巨头 Chainlink 的潜在竞争对手

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 家族办公室运营的早期加密货币投资基金 Maelstrom Fund 表达了对相对较新的区块链预言机数字资产 Flare (FLR) 的看好情绪。该基金认为，FLR 目前“可能被低估”，有潜力挑战市场领先的预言机提供商 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 强调，虽然 Chainlink 由于其早期采用而确立了领先地位，但 Flare 正在迅速获得关注，并有可能迅速赶上。该基金指出，FLR 的完全摊薄后估值目前仅为 Chainlink 的 23% 左右，尽管其项目整合量还不到 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.

据 Maelstrom Fund 称，与主要针对金融机构的 Pyth Network (PYTH) 等其他预言机提供商不同，Flare 具有构建自己的原生生态系统的独特能力。这使得 Flare 有潜力进入更广泛的用例。

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.

该基金根据 FLR 相对于 Chainlink 的估值概述了 FLR 可能的增长情景。如果 Flare 达到 Chainlink 完全稀释估值的 50%，FLR 代币可能会升值约 2.2 倍。如果达到 75%，FLR 可能会飙升 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 承认 Chainlink 作为市场领导者的强大地位，但强调了其在延迟和高吞吐量用例的适用性方面的局限性。 Pyth 对金融机构的关注虽然独特，但限制了其在更广泛的用例中的普遍适用性。相比之下，Flare 将 Chainlink 和 Pyth 的特性与第 1 层区块链的特性相结合的方法使其具有值得关注的独特定位。

"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 基金发言人表示：“Flare 结合了预言机功能、原生生态系统开发能力和创新方法，使其成为一个引人注目的投资机会。” “我们相信 Flare 有潜力成为区块链预言机领域的主要参与者，并很高兴看到它的进展。”

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 基金对 Flare 的看涨情绪反映了人们对区块链预言机领域日益增长的兴趣。预言机在弥合智能合约与现实世界之间的差距方面发挥着至关重要的作用，使它们能够访问外部数据和事件。像 Flare 这样的新预言机提供商的出现正在挑战老牌参与者的主导地位，并推动行业创新。