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云间客卿
$FIL FIL利好不断,价格却很难起来:
现在绝大多数利好都属于底层基建完善(F3、RedStone预言机、FOC升级),是铺垫,不直接带来买盘。
付费生态确实在缓慢增长,230家在线商业化SP,但是付费流水体量太小,不足以消化流通抛压。
叠加多头拥挤、资金轮动不在存储赛道,利好容易变成兑现出货。
生态方向没问题,只是价值兑现,需要很长时间等待付费需求放量。

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