Post
Yuvi.
$ADA，长期开发型资产在高利率下要靠什么留住估值？联储把利率留在3.75%—4%，但仍强调通胀偏高，远期现金流折现压力没有消失。生态开发需要转化为活跃用户、应用收入和费用，而非只看路线图。若实际使用持续增加且供给压力可控，耐心资金更有依据；若活动依赖补贴、收入不跟进，我会降低增长估值。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,644.4+0.01%
ETH/USDTEthereum
$2,049.36+0.01%
SOL/USDTSolana
$82.99+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
