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且行且看
且行且看
🔍这波增长，是持续积累，还是最近一天突然加速？我翻到的线索是：据 DefiLlama，主要在 Hyperliquid L1 上的流动性质押协议 stHYPE，TVL 约2.12亿美元，周增22.7%，单日增17.5%。 有意思的细节在这：单日增幅已接近整周增幅。我觉得，这更像一次需要追踪的异动，还算不上持续走强的证据。一是增长节奏集中，不能直接外推；二是TVL也受币价影响，账面扩张不等于新增资金认可。 这是我的推测：如果增幅主要由短期价格变化推动，那么它对用户需求的说明力就有限。先别急着下结论，我会继续盯后续几天的TVL变化，并找能拆开价格影响与净流入的数据。
Gallery 1
HYPE-4.49%
15:05 · 10/30/26·3.06K views·Posted on OKX Orbit

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