
Post
Yuvi.
$ONDO
利率维持高位,为什么代币化美债需求与ONDO价格可能不同步?
底层收益提高可能增强产品吸引力,但产品持有人的收益,未必自动成为治理代币持有人的现金流。
若产品规模增加但价值分配没有变化,不能直接提高代币估值;若经济权益与使用增长形成明确连接,判断才可能改变。赎回体验和流动性也需要持续核对。
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