
Post
Yuvi.
$ONDO
现实资产叙事仍在,代币为何没有同步走强?
今天上午现货行情快照中,ONDO的24小时涨跌幅为-0.60%,价格区间0.4475—0.4725 USDT。
底层产品受欢迎,不意味着代币自动分享资产收益。管理规模和持有人经济权益之间可能存在距离,价格回撤提供了重新检验这道传导的机会。
若产品增长开始对应明确的代币需求,估值可以重新讨论;若规模增加却没有价值捕获,叙事热度不能替代收益兑现。
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