Post
Yuvi.
$LINK
跌幅超过BTC，合作消息为何不能直接托住币价？
今天早间现货快照中，LINK的24小时涨跌幅-4.70%，区间11.776—12.615 USDT。
合作数量不是实际付费，更不是代币现金流。数据服务的需求必须经过收费、结算与安全机制，才可能传导为持续持有需求。
若真实费用和代币需求共同增长，回撤可以重新评估；若只是消息增加而价值捕获没有改善，应限制估值预期。
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