Post
137***0081
TRX、NEAR、XTZ持续增发，筹码不断泛滥，持仓价值持续被稀释，长期承压。
Celo、Ronin、RVN总量有顶，增量逐步递减，时间持续沉淀稀缺，支撑长期价值。
TRX依托波场生态但代币释放不停，NEAR持续出块增发，XTZ靠质押奖励不断新增筹码；Celo主打移动端稳定币支付，Ronin深耕链游场景，RVN为PoW资产发行公链，无增发后门。
短期行情由资金情绪主导，拉长周期，供给规则才是价值的分水岭。
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