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taishiro
taishiro
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ETH plays a role in transaction fees, staking and network security. But there's a catch here too. More activity on Ethereum doesn't necessarily translate into proportional value accruing to ETH, especially as Layer 2 networks make transactions cheaper. For the next decade, I'm more interested in two questions: $BTC: How much global wealth will eventually find its way into Bitcoin? $ETH: How much economic value generated across the Ethereum ecosystem will actually accrue to ETH?
taishiro
taishiro
比特币的总量硬上限为2100万枚,长期的投资逻辑围绕着对有限供应的需求增长展开。随着个人、公司和机构将比特币视为价值储存或国库资产,他们在争夺这有限的供应量。 关键是什么?有限的供应并不保证价格上涨。需求仍然必须存在。 🔵 以太坊是一种实用型资产。 稳定币、去中心化金融(DeFi)和代币化的现实世界资产为以太坊的基础设施创造了需求。

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