这两年我最大的变化,就是不太跟着热点乱跑了。 前段时间我看盘,发现又是一堆新叙事:AI、MEME、新L2…… 吵得越凶,我账户越瘦,这时候才反应过来—— 热点天天换,钱却只往少数地方扎堆。 朋友给我看了一眼数据: @SeiNetwork,短短 2 个月,RWA 规模干到 3000 万美金。 原因也简单: 并行 EVM,把交易速度和效率拉满 底层就是按“全球金融结算层”去设计的 所以你现在会看到:BlackRock、Hamilton Lane、Apollo 这些名字,都开始往 Sei 上搬资产,相当于在这条链上盖了一个“机构认可”的章。 我自己的做法很朴素: 吵得最凶的地方,先观望; 真金白银往哪条链走,我就重点盯哪条。 未来已经在链上慢慢成形了,只是还没完全摊开给所有人看。 而 @SeiNetwork,很可能就是那个资金最后汇总的结算中心之一,最近生成上合作的项目也都很棒比如@Kindred_AI和@KAIO_xyz 也值得关注一下
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