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    31 Mar, 2025
    項目內核》加密協議如何處理收入和現金流？
    news

    這篇文章深入探討了加密貨幣市場流動性逐漸枯竭的現象，並分析了專案如何透過可持續的收入模式來提升生存機率。從穩定幣供應量的變化到加密專案的不同發展階段，結合傳統市場經驗，探討如何建立長遠價值。本文源自 Saurabh Deshpande 所著文章，由 Luffy，Foresight News 整理、編譯及撰稿。 （前情提要：觀點》加密市場投資的最佳策略：關注敘事先機而非現金流 ） （背景補充：MCP（Model Context Protocol）模型上下文協議：加密AI的數位連結器 ）   最近，我將穩定幣供應量作為衡量流動性的一個指標，再綜合考慮市場中的代幣數量，希望算出每項資產的流動性。不出所料，流動性最終趨近於零，而根據分析結果繪製的圖表堪稱一件 「藝術品」。 2021 年 3 月，每個加密貨幣約能享受到價值 180 萬美元的穩定幣流動性，而到了 2025 年 3 月，這一數位僅為 5500 美元。 作為一個專案，你要與其他 4000 萬個代幣競爭使用者和投資者的注意力，三年前這個數位還只有 500 萬。那麼，如何留住代幣持有者呢？你可以嘗試建立社群，讓成員在 Discord 上說 「GM」，再搞點空投活動。 但然後呢？一旦他們拿到代幣，就會轉戰下一個 Discord 群組去說 「GM」。

    Continue Reading項目內核》加密協議如何處理收入和現金流？

    31 Mar, 2025
    韓國為何是全球最瘋加密貨幣的市場之一？
    news

    放眼全球加密貨幣市場，論瘋狂程度，恐怕鮮有市場能與韓國投資者相提並論。他們屢次推高本土交易所的幣價，甚至催生出 「泡菜溢價」 這一獨特現象 —— 同樣的比特幣，在韓國卻往往比全球市場貴上 3～5 個百分點。 （前情提要：Google Play下架韓國17家「未註冊海外交易所」KuCoin、MEXC、CoinW..皆被封殺 ） （背景補充：韓國將BitMEX、KuCoin等5家未註冊VASP「海外交易所」列為制裁對象，台灣會跟進嗎？ ）   今年 2 月 3 日，受川普關稅戰擔憂影響，韓國比特幣 「泡菜溢價」 在凌晨 2 點時飆升至 9.7%，創下了自 2024 年 4 月以來的 10 個月新高。泡菜溢價通常在牛市期間上漲，但在恐慌性拋售期間也可能激增，這是由於韓國交易所的拋售壓力低於全球市場所致。 在韓國投資者更加偏愛的山寨幣市場，這種溢價則更加瘋狂。去年 7 月，AVAIL 代幣在韓國加密交易所 Bithumb 的上市當天飆升 1,300％，與其它多數其他中心化交易所的漲幅相差較大，溢價最多時超 200%。 韓國金融研究院研究員白妍珠在一篇題為《韓國虛擬資產市場與哄擡價格現象研究》的論文中指出：「韓國全球十大虛擬資產以外的資產交易比重較高，容易成為價格操縱的物件」。而這些被操縱的投資者，像極了 Netflix 熱播韓劇《魷魚遊戲》中的玩家

    Continue Reading韓國為何是全球最瘋加密貨幣的市場之一？

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