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    10 Mar, 2025
    被低估的 Solana DeFi 背後：高收益質押與借貸協議間的「生態內耗」如何破？
    news

    MEME 熱潮退去後，Solana 鏈上交易量斷崖式下跌超 90%；驗證者節點 7%-8% 的質押收益率如同黑洞般吸走流動性，借貸協議在收益率壓制下舉步維艱。 （前情提要：富蘭克林坦伯頓：Solana DeFi 代幣被嚴重低估，價值回歸指日可待 ） （背景補充：評論》Solana 短期崩盤，是終結還是新開始？ ）   傳統金融巨頭 Franklin Templeton 近日釋出一份關於 Solana DeFi 生態的調查報告，報告指出，儘管 Solana 的 DeFi 業務在交易量增速和協議收入上遠超以太坊，但其相關代幣市值卻被嚴重低估。資料顯示，2024 年 Solana 頂級 DeFi 專案平均增速高達 2446%（以太坊僅為 150%），市值收入比僅為 4.6 倍（以太坊 18.1 倍），相比之下儼然是價值窪地。 然而，當市場將目光投向 Solana DEX 交易量佔據全網 53%

    Continue Reading被低估的 Solana DeFi 背後：高收益質押與借貸協議間的「生態內耗」如何破？

    10 Mar, 2025
    台積電失守千元！專家帥過頭：台積概念宅「神話破滅一定跌」能賣就賣
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    台積電宣布赴美投資 1000 億美元之後，房市專家示警，「台積概念宅」未來難再現過去榮景，屆時會有大量人才外流至美國。 （前情提要：美國海關扣比特幣礦機「誤認華為射頻」喊台積電觸禁令，現已全面放行將利好礦企） （背景補充：川普喊終止520億美元晶片法案補貼：不想給台積電一毛錢…）   護 國神山台積電今日開盤後再走低，終場失守千元大關，每股收 998 台幣，創下五個月新低。儘管該公司今日公布 2 月合併營收 2,600 億 9000 萬元，年增 43.1%，創歷史同期新高，但由於相較 1 月月減 11.3%，讓市場憂心短期成長動能趨緩。 轉趨悲觀的市場氛圍，在台股投資論壇上開始有網友喊出：「950 叫我」、「8 字頭再說」，甚至直言「今年不排除跌到 800」。 其實，每年 2 月營收因工作天數較少，通常較 1 月衰退，但今年市場對台積電的疑慮不僅限於短期財報數字，更關注其全球布局策略、美國建廠進度，以及資本支出計畫，這些都將影響股價未來走勢。 台積電赴美房市恐變盤？ 另外隨著台積電宣布赴美投資 1000 億美元，市場開始擔憂「台積電概念宅」是否能持續上漲？知名投資客「帥過頭」近日就警告，台積電赴美建 6 座晶圓廠、2 座封測廠、1 座研發中心，一定會從台灣調派人力過去。 他補充說一個台積電廠可以帶動下遊 8000 個工作機會，屆時台灣人才移去美國的數量會比想像中多的多，需求下降的背景下，十年內房價跌個三成是合理的。

    Continue Reading台積電失守千元！專家帥過頭：台積概念宅「神話破滅一定跌」能賣就賣

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