分析代币商品化趋势与当前算力高需求之间的市场背离现象。
投研分析📅 2026/04/08
#Crypto#低风险#宏观#研究员#美股#行情数据
It was a common talking point that tokens would become a commodity. That’s probably true long term. Currently we are experiencing more demand for compute than supply, so the market forces are pushing in the opposite direction.
