Coinbase 研究主管:加密财库的技术需求将在短期内为市场提供支撑

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金色财经报道,Coinbase 研究主管 David Duong 发推表示,我们认为,加密财库的技术需求将在短期内为加密市场提供持续支撑,但 DAT(Digital Asset Treasury)现象已达到一个关键的拐点。我们不再处于过去 6-9 个月的早期采用阶段,但我们也不认为已经接近尾声。相反,我们已经进入了所谓的 PvP 阶段。这是一个竞争阶段,成功越来越取决于执行力、差异化和时机,而不是简单地复制 Strategy 剧本。

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