是,也不是。增長必須伴隨著一個計劃,以便這種增長有朝一日轉化為收入。 💯 同意 AJ 大多數協議都無法進行回購——如果只是因為他們仍在使用他們的代幣作為融資來源。一隻手回購另一隻手賣出是愚蠢的!
A.J. Warner
A.J. Warner2025年8月7日
Hot take: This constant push by investors (retail and institutional alike) for early stage protocols to conduct buybacks is one of the biggest mistakes our industry is making. We need protocols to be prioritizing growth. No startup whether centralized or decentralized can afford to not prioritize growth. It is better to do it with revenues than token inflation.
我想說,許多項目都遭受了“好產品,壞生意”的困擾,目前尚不清楚它們將如何向投資者返還現金。穩定幣和鏈是這一類別中的大罪犯,但 DeFi 協議總體上往往缺乏明確的計劃 發展計劃≠商業計劃
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