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云间客卿
$FIL 服务型代币的估值困局:代币是消费服务的门票。
用户要的是服务,不是币。付费之后,服务商大多立刻变现覆盖成本。
订单增加=流水增加,也等于抛压增加。
质押只能延缓抛压,无法从根源解决。
只有形成生态内自发囤币结算、锁币需求持续大于解锁抛压,这个悖论才有机会打破。

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