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粒七湾
$DOT 当下头部公链赛道不再是统一涨跌的行情，内部分化越来越明显。SOL弹性最强、活跃度最高；AVAX、ADA、DOT走势偏稳重修复。
赛道资金目前是选择性布局，不再无脑抱团所有公链。活跃度高、生态更新频繁的标的，资金留存度更好；长期沉寂的老牌公链修复速度明显更慢。
存量市场环境下，这种结构性分化会成为常态，强弱差距会随着时间继续拉开。#SK海力士Q3财报在即，HBM4能否提振盈利？
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