Post
broshao
我先看增长能否换来收入。热度抬高预期，赔率未必更好。
DeepSeek Harness披露，11月4日官方API用户日活达154万。我认为这利好AI应用需求，但不能直接算成AI代币的利好，调用量和代币价值之间还缺一环。
我的推测是，如果付费留存跟上，增长才值得高看；否则只凭用户数给代币加估值，不划算。面对这类增长消息，你更看重胜率还是赔率？
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