ChainCatcher 消息，Coinbase 研究负责人 David Duong 表示，当前数字资产金库（DAT）已进入“玩家对玩家”竞争阶段，早期稀缺溢价消退，市场对执行力和差异化要求提升。
BTC 专属 DAT 持有量已超 100 万枚，占流通量约 5 %；ETH 专属 DAT 持有量约 490 万枚，价值约 213 亿美元，占流通量逾 4 %。MicroStrategy 等早期参与者曾获净资产溢价，但随着竞争加剧及监管约束，溢价已收窄。
ChainCatcher 消息，Coinbase 研究负责人 David Duong 表示，当前数字资产金库（DAT）已进入“玩家对玩家”竞争阶段，早期稀缺溢价消退，市场对执行力和差异化要求提升。
BTC 专属 DAT 持有量已超 100 万枚，占流通量约 5 %；ETH 专属 DAT 持有量约 490 万枚，价值约 213 亿美元，占流通量逾 4 %。MicroStrategy 等早期参与者曾获净资产溢价，但随着竞争加剧及监管约束，溢价已收窄。
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