ChainCatcher 消息,加密资产管理公司 CoinShares 研究主管 James Butterfill 发布报告表示,数字资产财库公司(DAT)泡沫已基本破裂,2025 年夏季部分以市值净资产价值(mNAV)3 至 10 倍价格交易的公司,如今已回落至约 1 倍或更低水平,这一曾将代币金库视作增长引擎的交易模式经历了剧烈回调。未来这些公司的走势取决于市场行为:要么价格下跌引发无序抛售,要么企业维持持仓并等待反弹,如果宏观环境改善,以及 12 月可能降息,这将对加密货币形成支撑。
ChainCatcher 消息,加密资产管理公司 CoinShares 研究主管 James Butterfill 发布报告表示,数字资产财库公司(DAT)泡沫已基本破裂,2025 年夏季部分以市值净资产价值(mNAV)3 至 10 倍价格交易的公司,如今已回落至约 1 倍或更低水平,这一曾将代币金库视作增长引擎的交易模式经历了剧烈回调。未来这些公司的走势取决于市场行为:要么价格下跌引发无序抛售,要么企业维持持仓并等待反弹,如果宏观环境改善,以及 12 月可能降息,这将对加密货币形成支撑。
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