然而事实是,大部分 layer2 却选择了进行商业叙事级别的叠杠杆套娃,走 Stack 战略拉同盟,共享组件牵入 layer3 应用链,还有 Rollup as a Service、DA as a Service、甚至 AVS as a Service 等等。这些乍一看能无限放大 layer2 商业和叙事想象空间的策略,都只能更长期叠加市场的预期杠杆,在扩大应用生态和赋能币价等方面并不能立竿见影。
Investment advisors including Wall Street giants Goldman Sachs and Morgan Stanley were among the biggest holders of spot ETFs as of June 30 as clients amped up their crypto allocations to a total of $4.7 billion.
South Korean pension fund, National Pension Service (NPS), has bought MicroStrategy (MSTR) shares worth nearly $34 million in the second quarter of this year, according to filings made public earlier this week.
The latest price moves in bitcoin (BTC) and crypto markets in context for Aug. 16, 2024. First Mover is CoinDesk’s daily newsletter that contextualizes the latest actions in the crypto markets.