For $CRV , I’d rather view it as a mid-to-long-term spot opportunity.
$NEAR rose from $1.5 to $4.5, ENA from $0.07 to $0.22, and UNI from $2 to $10. Many people aren’t without opportunities—they just tend to wait until the market starts moving upward before they begin researching again.
In my view, the biggest attraction of CRV isn’t that it has “fallen a lot,” but that it has already gone through 1,553 trading days of market testing, and Curve has become an important component of DeFi liquidity infrastructure.
More importantly, today’s Curve is no longer comparable to its early days. Protocol revenue, stablecoin business, buybacks, and the value-capture mechanism of veCRV all provide more direct fundamental support for the token value of $CRV .
Therefore, I’m watching CRV not because it once crashed as badly as it did, but because a DeFi blue-chip that has been validated by years of market testing is worth paying attention to—especially if fundamentals continue to improve while valuation remains relatively low. If, going forward, fundamentals, liquidity conditions, and the market cycle form a resonance, I believe there’s significant upside potential over the next 8–12 months.#QNT上涨39% #SEC称回购与升级不必然使代币成证券
$NEAR rose from $1.5 to $4.5, ENA from $0.07 to $0.22, and UNI from $2 to $10. Many people aren’t without opportunities—they just tend to wait until the market starts moving upward before they begin researching again.
In my view, the biggest attraction of CRV isn’t that it has “fallen a lot,” but that it has already gone through 1,553 trading days of market testing, and Curve has become an important component of DeFi liquidity infrastructure.
More importantly, today’s Curve is no longer comparable to its early days. Protocol revenue, stablecoin business, buybacks, and the value-capture mechanism of veCRV all provide more direct fundamental support for the token value of $CRV .
Therefore, I’m watching CRV not because it once crashed as badly as it did, but because a DeFi blue-chip that has been validated by years of market testing is worth paying attention to—especially if fundamentals continue to improve while valuation remains relatively low. If, going forward, fundamentals, liquidity conditions, and the market cycle form a resonance, I believe there’s significant upside potential over the next 8–12 months.#QNT上涨39% #SEC称回购与升级不必然使代币成证券