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Kalshi 和 Polymarket 都在以 20B 估值進行新一輪融資。
這樣下去不會有好結果。
別誤會,我很喜歡預測市場。這真的是加密貨幣中最好的應用案例之一,我對這兩個團隊都非常尊重。
但一輪又一輪的加價,每次都比上一次更脫離現實,而輪次之間的差距越來越短。
我們都知道這會怎麼結束:以瘋狂的估值進行首次公開募股,從第一天起就開始流血,散戶扛著籃子。
我們能不能,至少這一次,不要再重蹈覆轍?