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Bifrost与其他:收入真相
Bifrost创始人Lurpis最近分享了一个敏锐的观察🧵
Story Protocol的市值是Bifrost的318倍,但其24小时收入仅占Bifrost的0.6%。
这种估值与收入之间的不匹配非常明显——所以我们来仔细看看:
👉收入与估值
📌 Bifrost (BNC)
- 总价值: $80.76M
- 24小时收入:$3,716
- 年化费用:$10.03M
- 市值: $5.36M
- FDV: $8.62M
📌 故事协议
- 市值: $1.7B
- 24小时收入: $23
→ 这占Bifrost收入的0.62%
→ 但价值高出318倍
Lurpis 还将 Bifrost 与其他大品牌进行了比较——相同的模式:
- Metis: 5.95% 收入,20倍上限
- Starknet: 13.35% 收入,95倍市值
- zkSync: 52.15% 收入,85倍市值
- Mantle: 150%的收入,但估值高出8700%
💡 Bifrost 正在赚钱。价格只是还没有跟上。
#Bifrost #story #zksync