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很多人缺乏在深熊中逆向思考的能力。当 K 线惨烈、FUD 情绪漫天时,你更应该去关注底层的开发者活跃度。去翻翻 XAI 的 GitHub 提交记录,去看看他们为 Unity 和 Unreal 引擎开发的 SDK 更新频率。在那些散户看不到的地方,底层代码的砖块正在以极高的速度垒起。这些 SDK 将极大降低传统游戏开发者的上链门槛。当基础设施完善到“拖拽即可上链”的程度时,生态的爆发只是一个时间问题。聪明钱永远是在寒冬里布局基建,在狂热中抛售资产。你选择站在哪一边?
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