infra這種價值發現向來都慢,這一輪更慢,尤其是Succinct 的ZK 根本不是面向用戶,而是最底層的基建。 儘管在整個以太坊技術敘事的趨勢裡,但這個過程註定需要時間。 所以只要熱點不在,或者E衛兵不發力,用戶的感知就真的不強烈,那麼市場對Succinct這樣的項目定價就不友好。 所以,不漲是常態,infra只有被用起來才是價值的起點。
I talked about the ZK track yesterday, and honestly, there isn't much left. I realized I missed Succinct, which is currently the leader in ZK. But when I took a look at the coin price, I fainted; it has been falling all the way down. So, I quickly checked the project's recent updates to recharge my faith. Still, everything is in a pink tone. The project team seems to be continuing their efforts, and various collaborations are still ongoing. Galxe has just announced its migration to the Succinct network. As long as we keep doing the right things, the market will eventually recognize it, right? 😂
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