分析师:交易量一旦退潮,“币股”概念Meme币激励机制或将失效
PANews 9月9日消息,DeFi研究员Ignas发文表示,当前“币股”概念Meme币叙事本质上依赖交易量和手续费收入,一旦交易量萎缩,分红与回购资金将随之减少,持有激励减弱,最终可能引发抛售。 Ignas指出,Coinbase 2021年第四季度交易量为5470亿美元,一年后降至1450亿美元,下降约74%;而Meme币交易量未来可能下降95%。目前Uniswap交易量也已出现缓慢下滑。
Analyst: once volume ebbs, 'stock meme' incentive mechanics may break
PANews on Sep 9: DeFi researcher Ignas argues the stock-meme narrative fundamentally depends on volume and fee revenue — when volume shrinks, dividends and buyback funding shrink with it, weakening hold incentives and potentially triggering selling. He notes Coinbase's Q4 2021 volume of $547 billion fell 74% to $145 billion a year later; meme trading volumes could fall 95%, and Uniswap volume is already slowly declining.