开局一张图,解读解读。 @build_on_bob 的链上钱包地址突破100万。这不只是个漂亮数字,而是用户面 — 应用面 — 资金面三条线同步扩张的信号。 先看资金数据,BOB的TVS≈2.6亿美元,同时它已成为 Hybrid(OP Stack × BTC 原生)路线的代表,朝带工作证明系统的混合型 ZK Rollup演进。 作为用户我们更直观的还有体验,BOB把原生BTC 一键进 DeFi 做成现实,通过与 LayerZero 的 OFT 标准打通多链,减少了用户跨桥与等待成本。才会带来真实留存。 我认为BOB正在把BTC的安全与流动性嫁接到EVM的可组合性上,为主网升级与更多原生桥提供了弹药。 接下来我们要留意的,活跃地址的留存曲线、TVS的结构变化(BTC/稳定币占比)、以及原生 BTC 桥与证明系统的推进。 如果这三项一起走强,至少就能进入一个正循环的起点。 #Cookie @cookiedotfun #BOB
That escalated quickly.
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