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观点:加密市场约3700万个代币中不到100个项目与AI、RWA等宏观趋势保持一致

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2025-03-28 07:22:48

加密市场深度分析:如何识别1%的优质项目?



知名加密分析师Miles Deutscher近期在社交媒体发布重磅观点:当前加密市场存在约3700万个代币,但99.9%的项目可能都是"空气币"。这一惊人数据揭示了当前市场的严峻现实。



Deutscher提出了7大核心筛选标准来识别真正有价值的项目:



1. 团队实力:拥有经验丰富的核心团队

2. 代币经济:项目方对自家代币保持长期看涨态度(净买入多于净卖出)

3. 商业模式:具备清晰的盈利模式和可持续性路线图

4. 市场契合:已找到真实的产品市场契合点或明确路径

5. 执行能力:无论市场牛熊都能持续交付成果

6. 竞争壁垒:建立真正的技术或生态护城河

7. 趋势把握:与AI、RWA、稳定币等宏观趋势保持一致



根据这些严格标准,Deutscher估计当前市场中可能不足100个项目真正符合长期投资价值。



对投资者的影响:

1. 需要投入更多时间进行项目尽调

2. 必须提高识别"空气项目"的能力

3. 长期价值投资策略变得更为重要

4. 行业将加速优胜劣汰,优质项目将获得更多资金青睐

5. 投资者教育需求显著增加

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