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Maelstrom Fund:Flare FDV目前是Chainlink的23%,但“可能被低估”

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2024-05-12 02:42:57
由Arthur Hayes家族办公室运营的加密货币投资基金Maelstrom Fund表示,Chainlink(LINK)的竞争对手Flare(FLR)目前“可能被低估”。Maelstrom Fund认为,FLR完全摊薄后估值(FDV)目前约为Chainlink的23%,项目集成度不到基于以太坊(ETH)的Chainlink所拥有的项目集成度的10%,但与Pyth Network等其他预言机提供商不同,Flare可以构建自己的原生生态系统,Chainlink延迟和高吞吐量用例的适用性还有很多不足,Pyth在跨用例的普遍适用性方面留下了很多空白Flare 将上述功能与L1功能相结合的方法赋予其独特的定位。如果Flare达到Chainlink完全稀释估值的50%,FLR代币可能会上涨约2.2倍,如果达到75%,则能会上涨3.3倍。
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