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Su Ye, partner of ArkStream Capital: We are at the beginning of a long-term bull market

今天下午，BlockArk & ArkStream Capital联合Odaily星球日报共同举办「Bull Cycle of Long Run方兴未艾——ArkStream Capital品牌发布会」。 ArkStream Capital合伙人宿冶表示，BlockArk子品牌ArkStream Capital发布契机是，我们处在长周期牛市的开端，ArkStream Capital可以将传统金融的专业经验带到加密金融，提供更加专业化的服务。 他解释说，互联网行业在2000年泡沫破灭后，随着商业模式的完善和落地场景的增加，互联网迎来了长达20年的牛市。类比互联网发展，加密市场在2020年之后也进入了长周期牛市。这轮长周期牛市有三大特征：一是Token估值模型的变化，从通过故事驱动的信心盘，发展成为通过产品、用户、TVL为指标进行估值；二是一级市场持续火热，大量的创新项目涌现并获得融资；三是人才、资金的不可逆正流入，代表案例是特斯拉、NBA等圈外流量的进入。宿冶提醒，长周期牛市并不意味着市场不会下跌、回调，只是很难再见到两年的长熊。 点击“原文链接”可观看直播>>>
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