From a user experience perspective, Liquid's is significantly worse than Based's. Genius and O1's user experiences aren't much better either. To unlock market capitalization potential, Based still needs to step up. However, based on the currently released token economics documentation, I can only say that too many tokens have been given to the Ethena community.
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诺诺Dylan
@c_dylanber
很久没有做项目跟进了，这几天准备讲讲三件套：liquid、ostium、tradexyz
@liquidtrading 最近说火的话推上说的人不少
说不火的话确实交易量不太行，差不多是这个赛道龙头based的5分之一
预估年收入为1.82m，based的预估收入为5.59m，大概是三分之一多一点
但是based在polymarket上的估值如下：
Sector:
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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