从 $SPK 看 $KMNO 共通性和潜在机会: * 都是DeFi TVL排名前几的项目,都有大几十亿美元的TVL * 代币赋能都相对较弱,无回购无销毁无质押分红 * 项目都有真实收益,甚至 $KMNO 收益数据更好 * 都是基于借贷的协议 * $SPK 亲爹是 $MKR 以太坊借贷龙头, $KMNO 是Solana借贷龙一 * 都上了币安&OKX现货 * 都只有1个多亿的MC 比较大的唯一区别是—— $KMNO 在去年从30M拉到了300M 后面跌回70M,聚集了一些套牢盘; $SPK 一直都在30M-40M徘徊,无套牢盘,但是目前这个情况,这样拉车还是不轻的。
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