Su Ye, partner of ArkStream Capital: We are at the beginning of a long-term bull market
2021-04-22 06:59
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。
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