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有個項目的質押收益結構很有意思——7-10%的APR完全來自協議費而不是代幣增發,這意味著收益的可持續性更強。今年的增長數據也不錯,YTD同比增長316%,已經有瑞士鐵路和BSI這樣的真實企業客戶在生產環境中使用其DKG技術。
更值得關注的是估值差異。這個項目當前市值才1.99億美元,而某頭部數據索引項目的市值卻高達25億美元,差距之大不太合理。尤其是考慮到企業級應用的落地深度,似乎被市場嚴重低估了。另外生態中已有20%的供應量被鎖定在質押中產生收益,這說明持幣者對長期價值還是有信心的。