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Forrest2026-06-19 10:57
牛市靠叙事定价，熊市靠现金流定价。
CoinRank Messari 2026 Crypto Theses: Why Speculation Is No Longer Enough (Part 1) -
Messari’s 2026 Crypto Theses reveal a shift from speculation to system-level integration, highlighting L1 valuation risks, AI agents, DePIN revenue, and equity perpetuals.
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