Create a framework with key metrics: Metric Optimism Arbitrum zkSync TPS ~2,000 ~4,000 ~10,000 Gas Fee (USD) $0.5–$2 $0.1–$1 $0.05–$0.5 Confirmation Time 5–10 mins 1–5 mins 1–3 mins Balance performance and compatibility: zkSync has top TPS but limited EVM compatibility; Arbitrum balances both. Long-term competitiveness depends on: Ecosystem growth (e.g., number of DeFi apps); Upgrade plans (e.g., Arbitrum’s Stylus for faster execution); Cross-chain interoperability (e.g., bridges to Ethereum).
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TVL-token price divergence doesn’t always mean undervaluation—fake TVL or unsustainable TVL growth could be the cause. To distinguish: 1) Check TVL composition—if growth comes from low-value, high-volume transactions (e.g., wash trading) or incentivized liquidity (e.g., high APYs), it’s likely “watered.” 2) Analyze token utility—if TVL grows but the token has no revenue share or governance power, price won’t follow. 3) Compare to peers—if similar projects have 3-5x price gains for 5x TVL growth, this project may be undervalued. If TVL growth relies on short-term incentives (e.g., bonus tokens), the price will stay flat until organic demand emerges. Investors should prioritize projects with TVL tied to real usage, not just incentives.
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Lock-up and unlock rules directly impact liquidity—extended lock-ups restrict access to tokens, affecting short-term 资金安排. Participants should align 资金使用 plans with unlock schedules: allocate funds for other uses during lock-ups, and plan for potential sell-offs or reinvestments post-unlock. Note vesting cliffs (e.g., 20% unlocked at T+6 months, then monthly) to avoid liquidity gaps, and factor in market conditions when deciding to hold or sell after 解锁.
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