XAI 破新高：Layer3 赛道的潜力与可复制性
作者：陈剑Jason，独立研究员 来源：X，@jason_chen998
我之前曾经在XAI 0.5的时候聊过我买它的逻辑，并且重仓，今天很高兴看到XAI破新高到1.55了，我认为这个逻辑还是很重要并且有可被复制性，所以单独再拿出来把它聊透。
XAI我当时买的原因主要有3个，其中第3个最重要：
1. 游戏赛道我长期看好，具体原因我曾经在去年11月公开分享过长推可复习，而公链又是我最喜欢和擅长的领域。
2. 4块钱的OP和2块钱的ARB是Layer2双巨头的很大上涨阻力，XAI作为ARB的Layer3可以承接上涨的需求外溢。
3. 如果以上两点是让我产生了买的想法，这一点直接决定了我重仓的意愿，因为XAI和ARB都在“说谎”。不论是XAI在币安的官方介绍还是各种对外宣传，都说XAI是ARB的第一条Layer3，我印象非常深刻XAI刚上线的宣传文章还只是说它是第一个游戏Layer3，即前面还有游戏二字的修饰词，但随后将修饰词也去了，但其实熟悉整个Layer2和吃透ARB的人会清楚，并不是，早在XAI之前就有几个基于ARB发行的Layer3，但当XAI上线后前几个生的儿子都不认了，只认XAI是第一个亲儿子，当一个人开始“指鹿为马”睁眼说瞎话时，说明背后会有足够大的利益和意愿去让他愿意说谎，就像是朱棣篡位后为了让后人认可他的正当性从而励精图治做好皇帝，XAI我相信不论是给ARB的发链能力打标杆，还是为了以涨服人去维护第一这个正当性去让价格表现好看，所以人家都做到这份上了，我不重仓也太对不起这“良苦用心”了。
另外随着XAI下周将开启质押，并且不断的暗示会学习Celestia和Eigenlayer，相信对价格应该也会有一个还不错的维护情况。
最后我为什么说这个逻辑是可以复用的呢，就是在于如果你对于Layer2和ARB没有吃透，不去大量的泡社区跟进动向，不了解整个发展历史，则只能get到前两个原因，ARB的第一个Layer3也只会认为是一个先发优势而已，不会去Get到第三点这大量水下的意味与信号，所以做研究和投资想从鱼头吃到鱼尾，敢重仓的前提，一定是对某个赛道和项目花足够多的时间，足够到可以Get到一些细枝末节但却又非常重要的信号。
Author Jian Chen Independent Researcher Source When I was there before, I talked about the logic of buying it and held a heavy position. Today, I am very happy to see that it has reached a new high. I think this logic is still very important and reproducible, so I will take it out separately to talk about it. There are mainly one of the reasons why I bought it at that time. I have long been optimistic about the specific reasons. Last month, I publicly shared the long push for review, and the public chain is my favorite and good at it. The money and the money are two giants. If the above two points make me want to buy, this directly determines my willingness to take up a heavy position, because both of them are lying, whether in the official introduction of the currency security or in various external publicity. The first publicity article I just launched is very impressive, but it just says that it is the first game, that is, there is a modifier of the word game in front, but then the modifier is also removed, but in fact, people who are familiar with the whole and thoroughly understand it will know that it is not early. Before, there were several sons who were based on distribution, but when they went online, they didn't recognize them as the first son. When a person began to point out that he was lying, it showed that there would be enough interests and willingness to make him willing to lie. Just like Zhu Di usurped the throne, he made great efforts to be a good emperor in order to let future generations recognize his legitimacy. I believe that no matter whether it was to set a benchmark for his hair chain ability or to convince people to maintain the legitimacy of being the first, people would make the price look good. I'm so sorry for this. In addition, with the pledge to be opened next week and the constant hints that I will learn and believe that there should be a good maintenance situation for the price, why do I say that this logic can be reused in the end is that if you don't understand the whole development history, you can only get to the first of the first two reasons, and you will only think it is a first-Mover advantage, but you won't go to the third point. There are a lot of underwater meanings and signals, so the premise of doing research and investment from fish head to fish tail must be to spend enough time on a track and project to get some trivial but very important signals. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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