为什么币安一直没有上线rats现货？
作者：陈剑Jason，独立研究员 来源：X，@jason_chen998
最近各种小道和大道消息大家应该也都看到了，一直不断在说币安要上线rats，尤其是在上周最猛，但最后也只是搞了一个联合活动而已，我之前已经在小饭桌里面和大家分享过币安没有上线rats的逻辑，但思考很久还是把它公开聊出来，之前没有公开聊的原因是毕竟有很大的持币群体，担心可能会产生不必要的影响，但我只分享我的逻辑并不一定准确，供大家参考，兼听则明，欢迎探讨交流。
首先我们要明白币安现在是在和ok打一场web3钱包的仗，无论是高额薪资挖人，还是大量的营销活动，以及我实际个人体验这两家钱包的感受，都能看出来币安在web3钱包是落后ok很大差距的。
币安的焦虑感使得它必须要在web3钱包打赢这场仗，这是币安现在的战略最高优先级。
也正因如此，很多人的逻辑是，币安要通过上rats现货来打赢，但这恰恰是相反。
想象一下，如果你是何一，这个时候你有两个选择，CEX里上rats现货，你的好处是能够获得一个有很大社区币种的交易费，但是把这个好处放在刚才说的整个战略的优先级，这是坏处，因为你现在想要的是让更多的人去使用你尚不成熟的web3钱包，让大家在里面去交易，如果你左手在CEX里面上线了现货，是否就意味着把右手的DEX给吸血了？
为了一个币种的交易费去牺牲了web3钱包的活跃度，站到整个集团战略上，这是失败的， rats这样拥有巨大流量的币种，你会放在已经非常强势占据行业领先地位的CEX里，还是会放在处在劣势但又是最高优先级的DEX里？你是何一你怎么选？
所以这就是我认为币安一直顶住压力不上rats现货的原因，也许等到web3钱包已经可以和ok抗衡甚至占据优势。币安不惧怕自己吸血自己，会考虑上线。
请注意本文无任何投资建议与支持或fud情绪，仅客观分析逻辑，我说的不一定对。
Author Jian Chen, an independent researcher, has seen all kinds of gossip and avenue news recently, and everyone should have seen it all the time. Especially last week, it was the fiercest, but in the end, it was just a joint activity. I have shared with you the logic that Qian An didn't go online before, but after thinking about it for a long time, I didn't talk about it publicly before. The reason is that after all, there are a lot of currency holders who are worried that it may have unnecessary influence, but I only share my logic. It must be accurate for your reference, and you are welcome to discuss and communicate. First of all, we must understand that Coin An is now fighting a wallet battle. Whether it is a high salary, a lot of marketing activities, or my personal experience of these two wallets, I can see that Coin An is lagging behind the wallet, and its anxiety makes it necessary to win this battle in the wallet. This is the highest strategic priority of Coin An now, which is why many people's logic is that Coin An should win through the spot. This is just the opposite. Imagine if you have two options at this time. Your advantage is that you can get a transaction fee with a large community currency, but it is a disadvantage to put this benefit at the priority of the whole strategy just mentioned, because what you want now is to let more people use your immature wallet and let everyone trade in it. If your left hand goes online in it, does it mean that your right hand is bloodsucked and sacrificed for the transaction fee of a currency? In view of the activity of wallet, it is a failure to stand on the strategy of the whole group. Will you put the currency with huge flow in the one that is already very strong and occupies the leading position in the industry, or will you put it in the one that is at a disadvantage but at the highest priority? So, I think this is the reason why the currency security has been resisting the pressure and can't be on the spot. Maybe when the wallet can compete or even dominate, the currency security is not afraid of sucking blood, and it will consider going online. Please note that there is no investment advice or support or only objective analysis logic in this article. What I said is not necessarily right. 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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