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Is the bottoming point for Plasma corresponding to Ena 0.2 approaching? Not quite, but very close.

Laolu
@Luyaoyuan1
09-30
Plasma 对应的模板可能更像 Ethena,公募前一轮只有 几十M的估值(Echo 那轮一样估值),VC 赔率好的一级项目真的不需要那么贵,300M 以上的新项目投VC轮真不如买 ETH。 早期加速阶段 Ethena 23年12月到24年中,TVL 0-3.6b Plasma 25年9月 TVL 0-7B 10月 7B-? 中期成长阶段
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