不FOMO的分析 今日分析 $LSK
—— 老公链的复活 以太坊 L2 叙事重定价标的
LSK 没有传统 VC 领投模式,它是老牌公链,在 2016 年通过 ICO 融资发行代币。ICO 资金没有交给风投,而是由 基金会 + 核心团队自主管理,模式类似早期 Ethereum / Waves / NEO。
简单的说就是LSK 没有大规模 VC 股票式持仓
2016–2022
Lisk 主打 侧链 + JavaScript SDK,定位“让 Web 开发者轻松做 DApp”。但随着 EVM + Solidity + L2 主导叙事,Lisk 路线被边缘化。
2023–2025
@LiskHQ 宣布迁移到以太坊生态,使用 OP Stack 加入 Superchain。与 Optimism / Base / Mode / Zora 等实现可组合性。
→ 从“老公链” → 变为有身份的以太坊 L2,迎来 价值重估机会。
以上也是为什么最近很多老牌公链上涨的结论,多部分都在转型的周期,相信在这个周期内还会跑出来更多出色的项目,也能同时筛选出团队真的有在发展的。
#Layer2 #LSK #Base
6.09K
15
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.

