Brett Winton: https://t.co/wy829RtH7C 引用来自@wintonARK 的推文： BNB 价格为 8 美元的论点 coinbase 和 binance 之间的利润率是衡量未来现金流的更好指标（因为交易量统计数据是可操纵的），而 BNB 的索赔率约为 20%。 在可比季度（2Q21），币安的隐含利润似乎是 Coinbase 的 1.25 倍。 twitter.com/wintonARK/stat…

Quoted tweet from @wintonARK:

Argument for BNB at $8

The profit ratio between coinbase and binance is the better measure of future cashflow (since exchange volume statistics are manipulable) and BNB is a ~20% claim.

In comparable quarters (2Q21) Binance’s implied profit seems to be 1.25x that of Coinbase. twitter.com/wintonARK/stat…