最近这几天okx、mnt和BNB都在拉盘但是路线是完全不一样的，比较有意思的是MNT，Bybit否认是平台币，但做的全是平台币的事，什么打新、交易、合约都给用上了。花这么大力气去推，野心显然就不止这些，看了一下，核心关键词就是RWA、支付这些。这些赛道又是下一轮的焦点，用交易所赋能，用RWA和支付作为MNT将来的增长点。不是平台币，但亲儿子没跑了。 ...

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]