jakiro
Author: Chen Jian Jason, independent researcher Source: 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My logic is not necessarily accurate. For your reference, it is also clear. Welcome to discuss and exchange.
First we have to understandBinance is now playing a Web3 wallet with OK，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。
Binance’s anxiety allows it to win this battle in the web3 wallet, which is the highest priority of Binance’s current strategic.
Because of this, the logic of many people is that Binance has to win through RATS spot, but this is exactly the opposite.
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Does it mean to suck blood on the right hand?
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CEXWill it be placed in the disadvantaged but the highest priority Dex?How do you choose?
So this is why I think that Binance has always been stressed that the pressure is not on the spot of RATS. Perhaps it can be waited for the web3 wallet to compete with OK or even occupy an advantage.Binance is not afraid of being blood -sucking himself, and he will consider going online.
Please note that there are no investment suggestions and support or Fud emotions in this article. Only objective analysis logic is objective. What I say is not necessarily right.
