Theairresearch 发布 BEM 投资论点长文Theairresearch Publishes BEM Investment Thesis
Theairresearch 发布 BEM 投资论点总结，认为 BEM 长期价值取决于 TapeOut 能否成长为对代币产生真实需求的生态。文中列出技术与生态两大驱动：TapeOut 正从链上逻辑电路扩展到 DeWEB、TapeAPI、TapeSend 等方向，其看点在于把电路、容器、DeWEB、服务与金融原语组合成一个可组合的生态。Theairresearch published a summary of BEM's investment thesis, arguing that BEM's long-term value depends on whether TapeOut can grow into an ecosystem that generates real demand for the token. It lists technology and ecosystem as the two drivers: TapeOut is expanding from on-chain logic circuits into DeWEB, TapeAPI, TapeSend and other directions, with the promise of combining circuits, Containers, DeWEB, services and financial primitives into one composable ecosystem.
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- @Theairresearch
The most exciting part of TapeOut isn't just the growing number of projects. It's the possibility of turning circuits, Containers, DeWEB, services, and financial primitives into one composable ecosystem. The next big leap may be infrastructure that makes every layer easier to build on, verify, and
- @Theairresearch
## Summary of BEM’s Investment Thesis Core thesis: BEM’s long-term value depends on whether TapeOut can develop into an ecosystem that generates real demand for the token. ### Three Key Drivers 1. Technology: TapeOut is expanding from on-chain logic circuits into DeWEB, TapeAPI, TapeSend, and oth