Истинная ценность Ripple XRP: Джефф Дорман говорит, что это всего лишь социальная шумиха, а не реальная полезность

cryptonews.ruPublished on 2022-06-06Last updated on 2025-05-06

  • Криптоинвестор отметил, что XRP сохраняет ценность за счет социального капитала, а не полезности или финансовых показателей.
  • Криптоинвестор отметил, что XRP сохраняет ценность финансового актива, а не полезности или финансовых показателей.Ripple markets XRP as institutional tech, but real usage remains minimal and speculative.
  • XRP рассматривается как дорогостоящая ставка на будущую полезность, основанную на лояльности к бренду и ажиотаже в сообществе.

По словам криптоинвестора Джеффа Дормана, XRP — это «безумно переоцененный актив», вся ценность которого основана на социальном капитале, а не на фундаментальной полезности или финансовых показателях. «Поскольку нет финансовой ценности, нет и полезности, это на 100% просто социальная ценность», — заявил Дорман во время недавнего обсуждения на YouTube.

Несмотря на свою критическую оценку, Дорман признает, что социальный капитал не следует игнорировать как драйвер стоимости. Проводя параллели между XRP и GameStop, он указывает, что оба использовали сильную поддержку сообщества и узнаваемость бренда для создания возможностей в отсутствие традиционных основ.

Дорман утверждает, что XRP не бесполезен

«Оно не бесполезно. Я не могу определить, сколько оно стоит, но оно не бесполезно, потому что по сути это просто очень, очень дорогой опцион на то, чем оно может стать в будущем, исходя из того факта, что оно приобрело эту социальную ценность», — объяснил Дорман.

Ripple удалось позиционировать себя как синоним институционального внедрения технологии блокчейна: генеральный директор Брэд Гарлингхаус и его команда продолжают продвигать XRP как решение для институционального финансирования и трансграничных платежей, даже несмотря на то, что реальное использование XRP для этих целей остается минимальным.

Дорман сравнивает подход Ripple со стратегией «притворяйся, пока не станет правдой», предполагая, что наличие достаточной веры рынка и капитала потенциально создаст в конечном итоге реальную полезность.

По теме:Прогноз цены XRP на 7 мая: удержится ли поддержка на уровне $2,10 на фоне медвежьего тренда?

Для инвесторов это делает XRP особенно сложным для оценки. Обычные показатели не учитывают причину, по которой XRP так ценен сегодня, но полное исключение социальной ценности может означать игнорирование реального класса активов.

Дорман признался, что лично он избегает инвестирования, основанного на социальной ценности, «потому что не может понять, сколько это стоит», однако он по-прежнему признает это законным типом ценности.

Поскольку XRP выдержал свой ценовой путь через спекуляции ETF и регуляторные новости, участники рынка столкнулись с фундаментальным вопросом: сможет ли Ripple конвертировать свой значительный социальный капитал в устойчивую финансовую ценность. Если да, то ранние последователи могут быть оправданы. Если нет, то оценка XRP в конечном итоге может подвергнуться жесткой проверке реальностью с учетом фактической полезности и цифр принятия.

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