BlockBeats 消息，2 月 11 日，Dragonfly 管理合伙人 Haseeb 于 X 发文表示，「我这周听到不少人说，现在的市场情绪比 FTX 崩盘时还要糟糕。不，完全不是一个级别。这只是典型的「近因偏见」。
FTX 的崩盘是整个行业自 Mt. Gox 以来从未经历过的绝望深渊，那是真正的系统性崩溃。当时我们甚至不知道还有什么能幸存下来，更不确定这是否会导致加密行业在全球范围内被事实上封禁。没人知道行业何时才能恢复，甚至有人担心整个行业可能会被迫进入「冬眠」。
比特币价格自 10 月以来下跌了，这确实很难受。但实际上，加密行业的基本面看起来完全没问题。系统经受住了考验。全球监管环境正在明显改善，机构和企业的采用仍在持续推进，预测市场活跃异常，永续合约 DEX 刚刚创下历史最高成交量，稳定币的采用更是处于爆发式增长阶段。需要时间。但我们会没事的。」
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