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Yuvi.
$COMP 治理代币的价格，能否反映协议经营改善？需要把代币走势与借贷余额、净收入和治理后的价值分配分开看，单纯反弹并不证明业务复苏。宏观利率变化也会改变借贷需求与抵押品风险。若收入连续改善且代币权益清晰，折价才有修复依据；若业务和价值捕获仍弱，我不会只因跌多而看多。
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