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简单说一下ENS的逻辑：1.行业龙头，垄断地位；2.一次性释放，没有通胀，没有后续抛压；3.ETH基金会孵化产物，血统纯正，只要ETH还在，未来项目收入就是持续、稳定的；4.web3.0最重要基础设施之一，基本面看目前处于风口；5.真实用户目前并不多，膨胀空间巨大