稳定币让很多第三世界国家没有美元银行账户的人轻松拥有了美元转账账户,实现了真实的跨国汇款和支付需求。而美股代币化和美股永续合约让无美股账户的人可以简易kyc或者无kyc获得美元敞口,长期投资优质股权,这种投资需求不是meme这种垃圾pvp资产,只是基于短期造富效应的博弈需求。而能实现这种交易需求的平台也会迎来类似tether的级别利润增量 $BTC $HYPE $BNB
加密行业目前的三个主要功能:资产发行,资产交易,稳定币。 稳定币走出了tether这种年度利润150亿美元,利润率99%,价值5000亿美元的公司。原因是usdt真实改变了全球跨国转账的格局,而不是仅局限于在币圈内部定价使用。 资产发行目前全部是发行用于pvp的垃圾资产,纯叙事逻辑。 资产交易目前主要是类似bnb和hype这样的抽水。当前主要是基于加密本身交易垃圾资产。btc的现货和合约交易增量不大了,且被ibit和cboe cme的期货交易抢走了很大的份额。 接下来加密行业最大的价值增量应该来自美股代币化和美股永续合约,让全世界无法拥有美股账户的人可以自由在链上或者cex内简易kyc交易美股现货与合约。而这是可以媲美稳定币usdt级别的真实利润来源。 押注这个增量,会产生10倍-100倍的机会。 $BTC $HYPE $BNB
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