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[lastpost] => 2763353 稳定币的下一战：稳定币网络的巨头之争（转） 1757175847 caoch
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当前离线
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从6月初诸葛喊单到现在，ETH从2500涨到了7月底的3900，甚至到了新高4956说实话，这一波起飞比我预期的更猛、也更快，导致我的仓位其实也才3成，而且后面3000多的迟迟不敢进场，担心追高。2 E5 ]/ j( ?0 @( ]4 G$ d
一直蹉跎到了现在，最近一周，我重新梳理了一下ETH的情况，才意识到：这一波上涨的逻辑，可能跟上一轮周期不一样。8 b/ W( [, e; t7 [) {5 Y
这一轮上涨，核心原因是：
: _4 G; v9 H9 B0 ~1 hETH因为去中心化程度最高，已经从以前的公链概念，过渡到了web3金融生态的底层工具，成了华尔街投资机构的储备型资产。
. n' ^( s* Z0 b! m& {8 z% \$ v自从21年公链竞争的元年以来，ETH一直稳居公链市值第一。所以一直到上周，我都是在用公链的逻辑在看待ETH。虽然6月开始进入ETH领涨的阶段，但因为BTC新高有限，所以我一直不敢在ETH下重注，总觉得它的上涨空间也有限。
& y0 X; U# t4 }: }, V7 t" B事实上，如果从公链的角度看ETH，它的表现确实不尽如人意。这两年，它的质押收益没有显著提升；它的转账gas费一直居高不下，导致dYdX等明星项目外迁;甚至，它完全错过了去年的meme币狂欢盛宴……9 m2 S- d& m: J/ ~3 b
从公链角度来说，跟新星solana相比，它这两年的表现可以说是失败。
/ }$ Y0 y+ F7 z; u# Q+ c% t! n但万万没想到，ETH作为共识最广、金融结算属性最强的公链，跟上了今年的主流叙事。* t/ ? n; r6 i
片面的来说，《GENUS 法案》成功立法，今年是稳定币元年。Circle、Paxos 等稳定币发行方的最新资产配置中，WETH 占比已升至 6.7% 。同时，灰度、VanEck 等机构加速推进以太坊现货 ETF 产品筹备。" t# R! y4 o; k& V/ P" W$ {
华尔街投资机构对ETH的战略储备，这个资金量级，跟之前一些小公司的小打小闹，完全不是一个量级。
, F. C, w% }- Y7 c; f6 E& t* Y+ ?更全面一点来说，今年的几个主流叙事分别是：稳定币、RWA、股票代币化、ETF获批。
" ?7 b/ f1 z |2 |$ Q巧合的是，这4条叙事线，ETH个个不落。这可能就是占据先发优势的底层公链的底蕴，或者说智能合约给ETH带来的持续性红利。
: w" w" A6 L0 l. q3 g# r3 _2 w2 D) ]从结算层来说，ETH的应用基本是其他公链不可替代的。$ x/ X( X+ Q7 X' u
RWA层面，当前链上发行的 RWA 总量超 40 亿美元，其中逾七成发生在以太坊主网及其 L2 网络。" N& I1 b& W# h7 l- O' ^
股票代币化层面，Robinhood 正在开发一个以太坊链上的代币化股票平台；贝莱德尝试在以太坊链上把一只货币基金代币化。
! P" a" O: ^) B3 e7 }" QETF获批层面上，现在预期最高的就是ETH和SOL。交给美国SEC的以太坊 ETF 备案文件里，这次已经加上了质押条款。如果被批，以太坊ETF就不再是阉割版本的了。
$ v* S m) P+ }7 q- p+ x这意味着，ETH以前可能是一个公链，它有solana、BSC、Tron等公链的对手；但这一轮叙事里，ETH在转变成一种支持web3金融生态的底层设施，目前没有对手。
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 13326 小时
本月在线: 25 小时
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 200 小时
本月在线: 9 小时
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卧槽这波机构真他妈狠啊，早知道3000多就该梭哈的，现在涨到快五千才反应过来，草 |
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当前离线
经验:
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总在线: 19221 小时
本月在线: 24 小时
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