“1011内幕巨鲸”代理人:美股代币化或成美国化债唯一现实路径并利好ETH和RWA

ETH2,66%
RWA1,81%

Odaily星球日报讯 “1011 内幕巨鲸”代理人 Garrett Jin 在 X 平台发文表示,在去美元化背景下,延长债务周期以帮助美国解决债务问题似乎不切实际,将美股代币化以推动稳定币需求,是美国为其日益增长的债务进行再融资的主要可行路径,贝莱德推动 RWA 的举措说明了这一点,背景是美国债务持续累积。自 2025 年以来市场流传着所谓“海湖庄园协议”的传闻,但该协议从未正式签署或实施,其核心思想是减轻 36 万亿美元的美国联邦债务负担,现实情况是美国债务持续上升,去美元化并未放缓,瑞典、丹麦和印度等国均在减持美国国债,如果美国想以新债还旧债,唯一现实的路径是发行更多稳定币,将新的全球资本引入美国国债。为实现大规模操作,解决方案是 RWA,即将美国股票上链。将价值 68 万亿美元的美国股票代币化将大幅提升稳定币需求,间接吸收债务压力,这就是为什么与美国权力中心紧密相连的贝莱德正积极推动 RWA 和链上股票交易。在此背景下,ETH 会因现实需要而成为全球资本市场的结算层,2026 年将是“RWA 之年”。

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Articoli correlati

贝莱德向某 CEX 转入 567 枚 BTC 和 22,657 枚 ETH,总价值超 9400 万美元

Gate News 消息,3 月 17 日,据 Onchain Lens 监测,资产管理机构贝莱德(BlackRock)向某 CEX 存入 567 枚 BTC,价值约 4178 万美元,同时转入 22,657 枚 ETH,价值约 5240 万美元,两笔转账总价值超过 9400 万美元。

GateNews56m fa

Bitmine Buys 60,999 ETH, Boosts Treasury to $11.5B

Bitmine purchased 60,999 ETH this week, raising total holdings to 4.59M ETH worth about $11.5B. Around 3.04M ETH is staked across its validators, generating about $180M in annualized rewards. The firm is nearing its 5% ETH supply target while expanding validator and equity investments. Bit

CryptoFrontNews1h fa

韓國警方擬制定隱私幣扣押指引,近五年查扣虛擬資產估值達 545 億韓元

韓國警察廳正在制定新的虛擬資產扣押管理指引,首次納入對隱私幣的處理。新的規範將明確軟體錢包管理,應對虛擬資產保管漏洞,提高執法效率。警方計劃選定民間託管機構,專家建議建立集中化的公共託管機制,以降低風險。此次改革亦因近期比特幣失竊事件所促,使管理系統向數位資產時代轉型。

区块客1h fa
Commento
0/400
Nessun commento