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
Ethereum ETFs See Fourth Consecutive Day of Inflows
Spot Ethereum ETFs have seen four consecutive days of inflows, indicating increased institutional confidence. BlackRock's iShares Ethereum Trust leads with significant inflows, while Fidelity's fund faces outflows, highlighting investor preferences and the growing acceptance of Ethereum in traditional finance.
CryptoFrontNews2m fa
Bitmine Buys 5,000 ETH From Ethereum Foundation in Deal
Ethereum Foundation sold 5,000 ETH to Bitmine at $2,042.96 per coin in a $10.38M OTC transaction.
Proceeds will fund Ethereum research, ecosystem development, and community grant programs.
Bitmine continues expanding its ETH treasury, which now holds over 4.53M ETH worth about $9B.
The Eth
CryptoFrontNews1h fa
Wintermute CEO：将继续持有 ETH，支持以太坊长期愿景
Wintermute CEO Evgeny Gaevoy 对以太坊基金会使命宣言表示更多抨击而非庆祝，认为其能维持密码朋克梦想，短期内对以太坊价格影响有限，长期看目标实现情况。他会为了文化和 Meme继续持有ETH。
GateNews3h fa
分析师：贝莱德单独推出质押型以太坊 ETF 旨在规避惩罚性减值风险
贝莱德质押型以太坊ETF在上市两天内吸引了约4600万美元资金，持有现货ETH并通过CEX质押70%-95%的ETH。投资者可每月获得约82%的质押收益，剩余收益归贝莱德和服务商。该基金不复利设计吸引大额投资者，贝莱德选择独立推出质押ETF以规避风险。
GateNews4h fa
MoonPay 为 AI 代理工具引入原生硬件签名支持
MoonPay 于 3 月 15 日宣布为其 AI 代理工具引入硬件签名支持，允许在多条区块链执行交易策略，用户需通过 Ledger 设备确认交易，确保私钥安全。
GateNews4h fa
