连连数字:稳定币浪潮中的潜在核心标的

浙商证券
23 Jul

投资要点一句话逻辑:作为持续深耕web3 以及唯一获取VATP 牌照的全球跨境支付服务商龙头,有望在稳定币颠覆全球跨境支付格局的浪潮中脱颖而出。超预期点分析1.超预期点:稳定币正在以前所未有的速度与广度颠覆并重塑全球跨境支付体系与格局;2.超预期驱动因素与机理1)美国方面,以特朗普为首的新领导阶层正在加力加速推进稳定币立法落地,在此带动下,稳定币发行商、加密货币交易所、web3 公司、大型互联网...

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