高盛:相比Circle更看好Robinhood,稳定币颠覆传统金融言之尚早

Odaily
Aug 20

Odaily星球日报讯 高盛分析师 Will Nance 和 James Yaro 在最新报告中指出,与法定货币挂钩的稳定币是否会增长至数万亿美元规模并逐步侵蚀传统金融服务产业,仍有待观察。稳定币对支付服务(包括消费者信用卡生态系统)构成的“威胁有限”,当前整体表现不佳反而创造了买入机会,Visa万事达不仅不是竞争对手,反而“很可能在消费者端的大规模稳定币支付推广中扮演重要角色”。因此,尽管 Circle 在今年完成轰动性 IPO 后估值攀升,但高盛更看好 Robinhood 在加密货币领域的持续创新能力。(Investopedia)

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