稳定币概念下挫 Coinbase(COIN)跌5.11% 知名投资人指标普产业落地定义加密货币新周期

金吾财讯
Yesterday

金吾财讯 | 稳定币概念下挫,PayPal (PYPL) 跌 0.96%,西联汇款 (WU) 跌 0.86%,Visa (V) 跌 2.06%,Klarna Group (KLAR) 跌 2.74%,SoFi Technolo (SOFI) 跌 3.63%,Robinhood (HOOD) 跌 4.33%,Coinbase (COIN) 跌 5.11%,Circle (CRCL) 跌 5.53%,Mega Matrix (MPU) 跌 6.96%。

消息面上,周二,比特币跌破7万美元关口。

知名投资人凯文・奥利里于周一在社交平台 X 发布访谈内容,提出加密行业下一阶段发展重心锚定于标普 500 全行业商业化落地,区块链对上市公司合同、库存、物流的资产代币化蕴藏海量增量空间。其调研交流显示,受访标普成分企业均已有布局区块链管控经营数据的规划,能打通金融、科技、能源等 11 大板块业务的公链,或将成为行业里程碑级标的,但奥利里称现阶段尚未出现符合标准的项目。

Coinbase 此前调研佐证产业落地趋势,近六成财富 500 强企业在推进区块链落地项目,20% 受访高管已将链上建设纳入公司核心长期发展战略。投资布局层面,奥利里长期深耕加密基础设施赛道,持仓覆盖 Circle、Coinbase、Robinhood 等上市平台。在资产配置上,他认为仅配置比特币与以太坊即可覆盖加密市场 97.5% 的行情波动与收益,同时明确两类资产计价逻辑差异,美元稳定币价值锚定美国短期国债储备。

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