高盛喊你加仓稳定币，会成为新龙头吗？

Group 1 - The core viewpoint of the article emphasizes skepticism towards flashy financial predictions, particularly those from Goldman Sachs regarding the stablecoin market, suggesting that institutional investors often act contrary to retail expectations [1][2] - The article highlights a financial market principle that good and bad news are often scripted for retail investors, with institutions typically positioning themselves before major announcements [3][5] - It discusses the real dynamics in the stablecoin market, indicating that institutional investors had already capitalized on opportunities before the public was aware, as evidenced by the activity in related stocks [6][8] Group 2 - The article suggests that retail investors can improve their investment strategies by focusing on data rather than just news, advocating for a shift from "trading on news" to "investing based on data" [9] - It points out that understanding the underlying data can help investors avoid significant pitfalls, emphasizing the importance of analyzing institutional inventory and fund flow changes [10][12] - The article concludes that while stablecoins are reshaping financial infrastructure, the key to success lies in understanding the fundamental data rather than chasing trends [10][11]