押注华尔街RWA首选区块链，Peter Thiel大举投资以太坊

Group 1 - Billionaire investor Peter Thiel is betting on Ethereum becoming the preferred platform for Real World Assets (RWA) on Wall Street, with his investment firm significantly investing in Ethereum-related assets [1] - Ethereum's price surged 15% recently, reaching a four-year high, and has increased over 250% since its low in April [1][2] - Thiel's investment logic is based on the potential for Ethereum to serve as an alternative channel for settling traditional financial assets, which could lead to increased network activity and benefits for its native token [1][2] Group 2 - Unlike Bitcoin, Ethereum has no hard supply cap and is increasingly used for transactions on its platform, which is an open-source platform for developers to build and operate applications [2] - The market for RWAs, which could reach $16 trillion by 2030, is being transformed by blockchain technology, linking traditional financial assets with real-world assets [2] - Ethereum's transaction activity has exceeded $1.2 trillion this year, a significant increase from $960 billion in the same period last year, primarily involving stablecoins like Tether and USDC [2] Group 3 - Major asset management firms like BlackRock and Franklin Templeton have launched tokenized money market funds on the Ethereum network, indicating institutional interest [4] - Apollo Global Management has also issued a diversified credit securitization fund through Ethereum, further showcasing the platform's growing adoption in traditional finance [4] Group 4 - There are concerns regarding the sustainability of Ethereum's adoption in the financial industry, as traditional financial giants are developing their own private blockchain platforms [3] - Some transaction activities on Ethereum may not stem from genuine financial demand, raising questions about the authenticity of network data [3] - The recent price surge of Ethereum may reflect speculative behavior rather than a true endorsement of its future potential [5]