2. 安全感不是吹出来的，是验出来的 大家最关心的肯定还是安全。 我自己是那种"疑心病"很重的人。 投睿盛之前，我不仅看了他们的审计报告，还特意去查了他们的托管机构。 最让我放心的一点是透 明。收益怎么来的、风控怎么做的，月报里写得明明白白。这种"打开天窗说亮话"的态度，在现在的圈 子里真的属于稀缺资源。 而且，最最最重要的是——提现顺畅。 我不信画饼，我只信落袋为安。到期的收益我都试过提现，速 度和流程都很正规，没有任何卡顿。 3. 圈子很重要 上周跟几个投睿盛比较多的老哥聚了一次。 本来以为会像其他项目聚会一样，大家都在 喊单、吹牛。结果大家聊的全是全球宏观经济、美元降息影响、RWA 赛道前景。 那一刻我就感觉，这 次跟对人了。 在这个市场里，能沉下心来做长周期布局的，基本都是看懂了趋势的聪明钱。跟着聪明 钱走，大概率不会错。 最近大环境确实不太平，我看几个主流群里大家情绪都不高，要么是被套了，要么是拿不住割肉了。这 几天私信问我怎么操作的人不少，其实我现在操作很少，大部分仓位都挪到了睿盛环球那边去做长周期 配置了。 以前大家但我一样，听到"长周期"、"锁仓"这些词就头大，第一反应就是："是不是想圈钱跑 ...

Core Insights - The unprecedented rise of gold prices, surpassing $4000 per ounce, signals growing investor anxiety towards dollar assets, reflecting a shift in wealth dynamics [1][3] - The increasing interest in Real World Asset (RWA) tokenization indicates a search for alternative asset allocations beyond traditional safe havens like gold [1][3] Group 1: Market Dynamics - The surge in gold prices is attributed to rising inflation expectations, geopolitical uncertainties, and deep concerns over U.S. debt, leading to a fracture in trust towards traditional dollar assets [3] - The adoption of stablecoins is expected to facilitate the inflow of trillions of dollars into the dollar, acting as a conduit for traditional capital into the crypto space [3] Group 2: Institutional Involvement - On the same day gold peaked, the crypto market saw significant institutional investment, with a record inflow of $1.19 billion into U.S. spot BTC ETFs, indicating a systematic entry of institutional investors into the market [5] - The launch of innovative financial products, such as structured protection ETFs and tokenization technology ETFs, reflects traditional finance's endorsement of the RWA sector [5][10] Group 3: RWA Tokenization - RWA tokens convert stable cash-flow assets like gold, government bonds, and real estate into blockchain-based tokens, addressing the volatility of native crypto assets and providing stable returns [7] - Companies like Prenetics are exemplifying RWA thinking by combining traditional business revenues with crypto asset reserves, showcasing the integration of traditional and digital asset strategies [8] Group 4: Future Outlook - The current moment is critical for investors to focus on the RWA sector, as the anticipated approval of tokenization technology ETFs and ongoing investments from major players like BlackRock could lead to a qualitative leap in liquidity and recognition [10] - The decentralized exchange XBIT is positioned as a key platform for trading RWA, emphasizing transparency and user control, which are essential for high-trust asset transactions [10]

Group 1 - Bitcoin has surged past $116,500 with a 48% increase in 24-hour trading volume, indicating strong market momentum [2] - Whale addresses have accumulated over 23,000 BTC in the past week, with institutional holdings reaching a yearly high [2] - The derivatives market has seen open interest surpassing $38 billion, with market sentiment entering the "extreme greed" zone [2] Group 2 - The approval of the first batch of virtual asset spot ETFs by the Hong Kong Securities and Futures Commission marks a significant regulatory development [3] - Ethereum Layer 2 total locked value has exceeded $45 billion, reflecting growing interest in scaling solutions [3] - AI and blockchain project financing in Q2 has increased by 215% quarter-over-quarter, indicating a surge in innovation [3] Group 3 - Historical data suggests a three-phase bull market progression: Bitcoin's initial surge, followed by mainstream coins, and finally an explosion of quality altcoins [3] - Current market selection criteria for alpha projects include a market cap between $1-5 billion, daily trading volume above $30 million, real revenue scenarios, and institutional holdings exceeding 15% [3] Group 4 - DHP is highlighted as a standout project in the Real World Asset (RWA) sector, with a unique value proposition and strong community engagement [3] - The project has achieved a 67% repurchase rate for physical products and has integrated with 12 DEXs and 8 DeFi protocols [3] - The first round of node subscription is set from July 12 to July 22, with a projected annual return of 20% and a static payback period of approximately 8 months [3] Group 5 - The market outlook suggests that with the onset of Federal Reserve easing, the crypto market is entering an optimal configuration period not seen in three years [4] - DHP's dual-driven model of "physical + digital" is expected to facilitate significant growth in the upcoming bull market [4] - Investors are advised to closely monitor the first round of node subscriptions starting July 12 for early participation benefits [4]