Workflow
RWA赛道
icon
Search documents
当黄金破顶,聪明资金正转向何处 XBIT指向RWA代币
Sou Hu Cai Jing· 2025-10-09 11:27
10月8日,当纽约期金价格有史以来首次突破每盎司4000美元大关时,传统的金融市场拉响了一声刺耳的警报。FolioBeyond的分析师Dean Smith一 针见血地指出,这并非单纯的商品上涨,它深刻反映出投资者对美元资产的不安情绪日益加剧。在这场关乎未来财富格局的重新锚定中,XBIT平 台数据显示,寻求替代性资产配置的用户活跃度显著提升,嗅觉敏锐的聪明资金,已然发现了比黄金更具想象力的新边疆——现实世界资产代币 化,即RWA代币。 警报拉响:传统避险逻辑的失效与资本的焦虑 黄金的史诗级上涨,是一个不容忽视的宏观信号。它意味着,在通胀预期回升、地缘政治不确定性以及对美国债务问题的深层担忧共同作用下, 投资者对传统美元资产的信任正在产生裂痕。这种信任裂痕,正如Dean Smith所言,"需要数年时间才能解决",而资本从不坐以待毙。在XBIT去 中心化交易所的资产流向分析中,我们观察到,与实物资产锚定概念的代币近期关注度持续升温,这表明部分前沿投资者已在积极布局 beyond 黄 金的避险方案。 RWA:连接两个世界的价值桥梁与未来基石 那么,RWA代币究竟有何魅力,能够吸引如此多的关注?它的核心价值在于,将黄金 ...
比特币突破11.6万美金历史新高,DHP生态价值迎来爆发拐点
Sou Hu Cai Jing· 2025-07-11 06:47
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]