买币
合约交易Bitwise分析师：即使1%-5%传统证券市场实现代币化也可释放数万亿美元价值，但早期过度押注单一项目存在风险
BlockBeats 消息，7 月 9 日，Bitwise 分析师表示，Bitwise 首席投资官 Matt Hougan 和研究主管 Ryan Rasmussen 在周二晚间的客户报告中指出，将股票、债券等现实世界资产通过区块链进行代币化的趋势正在迎来关键转折点。
Matt Hougan 表示：「我对代币化一直持双重看法，一方面这似乎是必然趋势——股票交易至今仍限定在工作日早 9 点半至下午 4 点进行，这显然不合时宜。但尽管看似必然，我常认为我们可能过早介入这一领域。只需看看从场内交易转向电子交易花了多长时间就明白了。」
虽然全面实现链上证券交易可能还需十年时间，但 Bitwise 认为 Robinhood 和 Tradeweb 等主要机构的动作表明势头正在形成。Hougan 指出，即便只有 1%-5% 的传统证券市场实现代币化，也将释放数万亿美元价值，远超包括比特币在内的任何其他加密用例。
在投资策略方面，Hougan 和 Rasmussen 认为，投资以太坊、Solana、XRP 和 Chainlink 等头部公链和基础设施项目是参与这一趋势「最显而易见」的方式。他们指出，虽然目前以太坊在代币化领域领先，但竞争格局仍很开放，过度押注单一项目存在风险。「如果过早判断通证化趋势却押错标的将十分遗憾。」报告建议可搭配投资 Robinhood、Coinbase 和 Circle 等可能受益的股票作为补充策略。
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