对RWA的预期

in hive-163341 •  last year 

对RWA的预期，我认为过于乐观。RWA的蓬勃发展，源于美元的强势和美债的高收益率。于是一帮人就在筹划既要美债的收益率，我还要美元的流动性。现在的RWA backed稳定币业务不大，没人管。但可以预见一旦美国国债上链标准化以后，逆回购就会失效。这可不是小事情。权柄旁落哇。

hive-163341 mferc
last year by

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