PANews 12月18日消息,Arca首席投资官Jeff Dorman表示,比特币作为投资标的与区块链生态系统的整体增长之间仍存在显著脱节。稳定币、现实资产代币化(RWA)和DeFi领域快速增长,但华尔街及金融科技领域的讨论更多集中在如何利用稳定币和RWA实现发行和费用收取,而非投资本身。与此同时,大多数投资者的注意力仍然集中在比特币上,这导致华尔街对代币价值的研究和讨论较少。尽管部分机构已开始涉足代币研究,如Cantor Fitzgerald关于部分代币的报告,但整体上代币投资尚未成为主流,相关销售和推广工作也未见起色。
许多新投资者误以为投资比特币即可抓住区块链增长机会,然而比特币与去中心化金融、稳定币及RWA等区块链领域的增长并无直接关联。尽管如此,比特币依然主导着资金流向和价格走势。目前尚不清楚这一现状何时会发生改变,但投资者普遍倾向于在价格回调时入场,而忽略了区块链其他领域的潜在价值。
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