web3: 外媒:Robinhood链上代币化股票交易放量
Decrypt
07-27 20:33
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Robinhood Chain 上代币化股票交易量近期显著增长,RWA 规模接近 2500 万美元,市场关注 Robinhood 财报表态。
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外媒称,Robinhood Chain 在 7 月初上线后,最初更多由迷因币交易带动,但近几周链上代币化股票开始明显放量。多只代币化美股的日成交额已升至 50 万美元以上,其中 5 只超过 100 万美元,GameStop、英伟达和 SpaceX 暂居前列。

代币化股票成交放大

报道提到,GameStop 目前日成交额约为 2660 万美元,英伟达约为 1400 万美元,SpaceX 约为 640 万美元。除头部标的外,已有十余只代币化股票进入较稳定的活跃交易区间。

从代币化资产整体看,Robinhood Chain 上已有超过 100 项资产完成代币化,RWA 总价值接近 2500 万美元。相关日交易量也从约 500 万美元升至约 6000 万美元,成为近期增长较快的板块之一。

链上活跃度同步上升

除代币化股票外,Robinhood Chain 的整体链上数据也在走高。报道显示,该链总锁仓价值自 7 月中旬以来大致增长至原先的 3 倍,达到约 3.12 亿美元。

同期,这条链的 DEX 日交易量已超过 6 亿美元,30 天内累计交易笔数超过 1.38 亿笔。按这一口径看,Robinhood Chain 已进入当前加密市场中更活跃的网络之列。

财报周成观察点

文章认为,这组数据出现的时间点较为敏感,因为 Robinhood 将在本周发布财报。市场接下来关注的,不只是链上数据本身,还包括管理层是否会在与分析师的沟通中,把代币化股票和 RWA 业务作为重点叙事。

报道提到,Robinhood 首席执行官 Vlad Tenev 近来持续为这条链造势。若公司在财报电话会上进一步强调代币化资产进展,相关业务可能成为其向股东解释链上基础设施投入的重要依据。

不过,这篇文章同时带有明显观点属性。其核心判断是,市场或许尚未完全把这部分增长计入 Robinhood 股价表现,而财报表态可能成为下一步观察窗口。

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