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Yuvi.
$ONDO，代币化资产赛道在利率事件前会怎样被定价？市场对短端和长端利率的预期会影响传统收益资产的吸引力，也影响链上代币化产品的相对优势。若机构采用与产品规模持续增长，赛道价值不只来自利率交易；若收益率上行而采用停滞，我会下调增长溢价。
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