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Crypto陈
先泼点冷水:这事确实有分量,但我觉得市场容易把它读成$XRP的直接利好。Aviva旗下的Aviva Investors与Ripple合作,在XRP账本上推出规模220亿英镑的Sterling Liquidity Fund代币化份额类别,Aviva向新份额类别投入5000万英镑。
我偏向认为,消息对机构采用区块链的意义大于对币价的直接影响。理由有两个:基金总规模不等于上链规模,拿220亿英镑直接算需求,容易高估;份额放在账本上,也不等于机构需要大量持有XRP,技术落地和代币需求之间还隔着实际使用数据。
当然,我也可能看错。如果后续这类份额持续扩容,而且链上交易确实带来可观察的XRP需求,我会改判断。大家站多还是站空?说说你更看重基金规模,还是实际链上使用量。

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