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Apexxx.
看到这条,我有点上一轮的熟悉感:产品上新,总容易被读成新周期的信号。OKX将于11月6日起陆续上线XLV、EIDO和EWZS三种USDT结算的TradFi永续合约。这次扩展的不是币种列表,而是传统金融标的的交易入口。
我的判断是,产品边界拓宽有意义,但不能直接算成币圈增量资金的利好。对想接触不同市场的用户,多了同一结算方式下的选择,切换成本可能降低;但多几个合约,并不等于多一批用户,资金也可能只是在不同标的间轮动。再说,标的换了,永续合约的杠杆和清算风险可没消失。
我会把它放在行业扩展交易场景这条线上看,接下来更想观察实际流动性和持续需求,不急着给周期下结论。

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