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歪文
巴西企业在选举期间转向稳定币避险,很容易被看作采用利好。Mercado Bitcoin称,企业账户贡献当日78%的交易量。
反过来想一下,我更在意避险工具的短板:一是换成美元敞口,仍得承担稳定币兑付风险;二是如果需求集中涌入,兑换通道可能承压,这是我的推测。我认可实用价值,但不会把换了风险当成没了风险。

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