最近关注链上美股的人越来越多了,优点该说的都说完了,杰尼君还是来提示一下风险,毕竟还是新兴市场,风险如下: 1. “一键冻结”风险(Centralization): Ondo 和 xStocks 的合约里都有Blacklist(黑名单)功能。 如果 SEC 下令,或者黑客攻击,发行方可以随时冻结你钱包里的股票代币。 2. 脱锚与滑点(De-peg & Slippage): 券商里的 NVDA 永远等于 NVDA。 但链上的 NVDA 只是一个追踪价格的 Token。如果链上流动性枯竭,或者预言机(Oracle)报价延迟,你可能会遇到 100 U 的股票,只能卖出 95 U 的情况。 3. 承兑商跑路(Counterparty Risk): 你的真金白银是给了底层的“托管商”。 虽然有审计,但如果底层托管行倒闭(参考 FTX 挪用),你手里的 Token 可能会变成一张无法兑现的废纸。 总结:链上美股可能还处于起步阶段,适合做波段、做对冲、玩套利, 但如果你想把股票传给孙子,还是老老实实去开个富途/老虎吧。
用 @grok + @ChatGPTapp + @GeminiApp 做了个交叉验证,整理了《链上美股 (DeFi) vs 传统券商 (TradFi)》。 以前我一直以为链上股票是没有现金分红的——结果发现并非如此: @OndoFinance → 自动把分红滚进本金,走总回报模式。 @xStocksFi → 直接 Rebase/空投新代币,数量越来越多。 山寨的空间又要被压缩了,兄弟你觉得山寨季还会来嘛?🤣
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