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alexzuo🫡
@alexzuo4
Investment & Custody VP
@Cobo_Global
,Smart Wallet+AI, BTC FoF, ex-VC Formation Group, PreAngel Fund
Joined February 2021
1.6K
Following
4.9K
Followers
alexzuo🫡
@alexzuo4
2025.03.26 05:54
今年香港区块链周,会搞个闭门研讨会,拉二十多个传统支付公司老总,探讨怎么做稳定币业务转型。传统支付业务利润率已经跌破bps,交易额几十/几百亿美金,只能赚十万分之几,用区块链解决出入金,跨境,以及做一些生息场景,还是有很大吸引力。大概也能一定程度解释右图,为啥市场市值跌,而u还在继续发行。做境外支付的公司,被客户带着半推半就入了场,政府角度也开始亮一些绿灯,甚至连稳定币结算回流如何做税收补贴都开始有人研究。解决点真实需求和场景比瞎build强的多。
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