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← @oragnes

$CC

BEARISH2026-09-28
Price around the call
↓ 2026-09-28
By horizonMaturing · ~3 trading days to go
1d
✓ -2.1%
5d
✓ -0.6%
21d
…
Original post
比特币橙子Trader · 2026-09-28

谁是下一个 QNT ?(大家一起来寻宝) 相信 QNT 这波很多人没上车,没关系,我们来寻找下一个QNT。 从这一波暴涨可以看出,资金开始追谁能把银行存款、证券、抵押品、清算系统真正接起来。 说白了,我们要找的是已经摸进 DTCC、银行、Swift 这些核心系统,但币价还没完成重估的基础设施。 重新筛完以后,我现在重点盯 5 个: $CC 、 ethereum:0x514910771af9ca656af840dff83e8264ecf986ca 、 xdce-crowd-sale:native 、 ethereum:0x467719ad09025fcc6cf6f8311755809d45a5e5f3 、 stellar:native 。 CC 最硬,DTCC 今年 7 月已经跑过真实生产交易,国债 Repo、股票、证券借贷、抵押品和保证金都上过链,10 月 Tokenization Service 还要正式上线。 DTCC 托管资产超过 114 万亿美元,Canton 已经被列进它的多链 Tokenization Service,更关键的是 CC 的网络费用会直接 Burn,机构用量和 Token 之间至少有一条看得见的传导链。 LINK 是另一种玩法。DTCC 的 Collateral AppChain 已经确定接入 Chainlink CRE 和数据标准,负责价格、估值、资产移动、自动化编排。 以后几万亿美元的抵押品如果真的开始 24/7 跨市场流动,Chainlink 想吃的就是这层“金融系统中间件”。 XLM 也已经拿到 DTCC 明牌,DTC Tokenized Assets 计划 2027 年上半年接入 Stellar。 赔率更大的是 XDC 和 AXL。 XDC 现在还停留在差一个大机构背书的阶段,但 SBI 已经拿它在日本做 KYB

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