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[虚拟币交流] 马云豪掷3个亿上车1 万枚 ETH,是炒作还是截胡赵长鹏?
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9 月 2 日,云锋金融(马云与虞锋系)用约4400 万美元; x8 K( L, K* E: D: z) _4 p. |
购入' S! d5 i! T" {% T1 S
1 万枚 ETH
( [, E" ^# u  x6 P;随即两天币市回调,市场可能看到了数字,看到了情绪,却没看懂马云这步棋的
% ]- f( D4 @  y% N4 G5 n方向感+ [( e( N3 I1 x# s& K

; M' }. g$ N# |" N5 ^一口气看懂马云豪撒4400万美元的核心逻辑7 `3 p5 |0 L4 Z1 P7 d! @4 Y
比特币是金条,ETH 是操作系统。
" b/ _! z# o+ N1 t金条能放仓库,而操作系统能跑业务。7 n/ Q9 u1 F7 f7 o. `1 F. Q& X: S
云锋金融不是散户!它有牌照、有保险、有资管,最缺的其实是“可编程的结算层”。9 n8 f6 s7 ?. m0 i7 A  _$ X
香港正在给有合规路径,有合规资质的公司开绿灯" a0 n( X0 v9 M8 M3 V' A( [: Q" Y4 [3 r
(牌照、稳定币、RWA ,就是CZ两度现身香港的主旨),& L) I7 s% e3 B! H+ Z
马云的目标,是截赵长鹏的胡% m- b* m: h; b2 L( p4 N$ U
5 z+ h" c( v* Y+ B: B- f
香港合规的“话语权之争”:马云 vs 赵长鹏?
  h- e8 Y4 f$ R& j" B我们把时间线拼起来看:
9 S  \5 Y5 R: n- {/ R) D8 月底,赵长鹏两度现身香港高调发声( i8 G! e& C+ m; i5 e
  m$ c3 _  @) \1 c' A$ w3 X' m
9 月初马云系的云锋金融直接豪掷3个亿人民币上车ETH; T2 t1 g# L2 V2 ^
,并同步把技术同盟(蚂蚁数科/Pharos 的 RWA 底座)和合规路径一起亮相。  K. ?! K& `2 S6 X
如果把香港看成5 H/ n' e! X1 G5 J0 v
合规叙事的主战场
/ r% s: H* P$ G: D$ T,就很好分辨CZ和马云各自的打法/ _3 I; I5 Y9 |% j! a% C2 k! }; q
一个是游子归家,来港释放善意、讲愿景,为自己争取政策空间;
; g! V& L8 I& W5 R# r- F一种是产品线打法:& G: h% ?4 F* ]+ p2 ^& T
先把“牌照+资产+技术”三件套拼齐# }" n/ L3 h1 Z2 O5 t4 `
,先争取把话语权从台上挪到账本和产品上。% ?3 X; }# ^. c7 X  \9 C
这也就是我说的,马云是对CZ 的截胡。6 Z- `9 U/ v. x# A
当然,最终马云有没有能力截胡CZ,还得看谁
& S5 p; f2 z; W更快在香港跑出可规模化的 RWA/链上保险/链上基金,并把营收和审计报表摆出来——
% F& I5 P8 L6 r& Z谁先把故事变成现金流,谁就拿到先手。; ~; G: p; ?* S
马云的护城河
, o4 O( n0 T+ p  X- t& v2 g牌照
) E$ O4 V1 t, _% i; L4 k% A: F; T# B:云锋是1 `/ @8 V3 U. F
持牌机构; ~, j0 c* E& {) `; f& V4 @$ [
,在香港做链上金融是“5 T# b2 h9 H' q
合规为先7 t6 F8 A4 F6 q! K& @/ B
”;能从一开始就对接监管与审计。3 ~+ h  _" r( `+ }3 e
这比美国的CZ强太多了( `" y. Y& f/ e  n) J
0 L9 w( X7 B: J, h% X) b" `+ G6 O
支付与跨境清结算
+ V# z6 Z9 p, t# ~' D; ^' U# n  W3 R:跟CZ的币安不同,云锋是能够联合AlipayHK、WorldFirst 等通道与生态伙伴,能把“链上记账 + 法币出入金”做成
. f& l. m; ~8 Y双轨闭环2 c$ D2 l/ U' l- M' R  U
的,这要真做成了,一点都不比币安差(在结算能力上)6 z) L* o4 z$ S0 H8 x" t# o# x
最后一句:要看方向,不要看噪音) y7 Y8 ~, K' _
马云买 1 万枚 ETH,更像是给云锋装上了可编程的金融底座:把传统保险、资管、经纪接到链上,效率、透明度、审计一起升级;把香港的合规窗口变成产品窗口,从试点跑到规模。
& b8 z$ F. Y# @7 M7 |% ?如果你要问这步棋值不值——看清楚:
7 P9 {' b) t  y9 Z) C4 A+ k马云买的不是今天的价格,而是明天的轨道
$ ?( |9 Q. G4 L. B5 K- J% Y" a- n9 B) W5 s0 Y2 p
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2#
马云这波操作有点猛啊,截胡赵长鹏还真是不容易
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3#
马云还是相当的有钱的啦。
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4#
币安好像有个美女合伙人的哦,听说之前是个素人?
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主题回复处广告图案-天策传媒
都是有保险的啊,看起来也是格外火红了啊
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这个币安交易所听说很厉害啊,才创立几年就被称三大交易所了!
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原来这家伙是币安的啊!之前一直在嗨聊看见他来着
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8#
币安啊,没事就别搞他们了。不然让你吃不完兜着走的。
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9#
这个币安是个交易所吧?交易量好吗?信得过吗?
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都说是保险了,那一定得是可靠的
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11#
上的都是保险,你也太给力了吧
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12#
我观望了很久了,这个保险显然是可以有用的
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13#
保险都是好活动啊,那必需是要参加了
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14#
平常我不清楚要怎么下注时,我都会借鉴保险
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保险风险小,所以也是格外受大家欢迎了啊
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16#
要是要说保险要参照谁的话,那必然是楼主的了啊
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17#
保险的举荐通常我都会看看,都是有用的
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:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
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:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
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