高俊杰ㅤ
Feed
Feed
$BTC Who's laughing?
$BTC Who's crying?
Old Xu's strategy has always been long-term and consistently emphasizes compliance. Now that tokenization of US stocks is advancing and there are continuous new developments in RWA tokenization, if OKX really goes public in the US later, I boldly predict:
1. After OKX is listed, OKX stock and OKB are very unlikely to conflict with each other; they might even form some kind of combination leveraging the attributes of RWA.
2. OKB itself plays the role of on-chain Gas/ecosystem token, but in the future, through base pools/liquidity pools, it could increase OKX's indirect shareholding or equity mapping.
3. In other words, after OKX is listed, the OKB base pool is very likely to no longer be just an ordinary liquidity pool but will include components of OKX stock assets. The rise and fall of OKB will also be influenced by the performance of OKX stock.
4. At this early stage, OKB's price already looks very cheap. Perhaps only after it is deeply bound with OKX will OKB truly take off.
$OKB
The current decline is more of a preemptive pricing based on expectations. By early morning, even if there is a real rate hike, the drop may not be that significant; most likely it will just be a quick dip followed by a rapid rebound. If the rate remains unchanged, it could actually trigger another surge.
Previously, Powell was very firm, like a boss telling you "You will definitely get a raise." But then the boss changed, and the new chair said they would watch the market situation and adjust at any time, more like "We'll talk about a raise after good performance." So most of the market's current expectations are still driven by Powell's old statements. Everyone needs to make independent judgments.
Personally, I think the probability of a rate hike this time is low, and it will most likely remain unchanged tonight. Long positions are already opened; the rest is up to the market.
$BTC $ETH