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我认为拉里专注于代际变革，我觉得他的描述方式是
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稳定的
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稳定币是代币化的第一个证明。
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稳定币与代币化没有区别，它只是代币化的美元
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很快还会有
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港币、韩元和日元。
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这是代币化的首个案例，如果你能编程某样东西，
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即时
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结算，这东西恰好是现金，这可以改变金融服务和
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资金
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的流动方式。
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第二点，在某种程度上，这为眼下即将到来的事做了练习，
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那就是所有资产的代币化。
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他在达沃斯展示了一系列关于金融未来的幻灯片。
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其中一张说代币化将改变世界，以太坊是
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通向代币化的收费公路，这是幻灯片顶部的引用。
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我认为撇开价格差异不谈，
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从未有过一个时期，信号如此明朗，表明许多资产
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的代币化正到来。
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我给你五个过去几周的证明点。
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纽约证券交易所转为24小时代币化，纳斯达克也转为24小时。
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DTCC表示他们能使抵押品无纸化，代币化，并允许
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人们分批移动，
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每次15分钟。
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就在本周早些时候迈阿密的这栋楼和共识大会上，你听到
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有人看好买下了Quinity。
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这里没有人听说过Quinity。
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Quinity是2900只上市股票的枯燥过户代理，包括Chainlink。
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他们会以模拟形式持有账簿，会支付你的股息。
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这不是玩笑，这是一个极其看涨的信号，说明有一家本土加密公司
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拥有上市股票，
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相信他们能更好、更快地将2900只股票代币化，
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并大大加快链上处理，不需一家家公司慢慢来。
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这是一个大胆的声明。
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当这发生时，稳定币正在增长，代币化就在眼前，
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逐步
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实现代币化功能。
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你将开始看到这些资产进入去中心化金融（DeFi）。
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所以你可以借贷的不仅是稳定币和加密货币，还有特斯拉股票
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和ETF。
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我认为拉里更专注于市场结构的变化，因为
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最终
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这对积极参与的机构是极其正面的，
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对投资者而言，则在风险与回报上极其正面。
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所以我认为他少关注迈克尔·塞勒，更关注接下来
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未来十年会发生什么，他想引领这个趋势。
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And I think Larry's more focused on that market structure change, because
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ultimately
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it's going to be incredibly positive for institutions who lean in and
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incredibly positive
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for investors in terms of risk and return.
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So I think he's less focused on Michael Saylor, more focused on what is going
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to happen over
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the next 10 years, and he wants to lead.
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I think Larry is focused on generational change, and I think the way he's
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described it is stable
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coins is the first proof point for tokenization.
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Stable coins are not different than tokenization, it's just tokenized dollars
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and soon to be
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Hong Kong dollars and Korean Wan and Yan.
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It is the first proof case for tokenization that if you can program something,
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settle
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it instantly, it happens to be cash, that can change how financial services and
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money is
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moved.
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The second thing is in some ways that's practice for what's coming right now,
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and that is tokenization
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of all assets.
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He in Davos had a series of slides talking about the future of finance.
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One of the slides was tokenization is going to change the world, and Ethereum
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is the toll
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road to tokenization, that's the quote from the top of the slide.
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And I think you're seeing put aside price divergence.
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There's never been a period of time where the signals are clear that token
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ization of
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many assets are coming.
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I'll give you five proof points from the last several weeks.
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New York Stock Exchange going 24/7 on tokenization, NASDAQ going 24/7.
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The DTCC saying they can dematerialize collateral, tokenize it, and allow
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people to move it in
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while it's 15 minutes at a time.
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And in this building here in Miami and Consensus earlier this week, you heard
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that bullish is
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buying a quinity.
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No one in this building had heard about a quinity.
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Quinity is the boring transfer agent for 2,900 public equities, including sharp
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link.
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They will hold a ledger in analog form, they will pay your dividends.
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This is a no pun intended, a massively bullish signal that you have a crypto
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native company
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with public stock who believes they can do a better job, quickly tokenizing 2,
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900 public
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equities, and bring it on chain much faster than going one company at a time.
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It is a bold statement.
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And when that happens, stable coins are growing, tokenization is right in front
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of us, step
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function tokenization.
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You'll start seeing some of these assets make their way into DeFi.
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So you can borrow and land not just stable coins and crypto, but Tesla stock
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and an ETF.
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And I think Larry's more focused on that market structure change, because
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ultimately
2:24
it's going to be incredibly positive for institutions who lean in and
2:27
incredibly positive
2:29
for investors in terms of risk and return.
2:31
So I think he's less focused on Michael Saylor, more focused on what is going
2:36
to happen over
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the next 10 years, and he wants to lead.
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