Opened the App and checked social, saw many people played it yesterday.
Just a reminder:
Don't get carried away, the risk is high. 🤣
These contracts related to OpenAI, SpaceX, Anthropic are essentially not stocks, and you don't actually acquire equity.
They are more like a contract product settled in U, referencing valuation expectations of unlisted companies, market sentiment, and platform pricing mechanisms.
They rise quickly, and they also fall quickly.
If you truly want long-term allocation, wait until they are officially listed in the future, then assess based on valuation, liquidity, financial reports, and growth quality.
Only then is it suitable for a long-term layout.
Sometimes I also wonder:
Is tokenized US equities really a hard demand? 🤔
For trading platforms, it certainly has a narrative, traffic, and trading demand.
For the market, it indeed provides a way to participate in sentiment pricing ahead of time.
But for ordinary users, the core question is:
Are you investing in a company,
or trading a projected shadow of that company?
I think the difference is huge.
I personally don't reject these new things, and I will try a small position to test the waters, see the sentiment and liquidity.
But thinking calmly, the probability that people who don't normally trade crypto specifically come to the B circle to buy U and then tokenized US stocks is actually not high.
And those already in the B circle often aren't there for long-term holding of US stocks; they're more about trading, volatility, leverage, and sentiment.
So whether it's a long-term necessity or a short-term trading narrative, I think it still needs observation.
Of course I also have a US stock account.
Honestly, if it's a long-term buy and hold, I personally prefer traditional brokerage accounts; the assets' entry/exit, legal structure, liquidity, and holding security feel more stable.
