Post
峰哥的交易日记
Show original
嘉信新增SOL/AVAX/LINK，5条速评
先看发生了什么。
8月27日，管理13.1万亿美元客户资产、坐拥3990万个经纪账户的嘉信理财宣布——未来几个月，Schwab Crypto将新增SOL、AVAX和LINK直接交易。
平台之前只支持BTC和ETH。
这不是“多上几个币”。
这是传统金融的认知升级。
5条速评，说透这件事。
速评一：从“买黄金”到“买互联网基础设施”
以前机构只认BTC和ETH——BTC是数字黄金，ETH是智能合约平台。
现在嘉信选了三条新路：SOL（高性能L1）、AVAX（互操作L1）、LINK（预言机基建）。
这不是扩品类，这是认知升级。
从“买资产”到“买基础设施”——机构终于开始理解加密世界真正的价值在哪了。
速评二：市场在用脚投票，但别搞反了主次
消息一出，SOL涨超11%、LINK涨超6%、AVAX涨超4%。
但记住：消息面的涨是开胃菜，正式上线后的持续流入才是主菜。
现在涨的是情绪，到时候涨的是真金白银。
别把前菜当正餐吃了。
速评三：算一笔账，吓一跳
嘉信管理13.1万亿美元资产，3990万账户。
哪怕只有1%的客户拿出1%的仓位配置到这三个币——
那是130亿美元的增量资金。
不是“可能”，是“只要发生就”。
传统资金进场，从来不是线性增长，是指数级碾压。
速评四：这三个币，是机构在帮我们画“核心资产”轮廓
SOL、AVAX、LINK——不是随机选的。
一条高性能L1、一条互操作L1、一个预言机基建。
这是传统机构在帮我们画“加密核心资产”的轮廓。
他们替我们做了筛选。值得认真看一眼这张清单。
速评五：传统券商的加密军备竞赛，正式打响
嘉信已经出牌了。
富达跟不跟？先锋扛不扛？
富达、贝莱德、嘉信理财甚至摩根大通都已经从加密怀疑论者变成信徒。嘉信理财的加密服务由BTC/ETH两种资产扩展至五种。
这场仗刚开打。年底前你会看到更多玩家入局。
不是“会不会”，是“什么时候”。
总结一句：
嘉信上这三个币，对短期价格是利好。
对行业格局，是拐点。
3990万个传统账户，第一次可以直接在股票App里一键买入SOL、AVAX和LINK。
这扇门一开，就再也关不上了。
别只盯着K线。看趋势。
$BTC $AAVE $LINK $LINK #嘉信理财拟新增SOL、AVAX与LINK
峰哥的交易日记
SOL's 12% rise is just the appetizer — Schwab's 40 million accounts haven't even started yet
Yesterday, Schwab announced: In the coming months, SOL, AVAX, and LINK will be added to Schwab Crypto.
The market immediately voted with money.
SOL surged over 11% in 24 hours, reaching $110 at one point. LINK rose over 6%, AVAX over 4%.
Looks lively, right?
But I have to say something harsh — this increase isn't even an appetizer.
The real main course hasn't been served yet.
What scale is Schwab?
39 to 40 million brokerage accounts. Managing over $12 trillion in client assets.
On August 13, Schwab just enabled direct trading of BTC and ETH for these 40 million accounts. Only two weeks later, they announced adding SOL, AVAX, and LINK.
From launching in May to expanding in August, it only took three months.
The pace is too fast for a traditional financial institution.
What does this mean? It means demand is there, and they can't wait.
But note — these tokens aren't officially live yet.
The announcement said "in the coming months." The exact date? Unknown.
The current price rise is "news-driven" — speculative money is front-running.
The real buying? That will start after the official launch in the coming months.
When the gateway for 40 million accounts truly opens, that will be the main course.
Some might say: 0.75% fees aren't low.
For retail investors, it does sting a bit. But for institutional-level funds — being able to trade crypto alongside stocks in the same account through a mainstream broker's compliant channel — this cost is negligible.
Convenience, security, compliance — worth the price.
Schwab itself says this is "one of the lowest in the industry."
More importantly — among these 40 million users, how many have never used Coinbase? How many have avoided crypto because it was too complicated?
These people now just need to open Schwab's app, tap twice, and they can buy SOL.
This incremental capital hasn't entered the market yet.
So don't get it backwards —
SOL's 12% rise means the market is saying "I heard you."
When Schwab's 40 million users can actually place orders, the market will say "I did it."
One last honest word:
Don't FOMO chase just because of an announcement.
Schwab's launch is a long-term story, not something that will be realized tomorrow. Short-term price swings are speculative sentiment, not value discovery.
Distinguish these two, and you can make real trend money.
The current rise is just the appetizer.
The main course hasn't arrived yet, so don't rush to pay the bill.
$BTC $ETH $SOL #嘉信理财拟新增SOL、AVAX与LINK
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
