加密貨幣分析師 Miles Deutscher 揭開了新的「隱藏 RWA 山寨幣寶石」的面紗，潛力高達 20 倍

在他最新的視頻分析中，標題為“我剛剛進入了這個隱藏的 RWA 山寨幣寶石！ [20 倍潛力]”，著名加密貨幣分析師 Miles Deutscher 宣布 Chintai (CHEX) 是他在現實世界資產 (RWA) 領域最新的高可信度投資。

Prominent crypto analyst Miles Deutscher has revealed his latest high-conviction investment within the Real World Assets (RWA) sector, unveiling Chintai (CHEX) as his newest and largest RWA position in his latest video analysis. Deutscher believes Chintai could offer significant upside potential—up to 1,900% (20x)—in the upcoming market cycle.

著名加密貨幣分析師 Miles Deutscher 透露了他在現實世界資產 (RWA) 領域最新的高度確信投資，並在他最新的視訊分析中將 Chintai (CHEX) 列為他最新、最大的 RWA 頭寸。 Deutscher 認為，在即將到來的市場週期中，Chintai 可以提供高達 1,900%（20 倍）的巨大上漲潛力。

Deutscher has consistently highlighted RWA tokens as one of his top investment narratives, ranking third behind memecoins and AI for this crypto bull run. “When I look at narratives that can actually change the fabric of crypto and really offer a new value add, I think RWA is massive,” he stated. He emphasized the growing appeal of on-chain treasury yields, especially as traditional decentralized finance (DeFi) yields diminish and interest rates decline.

Deutscher 一直強調 RWA 代幣是他最重要的投資對象之一，在這次加密牛市中排名第三，僅次於 memecoin 和人工智慧。他表示：“當我看到那些能夠真正改變加密貨幣結構並真正提供新附加價值的敘述時，我認為 RWA 是巨大的。”他強調，鏈上公債殖利率的吸引力越來越大，尤其是在傳統去中心化金融（DeFi）殖利率下降和利率下降的情況下。

The analyst previously capitalized on early investments in ONDO and Mantra (OM), both of which have seen substantial gains. ONDO, for instance, delivered a 7x return from his initial entry point. However, Deutscher now considers these assets to be reaching overvalued territories. “Valuation-wise, though, it’s pretty insane considering the fact that its market cap’s a billion, but its fully diluted valuation (FDV) is $7.1 billion,” he said regarding ONDO.

該分析師先前曾利用 ONDO 和 Mantra (OM) 的早期投資，這兩家公司都取得了可觀的收益。例如，ONDO 的回報率是最初入場點的 7 倍。然而，多伊徹現在認為這些資產已達到估值過高的領域。 「儘管如此，考慮到其市值為 10 億美元，但其完全攤薄估值 (FDV) 為 71 億美元，這一估值相當瘋狂，」他在談到 ONDO 時表示。

Deutscher has been reallocating his capital into what he perceives as undervalued opportunities within the RWA space. Chintai stands out as his newest and largest RWA position, alongside Clearpool (CPOOL), which he mentioned has already gained 42% since his initial disclosure. “This one I’m also really, really bullish on. It’s tough for me to say if I’m most bullish on this, but it might be the one that I’m most bullish on in the RWA sector,” he remarked.

Deutscher 一直在將其資本重新分配到他認為 RWA 領域被低估的機會中。 Chintai 與 Clearpool (CPOOL) 一起成為他最新、最大的 RWA 頭寸，他表示自首次披露以來，Clearpool 的股價已上漲 42%。 「我也非常非常看好這一點。我很難說我是否最看好這一點，但這可能是我最看好 RWA 領域的一個，」他評論道。

Chintai differentiates itself by being one of the few RWA-focused layer-one blockchains regulated by the Monetary Authority of Singapore (MAS). “If you know Singapore, they are so strict with due diligence. It’s really hard to get a license; they fought for a license and they’ve got it,” Deutscher noted. This regulatory approval positions Chintai to attract significant institutional capital, potentially channeling billions of dollars in total value locked (TVL) onto their chain.

Chintai 的與眾不同之處在於，它是受新加坡金融管理局 (MAS) 監管的少數幾個專注於 RWA 的第一層區塊鏈之一。 「如果你了解新加坡，他們的盡職調查非常嚴格。拿到駕照真的很難；他們為獲得許可而奮鬥，最終得到了它，」多伊徹指出。這項監管批准使 Chintai 能夠吸引大量機構資本，有可能將數十億美元的鎖定總價值 (TVL) 引入其鏈上。

The analyst highlighted Chintai’s robust fundamentals, including its extensive list of major clients and partnerships, such as DHC, Finstable, and Greengate. “They are basically a marketplace for tokenization, an L1 blockchain for RWA tokenization,” he explained. The platform has already facilitated over $630 million in loans and is set to launch “OZEAN,” a blockchain for RWA yield supported by Optimism, early next year.

這位分析師強調了 Chintai 強勁的基本面，包括其廣泛的主要客戶和合作夥伴名單，例如 DHC、Finstable 和 Greengate。 「它們基本上是一個代幣化市場，一個用於 RWA 代幣化的 L1 區塊鏈，」他解釋道。該平台已經發放了超過 6.3 億美元的貸款，並計劃於明年初推出“OZEAN”，這是一個由 Optimism 支持的 RWA 收益區塊鏈。

From a valuation perspective, Deutscher sees substantial upside potential. Chintai currently has an FDV of approximately $250 million, significantly lower than Mantra’s $1.37 billion FDV. “If CHEX—even in a static market without the market growing at all—does a 6x, that’s just now matching Mantra,” he calculated. Considering the potential growth of the RWA market, the upside could be even more pronounced. “What if the RWA market 2x’s? Because I think it’s going to be a very strong narrative next year; then you could be looking at a 14x.”

從估值角度來看，多伊徹看到了巨大的上漲潛力。 Chintai 目前的 FDV 約為 2.5 億美元，明顯低於 Mantra 的 13.7 億美元 FDV。他計算道：“即使在市場根本沒有成長的靜態市場中，如果 CHEX 的成長率達到 6 倍，那麼現在就與 Mantra 相當了。”考慮到 RWA 市場的潛在成長，其上行空間可能會更加明顯。 「如果 RWA 市場翻倍怎麼辦？因為我認為明年這將會是一個非常有力的敘述；那你可能會選擇 14x。

Despite its strong fundamentals, Deutscher acknowledges that Chintai’s lower valuation compared to its peers is largely due to a lack of market awareness. “Why is there that discrepancy despite the fundamentals being just as, if not more strong, for Chintai? Just marketing,” he observed. Mantra has excelled in marketing efforts, attracting considerable attention in the crypto community. “Once Chintai can improve its awareness—and I’m actually giving it more awareness by making this video—that is the only key that it’s missing.”

儘管基本面強勁，但多伊徹承認，與同業相比，Chintai 的估值較低，很大程度上是由於缺乏市場意識。 「儘管 Chintai 的基本面同樣強勁，甚至更加強勁，但為什麼會出現這種差異？只是行銷，」他評論道。 Mantra 在行銷方面表現出色，在加密社群引起了相當大的關注。 “一旦 Chintai 能夠提高其認知度——我實際上是通過製作這段視頻來提高它的認知度——這是它唯一缺少的關鍵。”

On the technical front, Deutscher finds Chintai’s chart promising. “What I also like from a technical analysis perspective is the fact it’s hovering above this zone, which, if you are technically inclined, you have that technical invalidation,” he said, pointing out the potential for a significant move to previous highs. He remains cautiously optimistic about price targets, emphasizing prudent profit-taking strategies. “I don’t want to get carried away with crazy price targets… I’m never greedy in this market.”

在技​​術方面，多伊徹認為 Chintai 的圖表很有希望。他表示：「從技術分析的角度來看，我還喜歡它徘徊在該區域之上，如果你有技術傾向，你會發現技術無效。」他指出，該區域有可能大幅升至之前的高點。他對價格目標保持謹慎樂觀，強調謹慎的獲利了結策略。 “我不想被瘋狂的價格目標沖昏頭腦……我在這個市場上從不貪婪。”

Deutscher concludes that Chintai’s combination of regulatory compliance, institutional appeal, and undervalued status makes it a compelling investment. “They can actually attract institutional capital because of the licensing and because of the product they’ve built,” he affirmed.

Deutscher 的結論是，Chintai 的監管合規性、機構吸引力和被低估的地位相結合，使其成為一項引人注目的投資。 「由於許可和他們開發的產品，他們實際上可以吸引機構資本，」他肯定道。

At press time, CHEX trades at $0.2874.

截至發稿時，CHEX 交易價格為 0.2874 美元。