加密貨幣投資者越來越多地將資本轉移到Stablecoins和令牌化現實世界中的資產（RWAS）

RWA全球市場儀表板。資料來源：rwa.xyz一些行業觀察家說，比特幣缺乏上升勢頭可能會使RWAS達到500億美元

Cryptocurrency investors are increasingly moving capital into stablecoins and tokenized real-world assets (RWAs) in a bid to avoid volatility ahead of US President Donald Trump’s widely anticipated tariff announcement on April 2.

加密貨幣投資者越來越多地將資本轉移到Stablecoins和令牌現實世界中的資產（RWAS），以避免在美國總統唐納德·特朗普（Donald Trump）4月2日廣泛預期的關稅宣布之前避免波動。

According to crypto intelligence platform IntoTheBlock, stablecoins and the real-world asset (RWA) tokenization sector saw an inflow of capital in the first quarter of 2024.

據加密智能平台Intotheblock，Stablecoins和Real-World Asset（RWA）令牌化行業的說法，在2024年第一季度，資本流入了資金。

“Stablecoins and RWAs continue to see steady inflows of capital as safe havens in the current uncertain market,” IntoTheBlock wrote in a March 31 X post.

Intotheblock在3月31日X帖子中寫道：“ Stablecoins和RWA繼續將資本的穩定流入視為當前不確定市場的避風港。”

“However, because these assets reside on-chain, even slight shifts in sentiment can trigger significant price movements, driven by the lower barriers to reallocating capital in real time,” the firm noted.

該公司指出：“但是，由於這些資產居住在鏈上，即使是情感的輕微轉變也會引起重大的價格變動，這是由於實時重新分配資本的較低障礙所驅動的。”

Stablecoins, total market cap. Source: IntoTheBlock

Stablecoins，總市值。來源：intotheblock

The flight to safety is mainly attributed to geopolitical tensions and global trade concerns, according to Juan Pellicer, senior research analyst at IntoTheBlock:

Intotheblock高級研究分析師Juan Pellicer表示，飛往安全的航班主要歸因於地緣政治緊張局勢和全球貿易問題：

“This is not unreasonable, as even though global growth forecasts remain positive, growth expectations have decreased globally in recent months,” Pellicer added.

Pellicer補充說：“這並不是不合理的，因為儘管全球增長預測仍然是積極的，但最近幾個月在全球範圍內，增長預期也有所下降。”

Related: Bitcoin ‘more likely’ to hit $110K before $76.5K — Arthur Hayes

相關：比特幣“更有可能”在76.5k美元之前售價11萬美元 - 亞瑟·海斯（Arthur Hayes）

The prospect of a global trade war has heightened inflation-related concerns, causing a significant decline in both cryptocurrency and traditional equity markets.

全球貿易戰的前景增加了與通貨膨脹有關的問題，導致加密貨幣和傳統股票市場的大幅下降。

S&P 500, BTC/USD, 1-day chart. Source: TradingView

標準普爾500指數，BTC/USD，1天圖表。資料來源：TradingView

Bitcoin (BTC) has fallen 19% and the S&P 500 (SPX) index has fallen over 7% in the two months since Trump announced import tariffs on Chinese goods on Jan. 20, the day of his inauguration as president.

自從特朗普於1月20日（即擔任總統就職日）宣布對中國商品的進口關稅以來的兩個月，比特幣（BTC）下跌了19％，標準普爾500指數（SPX）指數下跌了7％。

The April 2 announcement is expected to announce reciprocal trade tariffs targeting top US trading partners. The measures aim to reduce the country’s estimated $1.2 trillion goods trade deficit and boost domestic manufacturing.

預計4月2日的公告將宣布針對美國頂級貿易夥伴的互惠貿易關稅。這些措施旨在減少該國估計的1.2萬億美元商品貿易赤字並促進國內製造業。

Related: Stablecoin rules needed in US before crypto tax reform, experts say

相關：專家說

Investor sentiment pressured by April 2 Trump tariff announcement

4月2日特朗普關稅宣布的投資者情緒

Global tariff fears and uncertainty around the upcoming announcement continue to pressure investor sentiment in global markets.

圍繞即將發布的公告的全球關稅擔心和不確定性繼續向全球市場上的投資者情緒施加壓力。

“Risk appetite remains muted amid tariff threats from President Trump and ongoing macro uncertainty,” Iliya Kalchev, dispatch analyst at digital asset investment platform Nexo, told Cointelegraph.

數字資產投資平台Nexo的調度分析師Iliya Kalchev告訴Cointelegraph，“風險食慾仍然存在於特朗普總統和持續的宏觀不確定性的關稅威脅和持續的宏觀不確定性。”

Meanwhile, RWAs reached a new cumulative all-time high of over $17 billion on Feb. 3, and are currently less than 0.5% away from surpassing the $20 billion milestone, according to data from RWA.xyz.

同時，根據RWA.xyz的數據，RWA在2月3日達到了新的累計歷史最高高點，超過170億美元，目前距離超過200億美元的里程碑率不到0.5％。

RWA global market dashboard. Source: RWA.xyz

RWA全球市場儀表板。資料來源：rwa.xyz

Some industry watchers said that Bitcoin’s lack of upside momentum may drive RWAs to a $50 billion all-time high before the end of 2025, as their increased liquidity will help RWAs attract a significant share of the $450 trillion global asset market.

一些行業觀察家說，比特幣缺乏上升勢頭可能會在2025年底之前將RWA帶到500億美元的歷史最高水平，因為它們的流動性增加將有助於RWAS吸引450萬億美元的全球資產市場中的很大一部分。

Magazine: SCB tips $500K BTC, SEC delays Ether ETF options, and more: Hodler’s Digest, Feb. 23 – March 1

雜誌：SCB提示$ 500K BTC，SEC延遲Ether ETF選項等：2月23日 - 3月1日，Hodler's Impest，2月23日