加密货币分析师 Miles Deutscher 揭开了新的“隐藏 RWA 山寨币宝石”的面纱，潜力高达 20 倍

在他最新的视频分析中，标题为“我刚刚进入了这个隐藏的 RWA 山寨币宝石！ [20 倍潜力]”，著名加密货币分析师 Miles Deutscher 宣布 Chintai (CHEX) 是他在现实世界资产 (RWA) 领域最新的高可信度投资。

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.

著名加密货币分析师 Miles Deutscher 透露了他在现实世界资产 (RWA) 领域最新的高度确信投资，并在他最新的视频分析中将 Chintai (CHEX) 列为他最新、最大的 RWA 头寸。 Deutscher 认为，在即将到来的市场周期中，Chintai 可以提供高达 1,900%（20 倍）的巨大上涨潜力。

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 一直强调 RWA 代币是他最重要的投资对象之一，在这次加密牛市中排名第三，仅次于 memecoin 和人工智能。他表示：“当我看到那些能够真正改变加密货币结构并真正提供新附加值的叙述时，我认为 RWA 是巨大的。”他强调，链上国债收益率的吸引力越来越大，尤其是在传统去中心化金融（DeFi）收益率下降和利率下降的情况下。

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.

该分析师此前曾利用 ONDO 和 Mantra (OM) 的早期投资，这两家公司都取得了可观的收益。例如，ONDO 的回报率是最初入场点的 7 倍。然而，多伊彻现在认为这些资产已达到估值过高的领域。 “尽管如此，考虑到其市值为 10 亿美元，但其完全摊薄估值 (FDV) 为 71 亿美元，这一估值相当疯狂，”他在谈到 ONDO 时表示。

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 一直在将其资本重新分配到他认为 RWA 领域被低估的机会中。 Chintai 与 Clearpool (CPOOL) 一起成为他最新、最大的 RWA 头寸，他表示自首次披露以来，Clearpool 的股价已上涨 42%。 “我也非常非常看好这一点。我很难说我是否最看好这一点，但这可能是我最看好 RWA 领域的一个，”他评论道。

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 的与众不同之处在于，它是受新加坡金融管理局 (MAS) 监管的少数几个专注于 RWA 的第一层区块链之一。 “如果你了解新加坡，他们的尽职调查非常严格。拿到驾照真的很难；他们为获得许可而奋斗，最终得到了它，”多伊彻指出。这一监管批准使 Chintai 能够吸引大量机构资本，有可能将数十亿美元的锁定总价值 (TVL) 引入其链上。

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.

这位分析师强调了 Chintai 强劲的基本面，包括其广泛的主要客户和合作伙伴名单，例如 DHC、Finstable 和 Greengate。 “它们基本上是一个代币化市场，一个用于 RWA 代币化的 L1 区块链，”他解释道。该平台已经发放了超过 6.3 亿美元的贷款，并计划于明年初推出“OZEAN”，这是一个由 Optimism 支持的 RWA 收益区块链。

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.”

从估值角度来看，多伊彻看到了巨大的上涨潜力。 Chintai 目前的 FDV 约为 2.5 亿美元，明显低于 Mantra 的 13.7 亿美元 FDV。他计算道：“即使在市场根本没有增长的静态市场中，如果 CHEX 的增长率达到 6 倍，那么现在就与 Mantra 相当了。”考虑到 RWA 市场的潜在增长，其上行空间可能会更加明显。 “如果 RWA 市场翻倍怎么办？因为我认为明年这将是一个非常有力的叙述；那么你可能会选择 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.”

尽管基本面强劲，但多伊彻承认，与同行相比，Chintai 的估值较低，很大程度上是由于缺乏市场意识。 “尽管 Chintai 的基本面同样强劲，甚至更加强劲，但为什么会出现这种差异？只是营销，”他评论道。 Mantra 在营销方面表现出色，在加密社区引起了相当大的关注。 “一旦 Chintai 能够提高其认知度——我实际上是通过制作这段视频来提高它的认知度——这是它唯一缺少的关键。”

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​​术方面，多伊彻认为 Chintai 的图表很有希望。 “从技术分析的角度来看，我还喜欢的是，它徘徊在这个区域之上，如果你有技术倾向，你就会发现技术无效，”他说，并指出了价格有可能大幅升至先前高点的可能性。他对价格目标保持谨慎乐观，强调谨慎的获利了结策略。 “我不想被疯狂的价格目标冲昏头脑……我在这个市场上从不贪婪。”

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 的结论是，Chintai 的监管合规性、机构吸引力和被低估的地位相结合，使其成为一项引人注目的投资。 “由于许可和他们开发的产品，他们实际上可以吸引机构资本，”他肯定道。

At press time, CHEX trades at $0.2874.

截至发稿时，CHEX 交易价格为 0.2874 美元。