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Yuvi.
$ONDO
美债收益率维持高位，ONDO为何仍值得跟踪？
高利率提高代币化国债的底层收益吸引力，关键是资产规模、合规渠道与链上流动性是否同步扩大。
降息或监管收紧会削弱逻辑；若资产规模停止增长，我会降低估值预期。
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