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诸葛投研✊
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银行叙事确实不香了，Seoul大会开完，四大银行站台的热闹散场，$XRP 的价格比会前还低。
即便是周五ETF回流668万枚，机构渠道没断粮，但仍然遏制不住币价的颓势。说明上方1.55的抛压盘比想象中厚。
XRPN下周登纳斯达克是个潜在催化，XRP财库股渠道又宽了一格，但这类消息最近带不动现货，别提前重仓。箱体没破之前就是高抛低吸的市道，追突破是大忌。
诸葛投研✊
The narrative of bank-backed projects is no longer popular. At today's Seoul $XRP meeting, the four major financial institutions in South Korea were all present, considering using RLUSD for cross-border payments and tokenized government bond settlements. But the coin price showed little movement.
The same goes for $SOL. The bank stablecoin Roughrider Coin launched on Solana, with over 90 banks and credit unions in North Dakota connected for interbank settlements, yet the price remains stuck at 120.
The key point is that both tokens have solid applications in traditional institutions: Kbank in Korea has already implemented blockchain cross-border payments and is exploring using Ripple infrastructure for tokenized government bond settlements. Solana is also genuinely landing in traditional banking payment channels.
It can only be said that bank-backed projects are slow variables, supporting the bottom but not the surge; for a surge, it still depends on market speculation sentiment and the overall market mood.
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