MEJ毛毛姐
MEJ毛毛姐|Jun 13, 2026 06:42
Although SpaceX's IPO caused such a big mistake in the cryptocurrency industry, don't panic yet, brothers. This is a good signal In the past two years, the linkage between the cryptocurrency market and the US stock market has become increasingly evident. Nowadays, many cryptocurrency traders may be no less serious about monitoring Nvidia's financial reports than they are about monitoring BTC's weekly chart. Many have started to transform into US stock traders In the past few years, BTC、 US technology stocks AI、 Semiconductors and interest rate expectations are increasingly priced by the same logic: they rise together when liquidity is loose, and the market begins to worry about interest rates or valuations and then retreat together. Just one traded on the chain and one traded on NASDAQ. So today's cryptocurrency users are not just looking at BTC/ETH. NVDA、TSLA、AAPL、MSFT、QQQ、SP500, It is becoming the second market chart for many cryptocurrency traders. Especially in the fields of AI, chips, electric vehicles, and cloud computing, there is already a high degree of overlap with cryptocurrency funds: they all eat risk appetite, narrative, and liquidity. But there has always been a practical issue here. Crypto users are not unwilling to trade US stocks, but rather do not want to readjust to a whole set of traditional financial processes in order to trade US stocks. Exchange, deposit, brokerage account, fund switching, and trading interface are all not easy for native cryptocurrency users. So I think MEXC's focus on US stock products this time is not just on "adding an extra category". More precisely, it is in the context of trading US stocks into USDT. The underlying judgment is clear: in the future, many cryptocurrency users' asset allocation will not only stay between BTC, ETH, and altcoins, but will switch back and forth between BTC, technology stocks, AI stocks, indices, and stablecoins. Whoever can make this switch smoother will be closer to the next generation of cross asset trading entry. The path currently provided by MEXC is actually two lines: One is RealStocks. One is tokenized US stock contracts. These two things must be viewed separately. RealStocks addresses the need for 'I really want to hold US stocks'. For example, if you are bullish on AI not by looking at a candlestick, but by looking at the computing power cycle, cloud vendor capital expenditures, and semiconductor supply chain in the coming years, then buying assets such as NVDA, MSFT, and AAPL is essentially closer to allocation rather than short-term volatility. The logic of RealStocks is to buy US stock spot with USDT and hold real stock equity; In applicable circumstances, dividends or related distributions may also be enjoyed. The bottom layer is supported by licensed securities partners. So it is more suitable for that type of user: usually, their funds are mainly in encrypted accounts, but they also want to put some of their positions in core assets of the US stock market. This is not for high-frequency traders, but for those who want to truly participate in US stock assets. The other line is the US stock contract. This is completely a trader's tool. If you are focusing on the fluctuations before and after financial reports, the TSLA amplitude brought about by Musk's words, Nvidia's performance guidance, and the direction of QQ after FOMC, then what you want is not shareholder identity, but price fluctuations. The trading of US stock contracts involves price changes related to the US stock market, allowing for long and short positions with leverage up to 100 times. It is suitable for short-term trading, event trading, financial reports and market trends, as well as AI/technology stock theme bands. But this thing cannot be confused either. Contracts do not equate to holding real stocks. What you are trading is price, not equity; Not entitled to shareholder rights, nor to dividend distribution. Leverage can improve capital efficiency and amplify losses. Once the market reverses, the risk of liquidation is real. So simply put: If you bought NVDA because you are optimistic about the AI ten-year cycle, RealStocks is a better match. If you are trading NVDA because tonight's financial report may show direction, the US stock contract is more suitable. These are two completely different uses of funds. From a broader perspective, I believe the value of this matter lies not in the fact that "exchanges can finally buy US stocks," but in the fact that US stocks are being repackaged by the crypto trading scene. Previously, encrypted users looked more at the macro background when looking at US stocks: whether the Nasdaq rose or not, whether the US dollar was strong or not, and how interest rates went. It's different now. Technology stocks themselves have become narrative assets that can be traded directly. AI is the narrative, semiconductors are the narrative, electric vehicles are the narrative, and even crypto concept stocks such as MSTR and COIN are themselves the bridge connecting the cryptocurrency circle and the US stock market. When these assets can directly enter the USDT trading environment, the trading radius of users is extended. It's not just about choosing between BTC and knockoffs, but a combination of "on chain assets+US stock technology assets+index risk exposure". That's also why I say MEXC's focus on US stock products is not just on expanding SKUs, but also on competing for cross asset entry points. For long-term configuration users, you can follow RealStocks. For short-term trading users, they can study US stock contracts. The former addresses' holding assets', while the latter addresses' trading volatility '. Both make it easier for encrypted users to access the US stock market, but don't treat them as the same thing. The last sentence: Buying US stocks with USDT sounds like just a change in payment method; But if the trading portal really becomes smoother, what may change is the way encrypted users allocate global risk assets. @MEXCZH
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