2月26日消息，Bitwise首席投资官 Matt Hougan 表示，尽管华尔街正在加速推动金融体系向区块链迁移，但大量传统投资者依然忽视加密货币对未来资本市场结构的深远影响。在其最新报告中，Hougan指出，机构层面对链上金融、代币化资产和稳定币的布局已明显提速，而市场认知却仍停留在早期阶段。
Matt Hougan认为，许多投资者受到“锚定效应”影响，仍以早年加密行业的边缘形象看待该领域，未能意识到区块链基础设施正逐步嵌入主流金融体系。他形容当前加密行业已从小众技术转变为支撑下一代金融市场的重要底层架构，但这一结构性变化尚未被充分定价。
在美国监管环境逐步明朗的背景下，金融机构对加密技术的探索明显加深，重点集中在稳定币发行、资产代币化以及链上结算等方向。随着政策支持增强，传统银行与资产管理机构正加速研究链上金融解决方案，推动数字资产与传统资本市场的融合进程。
报告还提到，加密市场参与者同样对机构转型的节奏反应迟缓。过去多年关于“机构入场”的反复预期，使部分投资者产生麻木情绪，从而低估当前真实的资金与技术迁移趋势。与此同时，链上代币化资产规模已接近数百亿美元级别，涵盖美国国债、基金及大宗商品等核心金融产品，增长潜力仍被广泛看好。
Hougan强调，当前加密市场最大的错配在于认知与现实之间的差距。当主流金融体系逐步上链，而市场尚未完全反映这一长期趋势时，数字资产、区块链金融基础设施及代币化赛道或仍处于早期价值发现阶段，这也被视为中长期布局加密市场的重要窗口期。
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