由Axelar、J.P.Morgan Onyx、Provence&Apollo支持的“Project Guardian”:撑起5.5万亿美元资管业务的下一代概念证明(PoC)

Odaily星球日报Published on 2023-11-15Last updated on 2023-11-15

Abstract

使可互操作区块链上的交易结算流程更标准化。

由跨链基础设施协议 Axelar 联合摩根大通 OnyxProvenance 和 Apollo 推出的这一概念验证(Proof-of-Concept,PoC),展示了一种新的解决方案:投资经理可以使用他们选择的区块链上的代币化基金,在多个互连的链上购买和再配置代币化资产的头寸,来形成投资组合。

Axelar 作为连接 50 多条区块链的可互操作跨链基础设施,现已成为 CeFi 和 DeFi 世界的桥梁,它与摩根大通和 Apolloon 的 Onyx 合作,成功地进行了一项实验,展示了如何使用智能合约来大规模管理客户投资组合。在概念证明中,区块链技术被用于执行交易,并实现代币化金融资产(RWA)的自动化投资组合管理。

自 2022 年主网发布以来,Axelar(AXL)通过其连接 53 条链的跨链协议,形成安全、可编程的网络,并使用混合系统实现了链下系统与链上网络集成,桥接了超过 60 亿美元的资产。

概念验证的最具创新性的部分之一是,投资经理通过用另一只 Apollo 私募股权基金取代一只 Apollo 私人股本基金来改变投资模型,使用再平衡模块自动重新配置遵循策略的 100 个投资组合,包括下单和结算环节,发挥了区块链特有的可组合性和自动化特性,同时大大减少了人为错误。

这项概念验证的合作是新加坡金融管理局“Project Guardian”的一部分,旨在使可互操作区块链上的交易结算流程更标准化。

Onyx Digital Assets 负责人 Tyrone Lobban 表示:“我们认为,使用智能合约、代币化资产和程序化链接模型,可以自动快速地重新配置投资组合,无论这些投资组合是否包含传统资产、另类资产,还是使用多个分类账……现在有很多关于跨链 RWA 如何加剧流动性和体验碎片化的讨论。因此,我们开始探索如何使用跨 EVM 和非 EVM 链的互操作性方案来解决这个问题。”

摩根大通的 Onyx 利用 Axelar 跨链技术实现与 Provenance Blockchain Zone 提供的私有、经由许可的区块链的互操作性,支持包括 Apollo 基金在内的资产代币化。Provenance 在链上锁定了 90 亿美元的 RWA 资产价值。

Axelar Inc. 首席执行官 Sergey Gorbunov 表示:“利用 Axelar,J.P. Morgan 的 Onyx 能够在投资组合管理中引入可组合性和可编程性,通过在 100 个投资组合中实现模块化重新平衡自动化。这是区块链互操作性的一个强有力的例子。”

本周在新加坡金融科技节上发布的一份报告对 POC 进行了全面描述。

欲了解更多信息,请访问 www.axelar.network 或加入 Axelar Discord

Related Reads

Oil Prices Fall Below $80, Bitcoin Yet to Rise: Liquidity Becomes Key Market Driver

Oil prices fell below $80 as a US-Iran peace framework eased tensions, but Bitcoin failed to rally, remaining around $64,900. The article argues that while lower oil removes a key bearish factor for BTC, the primary market drivers have shifted to liquidity conditions, Federal Reserve policy, ETF fund flows, and overall risk appetite. Historically, high oil prices threatened inflation, delaying Fed rate cuts and hurting risk assets like Bitcoin. Now, with oil prices down, Bitcoin's path hinges on whether this translates into lower inflation expectations, softer Treasury yields, and a more dovish Fed stance. Recent FOMC minutes still show concern over energy-driven inflation, keeping financial conditions restrictive. Bitcoin ETF flows showed a slight positive inflow recently, but sustained demand is needed for a meaningful shift. The market requires consistent signals: stable ETF inflows, declining yields, and improving risk sentiment alongside lower oil prices. Without this combination, lower oil alone may not boost BTC. The outlook presents two paths: a recovery if lower oil eases inflation, the Fed turns less hawkish, and ETF demand stabilizes, allowing BTC to reclaim the $66,900-$70,000 range. Conversely, Bitcoin could remain pressured if the peace deal stalls, the Fed remains restrictive, yields stay high, or ETF flows reverse. In summary, for the remainder of 2026, liquidity factors—Fed policy, ETF activity, and investor risk appetite—have surpassed oil prices as the critical determinants of Bitcoin's price trajectory.

marsbit17m ago

Oil Prices Fall Below $80, Bitcoin Yet to Rise: Liquidity Becomes Key Market Driver

marsbit17m ago

Full Debut Q&A! Fed Chair Wash: Firmly Adhering to 2% Inflation Target, Establishing Five Special Task Forces, Personally Did Not Submit Dot Plot

Federal Reserve Chair Kevin Warsh delivered his first FOMC press conference, maintaining the federal funds rate at 3.5%-3.75% and emphasizing the Committee's unanimous and explicit commitment to achieving its 2% inflation target. Key announcements included significant changes to Fed communication and operations. The policy statement was significantly shortened and, notably, forward guidance was removed. Chair Warsh broke from precedent by declining to submit his own economic forecasts and "dot plot." He announced the immediate formation of five special working groups focusing on: Fed communication, the balance sheet, data sources, productivity and employment (including AI's impact), and the inflation framework. These groups, which will include external experts, are tasked with recommending improvements by year-end. One key group will review the Fed's $6.7 trillion balance sheet to assess the roles of interest rates versus balance sheet tools in monetary policy. Warsh characterized the current restrictive stance of policy as "uneven," noting its effect on housing but questioning its impact on financial markets where conditions appear less restrictive. He expressed a desire to move away from a "Fed-speak" driven market, arguing that markets should react to economic data rather than Fed commentary to provide better informational signals. On inflation, he stated there is no need to reconsider the 2% target until the Fed re-establishes its commitment and capability to achieve it. Economic projections (SEP) from other officials showed a split on the rate outlook for 2024, with half expecting at least one hike and half forecasting unchanged or lower rates. The median projection saw the federal funds rate at 3.8% by year-end 2024. Following the announcements, risk assets sold off sharply, Treasury yields rose, and the dollar strengthened.

marsbit48m ago

Full Debut Q&A! Fed Chair Wash: Firmly Adhering to 2% Inflation Target, Establishing Five Special Task Forces, Personally Did Not Submit Dot Plot

marsbit48m ago

Trading

Spot
Futures
活动图片