长推:数据解析 MakerDAO 的 RWA 资产

MarsBitPublished on 2023-07-19Last updated on 2023-07-19

Abstract

根据数据,截至五月份,MakerDAO的RWA组合总值已达23.4亿DAI,这一组合产生的稳定费用占了所有稳定费用的79.7%,比四月份的72.6%有所上升。

截至五月,MakerDAO的实际世界资产(RWA)组合总值达到了23.4亿DAI。这一组合是如何配置的,又产生了什么结果呢?让我们来了解一下↓

makerdao


在五月份,RWAs占Maker协议产生的所有稳定费用的79.7%,比四月份的72.6%有所上升。今年至今,该组合产生了全部稳定费用的78.5%。
MakerDAO的RWA稳定费用已经积累到年初至今(YTD) 1727.5121万DAI,自成立以来,总的RWA稳定费用为1945.3425万DAI。
五月份,Maker的RWA余额因Monetalis Clydesdale金库的额外DAI投入而大幅增加。该金库的债务从5亿DAI增加到了大约1140万DAI。

makerdao


五月份,Monetalis Clydesdale金库又增加了5.6亿DAI。
金库资产的33%是0-1年期的国库ETF(IB01),14%是1-3年期的国库ETF(IBTA),剩下的53%是0-6个月的国债阶梯。

makerdao


Maker在Huntingdon Valley银行的贷款余额大致维持在3000万美元。

makerdao


对于BlockTower Credit(RWA012 - RWA013),BlockTower在五月份又借了600万DAI,并继续增加了他们第二个金库的使用。BlockTower的RWA012金库现在的债务上限是8000万DAI。

makerdao


New Silver的交易继续稳定进行,其中一个约定(单一州份暴露)失败了约6%。
金库的余额正在稳步下降。

makerdao


6s Capital Partners为520万美元发出了新的贷款,以前的135万美元贷款已经偿还。目前的贷款余额是1270万美元。

makerdao


Fortunafi的债务头寸减少了大约26万,目前约为580万Dai。

makerdao


Harbor Trade的交易有150万DAI的未清贷款。

makerdao


ConsolFreight的未偿还贷款余额为140万Dai,比上个月下降了40万。

makerdao


这是MakerDAO实际世界资产(RWA)风险暴露随时间变化的总结:

makerdao


本文来自@SteakFi在Maker论坛发布的实际世界资产报告的摘要。
为了更全面的理解,我们鼓励你阅读原始帖子。
https://forum.makerdao.com/t/real-world-asset-report-2023-05/21225

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