21co分析师:通证化美国国债年底将达到30亿美元

币界网Опубликовано 2024-07-17Обновлено 2024-07-17

币界网报道:

21co分析师Tom Wan认为,随着DeFi项目和去中心化自治组织(DAO)的采用率不断上升,到2024年底,通证化美国国债将达到30亿美元。

Wan认为,这一趋势是由多样化和稳定性需求驱动的,尤其是高利率使这些资产更加具有吸引力

目前,以太坊虚拟机(EVM)链上有超过15种通证化美国国债产品,管理着近20亿美元的资产。

Wan表示:“DeFi项目正在将国债多样化,并将其纳入通证化美国国债和稳定币。这标志着Crypto资产生态系统正在向真实世界资产(RWA)转变。”

著名的例子包括Arbitrum和Maker DAO,它们分别向这些有收益的产品分配了2700万美元和10亿美元

在贝莱德和Securitize等金融巨头的推动下,这些投资是提供无风险收益的更广泛战略的一部分。当然,前提是不退出区块链生态系统。

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贝莱德的美元机构数字流动性基金(BUIDL)最近已成为最大的通证化国债基金,超过了富兰克林邓普顿的BENJI基金。

自年初推出以来,BUIDL的市值已飙升至近5亿美元,反映出市场对这些资产的需求日益增长。

通证化美国国债市场经历了爆炸式增长,在以太坊、Polygon和Solana等区块链上通证化的资产超过20亿美元

Wan表示,这种增长有望持续下去,预计到2024年底,通证化美国国债的市值可能会超过30亿美元。

通证化美国国债与DeFi国债的整合代表了传统金融与区块链技术融合的重大发展。随着越来越多的DAO和DeFi项目采用这些产品,该行业有望实现大幅增长,吸引投资者在波动的Crypto资产市场中寻求可靠的回报。

这一趋势凸显了现实世界资产通证化改变金融格局的潜力,提供了更高的流动性、更快的交易速度和更低的费用

随着各大金融机构纷纷探索区块链技术,通证化资产的采用必将重塑金融业的未来。

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