# Сопутствующие статьи по теме RWA

Новостной центр HTX предлагает последние статьи и углубленный анализ по "RWA", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Comprehensive Analysis of Canton Network: Wall Street's Blockchain Ambition

Canton Network is positioned at the convergence of key crypto trends, including real-world asset tokenization, institutional blockchain adoption, privacy infrastructure, and stablecoin settlements. It has attracted major financial institutions like DTCC, Nasdaq, and Broadridge, which are deploying real workflows such as treasury tokenization, repo financing, and collateral management. The network is designed for regulated entities, offering granular transaction privacy and validator-level control while maintaining interoperability. Its architecture separates execution from coordination, using validator nodes operated by participants and synchronizers for atomic settlement. Key adoptions include DTCC tokenizing U.S. Treasuries, Broadridge processing trillions in repo transactions, and Nasdaq integrating its Calypso platform. Tokenomics are usage-driven, with weekly CC burns increasing by 216% since TGE, and the burn-to-mint ratio rising to 0.90, nearing a deflationary state. Despite generating the highest revenue among L1s in February, Canton trades at a discount to peers, possibly due to high emissions and its perception as financial infrastructure. Catalysts include regulatory clarity from the Clarity Act and DTCC’s broader tokenization platform launch in late 2026. Risks include token concentration, with 54% of CC held by a few entities, though these are largely operational holdings. Canton aims to become a core coordination layer for tokenized financial markets.

marsbit03/15 05:42

Comprehensive Analysis of Canton Network: Wall Street's Blockchain Ambition

marsbit03/15 05:42

Web4 Is Here: When the Internet Is No Longer Built Only for Humans

Amid a crypto bear market, a significant debate has emerged around redefining the internet's future, sparked by the concept of "Web4" introduced by crypto researcher Sigil Wen. He argues that advanced AI lacks not intelligence, but "write access to the world"—the ability to act autonomously via wallets, payments, and smart contracts. This idea, termed the "Web4 Manifesto," resonated widely, gaining millions of views and triggering industry reflection. Dragonfly's Haseeb Qureshi added that crypto's complexity—long addresses, irreversible transactions, phishing risks—may stem from it being designed more for AI than humans. These features, cumbersome for people, are structured and verifiable for AI agents. Web4 proposes shifting internet agency from humans to AI, granting it "action rights": reading, writing, transacting, and collaborating autonomously. Projects like OpenClaw demonstrate this shift, enabling AI to manage emails, calendars, and tasks independently. Underlying protocols (e.g., Coinbase’s x402, Anthropic’s MCP, Google’s A2A) are standardizing machine-to-machine interactions, making the internet more agent-friendly. Cryptocurrencies, especially stablecoins, are positioned as ideal "machine money"—programmable, low-friction, and embeddable in automated workflows. Real-World Assets (RWA) could serve as reserves for AI economies. This vision suggests crypto’s future lies not in human adoption but in enabling agent-driven economies, with billions of AI agents potentially using wallets. However, Vitalik Buterin cautions against reduced human oversight, emphasizing the need for accountability and control. The Web4 debate highlights a fundamental shift: the internet is evolving from a human-operated interface to a system where humans delegate actions to AI agents, redefining who the primary users are.

marsbit03/13 02:44

Web4 Is Here: When the Internet Is No Longer Built Only for Humans

marsbit03/13 02:44

When AI Starts Paying with USDC, Circle's Victory and the Custodial Challenge of Funds

The article discusses the rise of AI agents as independent economic entities, highlighting that 99% of their payments are made using USDC, positioning Circle as a key beneficiary. Over a nine-month period, AI agents conducted 140 million transactions totaling $43 million, with an average transaction size of $0.31. This shift signifies AI's transition from conceptual to real economic activity, raising questions about financial infrastructure and asset management for autonomous agents. Circle’s three-layer infrastructure—stablecoin issuance, efficient on-chain settlement, and integration with traditional finance—enables seamless micro-payments. However, as AI agents accumulate capital, they will need to manage idle funds, creating opportunities for Real World Asset (RWA) tokenization. Projects like Ondo Finance are making RWA assets machine-readable and programmable, allowing AI agents to automate investments in tokenized treasury bonds or other low-risk assets. The integration of payment and asset management systems could enable AI agents to optimize operational efficiency by automatically investing surplus USDC into yield-generating RWA products. However, challenges remain, including data authenticity, model and liquidity risks, regulatory disparities, and technical security. The article concludes that while Circle provides the "payment nervous system" for AI economies, RWA must evolve to serve as the "energy storage system," ensuring AI agents can manage assets as efficiently as they execute transactions.

比推03/12 04:31

When AI Starts Paying with USDC, Circle's Victory and the Custodial Challenge of Funds

比推03/12 04:31

Trading Everything, Never Closing: RWA Perpetual Contracts — The Final Piece of DeFi Devouring Wall Street (Part 2)

This article explores the emergence and implications of Real World Asset (RWA) Perpetual Contracts (Perps) in DeFi, focusing on their potential to bridge traditional and decentralized finance. It analyzes key projects, contrasting two primary architectural models: the order book-based system, exemplified by Hyperliquid's HIP-3 ecosystem (e.g., Trade.xyz), and the oracle-priced liquidity pool model used by protocols like Ostium. The former prioritizes 24/7 market-driven pricing with oracles for risk management, while the latter favors accuracy and safety by pausing trading during market closures. A significant portion is dedicated to the regulatory landscape, particularly in the US. The analysis highlights the legal barrier of the "Shad-Johnson agreement," which subjects equity-based derivatives to dual SEC and CFTC jurisdiction, effectively blocking compliant retail single-stock perps. This creates a window of opportunity for offshore markets operating under Regulation S exemptions. The article proposes a symbiotic "CFD Broker + RWA Perps Dex" model for growth, where DeFi protocols act as back-end clearing engines for traditional brokers handling front-end compliance and user acquisition. Finally, it examines the external variable of traditional exchanges like NYSE planning their own 24/7 trading platforms. While this could erode DeFi's current monopoly on continuous trading and provide better underlying price feeds, it also forces DeFi to compete on different strengths like higher leverage, permissionless access, and superior capital efficiency. The conclusion posits that RWA Perps represent a fundamental restructuring of global leverage markets, evolving into a high-speed execution layer atop regulated traditional finance.

marsbit03/12 03:41

Trading Everything, Never Closing: RWA Perpetual Contracts — The Final Piece of DeFi Devouring Wall Street (Part 2)

marsbit03/12 03:41

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