Dune Analytics预测代币化美国国债市值将达到30亿美元

币界网Опубліковано о 2024-07-16Востаннє оновлено о 2024-07-16

币界网报道:

Dune Analytics的数据和研究策略师Tom Wan表示,到2024年底,代币化美国国债市场可能会超过30亿美元。Wan的预测是在DeFi领域的DAO越来越多地将其持股分散到现实世界的资产中之际做出的。

Wan在帖子中指出,DeFi项目的DAO正在向现实世界资产(RWA)多样化,包括稳定币和代币化的美国国债。这位研究策略师强调,随着代币化的美国国债包含以太坊虚拟机(EVM)链上的15多种产品,管理着近20亿美元的资产,DAO可能会在其国债中包含收益产品。

值得注意的是,Wan引用了BUIDL、USTB、USDY和USDM作为DAOs已经添加到其国债中的一些产品,预测这一趋势可能会持续下去。他强调了其他例子,包括Arbitrum分配3500万ARB,相当于2700万美元,MakerDAO分配10亿美元。

与此同时,Dune数据分析师引用了领先的投资管理平台Securitize和BlackRock制定的策略,并指出这些公司打算通过使加密生态系统能够在不离开区块链生态系统的情况下获得无风险的美国国债收益率,为加密生态系统提供多样化。

万表示,这些公司的行动将导致美国国债代币化市值的预计飙升,为该行业其他参与者的进一步活动铺平道路。

就背景而言,Dune Analytics最近的研究表明,从风险和回报的角度来看,稳定币收益率不再像政府国债那样有吸引力。因此,Ondo Finance、Backed Finance、Matrixstock、Maple Finance和Swarm等项目已经将美国国债代币化,并成功吸引了超过3亿美元的管理资产。

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