Theo Network @Theo_Network 最近越来越值得关注,很多人都在猜他们的 TGE 会不会在第一季度推出,但我更在意的是他们为什么“不急”。 大多数 RWA 项目把资产代币化后就放着不动,其实根本没有形成真正的链上市场结构,而 Theo @Theo_Network 的做法让我觉得他们在走一条更像“机构级基础设施”的路线:先与大型金融机构合作,把优质资产带上链,再让这些资产拥有真实的流动性与用途。 thBILL 就是一个很典型的例子,它不仅是国债的包装,而是一个能在链上融入策略、交易、抵押和收益场景的活资产。TVL 还在涨、pt 收益也在走强,说明需求是在自然增长,而不是靠短期刺激堆上来的。 我反而希望他们不要急着 TGE,让经济结构先跑通才更有价值。如果真要说 Theo @Theo_Network 的定位,我认为它比大多数“代币化”项目更接近真正意义上的 RWA,因为它在做的不是发行,而是让资产在链上产生生命力。 #theo #Yap #KaitoYap @KaitoAI
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