关于 OpenEden 的稳定币,很多人不知道它的架构是怎么样的,这里来做一个分析。 首先 OpenEden 的稳定币叫做 $USDO ,wrapped 版本叫 $cUSDO 。 之所以要有 wrapped 版本,是因为 USDO 是锚定 1 美金,但是它自带 3.9% 的原生利息,每天以 rebase 形式发放(也就是余额自动增加)。 而 warp 后的 cUSDO 是一个标准的 ERC-20 代币,不再自动增加余额,而是靠每天自动涨价达到相同效果。 此外,从架构来说 USDO 的抵押物和 USDT、USDC 不同,USDO 的抵押物依然是代币。 目前 USDO 的 TVL 已经涨到 280M,它的抵押物 91% 来自 $TBILL,剩余 9% 则来自 $BUIDL $VBILL 等,这些也都是美国国债 RWA 代币。 其中 $TBILL 也是 OpenEden 发行的,它有一套完整的合规、审计和信息披露架构。而 $BUIDL 大家更熟悉,它是贝莱德发行的一支代币化基金,这个基金的底层资产也是美国国债。 所以基于这种架构,USDO 的优势之一就是相比于其他稳定币,人们更加不用担心黑客的问题。毕竟最坏情况里,黑客也只能利用智能合约,却拿不走底层的国债,这些国债都托管在传统机构手里,足以应对突发情况。 另外,四层架构也给其他公司使用 TBILL 带来了可能性,就和 USDO 会用 BUIDL 一样,这些国债 RWA 代币也会得到更多的可组合性。 其他关于 OpenEden 的介绍可以参考 CoinDesk 这篇采访↓
📈 Has "Stablecoin Summer" peaked? @OpenEden CEO Jeremy Ng says we're just getting started. He argues the future lies in productive, regulated, and transparent stablecoins that unlock capital. Read more on why yield-bearing stablecoins are the future: 🔗👇 [Sponsored by @OpenEden]
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