YZI Labs投资了Plume Network,专注于“RWAFI”模块链,顺便看了一下RWA赛道情况。 Total RWA Onchain 规模为190亿美金左右,30天增幅17.7%; 最为活跃的群体是个人信贷,占比2/3;其次是美国国债、商品、全球债券、机构基金等。 RWA最活跃的赛道是咱们卑微的ETH,占比50%以上,没想到排名第二是ZKsync(30天内涨幅1200%+),差不多是ETH的一半。 RWA赛道项目情况和进展: 1、 Ethena (2024年最爱产品之一);前几天新发布了产品 Converge ,TradFi+Defi合并,还提供结算网络。 2、AAVE;发布了 Horizen,核心是为了占据RWA赛道(社区有分歧)。Stani昨天发消息,也将启动新的aave Staking,实现aave回购和费用转换。 3、Frax; frxusd稳定币的路径(市场进展很多,没细看) 4、Ondo Finance;主要是股票、国债接为主,Ondo Global Markets上个月推出 5、MakerDao;昨日宣布10亿美元RWA投资分配对象敲定,为了加速defi平台spark上的rwa代币化应用。(但之前突发了紧急治理提案,呼吁回归社区共识) 6、IOST 17年明星项目,重新启动准备占据BSC RWA赛道
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