探索 DeFi 中的现实世界资产

币圈资讯 阅读:37 2024-04-22 09:57:59 评论:0
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作者:IntoTheBlock 翻译:善欧巴,比特币买卖交易网

虽然现实世界的资产代币化可以追溯到90 年代,但直到 2023 年该行业才经历了大幅增长。在本文中,我们通过链上指标探讨了 DeFi 中 RWA 的现状。

现实世界资产(RWA)旨在利用实体经济的收益和资产并将其引入 DeFi,利用其固有的互操作性。2023 年标志着重大进展,项目通过创建稳定币成功将美国国债收益率纳入 DeFi。

此类创新使得 RWA 协议锁定的总价值超过 $2.6B,几乎与顶级 RWA 协议的 $2.87B 总市值持平。目前,RWA 生态系统非常成功,拥有超过 127,000 个 RWA 协议代币持有者。

MakerDAO 的战略多元化

MakerDAO 通过将美国国债纳入其投资组合,战略性地实现了收入多元化。此举不仅增强了其收入流的稳定性,产生了超过1亿美元的年化收入,而且还改善了其抵押资产的风险状况。这一战略体现了 MakerDAO 致力于整合传统金融元素以加强 DAI 稳定币的可持续性。

正是这一策略推动了 MKR 的积极价格走势,在顶级 RWA 协议中引领年度回报。毫不奇怪,MKR 在平均交易量方面名列前茅,1 月第二周的日均交易量达到 9450 万美元。

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虽然该类别中的其他资产目前无法与 MKR 的交易量竞争,但仍有大量交易量,其中 USDM 在 12 月份达到了 3400 万美元的高位。

Mountain Protocol 在 TVL 增长方面表现突出

Mountain Protocol 凭借其独特的收益稳定币 USDM(一种由短期美国国债支持的 ERC20 代币)已成为 DeFi 领域的知名实体。

Mountain Protocol 的增长显着,其 TVL 达到 1.5 亿美元,仅上个月就增长了 400%。这使其成为仅次于 MakerDAO 的第二大 RWA DeFi 协议。

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分析 RWA 协议持有者

深入研究特定的RWA协议代币,我们可以观察到更多显著的代币。对各种RWA代币的持有人盈利能力进行分析,揭示了多样化的情况。MKR以稳健的75%的地址盈利而脱颖而出。

ppdJghDzUHSk9UFOwUmCtFm2lKzzPLdl84lJQpn3.png

相比之下,TNGBL 和 GFI 等代币的盈利率较低,持有者的盈利率分别为 12.2% 和 33%。

TNGBL 拥有最多“钻石手”

“Hodlers”比率指标代表持有特定代币至少一年的地址比例,是长期投资信心和潜在市场稳定性的关键指标。大量持有者表明对代币未来价值的坚定信念,同时也意味着市场更加稳定,因为这些人不太可能对短期市场变化做出反应。在RWA生态中,TNGBL以超过90%的Hodler比例脱颖而出。

P5QpKQG05X1iJEF5ZWPgmIn428lSmJyKr390hPiK.png

RWA 在 DeFi 中的未来

RWA 与 DeFi 的整合为加密货币领域带来了难以置信的价值。从各种 RWA 协议分析的数据展示了一个令人兴奋且不断发展的生态系统。MakerDAO 等先驱将美国国债等传统金融工具无缝集成到 DeFi 协议中,而 Mountain Protocol 等协议的快速增长凸显了该领域的价值和潜力。


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