『老树想开新花?一众消失在视野内的老牌公链竟在热门RWA领域暗暗发力』 今天在调研@Aptos RWA 相关资料时发现一个有趣事实: Aptos 目前 RWA 总价值7.23亿,排在加密市场第三位。而前两位分别是Ethereum 和 ZKsync Era。 ETH占据RWA市场的主导地位不难理解,@zksync这个我许久没关注到的L2是如何实现近24亿美元的RWA增长的呢? 为免广告之嫌直接上结论: zkSync上接近90%的RWA TVL 都由Tradable 这一个项目提供。Tradable是一个资产代币化平台,机构可以在保持合规同时对资产进行标记和管理。 RWA资产为封闭式私募信贷凭证,无法进入开放DeFi协议循环使用。尽管zkSync在RWA市场占有率排名第二,而Defillama的Defi TVL排名只有61位。可见RWA领域的活跃并不能直观地给公链带来交易量和注入生态活性。 言论正题来看Aptos: 再看Aptos 这边,基本支持了大部分主流RWA协议,总共支持22种代币化产品,也是以私人信贷领域为主。和zkSync的区别在于Aptos支持更多大机构产品,简单列举一下: 想靠RWA的热度盘活生态,我觉得Aptos 未来还是要在合规框架内增强RWA资产流动性,连接传统金融与DeFi生态上下文章。 下一步引入像Aave 这样的蓝筹协议我估计也有这方面的考虑。简单来说:合规RWA发行优势只是成为合格的印钞厂,想要赚钱还是得想办法变成银行。 #Aptos #zksync #RWA
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