一个反常态的链上数据:
即使目前加密处于地狱级行情阶段,但全球RWA 链上市值表现强势,继续创下357亿美元的新高。
这轮周期中RWA 赛道成为备受争议的叙事之一:一边是极其亮眼的链上数据,而另一边则是打着RWAFi 幌子的rug 盘横行。
核心产品功能是否已落地是判定RWA 细分赛道项目真伪最核心的标准。专注于RWA infra 的老牌公链 @iota 打了一个照样。
据CoinDesk 消息,非洲大陆自由贸易区(AfCFTA)要基于IOTA 底层infra 构建非洲统一数字贸易基础设施(ADAPT)。除 @AfCFTA 外,其他联合推出ADAPT 的主体还包括世界经济论坛 @wef, @InstituteGC 和IOTA 基金会。
这将成为加密史上最大规模的RWA 采用公告之一。AfCFTA 基于IOTA 将当前传统贸易系统的信息孤岛转化为可共享、可实时验证的数据基础层,旨在解决当下全球贸易系统效率极度低下的问题。
大白话讲就是:
当前绝大部分的RWA 项目是在“将现实世界的资产代币化上链”,而AfCFTA 是在“把现实世界的经济活动本身搬到链上跑”。
将贸易流变成链上原生流量,这可能是整个RWA 叙事中体量最大、天花板最高、也是最难被复制的一环。


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