还是说正事吧,我强烈建议对 RWA 有兴趣的小伙伴重点关注合规的链上券商,应该是有很大的机会,当然合规的链上券商发币的概率很低,但基于链上券商的 RWAFi 机会会很大。
说人话,就是比如贝莱德成立了链上券商的系统,可以再贝莱德通过稳定币来购买美债,而美债的确权大概率是“链上票据”的方式,可以在链下结算和承兑的,不排除是 NFT 的可能。
那么基于这种票据(NFT)形式的 DeFi 就很有意思了,比如可以再质押美债,对购买的美债提供流动性,而这种 RWAFi 的本质并不需要强合规,玩法也会很多,但安全性肯定就差了,不过因为链上券商大概率是支持 KYC 找回的,所以不见得丢失或者被盗就一定是风险。
但这种形式肯定会加大了 RWAFi 的难度,比如我买了100万美元的10年期美债,然后质押再一个 RWAFi 的平台,然后去找贝莱德申诉,我的票据被盗,基于我个人的 KYC 找回(线下是可以的)。
这难度就加大了。
本推文由 @ApeXProtocolCN 赞助|Dex With ApeX
4.74K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.

