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RWA重塑收益型代币格局，机构转向美国国债确定性
发布: · 来源: mk.co.kr
一句$话总结: 机构投资者相较加密货币利息更看重美国国债型RWA的可预测性，DeFi正围绕机构和国债重组，sUSDe供应量在90天内腰斩。
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DeFi市场正从收益型代币中心转向机构和美国国债型RWA中心。随着机构需求更重视可预测性而非加密货币利率，原本单纯追踪美元价值的代币市场也出现变化。原文称，sUSDe供应量在90天内降至约一半。相比以高利率为卖点的收益型代币，市场更倾向于美国国债这类结构清晰的资产。与此同时，部分代币风险度被提及为1250%，并进入华尔街审查视野。未来DeFi可能不再只围绕收益率竞争，而是更多按机构可接受的稳定性、透明度和可预测性重新评估。来源: mk.co.kr
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