Circle 的 Hashnote 收購將引發一波渴望將現實世界資產代幣化的“傳統金融玩家浪潮”

這是穩定幣發行商 Circle 週二宣布收購全球最大的代幣化國庫基金 Hashnote 後，產業專家在接受 DL News 採訪時表示的。

Stablecoin issuer Circle’s recent acquisition of Hashnote is set to unleash a wave of traditional finance players eager to tokenize real-world assets, according to industry experts.

產業專家表示，穩定幣發行商 Circle 最近收購了 Hashnote，這將引發一波傳統金融參與者渴望將現實世界資產代幣化的浪潮。

Circle announced Tuesday that it’s buying Hashnote, the world’s largest tokenized treasury fund, for an undisclosed sum. The acquisition will see Hashnote’s flagship product, US Yield Coin (USYC), integrated with Circle’s USDC stablecoin.

Circle 週二宣布將收購全球最大的代幣化國庫基金 Hashnote，收購金額未公開。此次收購將使 Hashnote 的旗艦產品 USYield Coin (USYC) 與 Circle 的 USDC 穩定幣整合。

“Circle’s acquisition of Hashnote is the firing gun; the race to tokenize the world’s assets has begun,” Robert Leshner, CEO and co-founder of crypto-focused asset management firm Superstate, told DL News.

「Circle收購Hashnote就是開槍；專注於加密貨幣的資產管理公司 Superstate 的執行長兼聯合創始人 Robert Leshner 告訴 DL News，全球資產代幣化的競賽已經開始。

“This is especially appealing to institutional investors who are eager to take advantage of the increased speed and efficiency of blockchains,” Rushi Manche, co-founder of Move blockchain network Movement Labs, added.

Move 區塊鏈網路 Movement Labs 聯合創始人 Rushi Manche 補充道：“這對於渴望利用區塊鏈速度和效率提升的機構投資者來說尤其有吸引力。”

“Watch this space — we’re about to see a wave of traditional finance players jump in now that there’s a blueprint for generating real yield with the guardrails they need.”

“關注這個領域——我們即將看到一波傳統金融參與者加入進來，因為現在已經有了一個藍圖，可以通過他們所需的護欄來產生實際收益。”

Wall Street has already made some moves into tokenized assets, but experts say Circle’s acquisition will supercharge those efforts.

華爾街已經在代幣化資產領域採取了一些舉措，但專家表示，Circle 的收購將進一步推動這些努力。

“It is highly likely that other stablecoin issuers will emulate Circle’s approach,” Thomas Labenbacher, CEO of digital securities platform Assetera, told DL News.

數位證券平台 Assetera 執行長 Thomas Labenbacher 告訴 DL News：“其他穩定幣發行人很可能會效仿 Circle 的做法。”

“Adding yield-bearing capabilities to a stablecoin enhances its functionality beyond payments, offering investment and collateral opportunities.”

“為穩定幣增加收益能力可以增強其支付以外的功能，提供投資和抵押機會。”

Circle, the issuer of the second-biggest stablecoin, isn’t starting from scratch. It’s well positioned to help USYC compete, especially given the success of USDC.

Circle 作為第二大穩定幣的發行者，並不是從零開始。它處於幫助 USYC 競爭的有利位置，特別是考慮到 USDC 的成功。

As the second-biggest stablecoin issuer, Circle has over $50 billion of USDC in circulation. It was once a close competitor to market leader Tether. In 2022, Tether had just $10 billion more of its USDT stablecoin in circulation than Circle’s USDC.

作為第二大穩定幣發行商，Circle 流通中的 USDC 價值超過 500 億美元。它曾經是市場領導者 Tether 的緊密競爭對手。 2022 年，Tether 的 USDT 穩定幣流通量僅比 Circle 的 USDC 多 100 億美元。

However, in recent times that gap has widened, with Tether now issuing $138 billion USDT to Circle’s $50 billion USDC. By providing an easy route for USDC holders to earn yield, Circle’s could regain some lost ground.

然而，最近這種差距擴大了，Tether 目前發行了 1,380 億美元的 USDT，而 Circle 發行了 500 億美元的 USDC。透過為 USDC 持有者提供一條簡單的賺取收益的途徑，Circle 可以收復一些失地。

In addition to the Hashnote acquisition, Circle is also deploying USDC on Canton Network. With USYC already supported on the network, the move will enable around-the-clock convertibility between collateral and cash for use in traditional financial markets on-chain.

除了收購 Hashnote 之外，Circle 還在 Canton Network 上部署 USDC。由於網路已經支援 USYC，此舉將實現抵押品和現金之間的全天候可兌換，以便在鏈上傳統金融市場中使用。

“That they’re deploying on Canton Network, which already handles trillions in real-world assets, shows that the walls between TradFi and digital assets are coming down fast,” Manche said.

「他們正在 Canton Network 上進行部署，該網路已經處理了數萬億的現實世界資產，這表明 TradFi 和數位資產之間的牆壁正在快速拆除，」Manche 說。

Canton Network is a public blockchain with on-chain privacy features, which make it a popular choice for regulated financial institutions.

Canton Network是具有鏈上隱私功能的公共區塊鏈，這使其成為受監管金融機構的熱門選擇。

Dozens of major banks, such as Bank of America, Goldman Sachs, and Standard Chartered, are experimenting with Canton Network for tokenized asset issuance and transfers, among other things.

美國銀行、高盛和渣打銀行等數十家主要銀行正在嘗試使用 Canton Network 進行代幣化資產發行和轉移等。

Tim Craig is DL News’ Edinburgh-based DeFi Correspondent. Reach out with tips at tim@dlnews.com.

Tim Craig 是 DL News 駐愛丁堡的 DeFi 記者。請透過 tim@dlnews.com 取得提示。