機構擁抱刺激 RWA 治理代幣反彈

現實世界資產（RWA）價值飆升，治理代幣在過去一周呈指數級增長。 RWA 協議治理代幣的總市值增長了 81%，達到 80 億美元，其中 Ondo (OND)、Polymesh (POLYX) 和 Mantra (OM) 等代幣漲幅達到三位數。這種上升是由於金融機構對探索鏈上金融和涉及代幣化資產的用例的興趣日益濃厚而推動的。

Institutional Embrace Fuels Surge in Real-World Asset Governance Tokens

機構的擁抱推動了現實世界資產治理代幣的激增

The real-world asset (RWA) market is experiencing a remarkable surge, marked by a dramatic increase in the value of governance tokens associated with RWA protocols. This surge is attributed to the growing exploration of novel use cases for on-chain finance by legacy financial institutions.

現實世界資產（RWA）市場正在經歷顯著的成長，其標誌是與 RWA 協議相關的治理代幣的價值急劇增加。這種激增歸因於傳統金融機構對鏈上金融新用例的持續探索。

According to data from CoinGecko, the combined market capitalization of RWA governance tokens witnessed a 28% jump within 24 hours and a staggering 81% increase over the past seven days, reaching an impressive $8 billion. Notably, six of the top 15 RWA tokens have recorded triple-digit gains in the past week alone.

根據 CoinGecko 的數據，RWA 治理代幣的總市值在 24 小時內增長了 28%，在過去 7 天內增長了 81%，達到令人印象深刻的 80 億美元。值得注意的是，僅在過去一周，前 15 名的 RWA 代幣中有 6 個就錄得三位數的漲幅。

Ondo (OND) emerged as the frontrunner among RWA tokens, boasting a substantial 123% rally and securing a market cap of $1.3 billion. Polymesh (POLYX) followed suit with a remarkable 211% growth, reaching a market cap of $643 million. Mantra (OM), despite experiencing a 13% pullback, maintained a market cap of $586 million, solidifying its position within the top six RWA assets.

Ondo (OND) 成為 RWA 代幣中的領跑者，漲幅高達 123%，市值達到 13 億美元。 Polymesh (POLYX) 緊隨其後，實現了 211% 的驚人成長，市值達到 6.43 億美元。 Mantra (OM) 儘管經歷了 13% 的回調，但仍保持了 5.86 億美元的市值，鞏固了其在 RWA 前六大資產中的地位。

The exceptional performance of the RWA sector has propelled it to become the second-best performing category on CoinGecko over the past week.

RWA 領域的出色表現使其成為過去一周 CoinGecko 上表現第二好的類別。

Emergence of New Use Cases for RWAs

RWA 新用例的出現

The bullish momentum in the RWA market coincides with the increasing interest among established financial institutions in integrating real-world assets into blockchain-based platforms.

RWA 市場的看漲勢頭與成熟金融機構對將現實世界資產整合到基於區塊鏈的平台的興趣日益濃厚相一致。

On March 19, Chainlink released the findings of a pilot project conducted in collaboration with Australia and New Zealand Bank (ANZ). The initiative showcased the transfer of tokenized assets across public networks utilizing Chainlink's cross-chain interoperability protocol (CCIP).

3 月 19 日，Chainlink 發布了與澳洲和紐西蘭銀行 (ANZ) 合作進行的試點計畫的調查結果。該計劃展示了利用 Chainlink 的跨鏈互通性協議 (CCIP) 在公共網路上轉移代幣化資產。

The project involved an ANZ Digital Asset Services (DAS) user purchasing New Zealand dollar stables on Avalanche before trading these tokens for NFTs representing tokenized Australian natural resources denominated in Australian dollars on Ethereum. The ANZ DAS also facilitated foreign exchange conversion between the two fiat currencies, successfully completing the trade.

該項目涉及 ANZ 數位資產服務 (DAS) 用戶在 Avalanche 上購買紐西蘭元穩定幣，然後在以太坊上將這些代幣交易為代表以澳元計價的代幣化澳洲自然資源的 NFT。 ANZ DAS 也促進了兩種法定貨幣之間的外匯兌換，成功完成了交易。

"This ANZ project demonstrates how forward-thinking traditional financial service providers are embracing the potential of blockchain-enhanced capital markets," commented John Wu, President of Ava Labs. "ANZ is leading the way in on-chain value transfer, while the infrastructure developed by Chainlink and Avalanche provides the necessary interoperability and customization."

Ava Labs 總裁 John Wu 評論道：“這個 ANZ 項目展示了具有前瞻性思維的傳統金融服務提供者如何擁抱區塊鏈增強的資本市場的潛力。” “ANZ 在鏈上價值轉移方面處於領先地位，而 Chainlink 和 Avalanche 開發的基礎設施提供了必要的互通性和定制化。”

Chainlink highlighted that ANZ joins a growing consortium of tradfi institutions exploring the applications of its CCIP protocol for on-chain RWA use cases. Other prominent financial entities involved in CCIP pilots include BNY Mellon, Citi, BNP Paribas, Euroclear, Lloyds Banking Group, and SIX Digital Exchange.

Chainlink 強調，ANZ 加入了一個不斷壯大的 tradfi 機構聯盟，探索其 CCIP 協定在鏈上 RWA 用例中的應用。參與 CCIP 試點的其他知名金融實體包括紐約梅隆銀行、花旗銀行、法國巴黎銀行、歐洲清算銀行、勞埃德銀行集團和 SIX Digital Exchange。

According to Dune Analytics, CCIP has generated $480,615 in fees for Chainlink since its permissioned launch phase in July, with 43% of this revenue being captured in March alone.

根據 Dune Analytics 的數據，自 7 月獲得許可的啟動階段以來，CCIP 已為 Chainlink 產生了 480,615 美元的費用，其中 43% 的收入僅在 3 月就獲得了。

On March 25, DigitFT, a Monetary Authority of Singapore-licensed exchange specializing in on-chain RWAs, launched the first tokenized depository receipts (DRs) representing direct beneficial ownership of U.S. Treasury Bills.

3 月 25 日，新加坡金融管理局授權的專注於鏈上 RWA 的交易所 DigitFT 推出了首個代幣化存託憑證 (DR)，代表美國國庫券的直接受益所有權。

DigiFT emphasized the legal representation of direct beneficial interest for tokenholders, enabling on-chain settlement. "The tokens represent a fractional beneficial interest in the underlying capital market securities, allowing investors to legally lay claim to and directly benefit from the economic returns generated by the underlying assets," the firm elaborated.

DigiFT強調代幣持有者直接受益利益的法律代表，實現鏈上結算。該公司解釋說：“這些代幣代表了基礎資本市場證券的部分實益權益，允許投資者合法地索取基礎資產產生的經濟回報並直接受益。”

Conclusion

結論

The surge in RWA governance tokens signals a growing adoption of real-world assets within the blockchain ecosystem. As financial institutions continue to explore the transformative potential of on-chain finance, new use cases for RWAs are emerging, driving innovation and expanding the scope of blockchain applications. This trend is likely to continue in the foreseeable future, further solidifying the significance of RWAs in the digital asset landscape.

RWA 治理代幣的激增標誌著區塊鏈生態系統中現實世界資產的採用越來越多。隨著金融機構不斷探索鏈上金融的變革潛力，RWA 的新用例不斷湧現，推動創新並擴大區塊鏈應用。在可預見的未來，這種趨勢可能會持續下去，進一步鞏固 RWA 在數位資產領域的重要性。