MakerDAO 的 10 億美元代幣化國債投資計畫吸引了 BlackRock 旗下 BUIDL、Ondo 和 Superstate 的興趣

MakerDAO 的資金分配競賽將於下個月開始，這將為 18 億美元的代幣化現實世界資產空間帶來巨大推動力。

Crypto lending platform MakerDAO, the protocol behind the $5 billion stablecoin DAI, is planning to invest $1 billion of its reserves in tokenized U.S. Treasury products. Top players in the space including BlackRock's BUIDL, Superstate and Ondo Finance are lining up to apply for the proposal.

加密借貸平台 MakerDAO 是價值 50 億美元的穩定幣 DAI 背後的協議，計劃將其儲備金投資 10 億美元到代幣化的美國國債產品。該領域的頂級參與者，包括 BlackRock 的 BUIDL、Superstate 和 Ondo Finance 正在排隊申請該提案。

"We think this is a very good move from MakerDAO and we are excited to participate with Blackrock's BUIDL," Carlos Domingo, CEO of tokenization platform Securitize, BlackRock's issuance partner, said in an email to CoinDesk. "As the leading tokenized treasury issuer, we will certainly apply.”

貝萊德發行合作夥伴代幣化平台Securitize 執行長 Carlos Domingo 在給CoinDesk 的電子郵件中表示：「我們認為MakerDAO 的這項舉措非常好，我們很高興能夠參與貝萊德的BUIDL。 “作為領先的代幣化國債發行人，我們肯定會申請。”

"Superstate's USTB is an ideal partner for MakerDAO," Robert Leshner, founder of Superstate, told CoinDesk. "We're excited that MakerDAO is creating an open process where we can introduce USTB to the community."

Superstate 創始人 Robert Leshner 告訴 CoinDesk：“Superstate 的 USTB 是 MakerDAO 的理想合作夥伴。” “我們很高興 MakerDAO 正在創建一個開放流程，我們可以將 USTB 介紹給社區。”

Ondo Finance (ONDO), the $550 million RWA platform, also plans to participate. "It's a natural fit in our mission of bringing institutional-grade financial products and services to everyone," Nathan Allman, founder of Ondo Finance, said in a Telegram message. "We look forward to participating."

價值 5.5 億美元的 RWA 平台 Ondo Finance (ONDO) 也計劃參與。 Ondo Finance 創辦人 Nathan Allman 在 Telegram 訊息中表示：“這與我們為每個人提供機構級金融產品和服務的使命自然契合。” “我們期待參與。”

MakerDAO's plan marks a significant reshuffle of its reserve strategy as the protocol, one of the first movers in decentralized finance (DeFi), ushers into a next era under founder Rune Christensen's Endgame Plan. The protocol has spearheaded crypto's real-world asset (RWA) trend, backing its decentralized stablecoin in part by U.S. government bonds and bills held off-chain with a range of partners.

MakerDAO 的計劃標誌著其儲備策略的重大調整，作為去中心化金融 (DeFi) 的先驅之一，該協議在創始人 Rune Christensen 的 Endgame Plan 下進入了下一個時代。該協議引領了加密貨幣的現實世界資產（RWA）趨勢，部分透過與一系列合作夥伴在鏈下持有的美國政府債券和票據來支持其去中心化穩定幣。

Read more: Rune Christensen Explains Why He Wants to Remake Maker and Kill DAI

閱讀更多：Rune Christensen 解釋為什麼他想重製 Maker 並殺死 DAI

The open competition to allocate $1 billion to tokenized offerings was announced on Thursday at ETHCC in Brussels, Belgium and also outlined in a Spark SubDAO governance post.

週四在比利時布魯塞爾的 ETHCC 宣布了為代幣化產品分配 10 億美元的公開競爭，Spark SubDAO 治理貼文中也概述了這一情況。

Spark Protocol is a lending platform build on top of Maker, and is "poised to become the central hub for RWAs on Maker and Ethereum," the announcement said. It's led by the Spark SubDAO, a smaller decentralized autonomous organization within MakerDAO.

公告稱，Spark Protocol 是一個建立在 Maker 之上的借貸平台，「準備成為 Maker 和以太坊上 RWA 的中心樞紐」。它由 Spark SubDAO 領導，這是 MakerDAO 內一個較小的去中心化自治組織。

Applications will open on August 12 with more details about the competition coming in the next weeks, the post said.

該貼文稱，申請將於 8 月 12 日開放，有關比賽的更多詳細資訊將在未來幾週內公佈。

The investment will be funded from redirecting reserves from the Clydesdale facility managed by Monetalis and the Andromeda facility by BlockTower, Sebastien Derivaux, co-founder of Steakhouse Financial, a DeFi consulting firm that was also the author of the tokenized treasury proposal.

這項投資的資金來源將是 Monetalis 管理的 Clydesdale 設施和 BlockTower 管理的 Andromeda 設施的儲備金。

Monetalis will offboard MakerDAO after community backlash for failing to present adequate reporting about the reserves in a timely manner.

在未能及時提供有關儲備的充分報告而遭到社區強烈反對後，Monetalis 將退出 MakerDAO。

Big Boost for Tokenized Treasuries

代幣化國債的巨大推動

MakerDAO's investment would serve as a huge boost for the tokenized real-world asset protocols, given its sheer size.

考慮到其龐大的規模，MakerDAO 的投資將極大地推動代幣化的現實世界資產協議的發展。

U.S. Treasuries have been at the forefront of tokenization efforts by both digital asset firms and traditional financial institutions. These products are attractive for protocol treasuries as a low-risk instrument where they can park their blockchain-based cash and earn a stable yield without leaving the blockchain ecosystem.

美國國債一直處於數位資產公司和傳統金融機構代幣化努力的最前線。這些產品作為一種低風險工具對協議金庫很有吸引力，他們可以在其中存放基於區塊鏈的現金並在不離開區塊鏈生態系統的情況下獲得穩定的收益。

The market for these products has tripled in a year to $1.85 billion, data provider rwa.xyz shows.

數據提供商 rwa.xyz 顯示，這些產品的市場在一年內成長了兩倍，達到 18.5 億美元。

MakerDAO's allocation would mark another 55% growth.

MakerDAO 的分配將標誌著另外 55% 的成長。

This isn't the first action of its kind, however.

然而，這並不是此類行動的第一次。

ArbitrumDAO, an ecosystem development organization of the Ethereum layer-2 Arbitrum, on Thursday finalized a similar contest called STEP to allocate the equivalent of 35 million of Arbitrum's native tokens (ARB) – roughly $27 million worth – in tokenized offerings.

ArbitrumDAO 是以太坊第2 層Arbitrum 的生態系統開發組織，週四完成了一項名為STEP 的類似競賽，以分配相當於3500 萬個Arbitrum 原生代幣（ARB）（價值約2700 萬美元）的代幣化產品。