Circle 的 Hashnote 收购将引发一波渴望将现实世界资产代币化的“传统金融玩家浪潮”

这是稳定币发行商 Circle 周二宣布收购全球最大的代币化国库基金 Hashnote 后，行业专家在接受 DL News 采访时表示的。

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.

行业专家表示，稳定币发行商 Circle 最近收购了 Hashnote，这将引发一波传统金融参与者渴望将现实世界资产代币化的浪潮。

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 周二宣布将收购全球最大的代币化国库基金 Hashnote，收购金额未公开。此次收购将使 Hashnote 的旗舰产品 USYield Coin (USYC) 与 Circle 的 USDC 稳定币整合。

“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收购Hashnote就是开枪；专注于加密货币的资产管理公司 Superstate 的首席执行官兼联合创始人 Robert Leshner 告诉 DL News，全球资产代币化的竞赛已经开始。

“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 区块链网络 Movement Labs 联合创始人 Rushi Manche 补充道：“这对于渴望利用区块链速度和效率提高的机构投资者来说尤其有吸引力。”

“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.”

“关注这个领域——我们即将看到一波传统金融参与者加入进来，因为现在已经有了一个蓝图，可以通过他们所需的护栏来产生实际收益。”

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

华尔街已经在代币化资产领域采取了一些举措，但专家表示，Circle 的收购将进一步推动这些努力。

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

数字证券平台 Assetera 首席执行官 Thomas Labenbacher 告诉 DL News：“其他稳定币发行人很可能会效仿 Circle 的做法。”

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

“为稳定币增加收益能力可以增强其支付以外的功能，提供投资和抵押机会。”

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 作为第二大稳定币的发行者，并不是从零开始。它处于帮助 USYC 竞争的有利位置，特别是考虑到 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.

作为第二大稳定币发行商，Circle 流通中的 USDC 价值超过 500 亿美元。它曾经是市场领导者 Tether 的紧密竞争对手。 2022 年，Tether 的 USDT 稳定币流通量仅比 Circle 的 USDC 多 100 亿美元。

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，最近这种差距扩大了，Tether 目前发行了 1,380 亿美元的 USDT，而 Circle 发行了 500 亿美元的 USDC。通过为 USDC 持有者提供一条简单的赚取收益的途径，Circle 可以收复一些失地。

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.

除了收购 Hashnote 之外，Circle 还在 Canton Network 上部署 USDC。由于网络已经支持 USYC，此举将实现抵押品和现金之间的全天候可兑换，以便在链上传统金融市场中使用。

“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.

“他们正在 Canton Network 上进行部署，该网络已经处理了数万亿的现实世界资产，这表明 TradFi 和数字资产之间的墙壁正在快速拆除，”Manche 说。

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

Canton Network是一条具有链上隐私功能的公共区块链，这使其成为受监管金融机构的热门选择。

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.

美国银行、高盛和渣打银行等数十家主要银行正在尝试使用 Canton Network 进行代币化资产发行和转移等。

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

Tim Craig 是 DL News 驻爱丁堡的 DeFi 记者。请通过 tim@dlnews.com 获取提示。