机构拥抱刺激 RWA 治理代币反弹

现实世界资产（RWA）价值飙升，治理代币在过去一周呈指数级增长。 RWA 协议治理代币的总市值增长了 81%，达到 80 亿美元，其中 Ondo (OND)、Polymesh (POLYX) 和 Mantra (OM) 等代币涨幅达到三位数。这种上升是由于金融机构对探索链上金融和涉及代币化资产的用例的兴趣日益浓厚而推动的。

Institutional Embrace Fuels Surge in Real-World Asset Governance Tokens

机构的拥抱推动了现实世界资产治理代币的激增

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.

现实世界资产（RWA）市场正在经历显着的增长，其标志是与 RWA 协议相关的治理代币的价值急剧增加。这种激增归因于传统金融机构对链上金融新用例的不断探索。

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.

根据 CoinGecko 的数据，RWA 治理代币的总市值在 24 小时内增长了 28%，在过去 7 天内增长了 81%，达到令人印象深刻的 80 亿美元。值得注意的是，仅在过去一周，排名前 15 的 RWA 代币中有 6 个就录得三位数的涨幅。

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) 成为 RWA 代币中的领跑者，涨幅高达 123%，市值达到 13 亿美元。 Polymesh (POLYX) 紧随其后，实现了 211% 的惊人增长，市值达到 6.43 亿美元。 Mantra (OM) 尽管经历了 13% 的回调，但仍保持了 5.86 亿美元的市值，巩固了其在 RWA 前六大资产中的地位。

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

RWA 领域的出色表现使其成为过去一周 CoinGecko 上表现第二好的类别。

Emergence of New Use Cases for RWAs

RWA 新用例的出现

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 市场的看涨势头与成熟金融机构对将现实世界资产整合到基于区块链的平台的兴趣日益浓厚相一致。

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 发布了与澳大利亚和新西兰银行 (ANZ) 合作开展的试点项目的调查结果。该计划展示了利用 Chainlink 的跨链互操作性协议 (CCIP) 在公共网络上转移代币化资产。

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.

该项目涉及 ANZ 数字资产服务 (DAS) 用户在 Avalanche 上购买新西兰元稳定币，然后在以太坊上将这些代币交易为代表以澳元计价的代币化澳大利亚自然资源的 NFT。 ANZ DAS 还促进了两种法定货币之间的外汇兑换，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 总裁 John Wu 评论道：“这个 ANZ 项目展示了具有前瞻性思维的传统金融服务提供商如何拥抱区块链增强的资本市场的潜力。” “ANZ 在链上价值转移方面处于领先地位，而 Chainlink 和 Avalanche 开发的基础设施提供了必要的互操作性和定制化。”

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 强调，ANZ 加入了一个不断壮大的 tradfi 机构联盟，探索其 CCIP 协议在链上 RWA 用例中的应用。参与 CCIP 试点的其他知名金融实体包括纽约梅隆银行、花旗银行、法国巴黎银行、欧洲清算银行、劳埃德银行集团和 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.

根据 Dune Analytics 的数据，自 7 月份获得许可的启动阶段以来，CCIP 已为 Chainlink 产生了 480,615 美元的费用，其中 43% 的收入仅在 3 月份就获得了。

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权的专注于链上 RWA 的交易所 DigitFT 推出了首个代币化存托凭证 (DR)，代表美国国库券的直接受益所有权。

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强调代币持有者直接受益利益的法律代表，实现链上结算。该公司解释说：“这些代币代表了基础资本市场证券的部分实益权益，允许投资者合法地索取基础资产产生的经济回报并直接受益。”

Conclusion

结论

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 治理代币的激增标志着区块链生态系统中现实世界资产的采用越来越多。随着金融机构不断探索链上金融的变革潜力，RWA 的新用例不断涌现，推动创新并扩大区块链应用范围。在可预见的未来，这种趋势可能会持续下去，进一步巩固 RWA 在数字资产领域的重要性。