MakerDAO 的 10 亿美元代币化国债投资计划吸引了 BlackRock 旗下 BUIDL、Ondo 和 Superstate 的兴趣

MakerDAO 的资金分配竞赛将于下个月开始，这将为 18 亿美元的代币化现实世界资产空间带来巨大推动力。

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.

加密借贷平台 MakerDAO 是价值 50 亿美元的稳定币 DAI 背后的协议，计划将其储备金投资 10 亿美元到代币化的美国国债产品。该领域的顶级参与者，包括 BlackRock 的 BUIDL、Superstate 和 Ondo Finance 正在排队申请该提案。

"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.”

贝莱德发行合作伙伴代币化平台 Securitize 首席执行官卡洛斯·多明戈 (Carlos Domingo) 在给 CoinDesk 的电子邮件中表示：“我们认为 MakerDAO 的这一举措非常好，我们很高兴能够参与贝莱德的 BUIDL。” “作为领先的代币化国债发行人，我们肯定会申请。”

"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 创始人 Robert Leshner 告诉 CoinDesk：“Superstate 的 USTB 是 MakerDAO 的理想合作伙伴。” “我们很高兴 MakerDAO 正在创建一个开放流程，我们可以将 USTB 介绍给社区。”

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."

价值 5.5 亿美元的 RWA 平台 Ondo Finance (ONDO) 也计划参与。 Ondo Finance 创始人 Nathan Allman 在 Telegram 消息中表示：“这与我们为每个人提供机构级金融产品和服务的使命自然契合。” “我们期待参与。”

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 的计划标志着其储备策略的重大调整，作为去中心化金融 (DeFi) 的先行者之一，该协议在创始人 Rune Christensen 的 Endgame Plan 下进入了下一个时代。该协议引领了加密货币的现实世界资产（RWA）趋势，部分通过与一系列合作伙伴在链下持有的美国政府债券和票据来支持其去中心化稳定币。

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

阅读更多：Rune Christensen 解释为什么他想重制 Maker 并杀死 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.

周四在比利时布鲁塞尔的 ETHCC 宣布了为代币化产品分配 10 亿美元的公开竞争，Spark SubDAO 治理帖子中也概述了这一情况。

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.

公告称，Spark Protocol 是一个建立在 Maker 之上的借贷平台，“准备成为 Maker 和以太坊上 RWA 的中心枢纽”。它由 Spark SubDAO 领导，这是 MakerDAO 内一个较小的去中心化自治组织。

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

该帖子称，申请将于 8 月 12 日开放，有关比赛的更多详细信息将在未来几周内公布。

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.

这项投资的资金来源将是 Monetalis 管理的 Clydesdale 设施和 BlockTower 管理的 Andromeda 设施的储备金。Sebastien Derivaux 是 Steakhouse Financial 的联合创始人，Steakhouse Financial 是一家 DeFi 咨询公司，也是代币化金库提案的作者。

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

由于未能及时提供有关储备的充分报告而遭到社区强烈反对后，Monetalis 将退出 MakerDAO。

Big Boost for Tokenized Treasuries

代币化国债的巨大推动

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

考虑到其庞大的规模，MakerDAO 的投资将极大地推动代币化的现实世界资产协议的发展。

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.

美国国债一直处于数字资产公司和传统金融机构代币化努力的最前沿。这些产品作为一种低风险工具对协议金库很有吸引力，他们可以在其中存放基于区块链的现金并在不离开区块链生态系统的情况下获得稳定的收益。

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

数据提供商 rwa.xyz 显示，这些产品的市场在一年内增长了两倍，达到 18.5 亿美元。

MakerDAO's allocation would mark another 55% growth.

MakerDAO 的分配将标志着另外 55% 的增长。

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

然而，这并不是此类行动的第一次。

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 层 Arbitrum 的生态系统开发组织，周四完成了一项名为 STEP 的类似竞赛，以分配相当于 3500 万个 Arbitrum 原生代币（ARB）（价值约 2700 万美元）的代币化产品。