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ONDO Finance的總鎖定價值(TVL)突破1.78億美元大關,刷新歷史紀錄。
這波增長主要推動力來自兩個方面:一是實際資產代幣化(RWA)概念持續升溫,特別是美國國債代幣這條線吸引了大量資金湧入;二是機構和散戶都在認真參與這個賽道。
換個角度看,RWA賽道從0到1的階段已經過去,現在進入了真正的機構配置期。美債代幣化這個想象空間還挺大的——傳統金融遇上鏈上流動性,感覺這才剛開始。