数字资产系列研究一:链上真实资产RWA详解

浙商证券股份有...
20 Jul

核心观点RWA 是“链上真实资产”,与稳定币相比,RWA 是链上“投资标的”,稳定币是链上交易媒介。当前RWA 市场规模约257 亿美元,从有形资产、金融资产、无形资产的分类视角来看,当前有形资产(商品、地产)类RWA 总规模18.7 亿美元,占RWA规模比重7.3%,金融资产(国债、股票、信贷)类RWA 总规模为238.4 亿美元,占比为92.7%。无形资产目前整体规模尚小。国债RWA 的底层...

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