渣打银行:rsETH 安全事件虽重创 DeFi,但不改 RWA 迈向 2 万亿美元市场预期

链捕手
Apr 29

ChainCatcher 消息,据 The Block 报道,渣打银行最新报告指出,KelpDAO 的 rsETH 被盗事件虽对 DeFi 生态造成严重冲击,但并不足以改变现实世界资产(RWA)代币化长期增长趋势。

渣打数字资产研究主管 Geoffrey Kendrick 表示,此次事件更像是 DeFi “被压弯而非被击碎”(Bent, not broken),甚至可能成为行业走向更强韧结构的重要转折点。

渣打仍维持其预测:到 2028 年底,RWA 代币化市场规模将从 2025 年 10 月的 350 亿美元增长至 2 万亿美元,核心驱动力仍将来自 DeFi 银行体系与稳定币流动性的持续扩张。

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