现实世界资产：加密货币市场的巨变

在一项全面的分析中，加密货币分析师 Miles Deutscher 深入研究了加密货币市场中新兴的现实世界资产 (RWA) 领域。在贝莱德进军代币化基金的推动下，Deutscher 强调了代币化资产的变革潜力，预计到 2030 年将达到 10 万亿美元。RWA 弥合了有形资产和数字资产之间的差距，将黄金和房地产等商品代币化，提高了效率和可及性。通过消除中介机构和降低成本，RWA 实现了全球市场准入的民主化，并将现实世界的资产整合到 DeFi 生态系统中。贝莱德凭借其数字资产基金进入 RWA，其市值迅速达到 2.74 亿美元，标志着业界对该领域的认可度不断提高。 Deutscher 的分析对 RWA 格局进行了详细探索，并确定了第 1 层和第 2 层区块链、预言机、RWA 特定协议以及该领域新兴明星的有前途的投资机会。

Real World Assets: A Paradigm Shift in the Crypto Market

现实世界资产：加密货币市场的范式转变

In a comprehensive analysis, renowned crypto analyst Miles Deutscher has delved into the burgeoning sector of Real World Assets (RWAs) within the crypto market, shedding light on its transformative potential. Deutscher's discourse follows the groundbreaking venture by BlackRock into tokenized funds, signaling a seismic shift in the digital asset landscape.

在一项全面的分析中，著名的加密货币分析师 Miles Deutscher 深入研究了加密货币市场中新兴的现实世界资产 (RWA) 领域，揭示了其变革潜力。多伊彻的讲话是在贝莱德开创性地进军代币化基金之后发表的，这标志着数字资产格局发生了翻天覆地的变化。

The Genesis and Essence of Real World Assets (RWA)

现实世界资产（RWA）的起源和本质

Real World Assets (RWA) bridge the tangible with the digital, tokenizing physical commodities such as gold, real estate, and various other commodities, thereby enhancing their efficiency and accessibility. This digitization process eliminates the need for traditional brokers, reduces entry barriers, and significantly cuts down on associated costs.

真实世界资产（RWA）将有形资产与数字资产联系起来，对黄金、房地产和各种其他商品等实物商品进行代币化，从而提高其效率和可及性。这种数字化过程消除了对传统经纪人的需求，降低了进入壁垒，并显着降低了相关成本。

"RWAs represent a revolutionary step forward in democratizing access to investment in major assets," Deutscher asserts. He further explains that RWAs not only unlock vast markets for participation—such as global bonds and gold—but also integrate real-world, income-generating assets into the DeFi yield ecosystem.

“RWA 代表了主要资产投资民主化方面向前迈出的革命性一步，”多伊彻断言。他进一步解释说，RWA 不仅解锁了广阔的参与市场（例如全球债券和黄金），而且还将现实世界的创收资产整合到 DeFi 收益生态系统中。

At their core, RWAs embody ownership rights over physical assets through the digital tokenization on blockchain platforms. Through smart contracts, issuers can mint these tokens, defining their value and the mechanics of their trade. This innovative approach has seen the market capitalization of tokenized public securities surpass $700 million, with the tokenized gold market nearing a $1 billion valuation, according to a report by Bank of America.

RWA 的核心是通过区块链平台上的数字代币化体现对实物资产的所有权。通过智能合约，发行人可以铸造这些代币，定义它们的价值和交易机制。根据美国银行的一份报告，这种创新方法使得代币化公共证券的市值超过 7 亿美元，代币化黄金市场的估值接近 10 亿美元。

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The growing demand for tokenized assets underscores the sector's potential, significantly buoyed by BlackRock's recent foray into RWA with its digital asset fund focused on bonds. Within a mere fortnight, this fund ballooned to a $274 million market cap, capturing a 37.53% market share.

对代币化资产不断增长的需求凸显了该行业的潜力，贝莱德最近凭借其专注于债券的数字资产基金进军 RWA，极大地提振了该行业的潜力。仅仅两周内，该基金的市值就飙升至 2.74 亿美元，占据了 37.53% 的市场份额。

BlackRock's pivot towards RWAs is not an isolated trend but a bellwether for the industry's trajectory. "Larry Fink's bullish stance on tokenization heralds a new era for securities," Deutscher notes, highlighting the BlackRock CEO's long-maintained belief in the transformative power of tokenization.

贝莱德转向风险加权资产并不是一个孤立的趋势，而是该行业发展轨迹的风向标。多伊彻指出：“拉里·芬克对代币化的乐观立场预示着证券的新时代即将到来。”他强调了这位贝莱德首席执行官长期以来对代币化变革力量的信念。

This movement is gaining momentum, with heavyweight TradFi players such as Citi, Franklin Templeton, and JPMorgan exploring RWA avenues. "The convergence of traditional finance and blockchain through RWAs is a testament to the sector's viability and growth potential," Deutscher adds, underlining the legitimization of RWAs by these financial titans.

随着花旗、富兰克林邓普顿和摩根大通等重量级 TradFi 参与者探索 RWA 途径，这一运动势头强劲。 Deutscher 补充道：“传统金融和区块链通过 RWA 的融合证明了该行业的生存能力和增长潜力。”他强调了这些金融巨头对 RWA 的合法化。

Deutscher's Curated List of Top RWA Altcoins

Deutscher 精选的顶级 RWA 山寨币列表

Delving deeper into the specifics, Deutscher categorizes his top picks within the RWA ecosystem:

通过更深入地研究细节，Deutscher 将他在 RWA 生态系统中的首选进行了分类：

1. Layer 1 and Layer 2 Blockchains: Highlighting the significance of foundational blockchain platforms, Deutscher points to L1 and L2 chains that are pivotal in hosting RWA protocols. He emphasizes the strategic advantage of these chains in attracting liquidity and users, albeit noting the nuanced investment approach needed to maximize RWA-specific gains.

1. 第 1 层和第 2 层区块链：Deutscher 强调了基础区块链平台的重要性，指出 L1 和 L2 链对于托管 RWA 协议至关重要。他强调了这些区块链在吸引流动性和用户方面的战略优势，同时也指出了最大化 RWA 特定收益所需的细致入微的投资方法。

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“Hyped narratives often drive a lot of liquidity and users to the main chain that powers the underlying dApp. […] The issue with this style of investing, despite its ability to hedge against downside, is the lack of direct upside. If you want capture more RWA-specific upside, RWA-focused chains like Redbelly Network & MANTRA offer more direct exposure,” Deutscher argues.

“炒作的故事通常会带来大量的流动性和用户到为底层 dApp 提供动力的主链。 […]这种投资方式的问题是，尽管它有能力对冲下行风险，但缺乏直接的上行空间。如果你想获得更多 RWA 特有的优势，Redbelly Network 和 MANTRA 等专注于 RWA 的连锁店可以提供更直接的曝光，”Deutscher 认为。

2. Oracles as the Backbone of RWA Tokenization: Oracles play a crucial role in ensuring the accurate reflection of real-world asset values on the blockchain. Deutscher is particularly bullish on Chainlink (LINK), citing its foundational role in secure, cross-chain information bridging. “Chainlink is indispensable for the RWA sector, offering real-time data verification that’s critical for the integrity of tokenized assets,” he explains.

2. 预言机作为 RWA 代币化的支柱：预言机在确保区块链上准确反映现实世界资产价值方面发挥着至关重要的作用。 Deutscher 特别看好 Chainlink (LINK)，理由是它在安全、跨链信息桥接方面的基础性作用。 “Chainlink 对于 RWA 领域来说是不可或缺的，它提供实时数据验证，这对于代币化资产的完整性至关重要，”他解释道。

Moreover, the crypto analyst points to Pyth Network (PYTH) if investors want to “move further down the risk curve.” He added, “whilst Chainlink serves more broader sectors, Pyth is interesting as a DeFi-centric bet, due to its wide L1 compatibility.”

此外，如果投资者想要“进一步降低风险曲线”，加密货币分析师指出 Pyth Network (PYTH)。他补充道，“虽然 Chainlink 服务于更广泛的领域，但 Pyth 作为以 DeFi 为中心的赌注很有趣，因为它具有广泛的 L1 兼容性。”

3. RWA-Specific Protocols: Projects like Ondo Finance, Pendle Finance, and Frax Finance are lauded by Deutscher for their direct engagement with RWAs, each offering unique solutions to leverage real-world assets within the DeFi space. Deutscher applauds Ondo Finance for addressing liquidity challenges, Pendle Finance for its innovative yield-tokenization approach, and Frax Finance for its multifaceted DeFi offerings that include traditional investment avenues.

3. RWA 特定协议：Ondo Finance、Pendle Finance 和 Frax Finance 等项目因其与 RWA 的直接合作而受到 Deutscher 的称赞，每个项目都提供了独特的解决方案来利用 DeFi 领域的现实世界资产。 Deutscher 赞扬 Ondo Finance 解决流动性挑战、Pendle Finance 创新的收益代币化方法，以及 Frax Finance 提供包括传统投资途径在内的多方面 DeFi 产品。

4. Emerging Stars in the RWA Space: Deutscher also sheds light on upcoming projects like Lingo and Truflation, earmarking them as ones to watch. With Lingo’s unique model of funding RWA pools for brand partner rewards and Truflation’s infrastructure play in decentralizing economic data, these platforms are at the forefront of RWA innovation, according to him.

4. RWA 领域的新兴明星：Deutscher 还介绍了 Lingo 和 Truflation 等即将推出的项目，并将它们列为值得关注的项目。他表示，凭借 Lingo 为 RWA 资金池提供品牌合作伙伴奖励的独特模式，以及 Truflation 在去中心化经济数据方面的基础设施建设，这些平台处于 RWA 创新的前沿。

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