RWA 赛道最近彻底火了,a16z crypto 刚出的这份报告数据很硬核:传统资产上链总规模已经突破 300 亿美元,短短两年增长了 4 倍。Aptos 在 RWA 公链里目前排位很稳,这波全球资产数字化的大趋势,你跟上了吗? 美国国债、房产、私募信贷这些传统重资产,现在正批量搬到链上。Visa、黑石这样的巨头都下场了,传统金融圈已经集体真香 还有几个让人眼前一亮的数据: • 稳定币一年交易量达到 46 万亿美元,直接把 PayPal 甩在身后 • Solana 单日收入破 1 亿美元,DePIN 赛道整体潜力直奔着 3.5 万亿美元去 • AI 和加密的组合被看好,到 2030 年有望撬动 30 万亿美元级的新经济 (顺便提一句,阿根廷因为高通胀,加密钱包用户数暴涨 16 倍,大家都在用稳定币对冲) 更深一层看,这已经不只是炒币,而是美元体系在链上的延伸:目前只有 1% 的美元变成了链上稳定币,但国债持仓规模已经超过不少主权国家 报告最核心的观点其实很简单:加密货币的叙事变了,从颠覆世界变成了赋能当下。它不再是边缘实验,而是被主流金融、科技公司和监管机构认可,正实实在在融入全球经济基础设施 RWA、稳定币、DePIN 和 AI 正在一起,撑起下一个万亿级赛道 有兴趣可以去读完整报告: #KaitoYap @KaitoAI @Aptos $APT #Aptos #Yap
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