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Lily Liu:RWA 將主要作為鏈上抵押品,穩定幣是鏈上經濟的核心
吳說獲悉,Solana 基金會主席 Lily Liu 表示,大多數 RWA 是有價值但沒有市場價格的資產,因為它們無法自由交易;而加密原生資產(如 memecoin)則是有價格但缺乏內在價值。加密基礎設施若要覆蓋完整的風險譜系,理應包括具備價格與價值的資產,其中鏈上股票是典型代表。RWA 因受限於監管和許可機制,往往難以交易,因此對發行方和區塊鏈的價值都較低。許多 RWA 本身不會直接交易,例如 home mortgage,其主要用途是在鏈上作為抵押品,用於借出穩定幣。掌握穩定幣即掌握鏈上經濟。