私人信贷占RWA过半
摘要
链上代币化RWA总规模543亿美元，私人信贷达301亿美元，美债为88.3亿美元，黄金58.8亿美元；其中私人信贷几乎全来自单一机构的房屋净值贷款，链上RWA增长主要是借贷而非美债和黄金。
原文片段
Private credit is now over half of all tokenized RWAs: $30.1B of $54.3B, versus $8.8B in Treasuries. Almost all of it is one lender's home-equity loans, so on-chain "RWA growth" is mostly lending, not the Treasury and gold story people expect.