这条推文整理了一下@KAIO_xyz 个人的一些观点和打分
从目前一些情况来看
RWA叙事上存在很多骗子,借着一波牛市直接炒作
炒作结束了就直接跑路
所以大家需要通过几个点核心关注项目质量问题
1、合作方,合作方越牛逼,项目越牛逼
目前KAIO合作方有BlackRock、Brevan Howard等顶级金融机构合作,已完成超过2亿美元的资产代币化
还是不错的
2、投资方来说,领投方是Laser Digital(野村控股加密部门)
野村控股目前管理超1万亿美元资产
这个投资机构算是传统金融巨头野村控股进军Web3的战略臂膀
3、目前TVL不到5000万
TVL主要集中于Aptos和Near
➡️ 其产品专注合规,所以其TVL增长规模较满
还是期待其能尽快推动Web2合规的尽快增长,增长的快对于其产品是有利的
但是其融资背景 + 合作方又代表了其资源和合规能力的巨大潜力
看看其团队什么时候能够将资源尽快变成数据吧
✅目前综合打分7分

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