E74｜在金价屡创新高之时聊聊黄金稳定币（a.k.a. 链上黄金）

from Web3 101 · host Web3 101

金价屡屡创下历史高点，让黄金成为光芒四射的投资选择。与此同时，与实体黄金锚定的「黄金稳定币」（a.k.a. 链上黄金），也从过去多年鲜有人问津的链上资产，成为了当今最炙手可热的 RWA （真实世界资产）类别。本期播客，我们探讨了「黄金稳定币」究竟是什么？其运作机制如何？为何这类资产出现爆发性增长？我们一一梳理了「黄金稳定币」整体市场的发展现状，也展望了未来的发展机遇。【主播】刘锋，BODL Ventures合伙人，前链闻总编辑熊浩珺Jack，律动BlockBeats副主编，《Web3无名说》主播【嘉宾】 Timz，DeFi 协议 Spark 核心贡献者【你将听到】 02:27 「黄金稳定币」这个说法不准确 04:06 链上黄金发行商阵营概览：「2+1」个核心玩家 11:20 为何爆发性增长：「链上黄金只是黄金整体市场大池子里的小池塘」 17:00 链上黄金机制细探：铸造、交易、赎回 22:31 Tether 的黄金布局：从金矿到金库 25:12 人们为什么选择持有黄金稳定币？ 35:41 链上黄金已经作为抵押物进入 DeFi 生态 38:09 针对机构的黄金稳定币借贷服务已经出现 39:03 小八卦：比特大陆已决裂的两位创始人在黄金稳定币业务展开竞争（Antalpha vs. Matrixport) 41:10 超额抵押稳定币的发展机会 51:51 揭秘：链上黄金巨鲸们的用户画像和行为模式 53:50 未来发展：更多的用例、基础设施和生态产品尚待建设 56:22 推荐：宏观分析师 Luke Gromen 关于黄金投资价值的采访（👉Youtube） 57:42 目前看到的一些相关生态项目【词汇表】本期提到的 Web3 / 金融词汇： Spark MakerDAO（Sky） XAUT （Tether Gold） Paxos PAXG （Pax Gold） Matrixport/Matrixdock XAUM （Matrixdock Gold） mint - 铸造 redeem - 赎回比特大陆比特小鹿 aUSDT （Alloy by Tether） Vinny Lingham Xash 【后期】 AMEI 【运营】朱婕【BGM】 Mumbai - Ooyy 【在这里找到我们】收听渠道：苹果｜小宇宙海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：[email protected] Guest: Timz.

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E74｜在金价屡创新高之时聊聊黄金稳定币（a.k.a. 链上黄金）

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