Mantle

Just did a great recording at Mantle’s RWA Day with @joshuacheong, head of product at @Mantle_Official diving into:

- Insights from private convos with banks and asset managers about what they actually want to do onchain
- The “gold rush” for tokenized equities
- What it will take for RWAs to cross the chasm

@_TalkingTokens interview coming soon 🤫

今年不管做什么生态，都绕不开 Meme。不管三七二十一，先把用户吸引过来，基本上是做生态时最先考虑的一条路。

很多链上都能玩 Meme 币，哪条链火，用户就跨到哪条链去玩。

Mantle RWA Day 上，Byreal 的 Junwen 说：“生态不必是彼此割裂的孤岛。当流动性可以跨生态移动，用户自然会跟过来。”

但最近 Robinhood 链上的诈骗项目实在太多了，Mantle 则换了个思路：把国债、股票或信贷资产发到链上，再用稳定币负责结算、预言机提供价格、跨链设施搬运资产、Vault 承接收益，最后让用户能在钱包里持有和使用这些资产。

Paxos 发行的 USDG 已经上线 Mantle，Super Portal 迁移至 Chainlink CCIP；Mantle Vault 在 Bybit 的规模超过 2 亿美元，DeFi 版本也已开放；Bybit、Franklin Templeton 与 Mantle 还准备把专业投资策略做成面向钱包用户的代币化财富产品。

Mantle 上的代币化资产已经超过 1,473 项，链上流通资产总价值超过 4.76 亿美元，30 天增长 109.73%。

RWA 的竞争已经从“谁先发一个资产”变成“资产上链后能不能结算、定价、跨链、抵押和产生收益”。Chainlink、Paxos、Franklin Templeton、DMZ Finance 等机构坐在同一场活动里，说明资产、资金和基础设施正在接入同一套链上资本栈。Mantle 要争的，是成为这套资本栈的承载网络。

Real-world assets on Mantle now have a new home.

With @Mantle_Official now integrated into Birdeye’s RWA Dashboard, you can explore and track tokenized stocks and equities across the ecosystem - all in one place.

The tokenization supercycle is just getting started.

You asked, so we're running it back.

Landing at @token2049 Singapore, Mantle RWA Day convenes builders, issuers and allocators, with industry leaders featuring @FranklnTempletn, @chainlink, @DMZ_Finance, @TokenRelations and more.

All in on making the RWA economy borderless.