庞教主
庞教主|May 29, 2025 10:54
RedStone RWA oracle: Igniting $20 billion RWA engine for Solana the front: RedStone landed in Solana with a customized RWA oracle, and was among the first to be deeply integrated with Drift Protocol, making treasury bond, private credit, monetary funds and other traditional assets truly DeFi "Lego" and reshaping Solana's capital narrative "TradFi friendly liquidity center". Writing at the beginning: Why is this time of significance extraordinary? This round of the crypto industry has been struggling to find a narrative similar to DeFi level until the emergence of RWA. It has to be admitted that the crypto industry has now entered a bottleneck period, and the value of blockchain itself has not been fully explored. I vaguely remember the bull market in 17-18, which deeply moved me more than the original chain founder Chang Jian's narrative about "everything on chain" 'Everything on Chain' is actually the current RWA, where traditional market assets such as stocks, bonds, and real estate enter the chain through offline ownership confirmation. This is because the characteristics of blockchain itself are very suitable for asset classes, and the real world has assets of unimaginable scale RedStone's RWA oracle machine is really at the right time. The previous oracle machine solutions only focus on the feeding of encrypted assets, while RedStone's specialized RWA oracle machine infrastructure enables token treasury bond, credit products and other traditional financial instruments to run seamlessly in Solana's DeFi protocol We can imagine that soon on the Sol chain, you will be able to purchase US bonds without borders, trade US stocks with leverage on decentralized contracts, and mortgage various real assets on lending platforms. All of this will be achieved on the Sol chain without borders, and the source of on chain assets will begin to expand significantly. You can also combine it with mature on chain DeFi to make various combinations. This is the next imagination of blockchain 1、 The advantages of RedStone customized RWA oracle In terms of asset coverage: the traditional scheme is only limited to encryption of original assets, and the RedStone RWA scheme covers $20 billion+token treasury bond, credit, and freight base In terms of data sources, the traditional solution is a price aggregator, while the RedStone RWA solution adopts institutional level issuer native NAV such as Securitize In terms of technical architecture, the traditional solution is a single chain oracle, while the RedStone RWA solution adopts Wormhole Questions decentralized verification, which not only utilizes Solana's performance characteristics but also meets the security and reliability standards required by institutional users In terms of composability, traditional solutions are prone to fragmentation, while the RedStone RWA solution adopts a dual mode of Push+Pull, with one-time integration and multi terminal sharing RedStone has completely put an end to the embarrassment of RWA being "visible but not available", opening up a highway for Solana to access institutional funds. The RedStone RWA solution has been validated, and earlier this month, a Morpho vault that uses the RedStone ACRED RWA oracle to feed was launched on Polygon. This is one of the first real-time DeFi vaults to integrate major real-world assets through the RWA oracle solution 2、 Collaboration between both parties: each performing its own duties, value spillover At present, RedStone has been integrated with Drift (sustainable trading platform), and soon you can trade sustainable contracts based on treasury bond yield, credit spread or other traditional financial indicators on Drift. RedStone provides secure, real-time RWA pricing, and access to traditional assets without sacrificing decentralization. Drift Protocol's perpetual contract products provide market making depth, long/short treasury bond bond yields, credit spreads and other macro indicators We can give a case scenario of RedStone and Drift system Scenario: Drift's' perpetual spread ' New varieties: USTBill ERP, IG CreditSpread ERP Arbitrage: Short Spread+Long Cryptocurrency Volatility Advantages: Low volatility of traditional indicators → More stable funding costs → More predictable returns for market makers This is just one of the scenarios, as more and more assets are added to the blockchain and integrated with DeFi, unexpected synergies will arise 3、 Triple amplifier for Solana DeFi 1. TVL scale acceleration At present, the overall asset source on the chain is insufficient, especially the lack of relatively stable asset sources. Low volatility RWA assets can enhance the collateral stability of the lending pool, which further attracts external stablecoins and institutional capital 2. On chain revenue jump With the increase of asset sources, sustainable DEX and lending agreements can open up new fee tracks. On the one hand, the abundance of new assets brings various transaction costs, and on the other hand, different models of fee tracks will be derived, resulting in an overall increase in transaction fees for the Sol ecosystem 3. Narrative upgrade breakthrough Solana has always been a representative of "high TPS chains", and in the scene, people tend to think that this is a fanatical meme chain, which itself limits the premium of Sol chains in the capital market. With RedStone bringing RWA oracle solutions, Solana will become a new narrative of "TradFi friendly liquidity center" Moving towards the next stop - the infinite possibilities of RWA x Solana Real world assets worth $20 billion are being injected into Solana's high-performance blood vessels by RedStone. The steady returns of traditional finance and the ultimate efficiency of DeFi are no longer parallel, but intersect into a new value highway in this rapidly changing blockchain world Whether you are a developer, strategy team, market maker, or traditional asset manager eager to expand your boundaries, now is the best time to put on the "RWA wings" and leap through the crypto cycle. The next wave of growth curve has been drawn, and those who dare to board the ship first will enjoy the most surging tailwind before RWA Summer arrives
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