Standard Chartered: rsETH Black Swan Event Unlikely to Change DeFi Supporting $2 Trillion RWA Expectations

PANews reported on April 29th that, according to The Block , Standard Chartered stated in its latest research report that although the theft of approximately $ 292 million from KelpDAO's rsETH and its subsequent flow into Aave triggered a similar "bank run," resulting in a $ 17 billion (approximately 38% ) decrease in Aave deposits and a $ 5.5 billion (approximately 31% ) decrease in active loans, the DeFi structure suffered limited damage. Aave founder Stani Kulechov and other parties have pledged over $ 300 million in support to help restore interest rates and net deposits. The report points out that this incident exposed asset-liability mismatches and leverage concentration issues in the lending market, which uses wrapped , staked , and restaked assets as collateral. However, it maintains its forecast that the market capitalization of tokenized RWA could reach $ 2 trillion by 2028 , provided that DeFi infrastructure and stablecoin liquidity continue to improve.

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Author: PA一线

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