According to your analysis, which has more market advantages and competitiveness, ONDO or DUSK?
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研幣大叔
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[Uncle Yanbi's Hardcore Research Report] Looking at the European RWA changes from the technical bottom: As Ondo tries to harvest traffic, how does Dusk break through with its native settlement layer?
Hello, dear readers, I am Uncle Yanbi.
After the New York Ondo Summit, discussions about RWA in the market mostly revolve around the convenience of 'MetaMask integrating American stocks.' But as investors, we must see through the splendor of the front-end interface and reach the essence of backend settlement and compliance.
Today we are not talking about metaphors, but directly addressing technical details and business logic.
1. European competitive landscape: The battle for settlement efficiency between permissioned chains and public chains.
In addition to the American Ondo, the competition for European local RWA mainly focuses on two technical dimensions:
The permissioned chain system of bank alliances (such as the Qivalis Alliance): A system led by banks like BNP Paribas and ING, essentially digitizing the settlement ledgers of traditional banks. Their Achilles' heel lies in 'data silos.' Even if assets are on-chain, cross-bank settlement still requires a cumbersome reconciliation process, making it impossible to implement true Atomic Settlement.
After the New York Ondo Summit, discussions about RWA in the market mostly revolve around the convenience of 'MetaMask integrating American stocks.' But as investors, we must see through the splendor of the front-end interface and reach the essence of backend settlement and compliance.
Today we are not talking about metaphors, but directly addressing technical details and business logic.
1. European competitive landscape: The battle for settlement efficiency between permissioned chains and public chains.
In addition to the American Ondo, the competition for European local RWA mainly focuses on two technical dimensions:
The permissioned chain system of bank alliances (such as the Qivalis Alliance): A system led by banks like BNP Paribas and ING, essentially digitizing the settlement ledgers of traditional banks. Their Achilles' heel lies in 'data silos.' Even if assets are on-chain, cross-bank settlement still requires a cumbersome reconciliation process, making it impossible to implement true Atomic Settlement.
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