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Centrifuge 2025年第4四半期見通し：現実世界資産の数兆ドルを解放する
概要
Centrifuge (CFG)とは？
プロジェクトの基本
戦略的方向性と物語の軌跡
製品と技術力

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Centrifuge 2025年第4四半期見通し：現実世界資産の数兆ドルを解放する

· Mar 31 2026
Centrifuge 2025年第4四半期見通し：現実世界資産の数兆ドルを解放する

Centrifuge 2025年第4四半期見通し：現実世界資産の数兆ドルを解放する

Centrifuge（CFG）は、成長著しい現実世界資産（RWA）のトークン化セクターにおける極めて重要なインフラプロバイダーとして、伝統金融とDeFi流動性を結びつけることを目指しています。

概要

  • Centrifuge は、現実世界資産（RWA）のトークン化を通じて、伝統金融と分散型金融を結びつける先駆的なプロトコルです。
  • その戦略的なマルチチェーンEVMアーキテクチャへの移行は、スケーラビリティと機関投資家からの魅力を大幅に高めます。
  • このプロジェクトは、14.5億ドルを超えるロックされた合計価値（TVL）と戦略的パートナーシップによって証明されるように、目覚ましい市場採用を示しています。
  • 最近のガバナンスの進化により意思決定が合理化され、Centrifugeは機敏な実行と持続的な成長に向けて位置付けられています。

Centrifuge (CFG)とは？

Centrifugeは、数兆ドル規模の伝統的資産の世界を、分散型金融（DeFi）の効率性と流動性と結びつける分散型プロトコルです。企業が請求書、不動産、ストラクチャードクレジットなどの現実世界資産（RWA）をトークン化し、オンチェーン融資の担保として利用できるようにします。この革新的なアプローチは、企業の資本コストを削減しながら、クリプトネイティブ投資家に安定した非相関な利回り機会を提供することを目的としています。

プロジェクトの基本

戦略的方向性と物語の軌跡

Centrifugeは、現在の市場サイクルにおいて高い確信度を持つ投資テーマである現実世界資産（RWA）のトークン化という物語の最前線に戦略的に位置しています。このプロジェクトの核となる使命は、伝統的な資産とDeFiを結びつけることであり、有形なオフチェーンの価値をブロックチェーンにもたらすという機関投資家の増大する需要に合致しています。この傾向は、BlackRockのBUIDLファンドなどのイニシアチブによって検証されており、市場の大きな変化を示しています。RWAのトークン化セクター自体は、2030年までに16兆ドル、2034年までに30兆ドルに達すると予測されており、Centrifugeに非常に大きな拡大の余地を提供しています。この強力なテーマ的追い風は、資本市場におけるより広範なセクター全体の変革によって成功が支えられているため、市場採用と投資家関心への可能性を高めます。

製品と技術力

Centrifugeは、Centrifuge V3への重要な戦略的および技術的転換を実行し、よりスケーラブルで相互運用可能、かつ機関投資家に優しいモデルへと進化しました。この新しいアーキテクチャは、Ethereum、Plume、Base、Arbitrum、Avalanche、BNB Chainを含む6つのEVMチェーンで立ち上げられ、Wormhole相互運用性プロトコルによって駆動される、完全にEVMネイティブなマルチチェーンプロトコルです。この設計により、資産管理者は単一のインターフェースからトークン化された製品を発行および管理でき、複数のブロックチェーン上の流動性や投資家にアクセスできるため、チェーン固有の複雑さを抽象化し、断片化された流動性を統合します。

Centrifugeの製品スイートは、ますます多くの機関投資家ユーザーベースにサービスを提供するために進化しました。主要な提供内容は次のとおりです。

  • Centrifuge Platform (V3)：資産管理者、DAO、フィンテック企業が、事前構築され監査済みのスマートコントラクトを使用してトークン化されたファンドを作成および管理するためのコアインフラストラクチャ。
  • Anemoy Funds：確立された金融プレーヤーとの提携により、Janus Henderson Anemoy AAA CLO Fund (JAAA) および Anemoy Liquid Treasury Fund (JTRSY) が含まれ、それぞれAAA格付けの担保付ローン債務と短期米国債からの利回りへのエクスポージャーを提供します。
  • SPXA：S&P Dow Jones Indicesとの画期的なパートナーシップにより、初のライセンス付きS&P 500インデックスファンドトークンがローンチされ、高度に規制された金融商品を扱う能力を示しています。

プロトコルの主な差別化要因は、技術インフラストラクチャと機関採用に必要な法的および運用フレームワークを組み合わせた、確立されたフルスタックエコシステムです。機関投資家を特定し、カスタマイズされた製品を作成する「

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投資、もうひとりじゃない

Ed を無料で試そう。クレカ不要、縛りなし
Edを無料で試す