It must be admitted that RWA has been extremely popular in recent months, with countless Web2 bosses queuing up in Hong Kong to put their unsold junk on-chain. Of course, this has also led to a large number of intermediaries of varying quality looking to profit from the situation.
I have also seen a lot of decks, but in terms of form, most of them focus on the "issuance and on-chain" of assets, leaving aside the specific speculation, and the core gameplay is essentially the same.
Recently, I discovered that the oracle I have been following, @redstone_defi, has showcased a new development direction for RWA on Solana:
Instead of creating new assets, it adjusts the input structure of DeFi protocols to traditional financial derivatives.
Specifically, it integrates @DriftProtocol with RedStone's RWA oracle, which means that the yield strategies on-chain are no longer limited to crypto assets; data from traditional financial tools such as government bonds and credit products can also start to serve as a price basis.
Using macro-financial analysis methods, this represents a fundamental change in the supply side of DeFi protocols.
Drift is particularly crucial in this integration. As one of the most active perpetual trading platforms on Solana, Drift can be understood as a trading system where composability and high frequency coexist. After integrating the RWA pricing provided by RedStone, Drift may potentially launch derivative contracts based on actual credit spreads or T-Bill yields in the future. Traders can gain exposure to risks close to real financial markets without leaving the chain.
The marketing significance of this update is the least noteworthy; more importantly, the richness and competitiveness of the product structure of DeFi protocols have been greatly enhanced. In the future, as more traditional financial product data is integrated into DeFi protocols through RedStone, we may see more interesting chemical reactions.