PAXGは規制custodyと月次attestationsを持つ成熟したtokenized gold RWAだが、real time PoR不在、issuer control、XAUT流動性競争が課題だ。
Investment View
投資論点は月次attestationsとredemption信頼を維持しつつ、PAXGが機関向けon chain gold collateral railsへ拡張できるかにある。
Source PDF
The PDF report is available alongside the slide viewer.
Report Type
Project Maturity Analysis
Version
v1
Analysis Date
2026年6月9日
Language
ja
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.