独家｜黄金也要上链了，“数字黄金”有前景吗？

Group 1 - The World Gold Council has proposed a revolutionary plan to launch a digital token backed by physical gold in London, aiming to transform the trading, settlement, and collateralization of gold [1][2] - The initiative, named "Gold 247," focuses on enhancing the integrity, accessibility, and tradability of gold, with a key component being the "Gold Bar Integrity" program, which aims to create a blockchain-based, tamper-proof database of compliant gold [2][3] - The "Upstream Digital Gold" initiative targets large financial market participants, aiming to improve operational efficiency and reduce risks and costs through distributed ledger technology [3][4] Group 2 - The timing of the digital gold proposal is strategic, responding to the increasing demand for gold as a liquid asset while maintaining its scarcity and safe-haven characteristics [5][6] - The global market for gold stored in London is valued at nearly $9 trillion, indicating significant potential for enhanced liquidity and collateral functionality [5][6] - The digital gold initiative is seen as a response to the evolving regulatory landscape and the acceleration of asset tokenization, creating a favorable environment for integrating blockchain technology with physical assets [5][6] Group 3 - Challenges remain in the digitization of physical assets like gold, including standardization issues and high cross-border transfer costs, which could hinder the development of a secondary trading market [7][8] - Concerns about the authenticity of on-chain assets persist, as the physical nature of gold raises questions about custody risks and the need for transparent verification processes [7][8] - Despite these challenges, gold's unique position as a globally recognized reserve and allocation tool offers a promising opportunity for successful integration into a blockchain-based trading market [9]