網上很多比較提及現在很有當年次貸危機的即視感,雖然所有風暴都不會沒有盡頭,但永遠帶著敬畏的心,活在市場上才能有機會蹲到下一次風口。 小心臟的我,昨天已經撤出所有Defi轉防守狀態🙉
受USDx 爆雷恐慌和10.11 暴跌的影响,已有不少DeFi 存款池取不出钱,除了 Euler 部分池子取不出钱,还有: Sui 上TVL第一的DeF 项目 NAVI Protocol 的USDC 借贷池(规模6700万美元)利用率达99.9% ,已不能提现。 @navi_protocol Sui 上TVL第二的DeF 项目 SuiLend 上USDC借贷池(规模4700万美元)利用率已接近100%,USDC 已接近提空不能取款。@suilendprotocol ...... 另外,以太坊上AAVE 的 USDC池(规模4.43亿美元)利用率91.53% ,逼近风险线 ;USDT池(规模5.23亿美元)利用率89.9%,值得关注。 无畏认为,受10.11 暴跌后遗症的影响,各种DeFi协议的包装资产如xxBTC、xxETH、xxUSD等,合成的稳定币如xxUSD 等,到底产生了多大的清算爆雷,还是个黑盒。 而这些包装资产、合成稳定币通过抵押,到底借走了多少原生优质资产,也是个未知数。 建议大家最近,密切关注最近DEFI协议的风险率,必要时先把资产提出来。
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