DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

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所属分类:Defi

KEZUHEXINGJINGCHANGBEIRENWEISHIDeFiDEMIMIWUQI,“JINQIANLEGAO”SHIDECHANPINHEFUWUNENGGOUWUXUKEDIXIANGHUGUANLIAN,CONGERJIANGCHUANGXINZAITIKUOZHANDAOGULIDEGONGSIZHIWAI。

BIFANGSHUO,PooltogetherSHIYIZHONGWUSUNDEDeFiCAIPIAO,TACHUANGZAOLEYIZHONGYOUQUDECHUXUCHANPIN,KEYIJIANGCUNKUANJIZHONGQILAI,RANHOUMEIZHOUJIANGLEIJIDELIXIJIAOJIXINGYUNDEZHONGJIANGZHE。PooltogetherBUXUYAOJIANZAOTAIDUO,TAZHUYAOYILAIYUCompoundHEDai,BINGQIEBUXUYAODEDAOTAMENDEXUKE。

KEZUHEXINGWUYISHIDeFiDESHENGJING,QIYEJIABUXUYAOJIANZAOYIJINGCUNZAIDEDONGXI,ERZHIXUYAOLIYONGXIANYOUDECHANPINLAIZHIZAOXINDEDONGXI。JIEZHIMUQIAN,DAIBIHEZHINENGHEYUEDIAOYONGSHIDeFiKEZUHEXINGDEZUIJIASHILI,ERZUIJINJIGEYUE,YEXIANSHICHULEDeFiYONGHUDEKEZUHEXING。

ZHENGRUXINQIYEJIAKEYIZAIAave,SynthetixHUOUniswapZHISHANGGOUJIAN,TAMENYEKEYIWEIAave,SynthetixHUOUniswapYONGHUERJINXINGGOUJIAN。

 

社区Piggyback(“ 骑小猪”)

 

SHAOHOUWOMENJIANGTAOLUNSushi“SHOUSI”,DANJICHENGXIANYOUXIANGMUSHEQUXINXIANGMUDEZUIHAOLIZIJIUSHIYAM。YAMSHIZAIMEIYOUYUWADEQINGKUANGXIATUICHUDE,XINDEYAMDAIBIHUIFENFAJIZHIYAZHE,DANBINGFEISUOYOUDAIBIDOUKEYIHUODE,QIXUANZELE8GEFUHEYAMCUNKUANYOUXITIAOJIANDEDAIBI。

YOURENKENENGHUIRENWEI,JIESHOURENHEZICHANLAIZENGZHANGXIEYIDESUODINGZHI(TVL)BUSHIGENGHAOMA?SHIJISHANG,ZAICHUSHIJIEDUAN,ZHENDUITEDINGDAIBIFAXINGJIANGLI,ZHEIDUIYUZHEIXIESHEQUJIDAIBICHIYOUZHEERYANSHIFEICHANGYOUXIYINLIDE。

DUIYUMEIYOUYAMHUOZHEXUYAOZHIYA8ZHONGDAIBIZHIYIDEXINRENLAISHUO,HUOQUZHEIXIEDAIBIYICHENGWEIYOUXIBENSHENDEYIBUFEN。ZAIQIDONGYAMZHIHOUBUJIU,RENHEKEYIYONGLAIZHUANQUYAMDEDAIBIDOUJINGLILEBAOZHANG,ZHENGRUNIZAIMessariSHAIXUANCHENGXUZHONGKANDAODENEIYANG:

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

实际上,YAM并不是为了追求这些质押的代币,而是在追求这些代币背后的社区

YAMBENZHISHANGSHIZUHELECompoundDEZHILI、SynthetixDEStakingYIJIAmpleforthDEZHONGZHIDIAOZHENG,YINCIZHENDUIZHEIXIEDAIBIDECHIYOUZHESHIYOUYIYIDE。

DANGRAN,ZHEISHIYIZHONGGONGSHENGGUANXI(ZHISHAOYIKAISHISHIZHEIYANGDE),XINJINRUZHEXUYAOGOUMAIDAIBICAINENGCANYUZHEIZHONGYOUXI,ZHEISHIDEMUBIAODAIBIZICHANDECHIYOUZHEGANDAOYUYUE。

ZHENGRUMakerSUOJINGLIDENEIYANG,DANGDaiXUQIUBIAOSHENG,BINGQIECHENGWEIZHEIZHONGNONGGENGHUODONGDESHOUXUANSHI,DAIBISHEJIJIUXUYAOFANGYUQIANZAIDEZHISHUJIXUQIU,MUQIAN,DaiDEJIAOYIJIAGERENGRANGAOYUQIMAODINGMUBIAOZHI1MEIYUAN。

 

针对流动性提供者,而不是代币持有者

 

ZAIYAMZHUIQIUDAIBICHIYOUZHESHI,YUELAIYUEDUODEXIANGMUJIANGLIUDONGXINGTIGONGZHE(LP)ZUOWEIMUBIAO,YIJINXINGDAIBIFAXINGYOUXI。

ZAIWOKANLAI,BASEDSHIDIYIGEJIANGXIANYOULIUDONGXINGTIGONGZHE(LP)ZUOWEIXINDAIBIFENFAMUBIAODEXIANGMU。CANYUZHEKEYITOURUCurve $ sUSDv2 LPDAIBIJINXINGCHUSHI$ BASEDFENPEI,XIANRAN,BASEDDESHEJIZHEZHIDAOTAMENDEMUBIAOSHOUZHONG。

sUSDCHIZHONGJIBENJIUSHISNXCHIYOUZHE,YOUXIERENKENENGHUIBATAMENCHENGWEIdegen-estDAIBISHEQU,DAN80%DESNXYIZHIYAZAISynthetixZHONG,YINCIBASEDMIAOZHUNLESHEQUZHONGLIUXINGDELPDAIBILAIYINDAOYONGHUQUN。ZAIBASEDJIANGLIQIDONGZHIHOU,DaiHEsUSDDEDAIBIJIAOYIJIAGESHENZHISHANGZHANGDAOLE1.1MEIYUAN。

 

“寿司”时刻

 

HAODE,XIANZAIZHONGYULUNDAOSushiSwapLE,ZHEISHIYIGESHANGWEIZHENGSHIQIDONGDEUniswapFENCHAXIANGMU,SHANGZHOUKAISHI,GAIXIANGMUKAIQILEDAIBIFENFAHUODONG,TASHIYONGLELEISIYUYAMDEStakingJIEKOU,DANZHENDUIDESHIUniswap LPDAIBI,ERBUSHIDICENGDAIBI。ERSushiSwapZHENDUIDESHILIANGGEZHONGDIEDEQUNTI:

  1. 代币社区:SNX, LINK, UMA, COMP, YFI等;
  2. Uniswap流动资金提供者(LP);

ZAI“SHOUSI”DAIBIKAISHIFENFAZHIHOU,MUBIAODAIBIDEJIAGEKAISHISHANGZHANG,QIZHONGMOUXIEDAIBIJINGLILEBAOZHANG(LIRUUMA),DANTAMENDEJIAGEZOUSHIKENENGHUIJIANRUO,YINWEIMUBIAODAIBIRENGZAIUniswapCHIZHONG,ERBUSHISUODINGZAIHEYUEZHONG。

ZHENGRUYAMZENGJIALECANYUQIWAKUANGYOUXISUOXUDAIBIDEXUQIU,“SHOUSI”YEZENGJIALEXIANGGUANUniswap LPDAIBIDEXUQIU,CANYUZHEXUYAOJIANGZIJINCUNRUDAOTEDINGDEUniswapCHIZHONG,ZHEIDAOZHIUniswapDELIUDONGXINGJIZENG。

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

JINGUANMUQIANLIUDONGXINGDOUZAIUniswapZHONG,DANCHAOGUO80%DELPDAIBITUOGUANZAISushiSwap StakingHEYUEZHONG。SushiSwapSHIXIWANGZAIQIDONGHOUJIANGLIUDONGZIJINQIANYIDAOZIJIDEDEX,DANGENJUTUICE,YIDANHUIBAOJIANSHAO,BUFENZHIYADELPDAIBIJIUHUILIKAI,CIWAI,QIANYIGUOCHENGDEWEIZHISHUSHIFEICHANGDADE,YINCI,ZAILINJINQIANYIQIAN,KENENGHUIYOUGENGDUOZHIYADELPDAIBIHUIXUANZELIKAI。

 

流动性提供者(LP) ≠ 交易者

 

“SHOUSI”WUYICHENGWEILEDANGXIAZUIREDEdefiHUATIZHIYI,ERSushiSwapDETVLZHIBIAOBIANHUA,XIANSHICHULIUDONGXINGSHIDUOMEFANFUWUCHANG,DANLIUDONGXINGSHIJISHIYIGELUOHOUDEZHIBIAO。

LIUDONGXINGTIGONGZHE(LP)ZHUIQIUDESHIFEIYONG,ERFEIYONGSHIHEJIAOYILIANGGUAGOUDE,ZAIZHEIFANGMIAN,UniswapYIJIUSHIWANGZHE:

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

YUYIGEYUEQIANXIANGBI,ZHEISHIYIGELINGRENNANYIZHIXINDEJIAOYILIANGCHENGJI,YOUQISHIZAIgasFEIYONGRUCIZHIGAODEQINGKUANGXIA。

NIKEYICHANGSHITONGGUODAIBIJIANGLILAIXIYINLIUDONGXINGTIGONGZHE(LP),DANQUEBAOCHENGGONGDEWEIYIFANGFASHI,YIGEXIANGMUNENGFOUXIYINJIAOYILIANGJISUIZHIERLAIDEFEIYONG。FENCHAUniswapXIEYIKENENGHUIXIYINBUKEZHIDELIUDONGZIJIN,DANSHANGBUQINGCHUFENCHAUniswap.exchangeSHIFOUHUIYOUSUOBANGZHU。MUQIANUniswapYICHENGWEIDeFi(SHENZHIJIAMIHUOBI?)JIAOYILINGYUDEZHONGXIN,JIUXIANG2017NIANDEBIANYIYANG,TATONGCHANGSHIZUIREMENXINDAIBIDESHOUFAJIAOYIDI。

ZONGDELAISHUO,QITAXIANGMUKEYIHEUniswapDUOQUSHICHANGFENE,DANGENGDUODEZHONGDIANYINGGAIFANGZAIXIYINJIAOYIZHESHANG,ERBUJINJINSHIXIYINLIUDONGXINGTIGONGZHE(LP)。

 

本周值得关注的现象:Balancer的增长

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

SHANGMIANSHIGUANYUBalancerDEYIPIANZHONGYAOTUIWEN,ZAIHENDUORENDOUZAICHANGSHIFENCHAUniswapDESHIHOU,BalancerQUDELEXIANGDANGDADEZENGZHANG。BalancerYIJINXINGLEJIAOWEICHENGGONGDELIUDONGXINGWAKUANGHUODONG,SUIRANKEDIAOZHENGDETOUZIZUHEQUANZHONGTONGCHANGBEISHIWEITADESHASHOUJIAN,DANSHEZHIDINGZHIFEIYONGDENENGLIDUILIUDONGXINGTIGONGZHE(LP)LAISHUOTONGYANGJUYOUXIYINLI。BIFANGSHUO,YIXIEBODONGXINGJIAODADEZICHANCHIHUISHOUQUGAOEFEIYONGYIMIBUWUCHANGSUNSHI,ERUMAZEWEIQIyUSDOct20DAIBITUICHULEYIGEJILICHI,ERZHEIGECHIZIDESHOUFEIJINWEI0.01%。

 

本周图表:Aave和compound

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

DeFi用户的可组合性:揭秘红薯、寿司等食物系项目爆红的原因

MUQIANLAIKAN,DeFiXIANGMUDESHOURUYIJIUHENNANJINXINGBIJIAO,DIERZHANGTUQIANGDIAOLELENDHECOMPDONGTAIDECHAYI,ZHEISHIYOULIANGZHONGBUTONGDEFENPEICELVESUOZHI,JI2017NIANDEICO(LEND)HE2020NIANDESHOUYINONGGENGYUQI(COMP)。

免责声明

发文时比特币价格:$10078

当前比特币价格: $47,771.85

当前比特币涨幅: -1.08%

免责声明:

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