DeFi并购之王AC为何竟成去中心化金融“公敌”?

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所属分类:Defi

文 | Nancy 编辑 | Tong 出品 | PANews

CONGHULIANWANGBIANYUANXINGYEQIERUDEMEITUAN,ZAOYIZAIWUBIANJIEDEBINGGOUKUOZHANGMOSHIXIA,RUMAOXIXUEGUANBANSHENRUZHIMEIYITIAOSAIDAO,CHENGWEIWANYIDIGUO。DUIYUZHEIGEHULIANWANGQUANDETESHUYANGBEN,YOURENXICHENG,“BANBIHULIANWANGJIANGSHANDOUSHIWANGXINGDEDIREN。”

RUJIN,Yearn.Finance(YFI)YIJIANGBINGGOUSHIKUOZHANGDEDAFAFUZHIDAOQUZHONGXINHUAJINRONG(DeFi),CONGJUHELICAI、JIEDAI、BAOXIAN,ZAIDAODEX(QUZHONGXINHUAJIAOYISUO),Andre Cronje(AC)SIHUZHENGCHENGWEIDeFiQUANDE“GONGDI”。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

批量并购背后,是人才与资源的垄断

2011NIANMO,ZHONGGUOHULIANWANGSHISHANGCHUXIANLEZUIWEICANLIEDE“QIANTUANDAZHAN”。ZAIZHEICHANGXUELIUCHENGHEDESISHAZHONG,LUOMUHUOZHUANXINGDEBUZAISHAOSHU,ERMEITUANZESHIXINGCUNZHE,YESHIYINGJIA。

“WOSHIZHONGRENWEI,MEITUANLIPOCHANZHIYOUJIGEYUEDESHIJIAN。“JINGUANZAIZHEICHANGSHANGYEHUNZHANZHONGTUWEIERSHANG,DANWANGXINGBURENWEIMEITUANDEWEILAIKEYIGAOZHENWUYOU。2015NIAN,YUDAZHONGDIANPINGSHANGYANDEJINGTIANDAHEBINGCHENGWEILEMEITUANJUEQIDEDEZHONGYAOQIDIAN,CIHOUQIGENGSHIZAI“NONGCUNBAOWEICHENGSHI”DEBINGGOUKUOZHANGCELVEZHONG,RANGYEWUDUOYUANHUADEBUZIYUEMAIYUEDA。

ERZAITONGZHIHUAJINGZHENGJIAJUDEDeFiLINGYUZHONG,YFISHANGYANLEDeFiBINGGOUDAXI。JINGUANYUMEITUANDEBINGGOUZAIBENZHISHANGYOUSUOQUBIE,DANYFIDEKUOZHANGQISHIQUEKEYUZHIPIMEI。11YUE24RI,ACXUANBUCHENG,PickleHEYFIDEKAIFARENYUANYISHEJICHUYIZHONGJIEGOU,KESHILIANGGEXIANGMUKEYIGONGSHENGDIXIETONGGONGZUO,BINGJIHUAJINYIBUJICHENG。JINJINGELELIANGTIAN,ACZAICIXUANBU,YearnHECreamKAIFARENYUANYIJINGHEZUOTUICHULECream v2,JIANGZHUANZHUHEXINDAIKUANHEGANGGANHAOYINGCAIPIAO。DANGDAJIAHAICHUYUZHENJINGZHIYU,YearnYOUYIKOUQIYUCover Protocol 、SushiswapJINXINGLEHEBING。SHANDIANSHIBINGGOUXIA,ACSIHUZHENGZAIJIANLIZIJIDE“DeFiSHANGYEDIGUO”。

“MEIGELIANSHOUDOULEISIYUTUANDUIHEBING、XIEYIXIANGHULIYONG、SUOYOUTUANDUICHENGYUANXIEDIAOYIZHIBINGGONGXIANGYUANJING。”DANACRENWEIZHEIYUYIQIANDEBINGGOUZUOFAYOUSUOBUTONG,TABIAOSHI,“QUZHONGXINHUADEJINRONGRANGWOMENJINENGHEZUO,YOUNENGGONGSHENG,TONGSHIYOUNENGBAOCHIGETIDEGEXING。”

DeFi并购之王AC为何竟成去中心化金融“公敌”?

SICHUCHUJIDEYFI,YIRANJIAODONGLEDeFiJIANGHU。ZAIWAIJIEKANLAI,ACPILIANGBINGGOUBEIHOU,SHIRENCAIYUZIYUANDEJULONGZHENGHE。ACYIZAIYIPIANGUANYUDeFiLINGYUBINGGOUHEZUODEWENZHANGZHONGZHENGSHILEZHEIDIAN,“RENCAIHEBING,GONGXIANGKAIFAZIYUAN”。

ERZAIGUGEZHIFUGONGCHENGSHITyler ReynoldsKANLAI,JILI、PEIXUNHEYINRUXINKAIFARENYUANYISHIYFIDEYOUXIANSHIXIANG,WAZOUYOUCAIHUADEKAIFARENYUANHELONGDUANRENCAISHIQIZHIJIEJUCUO。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

“联姻”喜忧参半

ACDEYIYANYIXING,ZAOYICHENGWEILETOUZIZHEJUECEDE“FENGXIANGBIAO”。

ZAIGEGEDeFiXIEYIBINGGOUDEXIAOXIYIJINGGONGBU,DAIBIJIAGEWUYILIWAIYINGLAISHANGZHANG,PICKLESHANGZHANG80%、CREAMSHANGZHANG70%、SUSHISHANGZHANG30%,“BINGGOU”GAINIANDEZHANGFURANGBUSHAO“JINDING”AC,SIJIERDONGDETOUZIZHEZHUANLEGEPENMANBOMAN。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

DUIYUCIQIANBIAOXIANWEIMI,SHENZHISHENXIANNITANDEZHEIXIEXIANGMUERYAN,YFIWUYITIZHENLESHIQI。YIPickleWEILI,11YUE22RI,YOUYUJarCELVEZHONGCUNZAILOUDONG,PickleBEIHEIKEDAOZOULE2000WANMEIYUAN。SHOUCIYINGXIANG,QIDAIBIDANGRIBAODIEYU62%。ZAIPickleJIAOTOULANEZHIJI,YFIHEXINKAIFARENYUANZAINEIDEYIQUNBAIMAOHEIKESHENCHULEYUANSHOU,GONGJISHEJIDEPickleXIEYIZUJIANYEJUNBEIXIUFU,DANQISHIZHIQUEYICANZAOYAOZHAN。ZAIPickleCHUYUXINRENBIANYUANZHIJI,YFI YIRANSHENCHULEYUANZHUZHISHOU。ZAIHEBINGJIHUAJIHUA,CHULEPickleDEFENPEIJIZHIDENGYEWUCENGMIANDEDAOJIDADETISHENG,HAIDUIXIANQIANGONGJISHIJIANDESUNSHIZHEJINXINGLEBUCHANG。XIANRAN,HEBINGFANGANDUIYUPickleERYAN,WUYISHIDANGQIANZUIJIADEXUANZE,ZHISHAOCONGBIJIADAFUHUINUANLAIKANSHIRUCI。ERCream、CoverHESushiswapZHEISANGEZONGXIANGBINGGOUXIANGMUDEFUMIANPINGJIAYEBUZAISHAOSHU。CONGMUQIANLAIKAN,YFIDEBINGGOUSHIZHENGXIANGDE。

ZHIDEYITIDESHI,ACBINGGOUDEXIANGMUJIBENDOUSHIFENCHALEIXIANGMU,ZHEINENGFOUGAISHANXINGYETONGZHIHUADEJINGZHENGGEJU?YOUYUDADUOSHUDeFiXIANGMUDEDAIMADOUSHIKAIYUANDE,ZIYFIDAHUOYILAI,GELEIXIEYIKAISHILUNFANFENCHA,ZHEISHIDEDeFiDEYINGYONGCHANGJINGFEICHANGJUXIAN,QIEHAOYINGCAIPIAOTONGZHIHUARIYIYANZHONG。JINGUANZHEIXIEWEICHUANGXINHUOWEICHUANGXINXIANGMUCENGDAIZOUYIBUFENYUANSHIXIEYIDELIUDONGXING,DANSUIZHETOUJITAOLIERLAIDECANYUZHELIQU,XIANSHAONENGYOUYUYUANSHIXIEYIKANGHENGDEFENCHAXIANGMU。ERACTONGGUOJIANGZHEIXIEForkXIANGMUJUHEYOUHUA,HUOJIANGWEIGENGJUCHUANGXINXINGXIANGMUZAICUNLIANGSHICHANGTIGONGGENGDUOKONGJIAN。

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ZAIACZHUDAOXIA,BEIBINGGOUDEDeFiXIANGMUSHIFOUHUIZHONGDAOSHANGSHUHULIANWANGQIYEDEFUZHE?DANGRAN,ACBENRENYETANYAN,TABUQINGCHUYearnHEZHEIXIEXIANGMUDEGUANXISUANSHIHEBINGHAISHIHEZUO,TUANDUIJIXIEYIJIANDEXIANGHUFUNENG,KENENGSHIZAICHUANTONGXINGYEZHONGBINGBUCUNZAI。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

“买买买”模式下,DeFi仍是一言堂式决策

SHIYUJUHELICAI,QUEYOUBUZHIYUJUHELICAI。

YFIWUYISHIJINNIANXIATIANZUILIANGYANDECUNZAI。PINGZHE“JIQIANGCHI”GAINIAN,YIJI“WUSIMU、WUYUWA、WUTUANDUIFENE”DESHEDING,DANSHENGYULIUDONGXINGWAKUANGCHUQIDEYFIYIJINGTUICHUJIUSHOUDAOTOUZIZHEJIZHUDUOXIANGMUDEFENGKUANGZHUIPENGJIMOFANG。

YOUQISHIACJIANGSUOYOUZHILIWANQUANJIAOYOUSHEQUHOU,JIAOGAOCHENGDUDEQUZHONGXINHUASHIDEWAIJIEDUIYFIJINYIBURENKE,WAIJIESHENZHICHENGQIWEI“DeFiLIDEBITEBI”。BUGUO,ACJINQIDEBINGGOUXINGWEISIHUYU100%CHUNSHEQUQUDONGDELINIANXIANGMAODUN。ZAIACFABIAODE《JIAMILINGYUZHONGDEHEBING、SHOUGOU、HEHUOHEHEZUODESHUYU》YIWENZHONGZHICHU,ZHILIDAIBIDECHIYOUZHEJIAOSELEISIYUYITAIFANGDEKUANGGONG——YOUTAMENJUEDINGXIEYISHIFOUSHENGJI。DANSHISHISHANGQUESHI,ZHEIXIEYINGXIANGYFISHENGTAIDEBINGGOUXINGWEIQUESHIYOUACJIYFIKAIFATUANDUIJUEDING,YFICHIYOUZHEDEJUECEQUANXINGTONGXUSHE。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

YUCITONGSHI,CONGMUQIANLAIKAN,ACSIHUBINGBUHUITINGZHIJIXUHEBINGQITAXIANGMUDEBUFA,DANBINGGOUGUODUSHIBIHUINIUQUSHICHANGZHIXU,XUERUOSHICHANGJINGZHENGDEGONGPINGXING。TEBIESHI,ZIDAIXIAOYINGDEACXINGWEIBEIWUXIANFANGDADEDANGXIA,SHEIYEWUFABAOZHENGSHICHANGSHIFOUHUICHUXIANBINGGOUCHAO。DUIYUZHUDAKAIFANGSHIJINRONGYUANJING,QIECHUCHENGZHANGDEDeFiERYAN,YFIHUODAILAI,SHENZHIYINFADELONGDUANXINGFANERSHIDUIXINGYEDESHANGHAI。

ERHUANGEJIAODUKAN,ZAIWANFABUDUANDIEDAIDEDeFiLINGYU,YIDANXIANGMUQUEFACHUANGXINXING,DADUOYIWEIZHESHENGMINGZHOUQIYUELAIYUEDUAN。ZAIGUOQUDEJIGEYUE,CHUANGXINTINGZHI、YEWUJIANGHUADENGYINSUSHIDEYFIJIANJIANDIELUOSHENTAN。DefiPulseSHUJUXIANSHI,JINSANGEYUELAI,YFIDEZONGSUOCANGLIANGCHUXIANLUOXUANSHIXIAJIANG,ZUIGAODIEFUYU52%。

DeFi并购之王AC为何竟成去中心化金融“公敌”?

YUCITONGSHI,ACXIDEEMN、LBI、KPRDENGXINXIANGMUJIELIANBAOLEIXIA,WUYISHIDUIYFIGONGXINLIDEJINYIBUXIAOHAO。NEIYOUWAIHUANZHIXIA,DUOYUANHUAYEWUDECELVEZHENDENENGRANGYFIFAZHANRUMEITUANBANGENGSHANGYICENGLOU?QISHI,ZHENGRUMEITUANYIYANG,DUOYUANHUAYEWUYEYIWEIZHEQIZAIMEIYIGEXIFENLINGYU,DOUJIANGYOUZHEQIANGDI。ZAIWEILAIZHEICHANGDUOYUANHUAYUZHUANYEHUADEJINGZHENGZHONG,AC“MAIMAIMAI”CELVEDECHENGGONGXINGHAIYOUDAISHIJIANKAOYAN。

BUGUO,TOUZIZHEQUEDUIZHEIXIEBINGBUGUANXIN,ZAITAMENKANLAI,ZHIYAONENGBAYANQIANLIRUNCHIDAO,QITAYOUYOUSHENMEGUANXI。

免责声明

发文时比特币价格:$16778

当前比特币价格: $18,410.13

当前比特币涨幅: 2.41%

免责声明:

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