Saturn不到一个月吸纳了1亿美金,ethena曾靠捕获资金费率催生出百亿规模,DBS这个赛道也有机会,而basis trade的问题是会受限于规模增长后的市场容量瓶颈,STRC的收益不会随着规模扩大而被压缩。 其实ethena这套逻辑不算被证伪,它只是无法单纯依靠basis trade来做出一个主流稳定币,
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