CM
CM
USDe正在变成抵押型稳定币，delta-neutral的比例已经非常小了。 逐渐增加的是稳定币储备，国债，超额抵押机构借贷，俨然变成了sky的样子。 熊市中基差交易收益迅速萎缩，为了保证收益率扩充多元化抵押品是必然选择，这很有可能让USDe规模回升。去中心化稳定币这条路，最终都活成了DAI/USDS。 在不久的将来，稳定币这个生意会变得高度同质化，拼渠道拼资源的时代来了。
G | Ethena
G | Ethena @gdog97_ · 
Since 10/10 Ethena was poorly positioned for what has been a material regime change. In the last few months we have been building out the infrastructure to securely access alternate sources of safe and scalable collateral to better position the business for these periods of
From X

Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.

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