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Crypto 市场每周回顾 - April Week2

Wayne
Crypto Market Weekly Recap - April Week2 Source: Do Kwon(Portrait Owner)

四月第二周,Crypto 市场回顾。Curve War 的未来会是什么样?还会衍生出多少项目,多少币?就像 Do Kwon 所说,如果 Terra 自己的 Bitcoin Bridge 做好了,不再使用 Curve,会对市场产生多大影响,特别是 Curve 和 Convex?

哈喽大家好,周末愉快

这周聊聊 Curve War,UST,Terra 等。

前几天 Terra 社群有一个提案,计划在 Curve 上新开一个稳定币兑换池子 4pool,针对的是 3pool。3pool 一直以来都是 Curve 上最大的稳定币兑换池子。4pool 计划把 DAI 换成 UST 和 FRAX,两个算法稳定币。

应对了 Terra 的创始人 Do Kwon 之前所说:“In my hand, DAI will die."

这件事情说简单也简单,说复杂也复杂。简单来讲就是在 4pool 推出后,为了吸引流动性,4pool 的奖励需要足够吸引人。所以 Terra 和 Frax 会花很多钱来提高 4pool 的奖励。具体提高奖励的方式就是花钱在 Convex / Votium(未来可能会有其他协议)让更多人投票给 4pool。

这件事情能否做成的关键条件之一就是要有足够多的钱,因为要控制足够多的“选票”。目前 Terra 和 Frax 是 CVX 的前两名 DAO 持有人,同时二者还会和 Redacted Cartel 合作,这样就有了前三名的 CVX 持有人。

如果去看一下 Votium 上每个 vlCVX 的价格变化,目前每两周的投票价格已经到了 $0.56。过去每次都在增长中。BTW,如果你在 $5 的时候买了 CVX,然后交给 Votium 投票,那么这时候你应该赚回来了,剩下持有 CVX 全是利润。

关于 Terra,UST 到底是 Ponzi 还是什么的争论其实根本不重要已经。另外一个关于 4pool 和 UST 的分析可以看看这个链接:https://twitter.com/0xHamz/status/1512095857029570579

此外,除了 LUNA 和 UST 以外,Waves,NEAR 都已经或者计划都做类似的事情,利用同样的模式来发行稳定币。除了上面之外,还有两个事情值得一提。

一个是 Terra 不断增持 BTC,把 BTC 做成 UST 的支撑资产。Do Kwon 的意图很简单,一旦拥有足够多的 BTC,UST 就不可能失败。或者说,如果真的到时候失败了也无所谓了。通过绑架 BTC,UST 的未来就等于是 Crypto 的未来。UST 不仅仅绑架了 BTC,也绑架了整个行业。

当然,这个是 Terra 的计划,事实上会变得如何,出现什么样的变数,现在还没有人知道。

另外一个 Terra 还购买了一些 AVAX,随后宣布会在 AVAX 上发行 UST。我这里想聊的是关于协议的资产管理。去年有段时间比较流行聊 DAO 的资产管理,大部分项目的金库中都只有自己币,所以一个协议有钱与否大多停留在名义上。假设有五个协议,每个协议在一开始都只有自己的币,都很脆弱。但是如果这五个协议分别互换一点自己的币和其他协议的币之后,每个协议看起来似乎都变得更加“丰富”,看起来更加能够抵御市场风险。但是从五个协议的外部来看,这样的互换似乎没有任何意义。

Market Dynamics

过去几天 Crypto 发生的部分大事:

本周每天的新闻汇总都在这里,支持中英文版本,打开网页切换语言即可:

DeFi比特币Terra
Wayne

I write about crypto and Web3, while trying to catch the wave of it shaping the future.

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