12 个可能照亮 DeFi 未来的协议：Lens、sudoswap、Frax……

DeFi之道Pubblicato 2022-09-08Pubblicato ultima volta 2022-09-08

Introduzione

用 12 个协议阐明 DeFi 的未来。

用 12 个协议阐明 DeFi 的未来。

虽然 2022 年到目前为止是熊市大屠杀的一年，但在 DeFi 内部有一些非常激烈的建设正在进行，并产生了许多有趣的影响……

因此，我想做一个关于 12 个协议的长贴，我认为这可以阐明 DeFi 的未来……

注意：这些只是我的随机想法——我只是一只愚蠢的猿，可能完全错了——所以也很想听听你对这个问题的想法！

1. Debond Protocol - 债券作为 DeFi 货币乐高

Debond 创造了新的 ERC-3475 可编程 + 可交易的「债券代币」。这是他们的一个帖子（https://twitter.com/DebondProtocol/status/1562428992036093955），解释了它们是如何工作的。

这涉及到一种全新类型的 ERC 代币 + 庞大的链上债券可寻址市场，这似乎非常重要，作为一个新的「货币乐高」，思考其中的含义非常令人兴奋（见下面 Haym 的精彩帖子！）。

https://twitter.com/SalomonCrypto/status/1566519615273836544‌

2. Lens Protocol - 去中心化社交媒体

多年来，这个概念一直是热门话题，因为我们都目睹了大型科技公司沦陷于审查制度，但 Lens 似乎是第一个真正引起关注的例子。

我的朋友 @CurveCap 最近在 Twitter 上遇到上述「审查问题」后创建了一个 Lens 帐户（见下文）。

强烈建议在此处关注他并创建一个 Lens 帐户（我计划很快这样做！）并在那里关注他：

https://twitter.com/CurveCap/status/1564645182527528961‌

3. Maple Finance - 机构采用

如果你相信 DeFi 应用会越来越多地超过 tradfi 的（就像我一样），那么 Maple 似乎发出了明亮的光芒，照亮了这一趋势。

Maple 本质上是一个向大型借款人提供抵押不足贷款的市场，并且明确专注于为寻求利用 DeFi 的卓越技术的机构资本的庞大 TAM 提供服务。

这是一个关于 Maple Finance 策划的协议的一个很棒的帖子：

https://twitter.com/maplefinance/status/1512458959336132611‌

4. APWine Finance - 收益衍生品

传统金融市场（Tradfi）拥有数万亿美元的衍生品，而收益衍生品是其中的重要组成部分。

https://twitter.com/iamvrushal/status/1564512259719991296‌

因此，随着 tradfi 和 DeFi 越来越融合，这样的协议应该会急剧增长。

以下是来自 APWine Finance 的精彩帖子。

https://twitter.com/APWineFinance/status/1535260938772815878‌

（该领域的其他一些值得注意的协议包括 Timeless Finance 和 Pendle Finance）

5. Sudoswap——解锁 NFT，作为核心互联网技术

Sudoswap 最近受到了很多关注，这是理所当然的。

作为「NFT AMM」，它显着改变了 NFT 的销售 / 流动性格局。

https://twitter.com/will__price/status/1530323161513963521‌

我认为这很重要，因为我相信 NFT 将开始远远超越艺术范畴，并成为 DeFi 和互联网越来越重要的「基础层技术」。

下面这个很棒的帖子：

https://twitter.com/john_c_palmer/status/1485696543277690887‌

6. Berachain - 更高效的链和 / 或流动性架构

虽然我看跌「L1 轮换交易」，但我们将看到越来越复杂的设计出现以最大限度地提高其效率 / 流动性 / 等，这确实是有道理的。

https://twitter.com/0x_d24/status/1566518485231947776‌

Berachain 似乎在这方面做了一些有趣的事情，回复：他们的「流动性证明」概念和其他创新。

这是来自 Burstingbagel 的一个很好的帖子来分解它：

https://twitter.com/burstingbagel/status/1565705571558309889‌

7. Jarvis Network——每个人都需要稳定币

如果正如我所相信的那样，稳定币将越来越多地被全球各国的普通公民使用，那么 Jarvis 代表了为这个市场服务的尝试，因为他们专注于为很多种货币提供稳定币，并为普通人提供法币进出通道来使用它们。

有关 @Jarvis_Network 的更多信息，建议您关注下面的 Twitter 帐户：

https://twitter.com/Jarvis_Network/status/1566780451762700288‌

8. Frax Finance - 稳定币吞噬世界

同样，我认为稳定币是 DeFi 的火箭燃料，而 Frax 最能代表稳定币作为主要 DeFi「元素」的潜在主导地位。

https://twitter.com/rektdiomedes/status/1556759881075642368‌

正如 Frax 创始人 @samkazemian 所讨论的，Frax 正试图完全接受稳定币所代表的「万亿美元叙事」，他们的团队最近一直在为实现这一目标进行一些疯狂的建设。

https://twitter.com/flywheelpod/status/1540806035287355392‌

9. Gains Network - 合成资产

长期以来，我一直认为非加密资产的合成版本是区块链技术相对于吸收交易的最自然的用途之一，它显然也与稳定币和收益衍生现象有很多重叠。

有许多协议可以作为其中的代表（Float、Deus Finance、GMX 等等正在进入合成资产赛道），但 Gains 从一开始就专注于合成资产，到目前为止取得了巨大的成功。

https://twitter.com/derpaderpederp/status/1559309865687949312‌

10. Bond Protocol - 协议拥有的流动性

过去一年的发展，已经清楚地证明了以下问题：a) 协议将其整个金库保存在自己的代币中，b) 雇佣型收益耕种。

也就是说，POL 正变得越来越标准。

https://twitter.com/DeFi_Maestro/status/1564297451929890816‌

Bond Protocol（来自 Olympus Pro 的衍生产品）一直专注于满足这一需求，并在这方面构建基础设施来帮助协议。

这是一个很棒的帖子，分解了他们正在做的事情：

https://twitter.com/Bond_Protocol/status/1549822684019703816‌

11. Y2K Finance - 风险衍生品 > 保险

在过去的几年里，「DeFi 保险」是一个重要的叙事，但其表现结果有点令人失望。

在我看来，像 Y2K Finance 这样的协议代表了在这方面的一种优越的发展，朝着更接近「风险衍生品」的方向发展，可以更有效地交易和组合，并将更好地满足这一需求。

https://twitter.com/y2kfinance/status/1549460479470444551‌

这是来自 Thor Hartvigsen 的一篇关于它们的精彩文章：

https://twitter.com/ThorHartvigsen/status/1563498351890296834‌

12. MakerDAO - 采用 / 去中心化 / 风险加权资产（RWA）辩论

最近针对 Maker 的辩论似乎完美地概括了所有 DeFi 都必须继续进行的去中心化与现实世界采用的辩论。

如果有人提出取消挂钩 DAI 的相关问题，它概括了整个非常关键的辩论。

这是一个很好的辩论帖子（可能有点过时，但评论部分应该有更新的链接）：

https://twitter.com/g_dip/status/1564716178819653632‌

RWA 现象的一个更纯粹的例子可能是像 landx finance 这样的协议，它们专注于一个单一的 RWA 资产类别（在这种情况下是农业债券 / 金融化），我认为我们最终会看到数百个此类特定于利基市场的 RWA 协议。

Bouns：Chainlink——DeFi 吞噬世界

在过去的一两年里，Chainlink 支持者一直是一群受苦受难的人，但我仍然认为 Chainlink 在 DeFi 协议中拥有「统治世界」能力的最佳机会 :)

我认为 DeFi 本身将「吞噬世界」（或至少最终吞噬 tradfi），如果是这样的话，很难不将 $LINK 视为绝对的世界庞然大物。

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