【不抛售信号】以太坊基金会“停卖ETH”?转身玩DeFi搞钱了!

Cointelegraph中文Published on 2025-05-30Last updated on 2025-05-30

Abstract

Aave创始人Stani Kulechov表示,以太坊基金会(Ethereum Foundation)现在既在Aave上提供资金,也在Aave上借款,完成了他所称的“完整的DeFi循环”。

以太坊基金会(Ethereum Foundation, EF)借入了200万美元的GHO,这是一种由Aave开发的去中心化稳定币,此举表明其与去中心化金融(DeFi)策略的更深入接触。

在5月29日的X帖子中,Aave创始人Stani Kulechov表示,以太坊基金会借入了200万美元的GHO代币。Kulechov写道:“EF不仅向Aave提供ETH,还从Aave借款”,他将这一发展描述为“完整的DeFi循环”。

GHO是一种去中心化的、超额抵押的稳定币,原生于Aave协议。与中心化稳定币不同,GHO由Aave的去中心化自治组织(DAO)管理,该组织负责监督利率、抵押要求和协助者选择。

这一举措凸显了以太坊基金会在DeFi生态系统中的日益参与,朝着更复杂的资金管理策略迈进。

基金会未立即回应置评请求。

以太坊基金会此前已在DeFi中部署1.2亿美元

基金会借入GHO的举措是在此前向各种协议部署1.2亿美元之后进行的,表明其管理加密资产的方式发生了转变。

在2月,EF在包括Aave、Spark和Compound在内的不同DeFi协议中部署了45000个以太坊(ETH)。当时,这些以太坊价值1.2亿美元。

Kulechov此前将这一资金部署描述为基金会“在DeFi中的最大分配”。由于这一举措,Aave创始人表示DeFi将获胜,并对EF为协议增加流动性表达了乐观态度。

除了Kulechov之外,社区成员也庆祝这一举措,支持EF对ETH持有的管理转变。一位社区成员表示,这一发展是一个胜利,基金会应该“继续保持”,而一位X用户则表示,如果EF继续以这种方式使用资金,将是积极的。

对基金会出售以太坊的批评

在1月,以太坊社区成员呼吁基金会探索除出售ETH以外的运营资金来源。社区建议使用DeFi工具,如质押和以ETH为抵押借入稳定币。

EIP-1559的合著者Eric Conner批评了ETH的出售行为,称基金会的主要用例似乎是抛售其持有量。他称这种做法“疯狂”,敦促EF进行质押或使用DeFi,而不是出售。

《The Daily Gwei》的主持人Anthony Sassano提议,EF质押部分ETH并出售质押奖励。这位社区成员还提出了使用Aave以其持有量为抵押借入稳定币的想法。

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