В Steno Research спрогнозировали рост заблокированной стоимости DeFi-протоколов до рекордных значений в 2025 году

investing.ruPublicado em 2024-08-23Última atualização em 2024-08-23

GetBlock Magazine - Что произошло? Аналитики Steno Research отметили, что общая заблокированная стоимость (TVL) во всех децентрализованных финансовых протоколах (DeFi) по-прежнему ниже рекорда 2021 года, однако она может подняться до новых пиковых значений уже в первой половине 2025 года. «Неизбежное возрождение DeFi связано с процентными ставками, особенно в США, поскольку рынок преимущественно ориентирован на доллар», — говорится в отчете.

Материал CoinDesk

Что еще известно? В Steno Research сообщили, что первое «лето DeFi» произошло в 2020 году сразу после снижения процентных ставок Федеральной резервной системой в ответ на вспышку COVID-19.

«Процентные ставки являются наиболее важным фактором, влияющим на привлекательность DeFi, поскольку они определяют, будут ли инвесторы склонны к поиску возможностей с более высоким уровнем риска на децентрализованных финансовых рынках», — написал аналитик Мадс Эберхардт.
На рост DeFi-сектора, помимо процентных ставок, оказывает влияние объем предложения стейблкоинов, поскольку такие активы являются основной децентрализованных финансовых протоколов. Так, с января объем предложения стабильных монет возрос на 40 млрд долларов.

По словам Эберхардта, по мере снижения процентных ставок альтернативные издержки владения стабильными монетами уменьшаются, что делает их более привлекательными.

Еще одним фактором роста DeFi-протоколов является продолжающийся рост токенизированных активов реального мира (RWA), таких как облигации и сырьевые товары, который с начала года достиг 50%, пишут аналитики.

Кроме того, DeFi-сервисы становятся более доступными на фоне падения комиссий в сети Ethereum, наиболее популярной для запуска подобных протоколов. На этой неделе, по данным Kaiko, стоимость газа в Ethereum упала до пятилетнего минимума.

Читайте оригинальную статью на сайте GetBlock Magazine

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