懒人理财攻略|Ethena启动USDe、sUSDe循环贷激励;Falcon Finance新增60倍积分加速渠道(8月4日)

Odaily星球日报Publicado em 2025-08-04Última atualização em 2025-08-04

原创 | Odaily 星球日报(@OdailyChina

作者|Azuma(@azuma_eth

本栏目旨在覆盖当前市场上以稳定币(及其衍生代币)为主体的低风险收益策略(Odaily 注:代码风险永远无法排除),以帮助那些希望通过 U 本位理财来逐渐放大资金量级的用户寻找较为理想的生息机会。

往期记录

懒人理财攻略|Sonic 第二季空投启动;Hyperliquid 生态“种子”项目开矿(6 月 18 日)

懒人理财攻略|USDC 存款即吃 17% +收益;SyrupUSDC 限额激励池别错过(6 月 24 日)

懒人理财攻略|Spark Farm 启动 SPK 激励;Gauntlet 上线 USD Alpha 策略(7 月 1 日)

懒人理财攻略|Upshift 公布首期“加速任务”;Perena Vault 开放申请(7 月 9 日)

懒人理财攻略|Katana、Agora 一鱼双吃;Huma 2.0 再次开门(7 月 16 日)

新增机会

Ethena 启动 Liquid Leverage

7 月 29 日,Ethena 与 Aave 宣布联合启动 Liquid Leverage 活动,本质上这可以理解为 Ethena 针对 USDe 以及 sUSDe 的循环贷激励活动。

简而言之,用户可以通过在 Aave 内存入 USDe(Ethena 首月会提供 12% 的额外激励)或 sUSDe(实时收益率为 11%),抵押借出 USDC、USDT 或 USDS,继续兑换为 USDe 和 sUSDe,然后再次循环借贷来放大收益 …… 考虑到当前 USDe 和 sUSDe 两位数的收益率水平,在多次循环贷后(风险也会相应放大)复合收益率甚至可放大至 50% 左右,这几乎是当下市场上协议背书最硬、资金容量最大、收益相对最高的生息机会了。

需要注意的是,想要获取该循环贷激励,必须同时存入 USDe 和 sUSDe(存款总仓位中仅 50% 的 USDe 可获得额外激励,所以存款比例应尽量保持 50% :50%),且借出资产必须是 USDC、USDT 或 USDS 而非 USDe,最重要的是至少要完成一次循环贷。

随着市场整体的回暖,市场做多情绪强烈,Ethena 也在此背景下迎来了又一轮的增长加速期。截至发文,ENA 已再次突破 0.6 美元关口,为当下整个以太坊生态表现最强劲的山寨币之一。上述循环贷策略中,存入 USDe 和 sUSDe 均可获得 5 倍的积分收益,目前 Ethena 第四季积分活动仍在进行中,ENA 的持续上涨也意味着积分所对应的空投收益的放大,这也是该策略的另一项潜在收益来源。

Falcon 启动 USDf/USD1 LP 激励

DWF 旗下稳定币协议 Falcon Finance 上周宣布已获得 World Liberty Financial(WLFI)的 1000 万美元战略投资,并已将 WLFI 旗下稳定币 USD1 添加为 Falcon Finance 的抵押资产。该笔资金将用于加速 Falcon Finance 的技术整合,重点在于共享流动性供应、多链兼容性以及 USDf 与 USD1 之间无缝转换的智能合约模块。

之后,Falcon Finance 再次宣布将在 PancakeSwap 上构建 USDf/USD1 流动性,并将对 LP 提供额外收益及积分激励。截至发文,PancakeSwap 上的 USDf/USD1 流动性收益率暂报 9.75%,但更重要的是 Falcon Finance 将对该池的 LP 提供 60 倍的积分(Miles)加成,为当前获取该项目积分速率最高的方式之一。

Strata 启动 Season0 预存款

7 月 22 日,Ethena 生态的结构化收益协议 Strata 宣布启动 Season 0 预存款活动,用户存入 USDe 和 eUSDe(Ethereal 的 USDe 存款凭证)可获得 30 倍的 Strata 积分收益、30 倍的 Ethena 积分收益,以及 Ethereal 积分收益。

考虑到直接在 Strata 协议内存款的基础收益率偏低,用户还可选择在 Pendle 内存入 pUSDe(Strata 的存款凭证)的 LP,当前可获得 7.98% 的年化收益(有足额 PENDLE 质押的话可放大至 9.91%),外加 60 倍的 Strata 积分收益、50 倍的 Ethena 积分收益,以及 Ethereal 积分收益。

鉴于整个 Ethena 生态当前的向好态势,个人倾向于认为 Strata 的积分还是有一定想象力的。原创 | Odaily 星球日报(@OdailyChina

作者|Azuma(@azuma_eth

本栏目旨在覆盖当前市场上以稳定币(及其衍生代币)为主体的低风险收益策略(Odaily 注:代码风险永远无法排除),以帮助那些希望通过 U 本位理财来逐渐放大资金量级的用户寻找较为理想的生息机会。

往期记录

懒人理财攻略|Sonic 第二季空投启动;Hyperliquid 生态“种子”项目开矿(6 月 18 日)

懒人理财攻略|USDC 存款即吃 17% +收益;SyrupUSDC 限额激励池别错过(6 月 24 日)

懒人理财攻略|Spark Farm 启动 SPK 激励;Gauntlet 上线 USD Alpha 策略(7 月 1 日)

懒人理财攻略|Upshift 公布首期“加速任务”;Perena Vault 开放申请(7 月 9 日)

懒人理财攻略|Katana、Agora 一鱼双吃;Huma 2.0 再次开门(7 月 16 日)

新增机会

Ethena 启动 Liquid Leverage

7 月 29 日,Ethena 与 Aave 宣布联合启动 Liquid Leverage 活动,本质上这可以理解为 Ethena 针对 USDe 以及 sUSDe 的循环贷激励活动。

简而言之,用户可以通过在 Aave 内存入 USDe(Ethena 首月会提供 12% 的额外激励)或 sUSDe(实时收益率为 11%),抵押借出 USDC、USDT 或 USDS,继续兑换为 USDe 和 sUSDe,然后再次循环借贷来放大收益 …… 考虑到当前 USDe 和 sUSDe 两位数的收益率水平,在多次循环贷后(风险也会相应放大)复合收益率甚至可放大至 50% 左右,这几乎是当下市场上协议背书最硬、资金容量最大、收益相对最高的生息机会了。

需要注意的是,想要获取该循环贷激励,必须同时存入 USDe 和 sUSDe(存款总仓位中仅 50% 的 USDe 可获得额外激励,所以存款比例应尽量保持 50% :50%),且借出资产必须是 USDC、USDT 或 USDS 而非 USDe,最重要的是至少要完成一次循环贷。

随着市场整体的回暖,市场做多情绪强烈,Ethena 也在此背景下迎来了又一轮的增长加速期。截至发文,ENA 已再次突破 0.6 美元关口,为当下整个以太坊生态表现最强劲的山寨币之一。上述循环贷策略中,存入 USDe 和 sUSDe 均可获得 5 倍的积分收益,目前 Ethena 第四季积分活动仍在进行中,ENA 的持续上涨也意味着积分所对应的空投收益的放大,这也是该策略的另一项潜在收益来源。

Falcon 启动 USDf/USD1 LP 激励

DWF 旗下稳定币协议 Falcon Finance 上周宣布已获得 World Liberty Financial(WLFI)的 1000 万美元战略投资,并已将 WLFI 旗下稳定币 USD1 添加为 Falcon Finance 的抵押资产。该笔资金将用于加速 Falcon Finance 的技术整合,重点在于共享流动性供应、多链兼容性以及 USDf 与 USD1 之间无缝转换的智能合约模块。

之后,Falcon Finance 再次宣布将在 PancakeSwap 上构建 USDf/USD1 流动性,并将对 LP 提供额外收益及积分激励。截至发文,PancakeSwap 上的 USDf/USD1 流动性收益率暂报 9.75%,但更重要的是 Falcon Finance 将对该池的 LP 提供 60 倍的积分(Miles)加成,为当前获取该项目积分速率最高的方式之一。

Strata 启动 Season0 预存款

7 月 22 日,Ethena 生态的结构化收益协议 Strata 宣布启动 Season 0 预存款活动,用户存入 USDe 和 eUSDe(Ethereal 的 USDe 存款凭证)可获得 30 倍的 Strata 积分收益、30 倍的 Ethena 积分收益,以及 Ethereal 积分收益。

考虑到直接在 Strata 协议内存款的基础收益率偏低,用户还可选择在 Pendle 内存入 pUSDe(Strata 的存款凭证)的 LP,当前可获得 7.98% 的年化收益(有足额 PENDLE 质押的话可放大至 9.91%),外加 60 倍的 Strata 积分收益、50 倍的 Ethena 积分收益,以及 Ethereal 积分收益。

鉴于整个 Ethena 生态当前的向好态势,个人倾向于认为 Strata 的积分还是有一定想象力的。

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