DeFi在DEX、收益率、借贷和质押方面显示出复苏的迹象

币界网Опубліковано о 2024-08-01Востаннє оновлено о 2024-08-01

币界网报道:

DeFi活动在几个指标上有所上升,令人回想起2022年以来从未见过的水平。这一次,复苏更加渐进,协议更加保守,但仍有迹象表明有希望扩大。

DeFi多年来一直处于低产量状态,而大多数协议都在调整他们的产品。在第二季度,DeFi继续改善其指标,设法从更稀缺的流动性中分得一杯羹。

DeFi增长的主要载体是Solana生态系统、DEX交易以及贷款。DeFi会影响大型鲸鱼和散户投资者,具体取决于协议的类型。Meme代币交易推动了零售流入,而收益和贷款为鲸鱼提供了被动收入。

被动收入和主动交易指标都表明,DeFi将在2024年继续存在,并成为加密货币活动的主要来源。

2024年的DeFi已被证明具有适应性,可以锁定较低的总价值。在2021年的峰值估值期间,即使是基于以太坊的DeFi也轻松保持在1200亿美元以上。目前,以太坊的区块链拥有约600亿美元的锁定价值,而领先的DeFi应用程序目前的总价值约为960亿美元。

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a16z: In the AI Era, Company Competition for Talent Starts with Job Title Naming

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Interview with Strategy CEO: Can STRC Recover After Selling Bitcoin?

Interview with Strategy CEO Phong Le on the recent sale of 32 Bitcoin and its impact. He clarifies the move was a small, strategic action to demonstrate liquidity to debt holders, test internal processes, and prove operational discipline—not a response to fears of a "death spiral" from DeFi protocols leveraging STRC (Strategy's preferred stock product), which he notes holds less than 10% of STRC. Le emphasizes Strategy’s long-term focus as the largest corporate Bitcoin holder, using the adage that markets are a "voting machine" short-term but a "weighing machine" long-term. Decision-making is data-driven, involving the board, complex modeling, and multiple stakeholder considerations, moving beyond a founder-centric model. He outlines various capital options but stresses the strategic importance of "doing nothing" as a valid choice, citing resilience built during the 2022 bear market. Le expresses unwavering belief in Bitcoin's foundational value for global sovereignty and its future role in an AI-driven economy with trillions of autonomous agents. Addressing STRC's current price below its $100 face value, Le explains recent pressure was due to using dollar reserves for bond buybacks. He expects STRC to return to par as reserves are replenished and its semi-monthly dividend payments begin, noting the product is heavily over-collateralized. Finally, Le confirms the company sold Bitcoin the week prior to May 31st, as disclosed in an 8-K filing, leaving prediction market interpretations to others. The overarching philosophy remains "Spread Bitcoin with love," embracing all methods of gaining Bitcoin exposure.

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