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朱溯:當 Ethena 規模足夠大時,資金流動或致交易所發生擠兌

2024-04-02 12:57:38

ChainCatcher 消息,朱溯 在 X 平台發文表示,Ethena 最大的優勢和劣勢只是博弈論,最初交易所從 Ethena TVL 中獲益並成為投資者,後來 Ethena 的規模變得足夠大時,資本會從一個交易所流向另一個交易所,這可能會導致擠兌。如果對 Ethena 力量的嫉妒情緒開始惡化,那麼交易所聯手圍捕 Ethena 的可能性是存在的。

其還稱,Ethena 可以通過在其平台上提供永續產品(Perps)與交易所直接競爭,從理論上講,這是發展團隊的主要途徑。

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