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[虚拟币资讯] 豚林跑路以太国产项目?stETH脱锚后ETH仍是定投价值币吗?
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1#

今天翻看市场的消息,全部都是以太,大饼跌涨。实在没什么看头

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翻看不论是微博群还是社群大家好像都已经躺平了?还是亏惨退圈了?

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今天找来找去实在不知道该跟大家分享些什么,还是跟大家分享下对最近市场的看法和我个人后续将如何操作(纯粹个人看法,不喜勿喷,不做投资建议)

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一,ETH问题

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不得不承认这两天被以太坊跌麻了,不过也好可以让我捡低筹码去定投

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但是有一点,为什么主流币二头子,山寨币头子,为什么那么不堪一击?就因为升级?还是stETH的脱锚?

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9qIYNR7jkcBy3ZPvhdzcmEPZcBuNfffmXDLPq4Y6.png

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大家还记得再次之前的LUNA吧luna崩盘的根本原因是ust的脱锚,而造成ust脱锚的直接原因就是杠杆。

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这次导致以太坊行情血崩的直接原因,就是steth。这个st,是staking的意思,就是质押中的以太坊。

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我们都知道以太坊今年要合并,之后开启以太坊2.0。

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那么在以太坊2.0之后,最重大的改变就是共识机制的变化:将由pow(机器挖矿)改变成pos(质押挖矿)。

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因为大户手上有大量且便宜的以太坊,而且他们也不打算短期内出掉以太坊,所以他们会选择将币质押进信标链,获取5%左右的年化收益。

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但也有消息说,收益可能不止5%,原因很简单,以太坊可能对会2.0的早期支持者进行空投,或者其他方面的权益,而这一块的收益甚至要大于5%的年化。

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但无论如何,现在以太坊信标链上的质押金额,依然超过200亿美金。

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我们都知道一个常识:当你把某个东西抵押进去之后,你短期内就失去了对它的控制权。

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你没办法将其进行转移、拆分、销售、再抵押等操作。

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因为这是现实社会用铁拳告诉我们的规矩。

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但lido这个项目说,不,你可以。

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路径也很简单:

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1,将eth放到lido里质押,获得steth。这样你不但参与了以太坊2.0的质押,而且还拿到了一个1:1的质押凭证——steth。

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2,因为steth是erc20系列的代币,也就意味着他可以在以太坊网络上的defi项目里可以被组成流动性池子。

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3,找到这样的池子,比如在aave上将steth质押借出,然后换取相应的eth。

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4,然后把eth质押进lido,再获取steth的凭证。

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5,循环往复这个策略,这就是循环借贷。

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当牛市的时候,这个策略非常爽,并且甚至一度出现了steth正溢价——这意味着原本流动性较差的steth甚至要比eth贵。

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:) :( :D :'( :@ :o
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:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
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