想提供另一角度聊聊為什麼 Ethereal 會NGMI
(反正他們 S0 已結束,說這個應該無傷大雅)
當時候eUSDe剛上Pendle的時候我就去做了點LP,然後就把這LP丟過去Penpie那邊去boost APY
但等了好久都沒看到他們積分有記錄上去😒
終於看到積分了吧,又發現他們把我積分算了兩次 (對,就是給了我雙倍積分)。。。估計是以為我Pendle跟Penpie同時都有倉位😂
Pendle群友都有個rule of thumb :就是如果項目方的積分更新的很慢/不準確,那大概率這個項目最後的TGE也會比較拉胯的
當然也有例外,但如果項目方連積分整合這種簡單的事情都做不到,你還期望他產品能有多優秀?
也希望Ethereal能狠狠地打我的臉,但目前來看是有點涼涼了
Perp大亂戰已經開始了。
Standx剛開的Alpha,這邊Ethereal也開了內測。
就我的感覺是,Ethereal應該成為ENA的棄子了,因為,產品做的真挺一般的。而且太像Hype了,還需要切單獨的鏈,大規模運行的時候,又很考驗公鏈的可拓展性。
Ethena可能發現,自己做公鏈和Perp,還不如去幫別的協議做生息穩定幣的底層支持。就像JUPUSD一個協議都750M了。
如果競標成功hype的USDH直接是5B級別容量。
是做穩定幣的基石,還是為了一碟醋而包餃子。
心裏還是有數的。
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