DeFi 十日谈

我所说的都是错的，不构成投资建议

[DeFi 十日谈 @DecameronDeFi]

curve 居然是以太坊上交易量第二大的 DE

[DeFi 十日谈 @DecameronDeFi]

市场这么熊，但是稳定币的发行量却在持续增长，都是在准备抄底吗？

[DeFi 十日谈 @DecameronDeFi]

3 月份的稳定币交易量创新高，其中前三的的交易量是：
@circle 的 USDC：$1.82T
@tether 的 USDT：$983B
@CurveFinance 的 crvUSD：$259B

crvUSD 怎么这么猛

[Hayden Adams 🦄 @haydenzadams]

Just submitted the Unification proposal for final governance vote

Voting starts on 12/19 at 10.30pm EST and ends on 12/25

If it passes, after a 2 day timelock period:

🔥 100m UNI will be burned

🦄 v2 + v3 fee switches will flip on mainnet and begin burning UNI, along with Unichain fees

📜 Uniswap Labs will allign itself to Uniswap governance with a contractual agreement, recognized as legally binding in the state of Wyoming under their DUNA law

Delegates: vote before Christmas or end up on Santa's naughty list!

https://t.co/etHXPzaMtQ

[Ethereum @ethereum]

Today @jpmorgan, the world's largest bank by market cap per @WSJ, announced they're launching their first ever tokenized money market fund—MONY—on Ethereum.

The firm is seeding the fund with $100M of its own capital before opening to outside investors on Tuesday.

[DeFi 十日谈 @DecameronDeFi]

以太坊上 DeFi 深度还是很强的

[DefiLlama.com @DefiLlama]

Solana vs Ethereum: which metrics is each chain leading on?

A DefiLlama community member created this Pro dashboard comparing the two chains across over a dozen metrics: TVL, Protocol Revenue, Stablecoins, Perps Volume, and more.

Check it out here:
https://t.co/BLzVgXceDq

[DeFi 十日谈 @DecameronDeFi]

为什么 Aave v4 的新架构很强？核心在于风险隔离与创新自由。

每个 Spoke 都有独立的���辑，即便某个 Spoke 出现漏洞，风险也会被锁在内部，绝不会波及 Hub 的底层金库。这意味着开发者可以在 Spoke 层面上大胆尝试 RWA 或激进策略，既能快速创新，又保证协议的整体安全。
#Aave #DeFi

[DeFi 十日谈 @DecameronDeFi]

Aave v4 引入的Hub就像央行，负责统一保管资产和结算，解决流动性碎片化问题。Spoke 就像商业银行，负责对接用户，制定具体的利率和借贷规则。

简单来说：Hub 管钱，Spoke 管事。新业务（Spoke）可以直接接入 Hub 的深厚资金池，无需从零开始���累流动性。

#Aave #DeFi

[DeFi 十日谈 @DecameronDeFi]

V4 的清算机制与其新的「模糊逻辑」利率模型和风险溢价体系深度耦合。系统能根据抵押品的实时波动性和市场流动性，动态调整相关参数。这种从静态阈值向动态风控的演进，意味着更精确的风险定价，为专业做市商和机构资金提供了更可预测的清算执行环境。

#DeFi

[DeFi 十日谈 @DecameronDeFi]

Aave V4 清算机制的核心变革之一是引入了「动态清算结束因子」(Variable Liquidation Close Factor)。区别于 V2/V3 的固定比例清算，V4 将精确计算把账户恢复至目标健康因子 (Target HF) 所需的最小债务偿还量。这种机制避免了对借款人的「过度清算」，显著优化了资本效率和用户保护。

[DeFi 十日谈 @DecameronDeFi]

得益于 Hub-Spoke 的统一流动性层 (ULL) 架构，清算行为不再局限于孤立市场，而是共享整个协议的流动性深度。V4 特别集成了 GHO「软清算」功能：允许在特定条件下优先偿还 GHO 债务以快速改善健康度，从而减少极端市场环境下对核心抵押资产的抛压。
#DeFi

[DeFi 十日谈 @DecameronDeFi]

1/4 Aave V4 这次最性感的改变是「统一流动性层」(ULL)。 采用 Hub-Spoke 架构，将所有资金汇总在 Liquidity Hub，借贷池只是接入的 Spoke。这彻底终结了流动性碎片化，未来新增资产或模块不再需要迁移资金。这种底层抽象能力，让 Aave 从单纯的 DApp 进化成了 DeFi 的操作系统。

[DeFi 十日谈 @DecameronDeFi]

4/4 交互层面，Smart Accounts 让单钱包管理多策略/隔离仓位成为可能，不用再疯狂切号。 结合 Cross-Chain Liquidity Layer (CCLL)，V4 显然是在为跨链流动性统一做铺垫。如果不只是把 V4 看作一次升级，而是 Aave Network 的前奏，这一切布局就都说得通了。

[DeFi 十日谈 @DecameronDeFi]

虽然这些分散的帐号��应该还是有很多批量撸毛的帐号，但至少比上次要体面，至少这次大家都挺开心的。

[HumidiFi @humidifi]

Today we declare victory for Weterans and defeat for bots.

Shout out to all the Weterans for coming on this journey with us. Shout out to our partners at @JupiterExchange for working with us to implement some extremely wet anti-snipe features on their new DTF platform.

The WET public sale raised 2.07 million USDC. There were over 60,000 visitors on the DTF site at the time of the sale.

Let’s take a look at the defense mechanisms we put in place for the sale, as well as the sale statistics.

Regarding the details of the anti-snipe mechanisms for the public sale, here’s the whole scoop:

- Permissioned signing via the DTF frontend and cloudflare. These specific features only went live the very moment that the sale went live.

- Increased compute units per deposit, to limit the number of deposits per slot and spread out the sale over the course of about 90 seconds.

- A mechanism for disabling revert protection.

These mechanisms were extremely effective in deterring bots and getting WET in the hands of the Weterans. Our analysis of the sale shows a few things:

- 20% of public sale depositors chose to deposit less than the full $500, implying a normal non-bot user base.

- The distribution of priority fees matches that of the priority fee selection on the frontend (Medium, High, VeryHigh), and is very different from the priority fee distribution on the failed snipe attempt transactions.

- Very low % of depositor funds coming from similar sources (~5%)

Overall we’re thrilled with the launch outcome, and are looking forward to what’s next. We will be using a portion of the proceeds to bolster our inventory to make Solana the best place to trade with size.

We’re going to continue bringing the same technical excellence and innovation to Solana, the same cracked firepower that got us to >50% of all propAMM volume and to more than $1 Billion in volume per day.

Stay tuned for more.

[DeFi 十日谈 @DecameronDeFi]

���股在链上火不起来的原因是不是因为链上炒的没用，最终还是以股票交易所的价格为准？🤣

[DefiLlama.com @DefiLlama]

Curve Finance revenue this month has already reached its highest point since 2022. This will mark nearly a 10X increase from its low in mid 2023.

[DeFi 十日谈 @DecameronDeFi]

感觉现在加密支付需要一个微信红包时刻