Vitalik 最近提出一个新思路:不再走“抵押 ETH、借稳定币、下跌就清算”的老路,而是把 1 个 ETH 拆成 P 票和 N 票。
P 票优先拿固定价值,追求稳定;N 票承担主要涨跌,风险更高,收益空间也更大。
这样,ETH 持有者可以卖掉 P 票先收回大部分资金,同时保留 N 票继续押注上涨。好处是减少强制清算和对实时预言机的依赖,问题是必须有足够流动性,否则换仓时可能没人接盘。
这样可以把 ETH 的稳定价值和风险价值拆开,交给不同偏好的投资者。
Looks like the options thing is happening already!
See also: various people thinking through and building different versions of the idea in the thread: https://t.co/gFNEvCbHct
Though I do strongly urge that if any of these get on mainnet quickly, we formally verify it first. I hope @vyperlang and/or https://t.co/OMFlWRqJda folks ( @Fricoben) can help!
(Also, now is a good time to be thinking about robustness-optimized oracles)
https://t.co/j1dxLV4Pn4