0x_Stable @dollarsshit
Brisbane, Queensland Joined March 2018-
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有些大傻逼在幻想微策略会卖大饼回购STRC，让它回到100附近。 动动你的猪脑子，人家之前卖STRC募的钱，在均价8万、7万买BTC，你现在让微策略按照6万的均价割肉卖BTC来回购STRC，你觉得可能吗？ 是你手里的STRC珍贵还是BTC珍贵？ 一个人是人家自己免费印出来的，一个是人家印出来买的
前有谷歌发债卖股融资800亿，后有英伟达发债250亿，马上SpaceX也要发债募资200亿。钱不会凭空产生，市场上的钱就这么多，资金都被AI虹吸了，塞勒要这种情况募资买BTC更加雪上加霜，要给出更高的收益率。 何况与AI相比，现在压住比特币的未来上涨空间显然在当下看来并不是那么明智。
塞勒的微策略强行加速了比特币的共识的扩大，在理想情况下构建的金融工具 $STRC 在数学模型上看似完美无瑕。 可惜，唯一没算到世界的叙事以及资金的偏好全部压住先进生产力AI的发展。 偏偏AI的发展还偏偏特别吞噬现金流，七巨头在2026年的资本开支已经接近万亿美元，这还远远不够。
@chud_eth GnosisDAO's governance is merely a whitewashed pseudo-decentralized organization; actual control still lies with the Gnosis corporate entity, and the DAO is nothing more than a formality
Latest research on $USDat and $sUSDat by @saturn_credit, a competitor of @apyx_fi and using $STRC as collaterals. We include $USDat as Tier 3 stablecoin for now, as it's a wrapper of $wM. We include $sUSDat on the Watch List, as the protocol is yet to present an attestation and/or Accountable page on its $STRC holdings. Generally speaking, we are also concerned by $apyUSD and $sUSDat's collateral exposure to STRC, which is not guaranteed at $100, nor will it always recover from a depeg. Logically, STRC should follow a market price like other fixed income instruments, subject its pricing to its coupon rate AND the general market yield curve. Senior tranches of each product by @roycoprotocol and @strata_markets address the potential price issue of STRC, subject to the coverage depth provided by their respective junior tranches.
最后一句"心怀矛盾的经理就是糟糕的经理"意思是：如果管钱的人自己的利益和你的利益有冲突，他一定会优先照顾自己。 所以选管理人，第一件事不是看收益率，而是看他的激励结构是不是和你站在同一边。
他会拿你的钱去追高风险的项目——比如把钱存进某个新DeFi协议赚高收益，以此吸引更多人来存钱，做大TVL数据。 对你来说这笔操作是亏的（负期望值），因为风险太大，崩盘概率高。但对经理来说是赚的（正期望值），因为不管你最后亏不亏，他在过程中已经通过管理费、代币升值赚到了。
DeFi基金问题就在于此：帮你管钱的人，利益和你不一致 假设你把钱交给一个基金经理去炒币。你觉得你俩目标一样——赚钱。但实际上不是。 你的目标是：我的本金增值，少亏钱。 经理的目标是：管理规模越大越好，因为管理费按规模收。
The game theory of the money manager is not necessarily the same as yours. Your objectives and your manager's need to be aligned. Crypto is a high beta space and a manager's EV, and your fund's EV are not the same trade. -EV on your money can be +EV for them. The current DeFi
@coinfoin_ so what is the final apy for ICO,
@AzFlin liqudity is from Avant. They unwind their position and repay the USDC debt
## 8/8 根本问题 这些平台管的是别人的钱，策略激进到完全无视风险。 杠杆能拉多高拉多高，能拉多满拉多满。反正亏了不是自己的钱，也不会受到惩罚。 比如Stream 的 xUSD 暴雷，责任人至今逍遥法外。这种事放在传统金融，早就进去了。 请保护好自己的资产，远离所谓链上收益基金平台。
## 7/8 我的看法 把钱存给链上收益平台，收益低得可怜，风险却几乎没有上限。 这是一笔极其不划算的交易。
链上对冲基金，已经证伪了。 这次 #rsETH 攻击事件，不只是一个安全事故——它像多米诺骨牌一样，把链上代客理财平台的脆弱性暴露得一览无余。 🧵 让我梳理一下到底发生了什么 👇
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