Zhu Su:交易所存在围捕Ethena的可能性
2024-04-02 04:42:34
Zhu Su在X平台发文表示,Ethena最大的优点和缺点只是博弈论,最初交易所从Ethena锁仓量中获益并成为投资者,之后Ethena的规模变得足够大,甚至可以称霸,此时资本从一个交易所流向另一个交易所可能会导致挤兑,如果对Ethena力量的嫉妒开始恶化,那么交易所串联围捕Ethena的可能性是存在的,Ethena可以通过在自己的平台上提供永续产品(Perps)与交易所直接竞争。
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