研究员:Curve减产后协议侧收入首次大于解锁产出,有望实现正现金流
2024-08-15 02:26:50
8月15日消息,加密研究员0xLoki发文表示,Curve今年的减产叠加了创始团队解锁期的结束,实际通胀降低幅度远低于以往,且激励减少并未对业务规模产生明显影响。减产后协议侧收入首次大于解锁产出,有望实现正现金流。按交易量排名,Curve上现在第2、第4、第8大池子是USDe,第12、18、19的池子是ETH的LST/LRD,未来很可能还会有BTC生态的资产,Curve从三大资产流动性层的增益远大于Uniswap,而且Lending(Crvusd)的收入贡献度已经超过Swap。
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