Msika wa Crypto wakhala ukugwedezeka ndi chisokonezo m'masabata angapo apitawa.
Ayi, sindikunena za kuwonongeka kwamitengo pagulu lonse. M'malo mwake, ndikunena za nkhani zomwe zakula mu gawo limodzi la Crypto space - DeFi.
Imodzi ndi imodzi, ma protocol akulephera ndipo akupita pansi. Ena asiya kubweza ndalama. Ena alephera kulandila ma foni am'mphepete. Pomwe ena ayimitsa zomwe zinali USP yawo.
Mndandandawu ndi wautali, koma tiyeni tiyang'ane pazochitika zazikuluzikulu zokhudzana ndi Celsius, 3AC & Solend.
Nkhaniyi ndi ya aliyense amene ali ndi chidwi chomvetsetsa bwino za chiopsezo ndi dongosolo la mphotho Misika ya Crypto. Komanso, zidzakupatsani kumvetsetsa bwino za chiwopsezo chokhazikika komanso momwe Crypto sinachotsedwere kudziko lathu la TradFi.
1. Kutanthauza Kuwopsa Kwadongosolo?
Chiwopsezo chokhazikika ndi chiwopsezo chomwe sichingachepetsedwe pokhala ndi mbiri yodziwika bwino. Mwachidule chake, ndi chiopsezo chomwe chimachokera ku dongosolo lomwe timagwira ntchito.
Chifukwa chake, imatha kutengeka.
Ganizirani za chiwongola dzanja, kuchepa kwachuma, komanso kuyerekezera kukula kwachuma.
Palibe kampani, gawo, kapena msika womwe ungasinthidwe ngati chiwongola dzanja chikuwonjezeka, ndondomeko yazachuma imakhala yocheperako ndipo kukula kwachuma kukuchepa. Malingaliro onse abizinesi ndi magwiridwe antchito adzawonongeka.
Izi zidzawonekeranso mumitengo ya msika wa m'matangadza ndi katundu wina.
2. Kodi Systematic Risk Impact Crypto?
Ngakhale kuti pali mikangano yochititsa chidwi yomwe Bitcoin Maxis adapereka, momwe masewerawa alipo lero ndikuti msika wa Crypto umakhudzidwa kwambiri ndi thanzi lachuma.
Pokhala ndi nkhawa, masheya ayamba kugunda, ndipo zokolola za bond zawonjezeka, zomwe zikuwonetsa kuwonjezeka kwa kubwezeredwa kofunikira pa likulu pamaziko osinthika a inflation.
Pomwe ndalama zikukulirakulira, akatswiri akuyembekeza kuti zomwe zikuchitika m'misikayi zipitilirabe.
Mukayang'ana Crypto, zomwezo zikupitirirabe. Kukwera mtengo kwa ndalama, komwe kukucheperachepera chifukwa cha chiwongola dzanja chokwera, kwasokoneza misika.
Apita masiku a ndalama zaulere kuchokera ku macheke olimbikitsa omwe amayikidwamo $Dongo kapena kusuntha khadi yanu pa CEX kuti musewerepo $BTC zam'tsogolo.
Munthu wamba akuda nkhawa ndi chitetezo cha ntchito ndipo chifukwa chake, amakhala kutali ndi misika. Chifukwa chake, liquidity ikuuma.
3. Choyambitsa Choyambitsa
Kaya tikadafika panobe kapena mawonekedwe oyipa ndi funso lotseguka, koma chomwe chidapangitsa misika ya Crypto pamutu pawo chinali UST depeg.
Izi ndi zomwe zimadziwika ngati chochitika choyambitsa - chinthu chosayembekezereka komanso chosatsatiridwa mosavuta. Zoposa $40bn zinatayika chifukwa cha kuyesa kwa UST / Luna pamene mtengo wa $BTC unatsika kuchoka pa $40,000 kufika pansi pa $30,000.
Tsopano yakwera pang'ono kuchokera pansi pa $17,700. Palibe amene adawona izi zikubwera, ndipo ngati wina akumva kuti choyipa chiri kumbuyo kwathu, nkhani zomwe zimachokera ku gawo la DeFi ndizokwanira kutsimikizira kuti ndizolakwika.
4. Kuphulika Chisokonezo
4.1. The Celsius Debacle
Kumayambiriro kwa mwezi uno, Mtsinje wa Celsius, pulogalamu yamtundu uliwonse yochita malonda, kubwereka, kubwereketsa & kuyika ndalama za cryptocurrency yalengeza kuti ikuyimitsa kaye kuchotsera chifukwa cha kuchepa kwachuma.
Izi zidapangitsa kuti pakhale milandu yambiri yoti amabera ndalama zawo (mpaka US $ 3 Biliyoni). Zomwe tikudziwa tsopano ndikuti kupitilira zomwe akuimbidwa, pali zifukwa ziwiri zolepherera:
Maudindo opitilira muyeso
Protocol yobwerekedwa ku ma protocol a liquidity pogwiritsa ntchito ndalama zamakasitomala kuti achepetse ndalama zobwereka kwa makasitomala ena. Kusintha kwanthawi zonse kungakhale $WBTC (mtundu wa $BTC pa blockchain ya Ethereum) pa $DAI.
Palibe cholakwika ndi izi kupatula kuti ndondomekoyi inkawoneka kuti sinatsatire ndondomeko ya katundu wamtengo wapatali kapena yowerengetsera kusakhazikika. Msika wonsewo udabwezanso kwambiri, mtengo wa chikole chomwe adalonjeza kutenga ngongole ya $DAI idatsika ndikuyimbirana mokakamiza.
Pokhala ndi ndondomeko yotuluka munjira yatsopano yandalama yomwe idaperekedwa movutikira mwadongosolo komanso pamsika ndipo osatha kuyitanitsa zabwino pangongole zomwe amabwereka (omwe sakhala pamwamba pamadzi okha ngati sanathe kuthetsedwa), analibe njira ina koma kusiya kubweza ndi kufufuza bankirapuse.
Kuwonetsedwa kwa STETH
STETH ndi mankhwala a LIDO Staking zomwe zimakupatsani mwayi wopeza mphotho zazikulu pazachuma zanu za $ETH popanda zida zofunikira.
Ndi chinthu chochokera kuzinthu zomwe zimalola osunga ndalama kuti azipeza zokolola 8% pamtengowu poyerekeza ndi 4.2% yobwezera yomwe munthu amapeza podula $ETH.
Izi zimatsimikiziridwa ndi Lido Staking kugwiritsa ntchito madipoziti a $ETH (motsutsana ndi zomwe stETH imaperekedwa) muzowonjezera zoperekera ndalama pamisika ya OTC ndi DEX.
Chitonthozo chinali chakuti stETH iliyonse idzawomboledwa pa chiŵerengero cha 1: 1 pamene Ethereum 2.0 idzakhazikitsidwa (stETH ikhoza kusinthidwa m'misika ya DEX panthawiyi) ndipo motero Celsius adagulitsa izi kwambiri kwa makasitomala ake.
Komabe, poganizira zovuta za msika komanso kuthamangira kuchitetezo, msomali pa Ma DEX wosweka & zamadzimadzi zinauma kutsogolera kwa Celsius, ndi makasitomala ake, akugwira chinachake chimene chinali chocheperapo mtengo wake ndipo osati tradable - osachepera nthawi yomweyo.
4.2. Ena Nkhawa pa 3AC
Zamgululi, mwachidule kwa Three Arrows Capital, ndi crypto hedge fund yochokera ku Singapore. Monga momwe zimakhalira ndi hedge fund, Kampani inali ndi osunga ndalama ndipo idatumiza ndalama zambiri kuti ibweretse phindu lalikulu.
Zinthu zinali zovuta mpaka UST/Luna itagwa.
Kutengera ndi omwe mudawerenga, Kampani idataya $200mn mpaka $450mn kuchokera pamalo amodzi. Messari.io kumbali inayo akuyerekeza kuti ndi $ 560mn (pamwamba pa 60% kutsitsa muzinthu zina 27).
Zinkawoneka kuti kampaniyo idapulumuka pamwambowu, koma idasiyidwa yofooka kwambiri.
Kupitilirabe kutsika kwa msika wapadziko lonse kudapangitsa kuti malo omwe adapezako athetsedwe. Pakalipano, akuyesera kugulitsa chirichonse kuti atseke malo awo oledzera (kuphatikizapo kugulitsa zosonkhanitsa zawo za NFT).
4.3. The Solend Upnd
Sonde ndi protocol yaulimi yokolola pa Solana blockchain yomwe imalola ogwiritsa ntchito kusungitsa, kubwereketsa ndi kubwereka cryptocurrency. Ndondomekoyi yakhala ikupezeka m'nkhani kuyambira pomwe zidadziwika kuti a Solana Nangumi ali ndi $21mn SOL malo pomwe akuwopsezedwa kuti achotsedwa.
Chodetsa nkhawa chawo chinali chakuti chinsomba chomwe chidanenedwacho ndi chomwe chinali ndi $SOL yambiri pa protocol.
Izi ndizofunikira chifukwa, pakutsika kwamitengo ndikukhudza malo otsekera, nkhawa inali yoti obwereketsa athamangire kuchotsa $ SOL, zomwe zitha kukhetsa Solend ya 95% ya ndalama zake za $ SOL & mwina kuchititsa kuwonongeka kwa blockchain yonse ya Solana. .
Tsokalo lidapewedwa pomwe chinsomba chosadziwika chinayankha kuyitanidwa kwa anthu pa Twitter ndi protocol. Kenako anasintha malo ake m'misika ina yosiyanasiyana.
Komabe, zinali zoseketsa kuona Solend, m'maola angapo asanakhazikitsidwe ndi chinsomba, akusuntha kuti apereke lingaliro la kulandidwa kwa akauntiyo - chinthu chomwe chikutsutsana ndi chikhalidwe cha DeFi!
5. Maphunziro a Kuwongolera Zowopsa
Crypto ndi msika woopsa kwambiri, koma zoona zake n'zakuti misika yonse ili ndi chiopsezo chawo ndikubwezeretsanso malonda.
Chosiyana ndi chiyani cha Crypto & DeFi ndikuti akadali ntchito yomwe ikuchitika ndipo popanda malamulo, pali mwayi uliwonse kuti opanga zinthu adzathamangitse malonda awo kumsika ndikulakwitsa zodula.
Uku sikungowachotsera udindo, koma kukupangitsani kuti muyankhe. Kuteteza likulu lanu ndi udindo wanu. Maphunziro, monga ogulitsa malonda, omwe muyenera kutenga kuchokera kuzinthu izi ndi awa:
- Chitani kafukufuku wanu
- Pewani kugwiritsa ntchito mphamvu
- Ngati china chake chili chabwino kwambiri kuti chitha kukhala chowona, nthawi zambiri chimakhala
- Patukani zokolola ndi zachinyengo, kotero musachedwe nazo pokhapokha mutakhala ndi luso
- Kutsekeredwa kwa staking kumatanthauza kutsekeka kokhoma - palibe njira yoti mutulukemo msanga
Zabwino zonse & Khalani Otetezeka!
Siyani Mumakonda