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简单解释一下稳定币 $USDC $BUSD 和 $DAI 今日为啥都会脱锚?
在美联储开启疯狂加息节奏下，美元利率上涨导致债券价格下跌，在本周硅谷银行和银门银行接连因不同但相似的期限错配问题导致关闭。两家银行在遇到用户提款带来的挤兑问题时，不得不亏损出售其在2022年之前购入的长期债券。
在美联储开启疯狂加息节奏下，美元利率上涨导致债券价格下跌，在本周硅谷银行和银门银行接连因不同但相似的期限错配问题导致关闭。两家银行在遇到用户提款带来的挤兑问题时，不得不亏损出售其在2022年之前购入的长期债券。
$USDC 是在2018年由 #Circle 和 #Coinbase 联合推出的稳定币，根据官网显示其有435亿美元的储备，其中持有324亿美元的短期美国国债和111亿美元现金托管在银行。根据Circle在2023年1月份的证明报告中显示托管在7家银行，每家银行的分配比例未公布，
7家银行分别是Bank of New York Mellon, Citizens Trust Bank, Customers Bank, New York Community Bank (a division of Flagstar Bank, N.A.), Signature Bank, Silicon Valley Bank and Silvergate Bank，最后两家就是本周爆雷的银行。
We should consider looking back at the #UST collapse. I watched it go down first hand and have a list of 3 wallets that were buying and immediately selling at a loss perpetually to intentionally run charts down. Would love to have proof of what I witnessed.
A thread 🧵...
A thread 🧵...
The primary contributors came from just 3 wallets:
Wallet 1: terra1yl8l5dzz4jhnzzh6jxq6pdezd2z4qgmgrdt82k (0x8d47f08ebc5554504742f547eb721a43d4947d0a)
Wallet 1: terra1yl8l5dzz4jhnzzh6jxq6pdezd2z4qgmgrdt82k (0x8d47f08ebc5554504742f547eb721a43d4947d0a)
Wallet 2:
terra195wtjmpjxhp336mclqfsyk2plvs8mw3lhsc5nc (0x4b5e60cb1cd6c5e67af5e6cf63229d1614bb781c)
terra195wtjmpjxhp336mclqfsyk2plvs8mw3lhsc5nc (0x4b5e60cb1cd6c5e67af5e6cf63229d1614bb781c)
【Curve Stablecoin $crvUSD - First thoughts on the train】
1. Totally new model. No endogenous collateral. $CRV is not even mentioned once in the whitepaper. So like neither $LUNA nor $FRAX.
2. Fundamentally like $DAI, a CDP stable, but with a new liquidation mechanism.
1/x
1. Totally new model. No endogenous collateral. $CRV is not even mentioned once in the whitepaper. So like neither $LUNA nor $FRAX.
2. Fundamentally like $DAI, a CDP stable, but with a new liquidation mechanism.
1/x
2/ #LLAMMA: old CDP stablecoins have a liquidation price. Once it hits that, gg liquidated. #LLAMMA continuously liquidates and recollateralises as the price of @ETH the collateral moves.
3/ The #LLAMMA also deals with the bad debt situation we've seen on Solend. With traditional lending borrowing markets, you can b
Why $ust's peg has everything to do with @CurveFinance's #3pool
A thread on $ust's collapse with @dicksonlai_ @GabrielGFoo @themlpx 🧵
@TheSpartanGroup @nansen_ai
#luna
A thread on $ust's collapse with @dicksonlai_ @GabrielGFoo @themlpx 🧵
@TheSpartanGroup @nansen_ai
#luna
1/ The story begins - believe it or not - with $DAI, and how it maintains its peg.
As a stablecoin backed by collateralized debt positions, the outstanding loans within DAI’s economy play an important role with regard to DAI’s ability to maintain its peg.
As a stablecoin backed by collateralized debt positions, the outstanding loans within DAI’s economy play an important role with regard to DAI’s ability to maintain its peg.
2/ When DAI is above peg, borrowers will be incentivized to take more loans with their collateral and sell DAI off on the market.
As a result, this increases DAI’s circulating supply, bringing DAI back to peg.
Vice versa.
Diagram by @dicksonlai_:
As a result, this increases DAI’s circulating supply, bringing DAI back to peg.
Vice versa.
Diagram by @dicksonlai_:
