Frax Founder Sam Kazemian tau qhia tias vim li cas pej xeem ntshai txog cov nyiaj npib ruaj khov thiab kev lag luam crypto dav dua yog overblown.
Hais lus tshwj xeeb rau Ua [hauv] Crypto, Kazemian piav qhia yog vim li cas qhov muaj feem ntawm Terra-style implosion befalling lwm stablecoin xws li Frax, USDC or DAI yog tom ntej mus ua tsis tau.
Tus tsim nyiaj txiag ruaj khov kuj tau ceev kom lees paub tias txawm li cas los xij, qhov kev puas tsuaj tshwm sim los ntawm Terra txoj kev tswj tsis raug thiab nws qhov kev puas tsuaj loj yuav siv sij hawm los kho.
Hauv kev sib tham dav dav peb kuj tau thov rau Kazemian txoj kev xav txog kev cai lij choj tom ntej hauv Asmeskas uas yuav pom Cov Khoom Muag Them Trading Commission (CFTC) wrestle kev tswj hwm los ntawm Securities thiab Exchange Commission (SEC), thiab pom tias yuav ua li cas cov kev hloov pauv yuav cuam tshuam rau cov chaw muab nyiaj ruaj khov rau yav tom ntej.
Kazemian ntxiv qhia rau peb peb yam ntawm "Defi trinity" thiab yog vim li cas txhua lub tuam txhab nyob rau hauv qhov chaw yuav converge rau ib leeg thaum lawv sib tw mus ntes lawv tag nrho.
Crypto CeFi tej yaam num raug ncua
Yuav pib, peb nrhiav kom tau Sam Kazemian qhov kev xav ntawm ob peb lub hlis dhau los uas tau nyuaj rau ntau yam. celsius, Voyager thiab ntau lwm qhov kev pabcuam nyiaj txiag hauv nruab nrab (CeFi) tau ncua kev rho tawm raws li crypto caij ntuj no tom, ncab lub ntsiab lus ntawm lo lus xws li "ntev" thiab "pause" kom ze rau qhov tawg.
Nrog coob leej tuam txhab crypto thiab cov tub ua lag luam tawm tsam, peb caw Kazemian los saib rov qab ntawm thawj domino hauv cov saw: nkauj hnub nraug hli (UST) thiab Terra.
Kazemian tau hais tias "Kuv tsis xav tias tib neeg feem ntau xav tias qee yam loj heev yuav tawg mus rau xoom," Kazemian hais. "Muaj tiag tiag cov neeg uas tau hais tias nws tsis muaj kev vam meej, thiab credit rau lawv, tab sis muaj ntau qhov kev twv txiaj loj xws li 3AC [Three Arrows Capital] ntawm Luna. Muaj qhov xav tsis thoob loj heev txog yuav ua li cas txhua yam mus rau xoom, tias lub ecosystem mus 'poof' zoo li tsis muaj dab tsi nyob ntawd tab sis huab cua kub. "
Cov thawj koom ruam loj, suav nrog los ntawm 3AC, tau dhau los ua qhov phem. Niaj hnub no, Terra's dollar-pegged stabilitycoin yog ib sab ntawm qhov tsis muaj nqis. Qhov tob tob ntawm Terra qhov kev puas tsuaj tau ua rau muaj kev nkag siab ntau dua txog cov nyiaj npib ruaj khov, kev ua lag luam thiab muaj peev xwm rov muaj dua.
UST tsis muaj cov cuab yeej cuab tam sab nraud ecosystem
"UST yog ib qho algorithmic ruaj khov uas tsis muaj cov cuab tam exogenous, tsis yog cov Bitcoin lawv tau sim yuav ob peb lub lis piam dhau los, thiab nws lig dhau lawm, "nws hais. "Nws tau mus rau xoom, thiab kuv xav tias muaj qhov kev xav ntawm tib neeg xav tias 'Yuav ua li cas yog USDC lossis Frax lossis DAI tawg peg, yuav ua li cas yog ib yam dab tsi zoo li UST tshwm sim '?"
Raws li Kazemian, USDC lossis Frax lossis DAI tuaj yeem rhuav tshem lub peg, tab sis qhov tseeb lawv tuav cov cuab tam exogenous ua rau muaj kev puas tsuaj-rau-zero Terra-theem kev puas tsuaj "tseem tsis tau."
Txawm li ntawd los, lub fallout los ntawm Terra yuav nyob nrog peb rau qee lub sijhawm, "tshwj xeeb tshaj yog nrog txhua qhov kev ua tsis tau zoo ntawm CeFi qiv cov khoom xws li Voyager thiab Celsius. Koj yuav tsum cia cov kev raug mob ntawd kho. Cia cov txheej txheem kev lag luam poob mus dhau thiab cia siab tias tib neeg tau txais lawv cov nyiaj rov qab. Nws yog ib puag ncig mob macro, "nws lees paub.
Kev cia siab nyob tom ntej
Kazemian ntseeg nyob rau hauv lub neej yav tom ntej ci ntsa iab heev rau kev ua lag luam, thiab ib feem ntawm qhov ntawd yuav raug txo qis rau kev tswj hwm kom pom tseeb thiab kev saib xyuas zoo dua. Lub tswv yim Lummis-Gillibrand daim nqi, yog tias nws dhau mus, yog ib txoj hauv kev rau txoj hauv kev zoo dua rau cryptocurrency hauv Asmeskas
Kazemian hais tias "Kuv yog tus txhawb nqa loj heev ntawm Lummis-Gillibrand txoj cai," "Kuv xav tias nws ua tau zoo heev, thiab kuv xav tias yog tias nws dhau ntawm qee yam ntawm nws daim ntawv tam sim no nws yog qhov yeej loj heev rau Asmeskas kev lag luam ruaj khov."
Dhau li muab cov kev taw qhia uas yuav tso cai rau cov nyiaj ruaj khov kom vam meej hauv Asmeskas kev lag luam, Kazemian ntseeg tias lwm qhov txiaj ntsig ntawm txoj cai lij choj yuav yog kev sib tw cryptocurrencies los ntawm kev tuav ntawm Securities thiab Exchange Commission (SEC) thiab muab lub zog ntau ntxiv rau Cov Khoom Muag Yav Tom Ntej Trading Commission ( CFTC).
"Kuv xav tias qhov tseem ceeb ntawm kev txhawj xeeb yog tias muaj kev sib ntaus sib tua hauv Tebchaws Meskas ntawm SEC thiab CFTC. Kuv xav tias nws yuav zoo yog tias CFTC muaj kev tswj hwm ntau dua ntawm cov cuab tam digital… Kuv vam tias qee yam zoo li Lummis-Gillibrand daim nqi, uas muab lub zog ntau rau CFTC, yeej. "
Raws li rau Frax, nws puas yuav ua raws li txoj cai lij choj hauv nws daim ntawv thov?
“Yog. Kuv xav tias Frax yuav ua raws li, "Kazemian hais. "Nws yog ib daim nqi zoo heev."
Lub crypto DeFi trinity
Thaum peb sib tham peb delved tob rau hauv kev lag luam dav zog hauv Defi thiab kawm vim li cas kev lag luam yog trending rau ib yam dab tsi uas Kazemian hais txog trinity.
"Peb muaj qhov kev xav no, Kuv xav tias tag nrho DeFi ecosystem yog trending rau lub tswv yim no kuv hu ua trinity, uas txhais tau hais tias tag nrho cov DeFi yog ib tug peb-point system hu ua ib yam dab tsi zoo li 'qiv, liquidity thiab stabilitycoins."
Hauv Kazemian lub tswv yim, "tag nrho pawg hauv txhua yam khoom sib txawv uas koj pom hauv DeFi, lawv tsuas yog txawv ntawm AMMs [automated market makers] lossis liquidity, qiv thiab leverage li Compound thiab Aave thiab lwm cov khoom qiv nyiaj, thiab cov npib ruaj khov zoo li Frax thiab DAI. "
Thaum lub sij hawm DeFi tej yaam num yuav kaw qhov sib txawv ntawm lawv cov kev muab thiab "txhua yam yuav zoo nyob rau hauv cov kev taw qhia no," nrhiav kom ntes tag nrho DeFi pawg ntawm qiv, liquidity thiab stabilitycoins.
"Qhov no txhais tau hais tias yog tias koj yog daim ntawv thov qiv nyiaj zoo li Aave koj yuav tso nyiaj ruaj khov thiab tom qab ntawd pib sim nrog AMMs ... yog tias koj yog AMM, thiab koj tuaj ntawm nws los ntawm cov nyiaj tau los koj yuav xav tso nyiaj ruaj khov. ib yam nkaus kom ntes cov txheej txheem nyiaj txiag. "
Curve thiab Aave tso lawv tus kheej cov nyiaj npib ruaj khov
Raws li Kazemian taw qhia, qhov kev coj ua no twb tshwm sim ua ntej peb lub qhov muag. Aave CEO Stani Kulechov npaj siab lub community launch ntawm ib duas-pegged stabilitycoin (GHO) nyob rau hauv Lub Xya Hli thiab kev tswj hwm hauv zej zog twb tau teb zoo mus rau txoj kev npaj.
Nkhaus tus tsim Michael Egorov kuj muaj paub tseeb tias AMM yuav sai sai no tso nyiaj ruaj khov ntawm lawv tus kheej. Frax yog lwm tus DeFi neeg uas ua ntawv nrawm nrawm rau ntawm nws tus kheej trinity.
"Peb tab tom tsim Fraxswap uas yog peb AMM hauv cov txheej txheem, thiab tom qab ntawd Fraxlend uas yog peb qhov kev qiv nyiaj thiab kev siv nyiaj hauv Frax kev lag luam."
Frax tau pib Fraxswap nyob ib ncig ntawm ob lub hlis dhau los, thiab AMM twb tau txais txiaj ntsig tseem ceeb nrog cuaj daim duab ua kua. BeInCrypto nkag siab tias kev tshaj tawm ntawm Fraxlend yuav tshwm sim thiab raws li Kazemian hais tias "yuav ua tiav peb lub zeem muag trinity."
Disclaimer
Txhua yam ntaub ntawv muaj nyob hauv peb lub vev xaib raug tshaj tawm hauv kev ntseeg zoo thiab rau cov ncauj lus dav dav xwb. Txhua yam kev ua txhaum ntawm tus nyeem ntawv yuav siv raws li cov xov xwm pom ntawm peb lub vev xaib yog nruj ntawm lawv tus kheej txoj kev pheej hmoo.
Tau qhov twg los: https://beincrypto.com/crypto-fear-factor-is-overblown-according-to-stablecoin-chief/