- Cov kev rau txim yog "hnyav ntau dua li qhov kuv xav tau," MakerDAO co-founder Rune Christensen tau hais.
- Qhov kev pheej hmoo ntawm kev tshem tawm thiab hloov cov khoom lag luam los ntawm USD rau ETH tuaj yeem ua rau muaj kev cuam tshuam ntau dhau ntawm DAI's depeg
MakerDAO tab tom hnyav rau Hail Mary txav los hloov qhov uas txhawb nqa nws cov txiaj ntsig ruaj khov DAI.
Ua raws li US Treasury's sanctioning ntawm crypto mixer Nyiaj Tornado, MakerDAO co-founder Rune Christensen xav tshem USDC los ntawm cov txheej txheem loj $ 10.9 billion crypto treasury.
Nyuam qhuav pib lub lim tiam no, tub ceev xwm ntxiv Tornado Cash's blockchain chaw nyob mus rau Lub Chaw Haujlwm Saib Xyuas Kev Ruaj Ntseg Txawv Tebchaws (OFAC) blacklist, ua kom tsis raug cai los cuam tshuam nrog cov chaw nyob tshwj xeeb.
Ntau qhov chaw nyob txwv tshiab yog USDC daim ntawv cog lus chaw nyob khi rau Tornado Nyiaj Ntsuab, thiab cov nyiaj ruaj khov lub voj voog ua rau Asmeskas kab yuav luag tam sim ntawd los ntawm kev ntxiv kaum tawm rau nws tus kheej blacklist. Lub voj voog txoj kev txav tuaj yeem ua rau ib qho USDC tswj los ntawm cov chaw nyob - sib sau ua ke nyob ib ncig ntawm $75,000 — moot, xyaum tsis muaj nuj nqis.
Ntawm MakerDAO's official Discord channel, Christensen tau hais tias qhov tshwm sim ntawm Tornado Cash rau txim yog "qhov hnyav dua li qhov kuv xav tau thawj zaug."
Txawm hais tias DAI yuav zoo li depeg los ntawm US duas yog MakerDAO ditches USDC, qhov kev pheej hmoo yog "tau txais," Christensen tau hais.
Christensen tau hais tias "Kev ua lag luam thaum kawg yuav pib muab nqi zog rau kev faib tawm mus rau qhov chaw uas cov kev pheej hmoo no tau txais, vim tias USDC tsis yog qhov tsis muaj hlwb uas nws tau ua lawm," Christensen tau hais.
MakerDAO cia siab rau USDC arbitrage los tuav DAI peg
DAI yog plaub-loj tshaj nyiaj ruaj khov los ntawm kev lag luam peev, nrog ntau dua $ 7.6 nphom hauv kev ncig.
Kev txiav txim siab hais txog lub token qhov kev txhawb nqa, nrog rau txhua yam ntxiv, yog tsim los ntawm MakerDAO, lub koom haum muaj kev ywj pheej ywj pheej. Qhov no sib piv cov nyiaj npib ruaj khov loj Tether thiab Vajvoog, uas yog ob qho tib si khiav tom qab kaw qhov rooj los ntawm pawg hauv nruab nrab.
DAI tus nqi-tus nqi yog kev tshoov siab los ntawm dab tsi hu ua Tus Nqi Txiaj Ntsig Peg (PSG). Minting DAI feem ntau xav tau overcollateralization, tab sis PSG ua rau USDC cov tuav tau mint ib DAI rau txhua USDC tso, qhib lub sijhawm muaj txiaj ntsig zoo thaum DAI nce siab dua $ 1.
Tab sis thaum lub voj voog qhia tias nws yuav ua raws li US Treasury nyob rau hauv blacklisting tej blockchain chaw nyob sanctioned los ntawm OFAC, ib tug tshiab hypothetical nres vector tau qhib, MakerDAO delegate thiab crypto tshawb fawb Mika Honkasalo piav qhia rau Blockworks hauv kev hu xov tooj rau hnub Tuesday.
Honkasalo tau hais tias "Yog tias qhov tshwj xeeb USDC puas tau tshwm sim nyob rau hauv cov npe rau txim, tus nqi ntawm USDC yog xoom," Honkasalo tau hais. "Kuv xav tias muaj qee tus nqi ua lag luam rau nws, tab sis, hauv txoj kev xav, tus nqi qis heev, yog li koj poob ntau ntawm koj cov khoom lag luam." USDC tam sim no ua nce txog 30% ntawm DAI qhov kev txhawb nqa.
Ridding MakerDAO ntawm nws USDC collateral yuav txhais tau tias tshem nws txoj kev ruaj ntseg peg mechanism. Tab sis tsis muaj arbitrage rub DAI rov qab rau $ 1 thaum xav tau siab, lub token yuav kawg depeg - upwards.
Honkasalo tau hais tias: "Koj tuaj yeem tshem tawm tag nrho nws thiab ua tau zoo nrog tus nqi nce siab dua. Centralized ruaj khov npib tiag tiag tsis muaj qhov tseeb $ 1 peg, lawv muaj qhov tsawg kawg nkaus $ 1 - lub peg tuaj yeem mus siab npaum li cov khoom pov hwm nws tus kheej. Yog tias koj muaj qhov sib piv collateralization ntawm 120, technically nws tuaj yeem mus qhov twg ntawm $ 1 thiab $ 120, lossis txawm li cas los xij tus nqi sib piv. "
Tab sis thaum tus kws tshawb fawb tau sau tseg tias qhov no yog qhov ua tau zoo, rau MakerDAO nws nyuaj me ntsis vim nws tseem siv engineering. "Nws tsis yog ib qho kev daws teeb meem thaum hmo ntuj," nws hais.
DeFi's canary nyob rau hauv lub thee mine
MakerDAO CEO Christensen tam sim no paub tias los ntawm kev daws qhov teeb meem kev ruaj ntseg, siv USDC los ua ib qho kev sib txuas, MakerDAO tsim lwm qhov - sib cav ntau txaus ntshai - kev hem thawj: USDC nws tau txais yog, nyob rau hauv kev xav, raug rau US tsoom fwv tswj.
Honkasalo tau hais tias qhov no tsis yog teeb meem rau MakerDAO xwb. Nws yog ib qho teeb meem rau txhua tus DeFi raws tu qauv uas muaj USDC cov khoom muaj nqis.
"Yuav ua li cas yog tias lub lag luam automated ua lag luam tus USDC daim ntawv cog lus ntse, qhov ntawd yog qhov ua lag luam, xaus rau ntawm daim ntawv rau txim?" Honkasalo nug.
"Txhua lub lag luam qiv nyiaj tiag tiag raug kev txom nyem los ntawm qhov sib npaug, tib neeg nyuam qhuav paub tias DAI yog qhov teeb meem vim li cas nws tau thim rov qab - tab sis kev lag luam qiv pib tsuas yog txhawb nqa ntau npaum li USDC li DAI."
Luca Prosperi, lwm qhov tseem ceeb ntawm MakerDAO daim duab, yog qhov tseem ceeb ntawm lub tswv yim thaum nws tau ntab hauv MakerDAO's Discord. "Yog li cia kuv nkag siab, peb muaj 80%-ntxiv rau cov khoom ntiag tug hauv peb daim ntawv tshuav nyiaj li cas, thiab peb tau qhib siab hais tias cov khoom lag luam yog crap."
Christensen muaj kev cuam tshuam loj heev rau kev tswj hwm MakerDAO. Nws tau lossi koom nrog ntau tus Tsim cov kev txiav txim siab loj, Blockworks Research kws tshuaj ntsuam Ryan West tau hais.
"Piv txwv li, hauv kev pov npav rau Lending Oversight Core Unit, uas yog qhov kev pov npav loj tshaj plaws hauv DAO keeb kwm, nws muaj peev xwm sau tau 33,70 MKR pov npav lossis 11.5% ntawm tag nrho lub zog pov npav nws tus kheej," West hais.
Christensen tau thawb cov zej zog kom txaus los pov npav tawm tsam cov peev nyiaj lag luam loj thiab cov neeg sawv cev nrov xws li a16z, BlockTower thiab Hasu, nws hais ntxiv.
Tus Thawj Coj ntawm MakerDAO pom qhov kev txav no yog qhov tseem ceeb muab lub peev xwm rau tsoomfwv kev tawm tsam.
"Qhov no yog kuv txoj kev xav: Tam sim no muaj ib txoj hauv kev ua kom sai thiab tsis muaj kev cai lij choj nuke ib daim ntawv cog lus ntse ntawm txhua qhov chaw ruaj khov ntawm lub siab nyiam, tsis muaj sij hawm ua ntej ua ntej. Lub teb chaws nyiam txwv crypto thaum lawv cov kev lag luam pib tanking. "
David Canellis tau pab qhia.
Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.
Tau qhov twg los: https://blockworks.co/makerdao-plans-to-yolo-usdc-into-eth/