Crypto-focused kev tshawb fawb thiab kev nqis peev pab pawg Delphi Digital tau tshaj tawm ib tsab ntawv teev npe tom qab ntawm cov kev puas tsuaj los ntawm lub lim tiam dhau los lub cev qhuav dej ntawm TerraUSD (UST) algorithmic stabilitycoin, xaus lus tias nws "ib txwm paub qee yam zoo li qhov no ua tau."
"Peb nkag siab txog qhov txaus ntshai ntawm tus qauv algorithmic ua ntej thiab nrhiav kom pom tseeb ntawm lawv thoob plaws; Txawm li cas los xij, nws yog qhov tseeb tias peb suav cov kev pheej hmoo tsis raug, "Delphi tau sau rau hauv blog post lig Wednesday. "Rau lub suab thuam ntawm Terra's algorithmic tsim - koj ua tau thiab peb ua tsis yog."
UST de-pegged los ntawm nyiaj daus las hauv kev puas tsuaj zam zam lub lim tiam dhau los, rhuav tshem ntau dua $ 40 nphom hauv tus nqi rau cov tub ua lag luam. Delphi, uas sib tw nrog The Block los muab kev tshawb fawb txog kev lag luam crypto, tau ua tus txhawb nqa ntawm Luna Foundation Guard (LFG), lub koom haum Singapore-based non-profit nrog lub luag haujlwm los txhawb Terra ecosystem.
"Peb ib txwm paub qee yam zoo li qhov no tuaj yeem ua tau, thiab peb tau sim ua kom muaj kev pheej hmoo rau lub kaw lus zoo li no hauv peb cov kev tshawb fawb thiab kev tawm tswv yim rau pej xeem, tab sis qhov tseeb yog peb suav yuam kev ntawm qhov kev pheej hmoo ntawm 'kab tuag tuag' tshwm sim los ua tiav," Delphi hais. "Peb tau kub hnyiab rau qhov no nyob rau lub lim tiam dhau los, thiab peb tsim nyog nws. Kev thuam yog ncaj ncees thiab peb lees txais nws. "
Raws li tsis ntev los no lub Plaub Hlis, Delphi tau sau rau hauv tsab ntawv xov xwm tshawb fawb tias LFG qhov kev yuav khoom bitcoin "muab kev ruaj ntseg ntau dua los tiv thaiv UST's peg rau duas" thiab "zoo li yuav txo tau qhov kev pheej hmoo ntawm nws mus rau hauv qhov tuag kauv." Thiab nyob rau lub Peb Hlis lub tuam txhab tau tshaj tawm kev tso cai rau cov neeg siv khoom them nyiaj rau lawv cov npe nrog lawv cov nyiaj UST thiab cov paj laum tau los ntawm Terra's Anchor Protocol.
Delphi yog ib qho ntawm ntau tus neeg ua haujlwm crypto uas ua rau muaj kev cuam tshuam loj rau Terra ecosystem thaum lub sijhawm tawg. Hauv nws cov ntawv tshaj tawm, pab pawg tau ntsuas qhov kev puas tsuaj rau pej xeem thawj zaug.
Delphi tau hais tias nws cov peev nyiaj lag luam sab caj npab Delphi Ventures Master Fund muaj, thaum ntxov 2021, tau yuav ib qho ntawm Terra's haiv neeg token Luna sib npaug li 0.5% ntawm nws cov cuab tam muaj nqis (NAV). Qhov kev nthuav tawm ntawd tau nce ntxiv nyob rau lub sijhawm, ua rau "kev poob loj uas tsis paub txog." Ntawm nws tus nqi siab tshaj plaws, Luna thiab lwm yam Terra-native tokens suav txog kwv yees li 13% ntawm Delphi Ventures 'NAV.
Cov lej no suav nrog $ 10 lab peev hauv Luna thaum Lub Ob Hlis, ib feem ntawm $ 1 billion token muag los ntawm LFG. Delphi tau hais tias kev nqis peev yog "poob tag nrho" raws li Luna tus nqi tam sim no, tab sis tau hais tias nws tsis muag Luna thaum lub sij hawm token tus swb. José Maria Macedo, tus khub ntawm Delphi Digital, yog tus tswv cuab ntawm LFG pawg thawj coj.
Delphi Labs, lub tuam txhab tshawb fawb thiab kev tsim kho software, raug kev txom nyem phem tshaj plaws ntawm cov pab pawg tawm tsam. Delphi Labs tau siv sijhawm ntau dua ib xyoos ua haujlwm ntawm kev sib koom ua lag luam tsom mus rau Astroport thiab Mars cov txheej txheem ntawm Terra - thiab tau txais nyiaj pab ntawm 30,000 LUNA thiab 466,666 UST los ntawm Terraform Labs rau nws txoj haujlwm tom kawg. Cov pab pawg tau hais tias lub chaw kuaj sim tsis tau muag ib qho ntawm cov tokens nws tuav.
"Peb tau txiav txim siab los tsim hauv Terra vim peb ntseeg tias cov nyiaj tau los ntawm kev faib tawm muaj txoj hauv kev zoo tshaj plaws ntawm kev ua tiav yog tias nws yuav tsum tau koom ua ke ntawm L1, tsom mus rau kev saws me nyuam hauv ntiaj teb tiag tiag, thiab tsim los ntawm kev sib tw thiab sib cuam tshuam blockchain," said Delphi. "Raws li yav tom ntej, tom qab ua tus thawj koom ruam loj ntawm Terra thiab ua tsis tiav, peb xav kom peb kawm tau peb cov kev kawm thiab xaiv txoj cai rau qhov twg los tsom peb lub dag zog. Peb tau muab tso ua ke ib pab neeg hla ntu ntawm qee qhov peb lub siab tshaj plaws thoob plaws Kev Tshawb Fawb thiab Kev Tshawb Fawb thiab peb yuav siv peb lub sijhawm los xyuas kom peb ntsuas txhua qhov kev xaiv ua tau thiab txiav txim siab mus ntev. "
Tsis ceev txaus
Delphi kuj tau qhia txog kev xav txog Terra's Anchor Protocol, uas tau tshaj tawm cov paj laum ntawm 20% rau UST cov neeg tso nyiaj.
Cov pab pawg tau hais tias nws tau pom LFG - thiab cov bitcoin reserves nws amassed rau backstop UST nyob rau hauv lub sij hawm ntawm kev ntxhov siab - raws li ib tug "ib kauj ruam loj" los txo cov kev pheej hmoo ntawm lub txhab nyiaj khiav ntawm Anchor Protocol. Delphi tau hais tias "Nws tau hloov pauv qee qhov kev xav tau ntau dhau ntawm UST mus rau hauv cov peev txheej exogenous uas tuaj yeem siv los tiv thaiv lub peg yog tias tsim nyog," said Delphi. "Tsim ib feem exogenous collateralization thaum nqa Anchor APY yuav txo cov kev pheej hmoo hauv lub network."
Delphi tau hais ntxiv tias: "Peb ntseeg tias muaj kev cuam tshuam loj ntawm sab nraud yog qhov tsim nyog nyob rau lub sijhawm ntev, thiab peb pom qhov no yog txoj hauv kev mus rau qhov ntawd. Hmoov tsis zoo nws tsis tau loj hlob sai txaus piv rau UST cov khoom, thiab, ua ke nrog qhov poob ntawm tus nqi ntawm BTC reserves, lub luag haujlwm overhang loj dhau los tiv thaiv. "
Delphi txoj kev tshawb fawb caj npab tau churned tawm rau Terra-tsim cov lus ceeb toom txij thaum Lub Ob Hlis 2021 - tsis muaj ib qho twg tau them rau, raws li pab pawg blog tshaj tawm. Nws hais tias Delphi Kev Tshawb Fawb feem ntau tsis cuam tshuam los ntawm Terra qhov kev puas tsuaj, los ntawm kev pom nyiaj txiag.
© 2022 The Block Crypto, Inc. Tag Nrho Cov Cai. Kab lus no tsuas yog muab ua kev qhia nkaus xwb. Nws tsis yog muab los yog npaj rau siv raws li kev cai lij choj, se, peev, nyiaj txiag, lossis lwm yam kev qhia.
Tau qhov twg los: https://www.theblockcrypto.com/post/147755/delphi-digital-admits-we-were-wrong-on-terra-stablecoin-risks?utm_source=rss&utm_medium=rss