- Thaum Ethereum cov kua staking tau txais koob meej, nws tus nqi tseem nyob hauv qab $ 1,600 cim.
- Solana, ntawm qhov tod tes, sau npe kev loj hlob ob qho tib si ntawm LSTs thiab tus nqi txiav txim.
Messari tsis ntev los no tau tshaj tawm qhov kev tshuaj xyuas muab kev nkag siab rau hauv kev lag luam muaj peev xwm tam sim no. Cov kev tshawb fawb tau hais tias 2023 tau coj los ntawm kev nce siab ntawm cov dej ua kua, tshwj xeeb tshaj yog los ntawm Ethereum [ETH] thiab lwm cov txheej txheem tawm hauv Solana [UA] thiab Cosmos [ATOM].
nyeem Ethereum's [ETH] Tus nqi kwv yees 2023-24
Saib ntawm Ethereum lub xeev hauv cov kua dej
Tsis ntev los no ntaus nqi siab txhua lub sijhawm ntawm $ 22 nphom, feem ntau ntawm cov kua ua kua TVL nyob ntawm Ethereum.
Raws li Messari qhov kev tshaj tawm tsis ntev los no, kev ua kua dej tau dhau los ua Ethereum qhov loj tshaj plaws DeFi sector los ntawm deb. Lido staking tokens, thiab tshwj xeeb tshaj yog Lido's stETH, tau dhau los ua ntxiv rau hauv Ethereum's DeFi ecosystem, hauv kev sib tw nrog haiv neeg ETH.
Liquid staking yog tam sim no Ethereum qhov loj tshaj plaws DeFi sector nyob deb.
Ntxiv mus, kua staking tokens, thiab tshwj xeeb tshaj yog Lido's stETH, tab tom ua ntxiv rau hauv Ethereum's DeFi ecosystem, hauv kev sib tw nrog haiv neeg ETH. stETH tus nqi tus nqi sib tw ETH raws li nws tau txais ETH tus… ib pic.twitter.com/617WlwfvHY
- Messari (@MessariCrypto) Lub kaum hli ntuj 10, 2023
Qhov tseeb, ze li ntawm 22% ntawm tag nrho ETH tau koom nrog, nrog Lido ua txoj hauv kev nrog 32.2% kev ua lag luam.
Raws li Messari tsab ntawv ceeb toom, Lido suav txog ze li 90% ntawm tag nrho ETH nyob rau hauv cov kua-staking derivative raws tu qauv. Lido siv 10% tus nqi ntawm txhua qhov khoom plig, faib nrog 5% muab rau cov tswv lag luam thiab 5% tau txais los ntawm DAO Treasury.
Lido qhov kev ua tiav kuj tau tshwm sim hauv nws qhov wstETH, vim nws cov khoom tau nce los ntawm 1 lab mus rau 3 lab txij thaum pib ntawm 2023.
Tau qhov twg los: Messari
Sib nrug los ntawm Lido, Tus Tsim Khoom kuj tsis ntev los no tau tshaj tawm kev tawm ntawm rETH-A hauv lawv lub tsev khaws khoom qub qub los ntawm kev sib sau ua ke hauv cov vaults me nrog cov nqi qis.
Kev sib sau ua ke ntawm lub hwj chim pov npav thiab kev muaj peev xwm muaj peev xwm ua rau muaj kev txhawj xeeb rau Maker zej zog, txawm tias nws tsis tau tshem tawm tag nrho rETH raug rau hauv DAI collateral vaults.
Ethereum qhov kev ua tau zoo tsis nyob ntawm qhov taw tes
Thaum ETH cov kua staking qhov chaw mus txog qhov siab tshiab, Ethereum cov tub ua lag luam tau txhawj xeeb vim tias tus nqi token ua rau poob qis.
Raws li ib CoinMarketCap, ETH tau nqis los ntawm ntau dua 4% hauv xya hnub dhau los. Thaum lub sijhawm sau ntawv, ETH tau ua lag luam ntawm $ 1,577.24 nrog kev lag luam peev nyiaj ntau dua $ 189 billion. Nws qhov kev lag luam ntim kuj poob nrog rau nws tus nqi, uas qhia txog kev txaus siab ntawm cov tub ua lag luam los pauv lub token.
Raws li CryptoQuant, ETH's exchange reserve kuj tau nce, qhia tias kev muag khoom siab tuaj yeem thawb tus nqi ntxiv rau hnub tom qab. Txawm li cas los xij, nws cov ntaub ntawv txheeb cais tau pom zoo vim tias nws cov nyiaj tau los yog ntsuab.
Ntxiv mus, Ethereum tus neeg nqa khoom yuav / muag piv tau taw qhia tias kev xav yuav yog qhov tseem ceeb hauv kev ua lag luam yav tom ntej.
Qhov chaw: CryptoQuant
Solana cov kua staking ecosystem tseem loj tuaj
Thaum Ethereum topped lub rooj, lwm yam blockchains zoo li Solana kuj tau txais lub zog nyob rau hauv cov kua staking qhov chaw. Nws yog nthuav kom nco ntsoov tias, txawm tias 70% ntawm SOL tam sim no staked, tsawg dua 3% yog nyob rau hauv kua staking raws tu qauv.
Ib qho laj thawj tom qab qhov no tuaj yeem yog vim tias sab nraud DeFi toj roob hauv pes hauv Solana tseem tab tom txhim kho dhau nws cov pob txha.
Tsis tas li ntawd, Messari tsab ntawv ceeb toom tau hais tias vim Solana muab 7% APY rau staking tau txais, cov neeg siv tsis tshua muaj kev pheej hmoo rau lawv SOL ntawm cov kua staking kev xaiv pauv rau 2-3% APY ntxiv.
Tau qhov twg los: Messari
TVL tau nce ob npaug rau Lido-Solana thiab Marinade txij thaum pib xyoo 2023, qhia txog kev siv LSTs ntau ntxiv. Staked Solana (mSOL), muaj los ntawm Marinade, suav txog 54% ntawm Solend's TVL.
Txawm hais tias LSTs twb yog cov nyiaj qiv tshaj plaws ntawm Solend, lawv cov nyiaj tag nrho yog qhov tsis tseem ceeb thaum piv rau Ethereum.
Solana tus nqi tau nce siab rau lub hli tas los
Zoo li Ethereum, Solana daim ntawv qhia txhua lub lim tiam kuj liab. Tab sis saib ntawm SOL daim ntawv qhia txhua hli tau qhia tias nws tus nqi tau nce ntau dua 25%. Thaum lub sijhawm sau ntawv, SOL yog trading ntawm $ 22.26 nrog kev lag luam cap ntawm ntau dua $ 9.2 nphom, ua rau nws thib xya loj tshaj plaws crypto.
Lub token lub ntim kuj tau nce ntau thaum nws nce nqi, uas yog qhov zoo. Cov xov xwm zoo rau cov tub ua lag luam yog tias qee qhov kev lag luam qhia tau hloov pauv, qhia txog tus nqi uptick nyob rau hnub ua raws.
Puas yog koj cov ntaub ntawv ntsuab? Xyuas cov SOL Profit Tshuab xam zauv
Piv txwv li, SOLTus txheeb ze zog Index (RSI) yog siab tshaj qhov nruab nrab. Chaikin Money Flow (CMF) kuj tau sau npe ib qho uptick thiab tab tom mus rau qhov nruab nrab qhov cim.
Solana's Money Flow Index (MFI) kuj tseem siab. Txawm li cas los xij, MACD tau nthuav tawm qhov kev hloov pauv hloov pauv, uas tuaj yeem ua teeb meem rau hnub tom ntej.
Tau qhov twg los: TradingView
Tau qhov twg los: https://ambcrypto.com/the-liquid-staking-space-is-booming-heres-a-close-look/