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陈默 DeFi OG.
Core LUNAtics.
// DeFi Research and Practice.
Core LUNAtics.
// DeFi Research and Practice.
3.9K Following 55K Followers 9.4K Posts
Latest posts 5
Curve当年有白衣骑士买单，WLFI如果重演，且团队不想自救的话（等于变相出货了），大概率是GG了。
比较好奇WLFI如果再跌10%会不会在自己的Dolomite借贷上爆仓，已知团队Supply了大量的Wlfi币借出USD1，99%的Supply Cap借出来了228M的稳定币...给我一种当年Curve Founder在AAVE借款的感觉，去中心化减持了属于...View quoted post on X
Aave做了最正确的一件事，把非蓝筹资产、流动性差的山寨资产移出Aave V3，混合型借贷市场只保留高共识资产，回归到了Sky和Spark的风控理念，至于山寨资产的借贷需求，完全可以由隔离市场和Aave V4承接。
LlamaRisk proposes repositioning Aave V3 Core, Aave's largest market, to focus on liquid, blue-chip collateral.View quoted post on X
The proposal would remove several categories of exposure:
1. Restaking assets
2. Leveraged wrapping strategies
3. Issuers whose operational and security resources fall short of Aave's risk standards
4. Low-demand reserves that no longer justify ongoing maintenance
This means potentially moving $1.52B in collateral backing $1.17B in debt out of V3 Core in favour of blue-chip collateral.
As the risk landscape evolves and Aave V4 grows, the goal is to sharpen V3 Core's risk profile and raise the bar for collateral eligibility.
Some affected assets could transition to isolated Aave V4 markets, where more granular risk controls allow for better risk-reward alignment.
The proposal comes from LlamaRisk, an Aave Protocol Risk Manager, and remains subject to governance discussions and engagement with asset issuers.
Aave will continue applying continuous risk assessment for all assets across all deployments.
纽交所旗下一个还没上线的代币化证券交易平台，会用Avalanche作为清算公司的核心账本，负责记录和结算成交。
这个跟前端时间hyperliquid为纽交所提供HIP3基础设施，情况差不多，大概率是用底层技术，然后开一条新的许可链专门干这个事。
短期消息面利好是确定的，而且 avalanche-2:native 很久没人提了车比较轻，长期对代币的影响觉得要小于hyperliquid。
这个跟前端时间hyperliquid为纽交所提供HIP3基础设施，情况差不多，大概率是用底层技术，然后开一条新的许可链专门干这个事。
短期消息面利好是确定的，而且 avalanche-2:native 很久没人提了车比较轻，长期对代币的影响觉得要小于hyperliquid。
BREAKING: Upcoming NYSE-affiliated tokenized securities platform’s core clearing and settlement layer will be built on top of Avalanche technology.
Avalanche will support the platform’s clearing firm, supporting the development of infrastructure for 24/7 trading, clearing, and settlement.
A landmark step toward the next generation of global financial markets.View quoted post on X
