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借贷协议全局分析,我来一个简单直接的版本:
(1) Aave断层领先。
(3) Euler、Fluid的增长来源于创新,各方面能力都在线,竞争压力是链上超高的流动性迁移成本,未来可期交给时间。
(2) Compound已躺平,敏感度肯定是没有的,它主打的是稳定、不改变、弱治理。
(4) 此表应加上Morpho,就完整了。
原帖很硬核,值得研究 @ChingChaLong02

6.8. klo 15.28
Here's a hardcore analysis.
I used to just have a gut feeling that AAVE was the biggest, but I didn't realize that AAVE's income and interest expenses are 10x-20x those of several other competitors.
Is Compound really falling behind this obviously?

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