昨晚健身房边上的老哥抱怨“ETH躺仓吃灰”,我顺手示范把一小笔丢进 @katana 上 Sushi 的 Blade 池。 今早他微信只回了四个字:还挺稳啊。 我笑了:别急,这只是开胃。顺手拉他看了几个池子和活动,发现这周信息量有点大: — Sushi 的 Blade 在 Katana 持续放量,官方每周池子榜刚更,深度和APR都在爬; — 上市公司 GameSquare 把部分 ETH 国库交给 Katana 跑策略(由 Dialectic 协作执行),传统资金在试水链上“真收益”; — FRAX 套件登陆,frxUSD 等稳定池开了激励,稳中有赚; — 今天还有一场 Space,团队会上麦聊接下来的节奏。 攻城狮觉得,Katana 的真核不在“讲故事”,而在把“链拥有的流动性 + 真实费率”做成公共基建:用 Blade 把做市风险结构化,用稳定资产打底,把协议收入回流给 LP/KAT,再让像 GameSquare 这样的外部资金进来做增量,这飞轮才可能转得久。 短打:池子更丰富、路线更明白;长线:谁把可持续收益做成默认,谁更可能穿越周期。
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