感觉牛市下半场了,准备多存点理财,今年一堆项目都是各种vault存钱 先说几个传统的 AAVE, 40B TVL, 5%左右APY,利差+闪电贷 Morpho, 8B TVL, 5%-6% APY,优化匹配 SparkLend, 6B TVL, 4.5% APY,DAI生息 再说几个新的 ONDO, 4.5B TVL, 4% APY,美债利息 Kamino,3.2BTVL,6-20% APY,借贷利差和管理费 Huma, 10%-20% APY, 跨境支付短期拆借 Zerobase 是做delta-neutral + 节点运营 GAIB, 200M TVL, APY还没出来 GAIB主要是吃英伟达的生态链,帮那些云厂商去做链上融资 建服务器机群需要大量的钱,然后投入后做算力服务持续赚收益 有点像之前光伏的逻辑,买完光伏板持续等着收钱 客户主要是AI和机器人行业 这是更进一步的RWA,其实就是另一种的Reits,但是更适应新时代 Reits的基金在web2已经都非常大了,现在整个AI行业的还不是很多 看点新模式也不错,适应新时代的新故事永远有的玩
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