盘点2023年收入最高的5大DeFi协议

币圈资讯 阅读:40 2024-04-22 11:23:45 评论:0
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作者:Jack Kubinec,DeFi记者;翻译:比特币买卖交易网xiaozou

自从TVL(总锁定价值)于2019年被DeFi潮带向大众,该指标已被用作衡量一个协议是否成功的主要标准。

但随着DeFi在2023年大半时间里陷入熊市,有人指出,TVL可能会扭曲协议的潜在价值。还有人表示,DeFi应该完全弃用这个指标,因为它并没有所声称的那样意义重大。

Sweat Economy联合创始人Oleg Fomenko说过:“10个巨鲸就会让你的TVL突然飙升……我们看到很多项目都掉入了同样的陷阱。”

还有另一种衡量指标——收益:即协议收入减去支付给流动性提供者(LP)的奖励。

本文的收益数据是根据截至12月13日的DeFiLlama数据计算的。值得注意的是,Uniswap Labs是在10月份开启界面收费后才开始创收的。Blockworks Research估计,从目前情况来看,Uniswap Labs有望岁入1770万美元。

1Maker -- 9591万美元

自2022年以来,Maker逐渐购入美国国债,从上升的利率中赚取收益。Maker的Spark Protocol subDAO是创始人Rune Christensen所谓的Maker未来终局的一部分,通过其DAI稳定币的锁定版本,投资者可以接触到美国国债收益。锁定DAI收益率今年曾一度高达8%。储蓄DAI代币sDAI被当做现实世界资产的一个范例,因为从本质上来说它是美国国债的代币化。

2Lido -- 5579万美元

Lido利用了以太坊2022年向权益证明的转变,允许用户在平台上质押他们的ETH,换取其代币化的质押ETH(stETH),stETH是支付给用户的质押奖励,还可以交易或用作抵押品。stETH已发展为第九大加密货币,市值超过200亿美元。Lido最近从以太坊即将到来的Dencun升级的炒作中获得提振,该升级最初计划于2023年发布,后被推迟。Lido目前处理超32%的质押ETH,引发了一场关于流动性质押平台的网络中心化地位的争论。

3PancakeSwap -- 5231万美元

PancakeSwap是仅次于Uniswap的第二大去中心化交易所(DEX)。今年3月,DEX推出了其平台的v3版本,专注于集中的流动性,LP可以将其流动性集中在特定范围内,以提高其资金被用于交易并赚取费用的机会。PancakeSwap还调整了其治理模式,推出了一个游戏市场。PancakeSwap最初是BNB智能链的原生应用,现在仍然是该链上最大的DeFi应用。几乎全部PancakeSwap交易量都来自BNB智能链。

4Convex Finance -- 4223万美元

Convex是一种资产管理协议,允许LP和质押者锁定Curve发行的代币并赚取收益。Curve是以太坊上仅次于Uniswap的第二大DEX,而Convex的命运在很大程度上与Curve息息相关。Convex允许LP和Curve的CRV代币持有人增加其代币收益。Convex控制着48%的投票托管Curve代币和三分之一的投票托管Frax代币。

5GMX -- 3752万美元

GMX是一家永续合约交易所。永续合约(perps)让DeFi交易员在无需大量资本的情况下进行高杠杆交易。与传统期货不同,当交易员需要买卖资产时,perps没有到期日。GMX是Arbitrum上TVL最大的协议,也是10月份L2拨款的最大接收方,囊获了1200万ARB,按如今的价格计算约为1400万美元。


Since the total lock-in value of Bitcoin trading network was brought to the public by the tide in, this indicator has been used as the main criterion to measure whether an agreement is successful. However, with falling into a bear market for most of the year, some people pointed out that it may distort the potential value of the agreement, while others said that this indicator should be completely abandoned because it is not as significant as claimed. The co-founder said that a giant whale would make you soar suddenly. We saw that many projects fell into the same trap and there was another one. A measure of income, that is, agreement income minus rewards paid to liquidity providers, the income data in this paper is calculated according to the data as of June, and it is worth noting that it is estimated that income will be generated only after the interface is opened in June. From the current situation, it is expected that the income will reach US$ 10,000,000. From the rising interest rate since, investors can get access to US Treasury bonds through the locked version of its stable currency. The yield of income lock-in was once as high as savings tokens this year, which is regarded as an example of real-world assets, because in essence it is the token of US Treasury bonds. Ten thousand dollars has taken advantage of the transformation from Ethereum to equity certification, allowing users to pledge their money on the platform in exchange for their token pledge. The pledge reward paid to users can also be traded or used as collateral. It has developed into the ninth largest cryptocurrency, with a market value of over 100 million dollars, which has recently been boosted by the hype of the upcoming upgrade of Ethereum. The upgrade was originally planned to be postponed after it was released in 2006. At present, dealing with excessive pledge has triggered a debate about the network-centric status of the liquid pledge platform. Ten thousand dollars is the second largest decentralized exchange after it. This month, it launched a version of its platform, focusing on centralized liquidity, which can concentrate its liquidity in a specific range to improve the chances of its funds being used for trading and earning fees. It also adjusted its governance model and launched a game market, which was originally a native application of intelligent chain. At present, it is still the largest application in the chain, and almost all the transaction volume comes from the intelligent chain. Ten thousand dollars is an asset management agreement, which allows the pledgee to lock up the issued tokens and earn income, which is the second largest in the ethereum. The fate is closely related to the fact that the token holders who allow the peace increase their token income, control the voting custody tokens and one third of the voting custody tokens. Ten thousand dollars is a perpetual contract exchange, and the perpetual contract allows traders to exchange without a lot of capital. Different from traditional futures, when traders need to buy and sell assets, there is no maturity date, which is the largest agreement in the world and the largest recipient of monthly funds, and it is about $10,000 at today's price. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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