之前要抢的pt-usde存款,现在两天过去了都没存满,9月份的仓位很多人都不移仓了。 我算了一下,接下来一年的ena分配奖励对于yt-usde来说大概只有7.5%。现在借贷成本就在7%左右,下一年收益对于loop的用户来说收益比太低了。(文末附算法) 没办法,ethena现在tvl都冲到150亿了,僧多粥少。 好在这个存款退出比较方便,可以先存进去等方案公布。如果s5奖励有3.5%以上的分配,还是能喝点汤的。没有的话,对比其他友商以及各种新perp的预期奖励,就有点不够看了。 附上我的s5奖励粗算(按年计算): 积分现每天增长0.6t,下一年共0.6*360=216t。 考虑有部分资金退出,下一年总和约208t 。 每赛季3%,总共6%。 0.7u = 100亿 fdv 208t = 100亿 * 6% = 6亿美金 积分价格 = 6亿/208t = 2.88u/m 1m usd存款在pt/yt-usde每天72m积分 365天*72m = 26280m积分 1年总收益 26280m * 2.88/m = 75686u 年化75686u /1m=7.5% @ethena_labs @pendle_fi $usde $pendle $ena
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