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[虚拟币资讯]
豚林跑路以太国产项目？stETH脱锚后ETH仍是定投价值币吗？
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今天翻看市场的消息，全部都是以太，大饼跌涨。实在没什么看头 & l, i" H) V8 p9 W" i" Z$ }
翻看不论是微博群还是社群大家好像都已经躺平了？还是亏惨退圈了？ . ?$ K0 y8 S& n; O X2 p; f
今天找来找去实在不知道该跟大家分享些什么，还是跟大家分享下对最近市场的看法和我个人后续将如何操作（纯粹个人看法，不喜勿喷，不做投资建议）
/ @4 m6 B1 p4 B( l& m一，ETH问题
2 ~9 g) y2 Q2 W k不得不承认这两天被以太坊跌麻了，不过也好可以让我捡低筹码去定投 1 P' z: R0 F4 o. |7 k' K* p( j3 X
但是有一点，为什么主流币二头子，山寨币头子，为什么那么不堪一击？就因为升级？还是stETH的脱锚？
8 Z: U9 t2 o7 O
& ~7 W8 H+ t, E" D0 ?大家还记得再次之前的LUNA吧luna崩盘的根本原因是ust的脱锚，而造成ust脱锚的直接原因就是杠杆。 3 y0 N5 Y4 L$ F6 l' Q2 k. K1 [6 F
这次导致以太坊行情血崩的直接原因，就是steth。这个st，是staking的意思，就是质押中的以太坊。 . C+ p) q8 Y* ~1 p( Z6 w
我们都知道以太坊今年要合并，之后开启以太坊2.0。
4 }9 c {* R/ w那么在以太坊2.0之后，最重大的改变就是共识机制的变化：将由pow（机器挖矿）改变成pos（质押挖矿）。 . k4 ~$ e) m3 p
因为大户手上有大量且便宜的以太坊，而且他们也不打算短期内出掉以太坊，所以他们会选择将币质押进信标链，获取5%左右的年化收益。
, r, C' J) }8 |2 q. A7 u/ T但也有消息说，收益可能不止5%，原因很简单，以太坊可能对会2.0的早期支持者进行空投，或者其他方面的权益，而这一块的收益甚至要大于5%的年化。
6 t+ Y0 W5 ]7 i# M但无论如何，现在以太坊信标链上的质押金额，依然超过200亿美金。 ) v; O |( w, n5 w ?( b
我们都知道一个常识：当你把某个东西抵押进去之后，你短期内就失去了对它的控制权。 8 g- U- T, ?* ^/ F* E3 u' k
你没办法将其进行转移、拆分、销售、再抵押等操作。 1 W# L! y) r4 S! g. n
因为这是现实社会用铁拳告诉我们的规矩。 & { k9 @* ?8 P: a" `% u
但lido这个项目说，不，你可以。 # B) m$ j. Z4 c7 D7 e
路径也很简单：
: O6 i {7 |' _9 x4 d" Z# z$ s1，将eth放到lido里质押，获得steth。这样你不但参与了以太坊2.0的质押，而且还拿到了一个1:1的质押凭证——steth。 ) X+ K3 }% b/ R0 L. Y6 y
2，因为steth是erc20系列的代币，也就意味着他可以在以太坊网络上的defi项目里可以被组成流动性池子。
0 X; ~5 m: W3 D1 X8 [4 x3，找到这样的池子，比如在aave上将steth质押借出，然后换取相应的eth。
1 o! h* Y# N" U4 H& _# O* [2 E4，然后把eth质押进lido，再获取steth的凭证。 $ q0 x l, h ?# ^" R' n/ ]
5，循环往复这个策略，这就是循环借贷。 4 d8 W% m$ D0 }! o1 V) {* D
当牛市的时候，这个策略非常爽，并且甚至一度出现了steth正溢价——这意味着原本流动性较差的steth甚至要比eth贵。 |
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