Director de Estrategia de Spark: La descongelación del mercado de WETH de Aave agravará el riesgo de que los usuarios comunes queden atrapados
By: rootdata|2026/04/21 22:52:29
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MonetSupply, el director de estrategia en Spark, publicó en la plataforma X que Aave ha decidido levantar el congelamiento del mercado de WETH de Ethereum Core. Bajo el modelo actual de tasas de interés, los tenedores de LST/LRT pueden ejecutar estrategias circulares de alto apalancamiento utilizando activos como weETH, aprovechando el descuento de aproximadamente 0.5% en el precio de mercado de weETH y el límite de tasa de interés de préstamo de ETH de Aave del 5.15%, para lograr un potencial de retorno anualizado de aproximadamente 45%.
Actualmente, la tasa de utilización del mercado de aEthWETH ha alcanzado el 100%, lo que dificulta que los depositantes regulares y los usuarios que piden prestado stablecoin salgan o refinancien desde aWETH. MonetSupply señaló que esta decisión proporciona oportunidades de arbitraje sin abordar la tensión de liquidez de aEthWETH, debilitando la liquidez y la experiencia para los usuarios regulares.
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