Dyrektor ds. strategii w firmie Spark: Odblokowanie rynku WETH przez Aave zwiększy ryzyko, że zwykli użytkownicy znajdą się w pułapce
By: rootdata|2026/04/21 22:57:24
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MonetSupply, dyrektor ds. strategii w firmie Spark, poinformował na platformie X, że Aave podjęło decyzję o zniesieniu blokady rynku Ethereum Core WETH. W ramach obecnego modelu oprocentowania posiadacze tokenów LST/LRT mogą realizować strategie cykliczne oparte na wysokiej dźwigni finansowej, wykorzystując aktywa takie jak weETH. Korzystając z około 0,5-procentowej zniżki w stosunku do rynkowej ceny weETH oraz limitu oprocentowania pożyczek ETH w Aave wynoszącego 5,15%, mogą oni osiągnąć potencjalny roczny zwrot na poziomie około 45%.
Obecnie wskaźnik wykorzystania rynku aETHWETH osiągnął poziom 100%, co utrudnia zwykłym deponentom oraz użytkownikom zaciągającym pożyczki w stablecoinach wyjście z aETHWETH lub refinansowanie. MonetSupply zwróciło uwagę, że decyzja ta stwarza możliwości arbitrażu, nie rozwiązując jednak problemu niedoboru płynności w przypadku aEthWETH, co osłabia płynność i pogarsza wrażenia zwykłych użytkowników.
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