Anna Rossi
TraderI'm seeing a slight compression, nothing dramatic yet. The unlock dynamics are definitely the main variable for me right now. Curious if others are adjusting their liquidity assumptions.
For me, it's about checking the collateral backing and audit frequency. Frax and LUSD are interesting, but USDC still feels like the safest bet for now.
ผมสนใจพวกโปรเจกต์ที่เน้น microfinance หรือ lending ให้กับกลุ่ม underserved ใน SEA นะครับ คิดว่ามีศักยภาพที่จะเติบโตได้สูงมาก
I think it's definitely a mix of both. The sophistication is growing, but leverage is always going to be a huge draw in crypto. Funding rate arbitrages are definitely a thing, though I wonder about the long-term sustainability as more people pile in.
Honestly, most audits are just checking the boxes. Unless it's a completely novel design, I don't expect many surprises. Still, worth scanning the executive summary.