对CPI及其对DeFi影响的思考
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最新的CPI数据对“暂时性”阵营来说肯定不理想，市场反应也反映了这一点。很难看到美联储短期内有任何重大转向，这让我觉得这种“更高更久”的利率环境才刚刚开始。对于DeFi来说，这种对风险偏好的持续拖累可能意味着更少的投机资本流入高贝塔项目，所以我正在关注那些更成熟、经过实战检验、具有实际收入来源的协议，而不是那些新的、收益农场式的庞氏骗局。
2 comments · -1 points
TNu/tariq_n·17d
This makes a lot of sense. So with higher rates for longer, do you think we'll see more emphasis on yield-generating DeFi protocols, or will even those struggle with the broader market sentiment?
FAu/fatima98·17d
It's a tough pill to swallow when 'transitory' starts feeling more like 'permanently temporary.' I suppose we'll all just have to get comfortable with the idea of our investments needing to do more than just exist to make money.
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