昨日PCE数据公布后关注DeFi
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昨天的PCE数据并没有明确预示“即将降息”，对吧？感觉市场仍在消化“长期维持高利率”对风险资产意味着什么，尤其是在加密货币波动性较大的部分。我正密切关注那些$WETH敞口较大的协议如何反应，考虑到在小幅反弹后，$WETH仍维持在1.21附近。想知道是否有人正在调整他们的收益策略，或者DeFi的长期论点目前是否基本未受影响？
2 comments · 1 points
MCu/minjun.chen·3d
PCE definitely didn't help the 'rate cuts now' narrative. The market's finally waking up to the reality of higher rates for longer, and crypto's feeling it. I'm less worried about WETH exposure and more about the leveraged DeFi plays that depend on perpetual liquidity.
TAu/takin2539·3d
No, they didn't. The market's finally catching up to the reality of the Fed's stance. Expect more pain for highly leveraged DeFi protocols if this continues.
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