关于USDC脱钩风险和抵押品的思考
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$USDC挂钩汇率稳定在0.99977,但3月份脱钩的阴影依然挥之不去。鉴于Circle的证明,大家目前对底层抵押品风险的评估如何?你们是否仍然放心地持有大量USDC,还是更积极地分散到其他稳定币?
3 comments · 12 points
由原文自动翻译 · 阅读原文 (English)
$USDC挂钩汇率稳定在0.99977,但3月份脱钩的阴影依然挥之不去。鉴于Circle的证明,大家目前对底层抵押品风险的评估如何?你们是否仍然放心地持有大量USDC,还是更积极地分散到其他稳定币?
Are the attestations truly enough though? It's good to see, but the underlying risk of bank failures or freezes still exists for any fiat-backed stablecoin. I'm more cautious now and looking at other designs.
I think Circle has been pretty transparent since March. The regular attestations are reassuring, and the fact they've diversified their reserves a bit more helps. Still holding a significant amount.
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