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Kshsb
Kshsb
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Uniswap 我觉得很强,但我一直没把它看成 DeFi 里最底层的那个核心。 它解决的是流动性和交易,确实重要,但金融体系最底层的需求不是交易,而是借贷、信用和资金周转。交易可以被很多协议分走,借贷却没那么容易被替代。 所以如果让我在 DeFi 里做更底层的判断,我会更偏向 Aave。Uniswap 像链上的交易所,Aave 像链上的银行。一个负责“换”,一个负责“借”,这两者都重要,但重要性不一样。 我现在越来越觉得,DeFi 真正决定长期地位的,不是谁手续费更低,而是谁更接近金融系统的底层。 $UNI $AAVE $BTC #30年期美债,顶部还是新起点? #美日确认联合购汇
Kshsb
Kshsb
If I had to choose only one DeFi project, I would choose Aave. Not because it's the hottest, but because it's the most foundational. Transactions can be spread across many protocols, but lending and credit will definitely concentrate on the strongest platform. Aave plays exactly this role. Stablecoins, ETH, RWA—as long as on-chain finance continues to expand in the future, the lending market will become increasingly important. Many people see it as a lending protocol, but I prefer to see it as the bank of the entire on-chain finance ecosystem. BTC is like digital gold, ETH is like digital government bonds, and Aave is more like JPMorgan on-chain. $AAVE $BTC #30年期美债,顶部还是新起点?

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