DeFi 和美国债务

更多政界人士认为，美元支持的稳定币可能是解决美国政府 33 万亿美元债务的答案。

DeFi and US debt

DeFi 和美国债务

More politicians are arguing that dollar-backed stablecoins could be the answer to the US government’s $33 trillion debt.

更多政界人士认为，美元支持的稳定币可能是解决美国政府 33 万亿美元债务的答案。

Former speaker of the house Paul Ryan is the latest. He made the case for taking stablecoins seriously in a June 13 opinion piece for the Wall Street Journal.

众议院前议长保罗·瑞安（Paul Ryan）是最新的一位。他在 6 月 13 日为《华尔街日报》发表的一篇评论文章中阐述了认真对待稳定币的理由。

He said promoting dollar-backed stablecoins could cause a “durable increase in demand for US debt” at a time when previous big buyers are retreating.

他表示，在之前的大买家纷纷撤退之际，推广美元支持的稳定币可能会导致“对美国债务的需求持续增长”。

This is because to issue dollar-backed stablecoins, companies like Tether must hold dollars or dollar equivalents like US debt in reserve.

这是因为要发行美元支持的稳定币，Tether 等公司必须持有美元或美元等价物（例如美国债务）作为储备。

Stablecoins are the lifeblood of DeFi. Traders often look at stablecoin supply to gauge market sentiment.

稳定币是 DeFi 的命脉。交易者经常通过稳定币供应来衡量市场情绪。

Policymakers deciding to take stablecoins more seriously and expediting a regulatory framework for them should benefit DeFi.

政策制定者决定更加认真地对待稳定币并加快建立稳定币的监管框架，这应该会让 DeFi 受益。

Others have also noticed the trend.

其他人也注意到了这一趋势。

“Many Republicans recognise the strategic advantages of a private-sector US dollar stablecoin,” Pranav Kanade, a portfolio manager at VanEck’s Digital Assets Alpha Fund, previously told DL News.

VanEck 数字资产阿尔法基金的投资组合经理 Pranav Kanade 此前告诉 DL News：“许多共和党人认识到私营部门美元稳定币的战略优势。”

ZK launch clogs network

ZK启动堵塞网络

Airdrop recipients rushing to claim ZKsync’s ZK token congested the network Monday morning, calling into question the network’s ability to scale.

周一早上，空投接收者争先恐后地领取 ZKsync 的 ZK 代币，导致网络拥堵，使网络的扩展能力受到质疑。

As with several previous airdrops, Remote Procedure Calls — or RPCs — were the main bottleneck.

与之前的几次空投一样，远程过程调用（RPC）是主要瓶颈。

(1/2) The network is currently under high load. Some RPC services may experience degraded performance.

(1/2) 网络当前负载较高。某些 RPC 服务可能会出现性能下降的情况。

Teams are working to increase RPC capacities.

团队正在努力提高 RPC 容量。

Stay tuned for updates.

请继续关注更新。

RPCs are protocols that let users do stuff involving different servers, like sending transactions to blockchains.

RPC 是允许用户执行涉及不同服务器的操作的协议，例如将事务发送到区块链。

At 8 am London time, claims for 3.6 billion ZK tokens opened for almost 700,000 addresses.

截至伦敦时间上午 8 点，近 70 万个地址已开放 36 亿个 ZK 代币的认领。

According to the ZK Nation X account, more than 45% of the airdropped ZK token supply was claimed by over 225,000 addresses in the first two hours.

根据 ZK Nation X 账户，空投的 ZK 代币供应量在前两个小时内被超过 225,000 个地址认领，超过 45%。

ZKsync is a blockchain built on top of Ethereum and uses zero-knowledge proofs to offer faster transactions with lower fees.

ZKsync 是建立在以太坊之上的区块链，使用零知识证明以更低的费用提供更快的交易。

Tapioca’s options airdrop

木薯的期权空投

Tapioca DAO, a fledgling money market protocol built on LayerZero, is trying something different to deal with airdrop attackers.

Tapioca DAO 是一个基于 LayerZero 的新兴货币市场协议，它正在尝试不同的方法来应对空投攻击者。

Instead of handing out free tokens, its airdrop will give users the ability to buy its native token at a discounted price using call options.

它的空投将让用户能够使用看涨期权以折扣价购买其原生代币，而不是分发免费代币。

The plan appears to be working. Since the airdrop began on June 14, the protocol has brought in over $1.5 million.

该计划似乎正在发挥作用。自 6 月 14 日开始空投以来，该协议已带来超过 150 万美元的收入。

Tapioca DAO co-founder Matt Marino previously told DL News the inspiration for the airdrop came from Andre Cronje, the so-called DeFi godfather behind protocols Yearn Finance, Keeper Network, and Solidly.

Tapioca DAO 联合创始人马特·马里诺 (Matt Marino) 此前告诉 DL News，空投的灵感来自于安德烈·克罗涅 (Andre Cronje)，他是 Yearn Finance、Keeper Network 和 Solidly 协议背后的所谓 DeFi 教父。

“He talked about call options, and I was a big fan of Keeper Network,” he said. “I just really agreed with the principle of what he was talking about, and we just ran with it.”

“他谈到了看涨期权，而我是 Keeper Network 的忠实粉丝，”他说。 “我真的很同意他所说的原则，我们就照着做。”

Cronje first floated the idea of incentivising using call options in 2021.

Cronje 在 2021 年首次提出使用看涨期权进行激励的想法。

Data of the week

本周数据

The increase in the total market value of stablecoins has slowed after strong growth through the end of 2023 and start of 2024.

稳定币总市值在 2023 年底和 2024 年初经历强劲增长后，增速已放缓。

Tether’s USDT and Ethena’s USDe have buoyed the metric over the past month, while other stablecoins, like Circle’s USDC, suffered a 3% decline.

Tether 的 USDT 和 Ethena 的 USDe 在过去一个月提振了该指标，而 Circle 的 USDC 等其他稳定币则下跌了 3%。

The stablecoin market is still growing, just at a slower pace than before. (DefiLlama)

稳定币市场仍在增长，只是速度比以前慢了。 （德菲骆驼）

This week in DeFi governance

本周 DeFi 治理

VOTE: Jupiter DAO to fund new Uplink Working Group

投票：Jupiter DAO 资助新的上行链路工作组

PROPOSAL: ACI proposes Aave V3 deployment on ZKsync

提案：ACI 建议在 ZKsync 上部署 Aave V3

VOTE: Seamless DAO votes to adjust interest rates for WETH

投票：无缝 DAO 投票调整 WETH 利率

Post of the week

本周帖子

Coin Center’s Neeraj Agrawal jokes that President Biden could start sporting a Milady NFT profile picture — a symbol of degen crypto culture — to match Donald Trump’s recent pro-crypto posturing.

Coin Center 的 Neeraj Agrawal 开玩笑说，拜登总统可能会开始展示 Milady NFT 个人资料图片（Degen 加密文化的象征），以匹配唐纳德·特朗普最近支持加密的姿态。

i believe there is a Biden campaign staffer currently working up the courage to suggest a milady pfp

我相信拜登竞选团队的一名工作人员目前正鼓起勇气推荐一位亲民党夫人

What we’re watching

我们在看什么

Will process the data and produce a research piece on the events triggered by CRV liquidation shortly. Will be about determining safety parameters of soft liquidations and price oracles.

很快将处理数据并就 CRV 清算触发的事件撰写研究报告。将涉及确定软清算和价格预言机的安全参数。

The research will be applied right away on @CurveFinance

该研究将立即应用于@CurveFinance

Curve co-founder Michael Egorov promises a post mortem after the liquidation of his leveraged CRV token position on Curve Lend caused $10 million of bad debt.

Curve 联合创始人 Michael Egorov 承诺在其在 Curve Lend 上的 CRV 杠杆代币头寸清算导致 1000 万美元坏账后进行事后分析。

Got a tip about DeFi? Reach out at tim@dlnews.com.

有关于 DeFi 的建议吗？请通过 tim@dlnews.com 联系。