DeFi 開始鬆綁的消息之後, DeFi 系列幣種的關注度大幅上升, 首當其衝的肯定是以太坊系列,其他鏈的 DeFi 也蠢蠢欲動, 我簡單把 ETH , Sol , Sui 三條鏈的借貸相關數據列出來, 先單純用 TVL / FDV 來看
三條鏈的數據差異還是挺大的, Solana 的 Kamino 成長到超過 2B 其實有嚇到我, 我在 EVM 生態也挺喜歡的 Fluid 正在追趕中 💥
至於 Sui 生態方面都還沒有超過 1B TVL , 一方面遇到先前駭客攻擊事件, $SUI 幣價下跌也有所影響, 對我來說一個生態的借貸成熟度也能夠反映當前的成長階段
感覺到最近 Sui 生態也開始在捲, 像 Navi 也從原先的借貸業務發展到「流動性質押」 (Volo LST)、聚合交易 ( @astros_ag aggregator ) 等產品線 , 借貸協議收入當前已經超過 500 萬美金
簡單來說, 有更好的流動性捕獲能力, 自然能夠把業務營收數據墊起來, 成長空間就更高了, 後續 $SUI 回暖時, 這些 DeFi 的數據增長就是一個很重要的指標


感謝 @Seasui23 補充, Navi 聚合交易功能的時候要小心手續費的部分, 在交易之前需要特別注意一下
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