现在 GAIB $AID 已经支持 $USR 存款,额度是10M。这个事儿的核心还是一鱼多吃,既能挖 GAIB 的 Spice 积分(5x乘数)和 Fremen Essence NFT FCFS 白名单(存满1500刀即可),又能挖 Resolv 的积分(30x乘数)。 这是 GPU RWA 型收益稳定币和套利型收益稳定币的相互抱团取暖。 Resolv 的稳定币 $USR 是一种 Detal 中性策略稳定币,类似于 $ENA 的 $USDe 。Resolv 聚焦的是 ETH LST 收益和 ETH 合约的费率套利。最近 TGE 上了一些大所之后,Resolv 的市场注意力和讨论度其实都还算不错。 与 Resolv 的合作本质就是稳定币套娃,之后 GAIB 他们可能还会与更多的稳定币项目合作,来为自身产品引入更多的增量——通过一鱼多吃的形式来推动产品的增长。 目前 Pendle 上对于 $AID (USDC/USDT)的收益预期是10%左右, $USR 在 Pendle PT 的收益预期是8%左右,再考虑到积分乘数,这个收益大概率会更高一些。这个收益预期还是可以的。
Introducing the GAIB AID Alpha x @ResolvLabs integration: AI yield now powering Resolv's delta-neutral stablecoin. Real revenue. Sustainable yield. Onchain. Let’s resolve it 🧵👇
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