Discover and read the best of Twitter Threads about #spacedoodle

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1/ 关于 #BendDAO 清算,我们到底该不该恐慌?网上各种蹭流量的自媒体声音并不统一,所以我花了一点时间整理了我的想法。先说结论:最大的风险就是未来的24小时 #BAYC 能够挺过难关。过了明天,风险化解的一大半。之后的8月30日又会有新的危机。以下详述:
2/ 截止今天,#BendDAO 只接受7款蓝筹JPG的抵押借贷,分别是:#bayc#punk#mayc#doodles#spacedoodle#clonex 以及 #azuki。项目已经跑了4个月了。本以为,Azuki价格腰斩只是个例,没想到流动性枯竭,现在谁也跑不了。
3/ 如果NFT资不抵债,极有可能造成类似 #Luna/#UST 的连环清算。然而目前看来,BendDAO的运行依然是健康的。根据目前的清算规则,出价必须高于地板价的95%,以及必须足够偿还全部债务。平台发不承担资金风险。
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