# Bankless：熊市中看好的 8 个项目

By [chunyuan](https://paragraph.com/@chunyuan) · 2022-06-20

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[Open in browser](https://email.mg-d0.substack.com/c/eJxVUdtuhCAQ_Rp5W4OAoA88NGn2NwyX0SWrYLi09e-Lbpu0CSHDyZzLMEZlWEI85B5SRuc15WMH6eEzrZAzRFQSxMlZybmgfBw6VEuq5t4il6Y5AmzKrTLHAmgvenVGZRf8yRC8J5iihwQmcG91hwUFqsg8C8bGruvsoGAgRr-MVbEOvAEJHxCP4AGZsG3g86mFVvnIeU8NfWvIvZ5UdMrKPNvaVJ9q32-r889anmINvf8P09D3V5yG8MvtgjjuBBlZX8GStymFEg1U_JoJOUkwIZgTjCnGrGtpq8U420EMQIfBglYNw9tys7j9GwdFmR4qbF_OL7VhOcUuvEaazpmKd_mYwCu9gn19XX5t4DKeFvAQ62bspLLseN_zkWEmejqin-zyNzmqxjZUlpcm6GAr_fgGXBidMg)

6/13-6/19 Cobo 周报
=================

[Cobo日报](https://email.mg-d0.substack.com/c/eJxNUMtuxCAM_JrlthGPAOHAoZf-RgTBZFETiIC0zd8XNpdKlmVbnrFnFlNhTfnSRyoV9TTX6wAd4adsUCtkdBbIc3BaCMmEmghqJTOeOxTK7DPAbsKmaz4BHafdwmJqSLEjpOAUM_TSygpiFOXEEbx4qQAEptx6Z4S3yrL7sDldgLiAhm_IV4qAlrTvEGvnQpt-1XqUB_t40M8W5bSlmuVraEutPXLyYYNWSUUJVpI-l2QTCppiSrGgGDOMRzKwwUrl3SQnYNPkwJrHiPf16fDwnxJlXV4m7b8hrm1h7SLf86Zx7n-dMdRrhmjsBu6WX28X34bMK0TIzV03m6qJ4FyoEY-SM3Wr7Y5iIqkaOWqHXWqoqPvPrsGvPxq-ibQ)

Jun 20

本周热点回顾
======

*   [MakerDAO金库](https://email.mg-d0.substack.com/c/eJwlkE1uhDAMhU8z2RWF_MIii9l0XakHQCExEBUSlJhOuX3DIEWRbT372Z-zCHPKp9lTQXJ9A547mAivsgIiZHIUyEPwRinNVd-1pIbcTtKTUIYpA2w2rAbzAWQ_xjU4iyHFq0MrySgni-FUgvAW5CioplY6rSfpWvB92zsp2G1sDx8gOjDwC_lMEYhL2wYRr1lkNQviXh78-WCf9eErXOs1VVOzL3A_30uA1T9XyFgrBS0epQat5Ipp2qtOd1x0rOsoCYZRxqhilHJKRdvwZtT95KsEeNd5GO1D0G3-8LQpx1hnuZ_LiWRTFpu2vxDnKpiv09_1evlwbXvEgOcA0Y4r-BsK3mzfmIYZIuTK3A8WTaukVL2gQkve3wwuzrTVrBeSVGOfalc0Lo3J1_bzHzSEj6A)再次出售约2.8万枚以太坊来偿还债务: 6 月 13 日,以太坊开发者 mariano.eth 在社交媒体表示，MakerDAO 金库（0x22...01246）于今日 11:56 以 1155 美元的均价出售了 6.5 万枚 ETH 来偿还债务和降低风险，并给 DeFi 平台 Oasis.app 带来 15 万美元的交易费。
    
*   [Binance.US](https://email.mg-d0.substack.com/c/eJwlUctuxCAM_JrlxopAQpIDh176GxEPJ4uaQMSjaf6-ZldCZmTwjD22usAW063OmAtpYSn3CSrAlXcoBRKpGdLinZJyFHKeOoJQ6HVwxOdlTQCH9rsqqQI5q9m91cXH0CpGOXAmyEvx3o2WD-tgJAizwsQn3jPOxWxno_vpI6yr8xAsKPiFdMcAxMbjgFAaF9nVq5QzP8TXg3_jua7raaMPDvIPggNTpmYfIGeEHNnxYhJDJ9qbDxq5a6baWhzJ0bjSw-OQ2vmwUR9-IZeYMiJqd53bxzYI3fWVqy80YlcUDUka6YhXTYJJzphgrO-e4mnGeXXTOIGYJgdGP3p2bNSxZ64mF23fbZKk8kvH4w9F8cPWzHvn0bulzVuDL_cCQZsd3MfW8tnO2-hlgwAJt-YWXVQnh0HOPevHQcwfF9umWDfyuR8ICruIVUHZaKLD8vsfOPqpNA) 遭集体诉讼并被指控误导投资了 Terra 生态代币的投资者。此外，文件还指控 [Binance.US](https://email.mg-d0.substack.com/c/eJwlkE1uxSAMhE_z2DUi_IYFi3bRC1RdR4CdPNQEIkLa5vYljWRZluXx6JvgKs65nHbLeyVXG-u5oU34sy9YKxZy7FjGCFYpzZUZetJG7iYJJO7jVBBXFxdby4FkO_wSg6sxp0uhlWSUk6cVbDJAPWjhmQPUwYieAYCZjAQK8jZ2B0RMAS1-YzlzQhLyumKq1y-y2Get24O_Pth7q7eYXLvtPj9ItIwyRhWjlFMq-o53XpsJBj0gHwZA7x6CrvML0G4__F5d-Oraa1Ls_nR5_Y1pbgfzxfG_bxjjZX2kWM8Rk_MLwk1Y76D-mccZE5YWIIyu2l5JqYygQktubqArNNprZoQkzRhyUyUbss_Q5OcfXbWAkA) 没有注册为经纪交易或交易所，并可能违反了证券法。
    
*   6月14日数据：[Three Arrows Capital](https://email.mg-d0.substack.com/c/eJwlkE1uxCAMhU8z7BrxFyALFt30GpEJJoOaQASkndy-pCNZlm35-VnfAg3XXC575NrIneZ2HWgT_tYNW8NCzopljt4qpYWaDCO9FBBGT2KdQ0HcIW62lRPJcbotLtBiTrdCq5FTQZ52ZEFKgyhAgdNOBzTguQHHHLqJmrcxnD5iWtDiD5YrJyRL3ndM7b5FNvts7agP8fngXz2wPbHUBdIQc2_B-4K19oq-hAPOnJJaB2m4FkEyzyUDEJrzENyEVCOXmkTLKedUcUoFpZINYnB6Ct5og8IYjw4eku7rh6dDPV1tsHwP_SlSbH1C3l8xrX1hvQn8zzuA-X76TLFdMyZwG_o3m_ZG_E9rXjFh6ej9DM0yNY5qklTqUUxvFDduyjSf5Ei6sc9dleySXfZdfv0BPviRvw) 将 38,900 枚 stETH 兑换为 ETH，后用于在 Aave 中偿还 ETH
    
*   [Nansen](https://email.mg-d0.substack.com/c/eJwlkc2OhSAMhZ_mstMg-MeCxWzmNUyB6iWjxQCO49sPXpOGAuWcNh8WMi4hXnoPKbN7mfK1oyY804o5Y2RHwjh5p_t-kL0aG1a2EubOMZ-mOSJu4Fed44FsP8zqLWQf6FYMfSe4ZG8thVUcEUcziNE2Aq2STik-dwphRvc0hsN5JIsafzFegZDZsG1I-fZiq37nvKeX_HqJ7xLnedYElJBq8OV8W5QEROEg62mpnmplAxHaXOU3VhumBMtdhH2vwlydaCTzWnAheC84l5y3TS1rM6jZjcOIchwdGni1fFsqx-t0mJTB_tRlNhZ1ekPY_ophebDcID73hcN0z36Qz9eEBGZF9yDKD-kPtGlBwlh-wE2QddN3Xa9a3g6dVA-RmzpvBqHajpXGLhQVaRtMcEV-_QNJ_Zj1) 推出 Web3 信息传递 App「Nansen Connect」，用户可根据标签加入特定群组实现相互私聊
    
*   [从Celsius到三箭](https://email.mg-d0.substack.com/c/eJwlkE2OhCAQhU8juzEIirJgMcmkr2H4KZW0goFyHG8_2CakIAWPeu-zGmGO6VJ7zEjuMuK1gwpw5hUQIZEjQxq9U0L0XMihIeXI9dQ54vM4JYBN-1VhOoDsh1m91ehjuBW96BjlZFGt7I2gordSGsd4J1sn9CQdb80wTQ17BuvDeQgWFPxCumIAYuO2QcD7L7KqBXHPFf-u2Kus8zxrXMCs0b4NaMy1D1MsF7f1snEqaVPx15TiVvEfhBXmpDfiFaOMUcEo5ZS2Tc1r08vJDf0AfBgcGF21dJu_HK3zYTJq-66LEZJUXnTc_nyYy4P5Tv3pl9DjbfQIHq8RgjYruIcHPlg_hMYZAqSC240aVSO6TsiWtn3H5RP_Rkybnsm2I2Wwi0UVlI0muiK__gGpoo_J)：加密百亿巨头们的多米诺，史诗级流动性的枯竭
    
*   三箭资本投资组合轮次金额信息，以及**所投项目**针对[此次事件的回复](https://email.mg-d0.substack.com/c/eJwlkcGOhCAMhp9muGkQBOXAYbLJPsHeDdDqkFUwgOv69os7SUMK6c_ffnWm4BLTpfeYC7mPqVw76oBnXrEUTOTImCYPWsqBSzV2pKbczAKIz9OcEDfjV13SgWQ_7OqdKT6GWzFIwSgnLw2j48wK5BKMVAZHx4Aq7iznpofZvY3NAR6DQ40_mK4YkLi4bRjK_RdZ9auUPT_488E-a5zn2YZ4W7U51vvXq7bSPFOKZ24-zO6LWZs9pjLH1cdGODV0s1UgrO0d44bbbgbaQTdQNas6jGaUMSoZpZzSvmt5awc1wziMyMcR0JpHT7elAdrmw-Zi3HdbGyRJ55eJ268PSy1Ybhr_7xXGdA9wBF-uCYOxK8KbU3nj_ic3LRgw1TXAZIrupBBS9bQfBFdvLDd62g1M9YJUY4hVFbSLNkKVX3-XLphc)
    
*   [知情人士](https://email.mg-d0.substack.com/c/eJwlkM2ypCAMhZ-m2WkhCOiCxWzmNSx-olJXwYE4tm9_sbsKSCrFyUk-ZxCWlG99pILkeSa8D9ARrrIBImRyFshT8FpKxeU4dKSm3MzCk1CmOQPsJmwa8wnkOO0WnMGQ4qNQUjDKyapnz_uhk8zxWTEDyjMxu3E0clZWUgFfY3P6ANGBhv-Q7xSBuLTvEPHpRTa9Ih7lxf-82N96rutqcQW7JffTulQrT5MaOsGkFDWZ8d14yMEGbOrd4d1s4d8ZfN3ZN7jW0RuTc7pK48wR0GwkaEYZo5JRyintu5a3Vo2zH9QAfBg8WPPq6b40nrbltAXNx3wnWZfVpP0d4lI_LA-ST70SmZ4tzhjwniAau4H_wsIv8w--aYEI-ZlrMqg7KYQce9orwccvm4c_7RQbe0GqsU9VFbVLNvkqv38BKRabYA)：FTX、Deribit 和 BitMEX 在过去一周内清算了 Three Arrows Capital 头寸
    
*   [Babel Finance](https://email.mg-d0.substack.com/c/eJwlkMuOhCAQRb9Gdm14CMqCxSST_g3Do7DJKBjAnvHvB9uEVIDUrVv3WF1hSflUeyoVXWWu5w4qwm9ZoVbI6CiQ5-CUECMTciKoXZn23KFQZp8BNh1WVfMBaD_MGqyuIcVLMQpOMUMv5Qk3WnjBwEuCPZF0FEAm6waJJ4LNbawPFyBaUPCGfKYIyKZtg1ivWWhVr1r30rGvjj7bMdrA2vsQdZO0t8412BUe79BW7191Wzv2DK5j3xyjoCimFAuKMcN4ID3rzSi9m8YJ2DQ5MLob8LY8HO7LYUrV9qdv7iir8tJp-wtxaQ3LFfXz35LO13ZHDPWcIWqzgrsh1JvlB8u8QITcGLtZV0UE50IOeBg5k3fmiysmI5UDR83YpaaKyiaTXJOf_1q3i90)：面临较大流动性压力，暂停产品赎回和提币功能
    
*   挪用22,000ETH、4年推10个垃圾项目，麻吉大割黄立成[加密往事](https://email.mg-d0.substack.com/c/eJwlkMuOhCAQRb9GdmOQl7pgMcmkf8PwKJW0QgfK6fHvB9uEFKTgUvceZxCWlE_9SgXJVSY8X6AjvMsGiJDJUSBPwWuleq7GoSP1yM0sPQllmjPAbsKmMR9AXofdgjMYUrwUvZKMcrJq5yT3VDrFVNcJz2RnBDOzMNIO3jB1DzaHDxAdaPiFfKYIxKV9h4jXX2TTK-KrNPy7YY-63u93iyvYLbmnBYOlDXFO9eKyXjdORyYa_phz2hv-g7DBks1OgmaUMaoYpZxS0bW8tf04-6EfgA-DB2saQffly9O2HLagcc-2GiFZl9Wk_S_EpT5YrtSffg09XUaPGPCcIBq7gb954I31Q2haIEKuuP1kUHdKSjUKKnrJxzv-hZh2PRuFJHWwT1UVtUs2-So__wGw5o_O)
    
*   [Elon Musk](https://email.mg-d0.substack.com/c/eJwlUduOpSAQ_JrDGwZFUB942GQzv2G4tEoGwQDuGf9-mzkJ6Yamqy9VVlfYU37UlUolzaz1uUBFeJcAtUImd4G8eqeknLhc5p7gletNOOLLumWAU_ugar6BXLcJ3urqU2yISYqBcXIoo7VhfBlBcC7GxRo2z3JZxnmS3LHFfRrr23mIFhT8g_ykCMSm84RYWy0S1FHrVV78z2v4wvN-v7stZQOlwzQMFF-hoDfZ62jucujs8DmwYUDHJJq-GQgp0vMu37Rc2sIP1dFRhAZNyw2OYlE6iJkaHwIuQn2kOgTY8culHWzCwPVkfXpHiz3ghDYQ_yrHi__lWmi2MaRpQ35Ua87kwBhnbOw73plp2dw8zcDn2YHRr5GdO3WsK7cpVdvvtgzJCqdP54-POybsjeDfOPK7Nk7u6OuzQtQmgPtQXz8K_oqx7hAho7Ju1VX1Ugi5jGycBF8-TDc1WT8NyygINnYJUVHZZJJD-PMfeKaysw) 及旗下部分公司被起诉操纵 $DOGE 价格
    
*   [Glassnode](https://email.mg-d0.substack.com/c/eJxNUcuO5CAM_Jpw64hAQpIDh5VW_RuIh0PQJBAFZ3vz9wPdcxgJGatMlU3ZagSfzlseKSOpQeF9gIzwyhsgwkmuDKcKTgoxcjFPHSkp18vgSMhqOQF2HTaJ5wXkuMwWrMaQYmWMYmCUk1XOorOFKSwbF9ADTGaCYdA9M8IC4-bTWF8uQLQg4R-cd4pAbNp3iFi1yCZXxCM3_E_DnuWEmINfMbd-0znH5KAtz0sBV3j4EzQ-HCyhhK3qaR-ir0z-vHBXOV2nhYb_fYHJAaFhosI7uHDtBcZXqJ__ga3eDx18LIWqqX5rKkYZewcSZL2oYJRySvuu5a0Z58VN4wR8mhwY3fR09w9H23yZjNp-1aHJKfOq0_6_jthTXw1948VPVT24YsBbQdRmA_exGj8be5uvPMQyDYJTGmUnhkHMPe3Hgc8fZ-v2aDeyuR9IaexSYUVpk0mu0O9vUYixsA)：正在剧烈行进的「DeFi 去杠杆化」
    
*   [Solend](https://email.mg-d0.substack.com/c/eJwlUMtuhSAQ_ZrLrgYBQRcsuulvEJRBSRUMjG39-8I1IXAy4cx5LBZhTfnWZypI2mXwPkFH-C07IEImV4FsgtNSKi6nsScVcusHR0IxPgMcNuwa8wXkvOY9LBZDio2h5MAoJ5t2rqdinIWnflHWW6eACu5BjSCYpe4RtpcLEBfQ8AP5ThHIko4DIrZdZNcb4lle_PPFvurxKUMJ64bNanfmVGcN1scBVksVDJMcSdCMMkYlo5RTKvqOd7OavBurOh9HB7N9CXqsH4525ZoL2uW7q8ok67LZdPyFuNYPa4v5nteUpjm7YsDbQLTzDu4pAJ8e35WYFSLk2q8zFnUvh0FOggo18OnJ2zqlvWKTGEgVdqmyol7SnFyl3_9Mx4uJ) 发起提案提议授予 Solend Labs 紧急权力以临时接管巨鲸账户
    

分析与洞见
=====

*   [Celcius](https://email.mg-d0.substack.com/c/eJwlUcGO2yAQ_RpzS4QBg33gsFKbXfVQZaUccrPATBwUG1Izrtf9-sJGQugNmjfv8WYwCGNcdv2MCUm5etyfoANsaQJEWMiaYOm901IqLru2Jhlyc2sc8am_LQCz8ZPGZQXyXO3kB4M-hsJQsmGUk7vmxgghbMekYdCCVayRDnhbt9y24OxL2KzOQxhAw19Y9hiADHGeIWCZRSZ9R3ymir9V7JQPbr7YO-aeXP0yw-O3hy1OLlcJDa4pg7rhUtC6U52QxTtXquKnPOQHoxWTmMHl_eyun9v155_rGS7_TtvBfZxH4jWjjFHJKOWUivrIj1Z1N9eqNhtvHVhTCTqPB0ePabVZcXgUL2TR6W7i_OXDmBvGEs73e86mL_9Zg8e9h2DsBO4VG77S_w6yHyHAkrfieoO6lk0jO0GFanj3SqlsgtaKdaIhWdjFzAp6iDa6TN__A_xGmaA)的前世今生以及失败总结
    
*   [加密市场低迷时的一些思考和建议](https://email.mg-d0.substack.com/c/eJwlUMuOwyAM_Jpy24jwCOHAYbXS_kYEwUlRE4jAtJu_X9JKljUgj8czs0VYUz7NkQqSq014HmAivMoGiJBJLZCn4M0wKD7osScNcrtIT0KZlgyw27AZzBXIUd0WZoshxYuhBskoJ3ejmbR6XpSikqqBSw6gFgreecGtsu4jbKsPEGcw8IR8pghkTvsOEa9dZDN3xKPc-PeN_bbCV7jO69pMe_2k5-Tro6GCFmtpoJdc6Z5rIXjfj6McmSbBMMoYHRilnFLRd7xzSi9-VCPwcfTg7E3Qff3ytCvVtV3z41Ig2ZS7TftfiGsbWC_L7__meLqurDHgOUG0bgP_CQM_mb7jmVaIkFvWfrJo-kHKQQsqlOT64_3Kl_aKaSFJE_apsaKZk0u-0c9_kt2MzA)：1）学会生存，专注于比特币和以太坊；2）把安全和风险管理放在首位；3）保持资产的流动性；4）注意叙事的变化；5）合理分配稳定币资产；6）了解宏观市场变化；7）学习新技能，参与加密市场
    
*   [如果机构失败](https://email.mg-d0.substack.com/c/eJwlkE2OhCAQhU8juzEoP-qCxSSTvoYBKZS0goFyHG8_2CakIAWPeu-bNMIc06X2mJHcZcRrBxXgzCsgQiJHhjR6q6TsmBz6hpQj005Y4vPoEsCm_aowHUD2w6x-0uhjuBWdFC1lZFFC8EF0lIIeGg68F9xJZ4GC44KB7Z_B-rAewgQKfiFdMQCZ4rZBwPsvsqoFcc8V-67aV1nneda4gFnj9DagMdc-uFgubutlY7Qfmoq9XIpbxX4QVpiT3ohXLW1bKltKGaW8qVltusHZvuuB9b0FoytOt_nL0jofJqOe3nUxQpLKi47bnw9zeTDfqT_9Enq8jR7B4zVC0GYF-_DAB-uH0DhDgFRw21GjaqQQcuCUd4INT_wbMW26duCClME2FlVQUzTRFvn1D6Wvj8w)，对行业意味着什么？3AC 是全球贷款的最大客户之一，他们的倒闭会将经济风险转移给他们的贷方。贷方将承担他们所欠金额与清算抵押品之间的差额。另外，不是所有的贷款方都是一样的。Celsius 是最糟糕的，它已经崩溃了。Nexo 我不知道，BlockFi 也很糟糕，Genesis 可能是他们之中表现得最好的。
    
*   解疑：[比特币灯塔 MicroStrategy](https://email.mg-d0.substack.com/c/eJwlkLtuxCAQRb9m6WKNwc-CIsVGyqNIkR7xGHtJbPACzq7z9cFrCdBoNHcu92iZcPRh44uPieyPSNuC3OEtTpgSBrJGDMIa3jQta_quJLlkcqgNsVEMAXGWduIprEiWVU1Wy2S92xVtU1Ng5MIlDLoqgepKgVaq6xtK214OCjqoetoexnI1Fp1Gjr8YNu-QaD_P6NK-i0z8ktIST-z5RF_ymZfihvZuXXG9Fnkwt2K-eP9Gd_6EIJav19sHezuXf-8jsZwCpdBQAAZQlQUrVNsPpms7ZF1nUMlTBfP4ZKCIq4pJ6p99Kwk8XqSfs8-YB8Y966Ofo4r9e6uzaRPopJrQHBTSAfPBRYzoMGTIRsjEy6aum76Cqq1Zf4TewULZ0r6qSTY2Pqsc1155k-XbP7zsjBA) 能顺利度过熊市吗？MicroStrategy 从 2022 年起每年须支付利息至少 3475 万美元，经营性利润基本可以覆盖。截止一季度公司还有约 9268 万美元的现金。MicroStrategy 目前有 115,109 比特币可以用作抵押，触发清算条件BTC 需跌破 3,562 美元
    
*   [Todd 随笔](https://email.mg-d0.substack.com/c/eJwlkUGOhCAQRU_T7DQggrhgMZu5himhUDIKRnBs5_SDbUKKnwq_6udhIOMU90tvMWVylyFfG-qAZ1owZ9zJkXAfvNVSdlz2ipEiOThhiU-D2xFX8IvO-4FkO8bFG8g-htvRSdFQTmYNrZNgAXkH0lJKQSlqyywDijPO4VkMh_UYDGr8xf2KAYmJ64oh37PIouect_TiX6_mu5zzPGszgw8O0ab6ff2V5q3LZTGXTEX00gJTDCsnUFQto6zqx9FUwhkwDkXrjCNeN7RpqGwo5ZS2rOb12PXOqk4hV8riCK-WrlNlaZ2OMWUwP3WJRnadZojr24epPJhuDp9-wTDc0Y_g8zVggHFB-xDKD-gPs2HCgHv5ADtA1kwKIfuWtp3g_QPkhk5Z1_StIGWxjcUVtIljtMV-_QMkI5SE)：市场周期和 Luna 崩盘带来的多米诺效应
    
*   关于三箭资本究竟发生什么，最终还要等官方确认，但可以通过一些 KOL 的分析和信息，对三箭状况有个[大致轮廓](https://email.mg-d0.substack.com/c/eJwlkE2OhCAQhU8juzEoirBgMcmkr2H4KZW0goFyHG8_2CakIAWPeu-zGmGO6VJ7zEjuMuK1gwpw5hUQIZEjQxq9U5wPjEvRkHJkeuod8XmcEsCm_aowHUD2w6zeavQx3IqB9y1lZFFSGpCiawy1UvN-0rxrrB3MIB3TVtJnsD6ch2BBwS-kKwYgNm4bBLz_IqtaEPdcse-qfZV1nmeNC5g12rcBjbn2YYrl4rZeNkaF4BV7TSluFftBWGFOeiNetbRtKW8pZZR2Tc3q4mNyYhDAhHBgdNXRbf5ytM6Hyajtuy5GSFJ50XH782EuD-Y79adfQo-30SN4vEYI2qzgHh74YP0QGmcIkApuN2pUDe97LjvaDT2TT_wbMW2GVnY9KYNdLKqgbDTRFfn1Dx0gkCo)。综合 KOL 的信息，这场危机除了各种山寨暴跌导致资产下降和在一些平台的交易亏损外，主要分 3 部分：Luna、GBTC 和 stETH。
    
*   数据：[Stablecoin总供应量](https://email.mg-d0.substack.com/c/eJwtkc1q3TAQhZ_mateL_mUvtAikKYUQCLSLrowsjX1FbclYoyTO01fOLQhxRszMGX3jHcKc98NuuSA5rwGPDWyC97IAIuykFtiHGKzWRui-Y6RJ4SYVSCzDtAOsLi4W9wpkq-MSvcOY01lhtOJUkJvlxgvgAP0EUinDJ--d5r1WKiguVH83djVESB4svMF-5ATE53WFhGcvstgb4lYu4uHCn9rB93iOd205LXqu3pWX-vkZW1DQYS1NMCUME5qJjjHNOyk5vYin1uOxCa6xCT3f_rzN2y_9o_6M9PfWfX8s8pVEyynnVHNKBaWSXcV1NP0UOtOB6LoAo7tIus7fAr2WOjZH__cchey23FxeP2KaW8J8svl6b2iG8zs1RTwGSG5cINyp4R3-F8dhhgR7W0oYHFrWCOleUmmU-A_pXARlhvdSkWYccqtK1ucxh1Z-_APJEZis)首次出现下降，近40%DAI被清算。即使排除 UST 数据，也有超过 100 亿美元的 Stablecoin 赎回。其中，Tether 的赎回最多，总供应量减少了约 70 亿美元。
    
*   [Bankless](https://email.mg-d0.substack.com/c/eJwlkEuOhSAQRVfzmLUpBT8MGPSkt2H4lEqegoGybXff-ExIQQoup-61mnCO6VJ7zMTuMtK1owp45hWJMLEjYxq9U13X804ONStHrqfWMZ_HKSFu2q-K0oFsP8zqrSYfw63ou7YBzhY19XbAVkpRS-Es6Fo6LWqhDQIMfBgesD6cx2BR4S-mKwZkNm4bBrr_YqtaiPb84t-v5qes8zwrWtCs0b4NasqVD1MsF_foZeMgC9urBpoGugaAA4i64pXp5eSGfsACdmj0S8A2fzmo8mEyafuuCpYllRcdtz8f5vJgvj1--sXieI91BE_XiEGbFd3jnp4QP3mMMwZMJVw3alJ117adFCD6lsvH7B0o1H0jRcsK2MWiCspGE12RX_-Kc4l8)：熊市中看好的 8 个项目：采用「分布式验证器技术」（DVT）的以太坊共享隐私验证网络 Obol Network；跨链桥和 DEX [聚合器LI.FI](https://email.mg-d0.substack.com/c/eJwlUEtuhTAMPM3LDhTyZ5FFN70GyseBqJCgENrH7RsekmVblsfjGWcqzLlces9HRXea6rWDTvB3rFArFHQeUKbotRCSilENqLXUBO5RPKZQADYTV13LCWg_7RqdqTGnGyEFJ5iiRRPHAg2CqVZHRqmwUigSAjfWDiPGD7E5fYTkQMMvlCsnQC5vG6R630KrXmrdX_TrRb5bvFPXrbETm3CUzlLQ0IfY5ihqggnBgmBMMWZDT3srx-CVVECV8mDNi-Ft7jzuj9Me1bifvhGhoo_F5O0d09wW5lvVZ95ETfcjZ4r1miAZu4J_9NbHto8D0wwJSrPTT6bqQXAuRoaZ5HR85N0W4kGSkXHUiH1uqKRdttk3-PUPyFuDNg)；利率互换自动做市商 Voltz；去中心化衍生品协议 Tracer；区块链「链前」层的实时基础设施 Blocknative；DeFi 借贷协议 Euler；内置隐私功能的 L2 Rollup Aztec Network；元宇宙和现实世界的私人数据包 Disco.xyz。
    
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*Originally published on [chunyuan](https://paragraph.com/@chunyuan/bankless-8)*
