Post
Yuvi.
$AAVE
借贷资产回撤，锁仓金额会掩盖什么？
今天早间现货快照中，AAVE的24小时涨跌幅-5.58%，区间144.23—155.97 USDT。
币价下跌会机械压低美元计价锁仓，不能直接当作用户撤资。反过来，抵押品价格上涨也会抬高锁仓，不代表借款需求与净收入一定改善。
应看代币数量、利用率和风险成本。若真实借款下降且清算压力上升，修复判断需降级；若净收入保持，则不能只凭锁仓下滑否定业务。
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