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歪文
借贷和循环操作,还得等货币市场接受NGI+抵押。大家容易把PT、YT、LP市场齐备,看成机构资产融入DeFi的利好。
反过来想一下,我更警惕杠杆预期抢跑:交易市场建好,不等于抵押资格到手;如果未来能循环借贷,我推测放大的也包括同一基金的风险,而非只有收益。你觉得NGI+要当抵押品,最该先过哪道风控关?欢迎持相反意见来辩。

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