DeFiのレンディング相場がおかしなことになってますね。SUIのNAVIやSuiLendでも貸し出したUSDCが利用率が100%に近づき、引き出したくても引き出せない状況へ。 皆さんが使ってるプラットフォームやプールは何を担保にお金を借りることができますか?誰が反対側にいるのか、めちゃくちゃ重要ですね。 かなり見過ごされてるけど、プラットフォームの思想がかなり反映されるのがどのような商品にアクセスできるようになっているか。自分がとっているリスクを認識するとともに、許容すべきリスクとそうでないリスクを考えたいですね。
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