Yield hunters withdrew most of their liquidity after the subsidy ended, demonstrating that the TVL (Total Value Limit) generated by one-off subsidies comes and goes quickly. Truly native, sustainable yields are the cornerstone of the DeFi ecosystem, such as Spark's liquidity layer and the Sky Savings rate. Mercenary capital exited their positions immediately after the incentive campaign ended. One-off incentives are merely KPIs for career managers, but sustainable yield drivers like Spark's Liquidity Layer and the Sky Savings Rate are the bedrock of a robust DeFi ecosystem.
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CM
@cmdefi
03-17
很多OG都在喷unichain毫无体面的失败,烧了2000多万的激励,TVL从高点900M现在降到了50M。
其实根本原因在于OP Superchain这个战略失败了。
unichain烧钱买TVL是没问题的,但没有留存是很大问题,如果放在OP L2百花齐放的环境下,依靠uniswap的品牌,liquidity hub chain这个故事很可能就成了。

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