It appears that the next thesis is that as these neobanks increase, to promote APYs, they would need to utilise DeFi lending protocols to advertise yields.
So far, in this paradigm, AAVE and Morpho are best suited for this. Others like Fluid, Euler, Pendle may require the assistance of risk curators because users wouldn't be managing this directly.
Therefore, the flow wouldn't go there until risk curators take action (you could also argue that assets from Pendle might pass through Morpho, but I don't want to get ahead of myself).
Hence, you can see that the industry landscape, along with the Porter’s Five Forces, is gradually shifting based on "buyers" and "suppliers." It's no longer as straightforward, and I believe this is what makes it exciting.
On a personal note, if I were to bet on a job that can both maxmize getting hired in the space AND TradFi or some Fintech, I would focus on this ecosystem.
1,723
0
本页面内容由第三方提供。除非另有说明，欧易不是所引用文章的作者，也不对此类材料主张任何版权。该内容仅供参考，并不代表欧易观点，不作为任何形式的认可，也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下，此类人工智能生成的内容可能不准确或不一致。请阅读链接文章，了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险，其价值可能会产生较大波动。请根据自身财务状况，仔细考虑交易或持有数字资产是否适合您。