Согласно отчету MakerDAO за третий квартал, доход одного из старейших DeFi-проектов обвалился на 86%. Об этом сообщают аналитики Messari.
@MakerDAO third quarter was a painful one for the decentralized lender.
Notables:
— revs fell 86%, collateral ratio down to 1.1
— G-UNI dominating, is this increasing liquidity and on-chain volumes for DAI?
— wBTC reliance on whales/institutions
— RWAs
— Endgame?
1/n pic.twitter.com/OrJ7JvFSM3— Johnny_TVL (@john_tv_locke) October 13, 2022
По мнению аналитика “Johnny_TVL” произошло падение спроса на кредитование и несколько крупных ликвидаций. Выручка протокола упала до $4 млн с $30 млн за предыдущий период.
Вместе с тем, расходы MakerDAO сократились всего на 16%, отметил эксперт.
Совокупный доход протокола от активов на базе Ethereum упал на 74%, на основе биткоина — на 66%, от других — на 36%.
Weak loan demand and few liquidations = smol revenue. Revs declined from 30m in Q2 to only $4m in Q3.
Expenses are not so elastic. The protocol had its first net income loss since 2020.
Revenue from ETH-based assets fell 74%, from BTC-based assets 66%, and from others 36%
2/n pic.twitter.com/pcetns6m8X— Johnny_TVL (@john_tv_locke) October 13, 2022
Аналитик также отметил рост объемов токена Gelato Uniswap (G-UNI), представляющего пул ликвидности DAI/USDC. По его мнению, это практически не приносит протоколу доход, но усиливает зависимость от стейблкоина консорциума Centre.
We covered the G-UNI takeover last q. Maker gets almost no value from this while greatly increasing its reliance on $USDC.
It might be having an impact on liquidity and usage of $DAI tho. on-chain transfers increased 57% and 149% the last 2 quarters.https://t.co/qZqdLWQz9a
3/n pic.twitter.com/C6TvAdrvkW— Johnny_TVL (@john_tv_locke) October 13, 2022
Также в последнее время усилилась зависимость MakerDAO от заимствований со стороны китов и институционалов. В качестве примера он привел позиции Alameda Research.
В качестве положительного фактора для финансовой устойчивости MakerDAO аналитик указал решение перевести резервы на сумму $500 млн в краткосрочные казначейские облигации США.
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