Thanks for all the good vibes and shared recognition!
Appreciate the support from everyone who believes in what we’re building at @lista_dao.
今天看到 @lista_dao 上了韩所,其实我感觉很正常,甚至觉得是时间问题了,因为它现在已经是 bnbchain 原生第一大借贷协议,TVL 已经超 15.7 亿美金,不是普通打榜协议能比的。
Liquid Staking 单模块锁仓就超 7.4 亿美金,对比 Lido 初期阶段非常接近;
协议日收入已经超 8,500 美元,年化营收 480 万美金+,是真实现金流在上涨,正向闭环已经跑通;
Staking APY 一度高达 17.97%+,对标传统 DeFi 利率系统,明显是高吸引力选手;
更关键的是,它不只是一个单模块协议,而是目前 BNB Chain 上唯一同时具备 LSD、借贷、稳定币三位一体的复合型协议,也就是:
自己铸稳定币、自己释放杠杆、自己控流动性,全栈一条龙服务
这个结构在以太坊上是 Lido + Aave + MakerDAO 拼出来的,但在 BNB 上,Lista 是一个协议原生完成的
最近一个月,活跃钱包数环比增长 32%+,TVL 增速全链前五;
非激励 TVL 占比超过 70%,说明大部分锁仓都是真实用户自发参与,不靠空投不靠刷榜
而且 lisUSD 这个稳定币是通过超额抵押 slisBNB/BNB/ETH 铸出来的稳定锚定资产,已经开始被广泛接入链上借贷、流动池、LP 奖励
讲真,这协议现在就是一台造钱机器:你抵押 → 铸稳定币 → 再参与借贷 → 拿 LP 奖励 → 拿收益 → 再抵押,所有环节都在 Lista 内部闭环完成
韩所上线只是开始,未来只要 TVL 和真实收入继续增长,市场迟早会意识到是结构性的 alpha

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