22h ago
Orderly TVL 的增长怎么样? Coingecko 这份数据其实能看出 Orderly 的底层结构正在变宽。过去它主要依赖 USDC 作为唯一抵押资产,TVL 大约只有 $19M;但到了 8 月底,总锁仓量已经飙升到 $51.3M,增长了 168.9%。更关键的是,这种增长不是靠补贴而来,而是靠功能扩展带来的自然资金流入。 当多抵押资产 在 7 月 24 日上线后, USDT 与 ETH 被允许参与保证金交易、 Orderly 的流动性层开始更接近真实市场的样子。USDT 从 0 增长到 $3.3M,用不到两个月;这说明稳定币资金正在主动流入,而非短期套利。 ▰▰▰▰▰ 从生态角度看 ※ 资金稳定性更高了! USDC 的占比虽仍高达 93%,但新增的 USDT/ETH 提高了资金多样性,也分散了单资产依赖的风险。 ※ 机构和量化开始进场! 多抵押意味着可以跨链、跨资产调仓, 这对专业交易者来说是流动性效率的关键升级。 ※ OmniVault 与衍生交易的增长空间更大! 当抵押资产变多,衍生品市场能承接更高杠杆与更复杂策略、这会反过来推高 Vault 收益和手续费收入。 ▰▰▰▰▰ 总结,Orderly 的 TVL 增长、不只是数字翻倍、而是底层市场结构完成了升级。这正是一个成熟交易层开始进入自我增长周期的标志。 #KaitoYap @KaitoAI @OrderlyNetwork @0xArjun @ranyi1115 #Yap $ORDER
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