今天一下morpho上的借贷stcUSD & PT-stcUSD量一下飙升是不是同胞们带起来的呀! 最近跟团队在nyc见tradfi机构very bullish
跟进了大量协议,后续我多分享些跟进中的项目: CAP 是一个还没发币的去中心化稳定币协议。 CAP 的商业模式 = 用户存USDC → 铸造稳定币 cUSD → 专业机构执行多元化策略拿去赚收益 →再质押者提供担保 → 大家分收益。 这里的担保是为了防止机构乱搞,系统引入再质押担保机制通过Symbiotic/EigenLayer委托ETH为运营商提供担保,赚取高达4% APR的USDC费用加上PoS收益。 这样既能让普通人拿到稳定币,又能让机构和质押者通过安全的结构化方式赚收益。 1、总计筹集约1390万美元。。富兰克林邓普顿和Triton Capital领投。 2、目前阶段 3,从2025 年 10 月 13 日开启,TVL2.8亿美金 3、核心组件是: 铸造机制:用户1:1存入USDC/USDT铸造cUSD,完全可赎回。stcUSD变体允许质押以获得增强收益。 4、产品主要2个亮点资产是cUSD+stcUSD cUSD:由蓝筹稳定币抵押的数字美元资产 stcUSD:cUSD 的收益版本 cUSD 持有者继续享受 10 倍Caps,其他就是PT YT那一套,积分高达20x。 当前cap @capmoney_重点是稳住 Pendle 与 Morpho 需求,整合更多蓝筹 DeFi 带动 cUSD 需求需求,保持 cUSD 与 stcUSD 的市场扩展,同时通过延长参与时间、钱包集成和委托机制提升用户黏性。
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