Analysis: Celsius may be technically insolvent
2022-06-06 07:17
星球日报讯 据推特用户yieldchad分析,从技术层面来说,Celsius可能已经资不抵债。该项目一共有100万枚<span class="font">ETH</span>,但只有26.8万枚(近27%)是有充足流动性的;另外44.5万枚拿的是<span class="font">Lido</span>的stETH,按当前<span class="font">Curve</span>的汇率只能换出28.7万枚ETH;最后28.8万枚直接质押进了以太坊2.0合约,一时半会(至少1年内)拿不出来。按照每周5万枚ETH的速度,Celsius在五周内就会耗尽具有流动性的ETH。
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