Polygon 的 10 亿美元收益计划受到前员工的批评
Polygon 的 10 亿美元收益率提案引发争论
Pranav Maheshwari 在X 帖子中提到，从稳定币储备中产生收益的提案是由 Allez Labs 与DeFi协议合作提出的。该计划建议每年从闲置储备中获得约 7000 万美元的机会成本。
Polygon Bridge 通过多重流程锁定稳定储备。首先，用户决定发起从以太坊到 Polygon 的代币转移。此后，代币将被锁定在Ethereum上的智能trac中，作为托管。它确保令牌在该过程完成之前保持安全。
这位前 Polygon 员工强调，这些锁定的代币是侧链希望用作抵押品来为生态系统产生收益的资产。然而，Polygon 上的验证者会在此过程中收到锁定代币的通知，同时在网络上铸造等效代币。
最主要的事情来了——这里的收益将如何产生？ Maheshwari 补充说，Pos Bridge 上闲置着大约 13 亿美元的稳定币。这些资金将连接到Ethereum并存入 ERC-4626 金库（Morpho Labs、Sky Ecosystem），产生 7% 的年收益，最终每年产生 9100 万美元。
收益将返回 Polygon 生态系统，并将通过 Yearnfi 金库奖励 USDC、USDT 和 DAI 的储户。
虽然该提案承诺流动性、去中心化和生态系统增长，但风险也迫在眉睫。他警告说，对收益协议的任何黑客或攻击都可能危及桥梁的稳定性，危及用户资产。
安全问题和措施
从理论上讲，这种方法似乎很理想，但在实践中却存在很大的风险。
如果任何底层的收益生成协议遭遇黑客或金融攻击，它可能会损害由桥保护的 Polygon 资产的价值，……
—普拉纳夫·马赫什瓦里 (@impranavm_) 2024 年 12 月 16 日
He added that the security assurances have been made, but the community must weigh innovation against potential fallout. If this process turns out to be successful, it could set a trend for native liquidity solutions in DeFi.
Aave governance raises concerns
Aave governance delegate Marc Zeller has raised concerns over the controversial plan as it could affect Aave’s future on Polygon. It is the largest protocol on Polygon. It holds over a third of the chain’s total value locked (TVL) at $467 million (DeFiLlama).
Some users have argued that the program’s profits could help incentivize liquidity and fuel ecosystem growth. But Marc Zeller and many others are wary as adding extra layers of risk to “stable” assets could backfire.
If any yield protocols face issues, it could destabilize Polygon’s bridge and harm the ecosystem. Stablecoins are meant to be stable, and this could undermine that trust.
As of now, POL (ex-MATIC) (POL) recorded a correction after registering a fun upward run. POL price is down by around 10% in the last 7 days while it is still up by 62% over the past 60 days. POL is trading at an average price of $0.59, at the press time. Its 24-hour trading volume is up by 26% to stand at $289 million.
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