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BLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round Table

Nov 29, 2023
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INSIGHT

MakerDAO Efficiency

  • MakerDAO's revenue is at an all-time high despite having 40% less borrowed DAI than its previous peak.
  • This suggests MakerDAO is doing more with less, likely due to real-world asset (RWA) yields.
ADVICE

MakerDAO Risk

  • Be cautious of MakerDAO's reliance on RWA yields, especially as interest rates may decrease.
  • MakerDAO might chase higher yields by taking on more risk to maintain current returns.
INSIGHT

Vertex Volume

  • Vertex's trading volume significantly increased, reaching $1.5 billion despite low open interest.
  • This high volume, coupled with fee distribution to stakers, creates a reflexive system impacting token price.
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