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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