Đối tác Dragonfly Haseeb: Vẫn lạc quan về DeFi, nợ xấu của AAVE không phải là một đòn chí mạng
By: rootdata|2026/04/21 10:50:36
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Đối tác Dragonfly Capital Haseeb đã tweet rằng mặc dù có những vấn đề gần đây như nợ xấu với AAVE, ông vẫn lạc quan về sự phát triển lâu dài của DeFi.
Haseeb chỉ ra rằng ngành công nghiệp DeFi học hỏi và tiến bộ thông qua những thất bại lặp đi lặp lại. Dù là sự sụp đổ của Terra, cuộc đấu giá thất bại vào Black Friday năm 2020, hay sự kiện de-pegging stETH vào năm 2022, DeFi đã nhiều lần đối mặt với những trở ngại, nhưng nó trở nên mạnh mẽ hơn sau mỗi thất bại. Điều này không khác gì với TradFi—tài chính truyền thống cũng đã trải qua nhiều thất bại, chẳng hạn như cuộc khủng hoảng ngân hàng năm 2008, cuộc khủng hoảng cho vay, và cuộc khủng hoảng tiết kiệm và cho vay vào những năm 1980.
Cốt lõi của DeFi là sự tránh rủi ro và khả năng phục hồi. Ngay cả với một số nợ xấu như của AAVE, giao thức vẫn có đủ vốn để bù đắp cho những tổn thất, và những thất bại này không phải là chí mạng. Ông nhấn mạnh rằng DeFi sẽ không biến mất, và những cuộc thảo luận sôi nổi xung quanh cách cải thiện DeFi là một phần của sự tiến bộ liên tục của nó. Ông lạc quan về DeFi và về cộng đồng này.
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