Технологија

МакерДАО би требало да 'озбиљно размотри' депеггинг ДАИ од УСД — Оснивач

08/12/2022
Битцоин Етхереум Невс

MakerDAO founder Rune Christensen has urged members of the децентрализована аутономна организација (ДАО) to “seriously consider” preparing for the depeg of its Dai (DAI) stablecoin from the United States dollar.

The founder’s comments came in light of the recently announced sanctions on crypto mixer Tornado Cash, noting to MakerDAO’s Discord channel on Thursday that the sanctions are “unfortunately more serious than I first thought,” adding that they should prepare to depeg its native stablecoin DAI from the USD to avoid any risk’s, relating to Circle’s recent freezing of sanctioned USD Coin (USDC) addresses:

„Мислим да би требало озбиљно да размислимо о припремама за депег од УСД. Готово је неизбежно да ће се то догодити и реално је само уз огромне количине припрема.”

On Monday, the U.S. Office of Foreign Asset Control (OFAC) officially barred residents from using the Tornado Cash protocol, while placing 44 USDC addresses linked with the platform on its list of Specially Designated Nationals.

Following the move, USDC issuers Circle froze $75,000 worth of the stablecoin linked to the 44 sanctioned addresses.

Around 50.1% of MakerDAO’s DAI is collateralized by USDC, према до Dai Stats. Christensen has raised concerns over the asset’s heavy reliance on a centralized asset in USDC, as Circle has shown that it will act in accordance with United States law in the case of Tornado Cash.

DAI is currently the fourth largest USD-pegged stablecoin in crypto with its current market cap of $7 billion, and the figure places it as the fifteen largest asset overall.

Ditching USDC backing

Following the call, Yearn.finance core developer bantg предложио that MakerDAO was considering converting all its USDC from its peg stability module into $3.5 billion in Ether (ETH), which would result in more than 50% of DAI being backed by ETH, a massive jump from the 7.3% currently.

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The proposed idea drew criticism from the community, comparing MakerDAO to the beleaguered Terra project, which aggressively bought Bitcoin (BTC) to back its TerraUSD Classic (USTC) stablecoin before the project ultimately imploded.

Ethereum co-founder Vitalik Buterin also chimed ind, наводећи:

„Е, ово изгледа као ризична и ужасна идеја. Ако ЕТХ много падне, вредност колатерала би се знатно смањила, али ЦДП-ови не би били ликвидирани, тако да би цео систем ризиковао да постане делимична резерва.

However, Christensen later clarified that what he actually “wrote in the maker governance discord was that yoloing all the stablecoin collateral into ETH would be a bad idea.”

Though he confirmed that a “partial yolo” could still be a good idea, noting:

“I think slowly DCA’ing some collateral into ETH is an option that can be considered depending on the severity of the blacklisting risk, which I personally think is much higher after the TC blacklist… it would exchange blacklist risk for depeg and haircut risk.”