@latetot @fraxfinance After the last few weeks I think any level of undercollateralisation could lead to the peg breaking down to at least the collateral levels, and possibly lower, at some point.
I could be overreacting but even lower levels of risk accumulate over long enough time frames.

@在过去几周后,我认为任何程度的欠融资都可能导致钉住汇率至少下降到抵押品水平,并可能在某个时候下降。
我可能反应过度,但在足够长的时间内,风险水平甚至更低。

发表时间:1年前 作者:Hugh Karp 🐢 @HughKarp