𝗪𝗛𝗘𝗥𝗘 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗦𝗜𝗧𝗦 𝗖𝗔𝗡 𝗠𝗔𝗧𝗧𝗘𝗥 𝗔𝗦 𝗠𝗨𝗖𝗛 𝗔𝗦 𝗛𝗢𝗪 𝗠𝗨𝗖𝗛 𝗧𝗛𝗘𝗥𝗘 𝗜𝗦
Total liquidity can hide important structural differences.
If capital is heavily concentrated in one asset or market, the system may have greater sensitivity to changes affecting that specific area.
A more distributed liquidity structure can create different forms of resilience and flexibility.
This is why analyzing #JustLend should involve more than checking total deposits.
Look at asset composition.
Look at concentration.
Look at utilization.
Look at how liquidity moves over time.
DeFi analysis becomes significantly more useful when capital is treated as a collection of economic positions rather than one large number.
The structure behind the liquidity is often where the more important information is found.
@DeFi_JUST @justinsuntron
#TRONEcoStar
Total liquidity can hide important structural differences.
If capital is heavily concentrated in one asset or market, the system may have greater sensitivity to changes affecting that specific area.
A more distributed liquidity structure can create different forms of resilience and flexibility.
This is why analyzing #JustLend should involve more than checking total deposits.
Look at asset composition.
Look at concentration.
Look at utilization.
Look at how liquidity moves over time.
DeFi analysis becomes significantly more useful when capital is treated as a collection of economic positions rather than one large number.
The structure behind the liquidity is often where the more important information is found.
@DeFi_JUST @justinsuntron
#TRONEcoStar
