DeFi Financial Statement: Token terminal, Messari, sec Edgar
Figure
为什么选的这些Token，为什么其他Token被排除，Method
多个时间点
批判一下：为什么我我们的方法好，DeFillama的不好，数据上的对比， 为什么删Lido
Methodology 也要引用：DeFi llama 为什么要去掉Lido，Lido是啥要cite white paper，不是分析都要cite
Net Position Future Work
A few thoughts:
is it possible to find out how much of a coin (eg ETH)/token (eg UNI) is held by an EOA (externally owned address) and how much by a smart contract? If we can find out, then we can estimate the TVR of entire blockchain system, not just the top protocols
another question to examine (maybe only discuss in WINE but can be performed for the thesis) is the associated snowballing effect / compounded, subprime market risk associated with wrapping tokens — this can be connected to financial crises triggered by credit risks in the traditional finance world
继续在TVR上继续分
Total value redeemable: Remove
Net position: Assets - Liabilities
DeFi Financial Statement: Token terminal, Messari, sec Edgar
Figure
为什么选的这些Token，为什么其他Token被排除，Method
多个时间点
批判一下：为什么我我们的方法好，DeFillama的不好，数据上的对比， 为什么删Lido
Methodology 也要引用：DeFi llama 为什么要去掉Lido，Lido是啥要cite white paper，不是分析都要cite
Net Position Future Work
A few thoughts: