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Details 👉 https://www.gate.com/announcements/article/
KMNO市值7700万美元,年化费用6691万美元,P/S比率约1倍。同类基础设施Morpho的P/S比率4.2倍。
Kamino拥有23.3亿美元TVL,5亿美元PYUSD金库,所有市场零坏账。
要么费用倍数错了,要么对比标的错了。总有一个会重新定价。