Riba:
- Ikon fahimtar tubalan ginin DeFi kamar AMM, wurin ruwa, lamunin baka da lamuni da amfani da hankali na wucin gadi a cikin bayanin injina da tsara yanayin
- Samun damar bambance cewa yawancin haɗarin DeFi sune raunin dabaru na tattalin arziki / kasuwanci, ba bugu na lamba ba, kuma wannan hankali na wucin gadi yana da rauni a cikin raunin tattalin arziki na asali.
- Samun damar fahimtar cewa an tabbatar da tsaro ta tattalin arziki ta hanyar kwaikwayo, ba ta hanyar tunani ba, kuma wannan jarabar magana ita ce mafi ƙarancin rauni.
DeFi (Ƙimar da ba ta da tushe) ita ce mafi girman ƙima kuma mafi girman yankin Web3. Musanya, ka'idojin bayar da lamuni, wuraren ruwa-duk suna gudana azaman lamba, kuma duk suna motsa miliyoyin daloli a cikin yanayi mara kyau. A cikin wannan rukunin, za mu yi amfani da AI a matsayin mataimakiyar nazarin yarjejeniya; Za mu koyi fahimtar rashin ruwa, farashi, MEV da hare-haren tattalin arziki da kuma inda AI ke taimakawa kuma bai isa ba a wannan yanki na mahallin.
Tubalan gini na asali na DeFi
- AMM (Mai yin Kasuwa ta atomatik): Tsarin musanya wanda ke saita farashi ta hanyar dabara (misali x·y=k) maimakon daidaita masu siye da masu siyarwa.
- Liquidity pool: Asusu gama gari inda masu amfani ke ajiya alamomi da ciniki ke faruwa.
- Yarjejeniyar Ba da Lamuni: Bayar da rance ba tare da lamuni ba; Liquidition yana faruwa lokacin da ƙimar lamuni ta ragu.
- Oracle: Tushen bayanan da ke kawo farashin waje zuwa ƙa'idar - DeFi mafi mahimmanci kuma mafi ƙarancin dogaro.
- Lamunin walƙiya: Lamunin da aka karɓa ba tare da lamuni ba a cikin ma'amala guda ɗaya kuma an dawo da ita cikin ma'amala ɗaya; Yana da duka halaltattun amfani da kayan aikin hari.
MEV da hare-haren tattalin arziki
MEV (Mafi girman ƙimar da za a iya cirewa - ƙimar da hukuma ta fitar don yin oda/ƙara/cire ma'amaloli) aji ne na haɗari musamman ga DeFi. Ma'amaloli masu jiran gado suna bayyana a cikin tafkin jama'a (mempool); Wannan hangen nesa yana buɗe ƙofar zuwa hare-hare masu zuwa:
- Gaba-gaba: Ganin ciniki mai riba da shigar da kansa a gabanta.
- Harin Sandwich: Sanya ma'amaloli kafin da bayan siyan wanda aka azabtar da cin riba daga bambancin farashi.
- Maganin Oracle: Yaudarar yarjejeniya ta canza farashin tafkin nan take, yawanci tare da lamuni mai walƙiya.
Wadannan hare-haren ba su tashi daga "bug" na lambar ba, amma daga amfani da tsarin tattalin arziki. Wannan shine inda AI ke da wahala mafi yawa: AI wanda ke da kyau a bincika lambar fasaha sau da yawa ba zai iya gano takamaiman yanayin tattalin arziƙi ba.
Hankali: Mafi yawan raunin DeFi ba "cututtukan lamba" bane amma raunin dabarun tattalin arziki/kasuwanci. Madaidaicin lambar sikanin AI ta rasa waɗannan; Wannan shine filin da ke buƙatar mafi yawan ƙwarewar ɗan adam, kwaikwaiyo da ƙirar ƙira.
Matsayin AI a cikin bincike na DeFi
1. Bayanin injiniyoyi. AI yana da ƙarfi wajen bayyanawa cikin yare bayyananne yadda ƙayyadaddun yarjejeniya (misali AMM na tushen lanƙwasa) ke aiki. Wannan yana ba da saurin shigarwa cikin bincike.
2. Samar da labari/masu hasashe. "A wane motsi farashin wannan ka'idar bashi zai shiga cikin rikicin ruwa?" AI yana samar da daftarin yanayi tare da tambayoyi kamar; Ana gwada waɗannan ta hanyar kwaikwayo.
3. Tuna da sanannun salon harin. AI yana haifar da yanayin hare-haren DeFi da suka gabata (maganin magana, sake dawowa, karkatar da ruwa) kamar jerin abubuwan dubawa.
4. daftarin shirin kwaikwayo. AI na iya fito da wani shiri wanda al'amuran zasu gwada; amma simulation kanta ana yin shi tare da kayan aiki (Foundry, Tenderly).
Rauni mai ƙarfi / Ƙarfi mai ƙarfi
Rawanin faɗakarwa:
Shin wannan ka'idar DeFi lafiya ce?
Ƙarfi mai ƙarfi:
Matsayinku: Manazarcin ka'idar DeFi. Yi nazarin tsarin yarjejeniya a ƙasa. Yi la'akari da abubuwan da ke haifar da hare-haren tattalin arziƙi ɗaya bayan ɗaya: magudin baki (tare da lamuni mai walƙiya), sanwici/gudu na gaba, karkatar da ruwa, tasirin janyewar ruwa. Ga kowane vector: yadda za a jawo, wane yanayi ake buƙata, tasiri mai yiwuwa. Waɗannan su ne hasashe da za a gwada ta hanyar kwaikwayo; Kar a ce "aminci/rashin lafiya" tabbas. GENERATE Haƙiƙan lambar hari; Bayyana haɗari don dalilai na tsaro kawai.
Samfura huɗu masu kwafi
1) Bayanin injina:
Yi bayani a cikin yare bayyananne, mataki-mataki, tsarin farashi / ruwa na wannan yarjejeniya: menene zai faru lokacin da mai amfani ya yi ciniki, ta yaya aka ƙayyade farashin, menene dogaro na waje? Yi alama a ɓangaren da ba ku fahimta ba ko ku bar bayyananne.
2) Fagen harin tattalin arziki:
Taswirar yanayin harin tattalin arziki na wannan yarjejeniya: wadanne zato za a iya amfani da su a cikin magana, kudi, jingina, rarrabuwa, mulki? Rubuta kowane haɗari tare da yanayi ("menene idan"). Gabatar da shi azaman hasashe don tabbatarwa ta hanyar kwaikwayo.
3) Yanayin damuwa:
Yi la'akari da yanayin da ke gaba: idan alamar haɗin gwiwa ta ragu da kashi 50%, idan farashin magana ya karkata da kashi 30 cikin 100 na ɗan lokaci, idan an cire kashi 80 na ruwa, menene ka'idar? Rubuta tasirin ƙwanƙwasa kowane yanayi. Kar a yi da'awar daidaiton lambobi; Ƙayyade cewa ana buƙatar simintin.
4) Daidaita tsarin harin tarihi:
Shin ƙirar wannan ƙa'idar tana ɗaukar yanayi iri ɗaya ga wane daga cikin sanannun ƙirar harin DeFi (misali magana mai tushe guda ɗaya, buɗaɗɗen rancen lamuni)? Nuna kamanceceniya don dalilai na tsaro; Kada ku ɗauki matakin amfani, zai haifar da ma'ana kawai.
Karama guda uku (a cikin lambobi)
Case 1 - Haɓaka Oracle da wuri. Wata tawaga tana tsara sabuwar yarjejeniya ta bashi. A lokacin bayanin injin, YZ ya nuna hasashe cewa "ana ɗaukar farashin daga tafkin guda ɗaya kuma ana iya sarrafa shi tare da lamuni mai walƙiya." Ƙungiyar ta tabbatar da hakan a cikin simintin kuma ta koma TWAP + Multi-sourcing. An kauce wa kiyasin hasara: gaba ɗaya kulle ƙimar yarjejeniya. Darasi: AI yana da kima wajen fitar da sanannun alamu.
Case 2 - AI ya rasa ainihin raunin rauni. A cikin wata yarjejeniya, raunin ya kasance kuskuren tattalin arziki na musamman wanda ya haifar da hulɗar hanyoyin guda biyu (lada + ruwa). AI ta sami kowane tsarin "marasa aibi" daya bayan daya; Ba a iya ganin hulɗar. An kama mai ƙirar ɗan adam da siminti. Darasi: yayin da abubuwan da aka gyara suna daidai, tattalin arzikin gabaɗaya shine wurin makaho na AI.
Case 3 - Tsarin simulation ya adana lokaci. Wani manazarci ya tsara yanayin damuwa daban-daban 15 a cikin AI maimakon tsara su da hannu; sannan ya gudu a Foundry. Shirye-shiryen ya ragu daga rana 1 zuwa 2 hours; amma fassarar sakamakon da yanke shawara na mutum ne. Darasi: Shirye-shiryen AI, matakan abin hawa, yanke shawara ɗan adam.
Rashin makawa na kwaikwayo
A cikin DeFi, ba a tabbatar da tsaro ta "tunani" ba; Ana gwada shi ta hanyar kwaikwayo. Ana iya fahimtar ƙarfin tattalin arziƙin ƙa'idar ta hanyar gudanar da farashi daban-daban ta ƙididdigewa, yawan kuɗi da yanayin hari. AI na iya tsarawa da tsara lambar waɗannan simintin; amma kayan aiki da mutane ne ke samarwa da fassara sakamakon. Bayanin "mai yiwuwa mai ɗorewa" wanda AI ta samar ba sakamakon kwaikwayo ba ne kuma ba za a iya gabatar da shi kamar haka ba.
Tukwici: Lokacin da kuka karɓi ƙimar haɗarin DeFi daga AI, yakamata ku tambayi kowane hasashe "wane simulation zan gwada wannan da shi?" Juya shi zuwa tambaya. Da'awar tsaro da ba za a iya gwadawa ba tabbaci ba ne a DeFi.
Kuskuren gama gari
- Ana duba gibin tattalin arziki kamar kwaro na lamba. Haɗarin DeFi galibi suna cikin dabaru na kasuwanci.
- Amincewa da AI don faɗi "lafiya" da tsallake simintin. Ana buƙatar gwaji.
- Tabbatar da abubuwan haɗin gwiwa ɗaya bayan ɗaya da tsallake hulɗa. Tattalin arzikin gaba ɗaya yana da mahimmanci.
- Amincewa da Oracle daga tushe guda. Mafi yawan bala'in DeFi.
- Yin watsi da MEV/gudanar gaba. Mantawa da gaskiyar mempool na jama'a.
- Ƙirƙirar lambar amfani. Binciken tsaro kawai ya dace.
A takaice
- DeFi wuri ne mai daraja da ƙiyayya; Haɗarin galibi suna cikin dabarun tattalin arziki/kasuwanci.
- MEV, gaba-gaba, sanwici da magudin baka sune nau'ikan hare-hare na musamman ga DeFi.
- AI yana da ƙarfi a cikin bayani na inji da tsara yanayin; Asalin kasawar tattalin arziki mai rauni.
- An tabbatar da tsaro ta tattalin arziki ta hanyar kwaikwayo, ba tunani ba; Shirye-shiryen AI, matakan abin hawa.
- Dogaro da Oracle shine mafi rauni wurin DeFi; albarkatu masu yawa da TWAP da ake buƙata.
Aikin aikace-aikace
Zaɓi yarjejeniyar AMM ko lamuni (tare da bayyanannen takaddun shaida). Aiwatar da "bayanin aikin injiniya" da "salon harin tattalin arziki" yana sawa ga AI. Ga kowane hasashe na haɗari da AI ke samarwa, "wane kwaikwayo zan gwada wannan da?" Amsa tambaya. Sa'an nan nemo ainihin rahoton binciken waccan yarjejeniya kuma kwatanta ainihin binciken tare da haɗarin da AI ta nuna: Menene AI ta kama, menene ya ɓace?
jerin abubuwan dubawa
- [ ] Na yi magana game da kasada a cikin girma biyu: code + tattalin arziki.
- [ ] Na kimanta MEV/na gaba-gudu.
- [ ] Na kuma bincika dogaro da Oracle.
- [ ] Na yi tambaya game da hulɗar sassan (dukkan tattalin arzikin).
- [ ] Na haɗa kowace hasashe zuwa shirin kwaikwayo.
- [ ] Na maye gurbin "lafiya" na AI tare da kwaikwayo.
- [ ] Na yi nazari ne kawai don dalilai na tsaro.