火星財經Crypto Daily 2024年1月31日
一、今日要聞
THORChain新提議預計將價值3億美元RUNE以擴大借貸規模
THORChain 在其官方 GitLab 頁面上提出了新的改進提案（ADR 012），主要目的是擴大 THORFi 借貸業務並儲備儲備。根據該提案，自 2023 年第三季度推出借貸業務以來，共開放了 1300 筆貸款，涉及約2400 萬美元的抵押品，用於發放700 萬美元的債務。目前系統風險較低，完全清算下約70 萬美元RUNE 將被永久募集。該提案建議將最大抵押率（MAXCR）設置為200%，並預計6000 萬枚RUNE 的備用儲備。此舉旨在降低網路風險，安全地進行網路借貸槓桿。將MAXCR 降低至200% 將使得更多貸款得以發放，且在熊市中貸款關閉的可能性降低。
另外，透過推測約 3 億美元價值的 RUNE，THORChain 可以吸收額外的 1 億美元聖品，增加對 RUNE 的需求市場。該提議還提到了購買，預計備用不僅是冠狀動脈業務擴展創造空間，也有幫助未來推出穩定幣和永續合約等新功能。
DWF Labs為2023年交易數量最多的加密創投機構，超過Coinbase Ventures
根據 PitchBook 發布的「2023 年交易數量最多的加密風投」數據，前 11 名的投資機構分別為：DWF Labs（42 筆交易）、Coinbase Ventures（34 筆交易）、Cogitent Ventures（31 筆交易） 、Shima Capital（31 筆交易）、WAGMI Ventures（30 筆交易）、Blizzard Avalanche Fund（29 筆交易）、Big Brain Holdings（29 筆交易）、Andreessen Horowitz（28 筆交易）、NGC Ventures（28 筆交易） 、MH Ventures（26筆交易）、Robot Ventures（26筆交易）。
此外，HashKey Exchange 推出創投部門HashKey Capital 和Jump Trading Group 子公司Jump Crypto 去年未能成為加密風投機構前十名，兩國曾在2022 年上榜。在加密貨幣交易所中，只有Coinbase Global Inc . Coinbase Ventures 於 2023 年上榜。 儘管如此，Coinbase Ventures 的交易數量還是比去年下降了 75%，僅參與了 34 輪融資。
香港對WorldCoin涉嫌違規收集客戶虹膜資料展開調查
根據OrangeNews通報，香港對WorldCoin涉嫌違規收集客戶虹膜資料展開調查，香港署方根據法庭手令搜查到「Worldcoin世界幣」分別位於香港分別位於油麻地、觀塘、灣仔、數碼港、中環及銅鑼灣共六個處所香港公署呼籲市民提高警覺，方便提供生物辨識個人資料。
鏈上數據顯示Starknet疑似測試使用STRK支付Gas費
根據 Starknet 核心開發人員@antiyro 在 X 平台分享的鏈上數據，Starknet 網路 524884 區塊中的記帳交易使用了 STRK 支付 Gas 費用。
Binance將上線Jupiter（JUP），並加上種子標籤
根據官方消息，幣安暫定於1月31日23:30（東八區時間）上線Jupiter（JUP），並開放JUP/USDT、JUP/FDUSD、JUP/TRY現貨交易對。另外，幣安逐倉槓桿將於1月31日23:30（東八區時間）起的48小時內新增JUP資產，並開放JUP/USDT交易對。
Elon Musk刪除X簡介中“（CTO）Chief Troll Office”，TROLL 24H跌幅46.8%
Elon Musk 刪除了X 帳戶簡介中的「（CTO）Chief Troll Leader」。 CoinGecko 資料顯示，TROLL 24H 跌幅達46.8%。雙方1 月9 日訊息，Elon Musk 將X 帳戶簡介改為「（CTO）Chief Troll 」官」。
比特幣現貨ETF第13個交易日資金淨流入2.47億美元
根據Farside Investors監測，美國所有比特幣資金現貨ETF第13個交易日資金淨流入2.47億美元。其中，灰階GBTC資金流出約2.21億美元，貝萊德IBIT資金流入約2.99億美元，富達FBTC淨流入為1.19 億美元，Bitwise 的BITB 資金淨流入為2,200 萬美元，Ark 21Shares 的ARKB 資金淨流入為1,700 萬美元，景順BTCO 資金淨流入為600 萬美元，Franklin 的EZBC 資金淨流入為300 萬美元美元，WisdomTree 的 BTCW 資金淨流入為 200 萬美元。
ZetaChain公佈代幣：經濟學總體10%將用於社群獎勵
根據 ZetaChain 公佈的代幣經濟學顯示，ZETA 總體規模為 21 億枚，其中 10% 將保留用於社區獎勵。ZetaChain 社區成員可以透過開發和為網路做出貢獻來輔助代幣詳細。分配及解鎖規則如下：
· 用戶成長（10%）：代幣上線時解鎖4.5%，前一個月後的5個月內每月解鎖0.2%。從發布後6個月開始，剩餘代幣將在36個月內線性解鎖解鎖。
· 生態系統成長基金（12%）：代幣上線時解鎖1.5%，從發布後6個月開始，剩餘代幣將在32個月內線性解鎖。
· 驗證者激勵（10%）：透過4年的區塊排放進行分配。
· 流動性激勵（4%）：代幣上線時解鎖3%，剩餘代幣將在此後的48個月內線性解鎖。
· 協議財庫（24%）：代幣上線時解鎖2%，12個月後，剩餘代幣將在36個月內線性解鎖。
· 核心貢獻者（22.5%）：代幣上線後6個月開始解鎖，持續6個月的每月解鎖1/18。12個月後，每月解鎖剩餘的1/36，將持續24一個月。
·投資人及顧問（16%）：上線後6個月開始解鎖，持續6個月的每月剩餘解鎖1/18。12個月後，每月剩餘解鎖的1/36，將持續24個月。
據報道，ZetaChain（ZETA）將於北京時間2月1日11時在OKX開放交易。Bitget、KuCoin、Gate、Bitfinex也將陸續開放ZETA代幣交易。
ZetaChain主網啟動時將全面支援BNB Chain、以太坊與比特幣網絡
The public chain ZetaChain announced that it will natively support BNB Chain, Ethereum and Bitcoin networks when the main network is launched. BNB Chain users can interact with contracts on ZetaChain, conduct cross-chain transactions on the chain connected to ZetaChain, and can also transfer liquidity Transfer to BNB Chain. Additionally, BNB holders can directly access the ZetaChain Omnichain without changing the network.
Data: Sui TVL crosses $450 million, up 10x in four months
The total lock-up value (TVL) of Layer1 blockchain Sui exceeded US$450 million, rising 10 times in four months, surpassing Cardano, Base, etc., and is currently the 11th blockchain with the highest TVL on DeFiLlama. at PulseChina.
Coinbase adds Render (RENDER) to its currency listing roadmap
According to official news, Coinbase has included Render (RENDER) in its currency listing roadmap. It is reported that Coinbase has previously decided to list assets that have been decided to be listed in advance and move them to the roadmap in order to improve asset transparency.
PayPal announces 9% layoffs, involving approximately 2,500 employees
PayPal Holdings Inc. will cut about 9% of its workforce, affecting about 2,500 employees, and will be notified this weekend due to growing competition, profit pressure and analysts downgrading the company. PayPal CEO Alex Chriss said in a letter to employees on Tuesday that the decision was made to "right-size" the company through direct layoffs and the elimination of open positions. The job cuts will allow the company to "move forward at the pace needed to meet customer demand and drive profitable growth." At the same time, the company will continue to invest in areas of the business that it believes can create and accelerate growth. PayPal employed approximately 29,900 people at the end of 2022. The company had already carried out a round of layoffs in January last year, cutting about 7% of its workforce. Its shares have plunged more than 20% in the past year as earnings fell and the company lowered its full-year guidance for adjusted operating margins.
Dencun upgrade on Ethereum Sepolia testnet goes live on Thursday
The Dencun upgrade on the Ethereum Sepolia testnet will take place at 22:51 UTC on Thursday and will be completed at 23:10 UTC. Sepolia is the second of three testnets run through Dencun simulations. Dencun went live on the Goerli testnet earlier this month, but was initially unable to be finalized. On February 7, Dencun will go live on its final Ethereum testnet, Holesky. Afterwards, the developer will sign the date Dencun is activated on the main blockchain. The testnet replicates the main blockchain and allows developers to make any changes to the protocol or its decentralized applications in a low-risk environment.
Stablecoin supply increased by 3.5% in the past 30 days
CryptoSlate research and data analyst James Van Straten said stablecoin supply began to grow in the fourth quarter of 2023, and the trend has continued into 2024. The current total stablecoin supply has increased by approximately 3.5% over the past 30 days, while the stablecoin supply ratio (SSR) has dropped to the 0.74 range from 4.13 at the end of October last year, indicating that stablecoins have more purchasing power to purchase BTC. In contrast, the current supply of Bitcoin is dynamic and institutional capital flows are increasing on-chain trading volume due to the launch of Bitcoin spot ETFs.
2. Selected articles
Vitalik Buterin: Crypto+AI application prospects and challenges
This article explores the intersection of cryptocurrency and artificial intelligence, including how decentralized cryptocurrencies balance centralized artificial intelligence. AI can help identify true and false information and fraud, but needs to be careful about abuse of power. AI can also be used as part of the game interface and rules, but one needs to be aware of the challenges posed by adversarial machine learning. The author puts forward the idea of using DAO to manage AI training and operation, and explores the possibility of realizing democratic governance of AI in a decentralized world. Overall, the combination of cryptocurrency and artificial intelligence has broad application prospects, but needs to be approached with caution.
The famous brand of "grabbing projects", the L2 cake has begun to involute before it has grown bigger.
The competition between Optimism and zkSync in the L2 field has expanded to the gaming field. Both hope to build an L2 network for ApeCoin DAO, sparking fierce competition. Horizen Labs helped ApeCoin DAO launch multiple initiatives, attracting Polygon, Optimism and Arbitrum to join. The veteran L2 project Arbitrum received high praise from Vitalik and launched the Arbitrum Orbit expansion plan. In the RaaS war triggered by Orbit, modular development has increased the pressure on the established L2. A unified DA layer as the foundation of each network will make the flow of funds simpler and attract a wider user base. In the DA competition, Avail, EigenDA and Celestia are the main players, serving the same space but taking different approaches.
Staking is about to be opened. Let’s break down the three killer features of Binance’s new investment project Puffer.
EigenLayer launches a new "liquidity re-hypothecation" track to attract people to look for the potential and wealth effects of new projects. Puffer Finance received strategic investment from Binance Labs, attracting market and community attention. Puffer has opened a staking window, and users can pledge ETH, stETH, USDT and USDC to receive points rewards from Puffer and EigenLayer. Puffer adopts a permissionless model to lower the threshold for node operation and prevent excessive centralization through self-restraint. Puffer also uses Secure-Signer technology to allow ordinary people to run verification nodes with less money while receiving strong institutional support and financing. The protocol adopts a dual-currency governance model to provide a highly competitive solution for the decentralized staking service market.
Metis vs Espresso: Which decentralized sequencer represents the future?
Both Metis and Espresso are trying to implement decentralized sorters, but their approaches are different. Metis adopts a self-operated store model, while Espresso is an outsourced module. Metis is advancing the decentralization process and has introduced the Sequencer pool and L2 Ranger nodes to supervise the sorting and block production behavior. Espresso offers modular Sequencer shared components and Hotshot proof-of-stake system, possibly in partnership with Eigenlayer. The challenges of decentralized Sequencer are not only technical issues, but also involve ecological construction, benefit distribution and incentive models. Espresso provides Rollups with modular Sequencer shared components and a Hotshot proof-of-stake system that can reduce transaction losses. But excessive modularity may affect ecological development. The success of layer 2 depends on whether it can bring effective expansion to the main network.
3. Project Interpretation
Understand ZetaChain: unique technical route, clear airdrop expectations, and consistent with popular narratives
The Bitcoin ETF was approved, the market recovered, and BTC fluctuated above $40,000. The multi-chain smart contract platform ZetaChain will be launched on multiple trading platforms, and the mainnet will also be launched soon. ZetaChain is unique in that it is committed to breaking the bridge dependence of cross-chain interactions and providing native BTC support for cross-chain Swap and full-chain asset pools. Developers can build decentralized applications that work on all chains. ZetaChain plans to airdrop tokens, provide easy-to-use infrastructure and tools, reward contributors and participants, and launch wallet cooperation activities and social tasks. Paying attention to and participating in the ZetaChain ecosystem is a good long-term choice.
What are Farcaster’s new features, Frames, praised by Paul Graham, the godfather of Silicon Valley entrepreneurship?
Farcaster是一個基於區塊鏈的加密社交網絡，最近推出了新功能“Frames”，吸引大量開發者並帶來了DAU的新高。Frames允許在推文中嵌入小型應用，如投票、調查表格等，用戶莫斯科至第三方平台即可參與互動。開發者已經創造了許多令人驚嘆的功能，例如在Farcaster feed 中Mint NFT、訂閱新聞通訊等。社區代幣$DEGEN 的空投活動也吸引了隊列用戶，其價格成長230%。遠播者的行動優先、分發方式的開發體驗讓人們看到了它的潛力，有望成為下一個Twitter。
1個月TVL成長3倍，深度解讀第三大L2生態Manta Pacific
Manta是一個基於以太坊的智能合約交易平台，利用Celestia提供數據可用性，節省用戶75萬美元。團隊成員鬥志昂揚，參與資金少，但仍堅持立場。商業模式是透過向用戶收取費用收益，併計劃將利潤用於行銷和生態成長基金。Manta 已有12.3 萬用戶加入，表現出色，但最終成功取決於和團隊社群的執行能力。
為比特幣再起爐灶，BounceBit引入質押生息與積分玩法
南枳Bounce宣布比特幣質押鏈BounceBit上線，用戶可質押數十代幣積分。BounceBit由幣安機構託管組織支持，旨在為比特幣創建智能合約執行環境。其具備EVM兼容性並與之前相比BTC安全性，可承認並納入BNB坊鏈上的BTCB和以太坊上的WBTC等資產，豐富的BTC案例。BounceBit引入雙代幣質押金系統，驗證者需持有原生代幣和BTC，獲得收益和治理權利BounceBit將於三月上網測試網，四月上網主網，五月進行空投和積分兌換。活動參與爆炸，用戶可質押多代幣積分，還有機會贏得Boost抽獎機會。雖然生息機制和創新程度價值不高，但獲得了幣安背景背書，具備一定參與。
市場投資估價0.85美元，JUP空值多少錢？
木星交易所將於1月31日上午10點進行空投，總流通量為13.5億枚，其中10億枚用於空投，2.5億枚用於launchpool，5000萬枚用於CEX做市，5000萬枚用於CEX做市於鏈上LP需求。JUP已在預售市場上交易，預計開盤價為0.40-0.70美元，市值將達到13.5億美元，排名前60。
四、投資融資
以太坊流動性協議Puffer Finance完成新一輪融資，Binance Labs參投
Binance Labs 宣布已投資基於 EigenLayer 構建的以太坊流動性重新抵押協議 Puffer Finance，Brevan Howard Digital、Jump Crypto 和 Lightspeed Faction 參投，具體金額暫時未披露，Puffer 將利用其資金開發其 Layer 2 網絡，該網絡將作為EigenLayer 主動驗證服務運行。
去中心化衍生性商品交易平台BBO Exchange完成270萬美元Pre-Seed輪融資
去中心化衍生性商品交易平台 BBO Exchange 宣布完成 270 萬美元 Pre-Seed 輪融資，Hashed 和 Arrington Capital 領投，Consensys、CMS Holdings、Flow Traders、Manifold Trading、Mask Network 及野村推出 Laser Digital 等參投。目前目前Exchange正在開發其基於zkEVM Layer 2網路的AMM，目前試行測試網註冊已開放。
RWA生態系TProtocol完成天使輪融資，Spark Digital Capital等人參投
RWA生態系統TProtocol宣布完成天使輪融資，Summer Capital、Matrixport Venture、Spark Digital Capital等參投，具體融資金額暫未披露。新融資將用於推動TProtocol發展成為全面的區塊鏈RWA聚合器。TProtocol旨在授權RWA發行人在TProtocol平台內實現鏈上、跨鍊和資產上線。
AI聊天機器人完成Kore.ai 1.5億美元融資，FTV Capital領投
AI聊天機器人完成Kore.ai 1.5億美元融資，FTV Capital領投，英偉達等過去參投。Kore.ai創辦人兼創辦人Raj Koneru表示，「幾年，Kore.ai的收入以三位」數量增長，但沒有透露具體細節。我們將在大約兩年內具備IPO 的規模和流程。”
NAVI Protocol 已完成 200 萬美元融資，OKX Ventures、Hashed 等領投
隋生態一站式流動性協議 NAVI Protocol 宣布完成 200 萬美元融資，OKX Ventures、dao5 和 Hashed 共同領投，Mysten Labs、Comma3 Ventures、Mechanism
