AUCTION暴涨,还有哪些值得关注的「金铲子」?

Odaily星球日报Published on 2023-12-19Last updated on 2023-12-19

Abstract

本文整理了当前市场上一批新的「金铲子」,它们目前正为加密行业,尤其是比特币生态持续注入资本杠杆活力。

牛市的繁荣很大程度上取决于两个主要因素,外部资本的涌入和内部资本杠杆的增强。像贝莱德这样有影响力的金融实体在推动外部资本方面发挥着关键作用,尤其是随着比特币现货 ETF 的预期可能会改变加密市场的游戏规则。

2020 年,受益于 DeFi Summer 的创新推动,一众 CEX 先后推出「新币挖矿」功能,这是一种将 IEO 与 DeFi 的流动性挖矿相结合的新玩法,CEX 上线新项目时,用户不需要再「花钱」抢筹,质押交易平台规定的资产即可获得新资产。相比于现货交易,上币打新的周期更短,且投资回报率也更加惊人,也因此平台币一度被誉为获得新资产的「金铲子」。

随后,以太坊上的 LSD、Restaking 等 DeFi 创新应用激增,但比特币生态尚未出现大规模的类似金融应用。目前,铭文已经顺利从一级市场走入二级市场,进一步就是思考如何利用铭文的市场热度为比特币生态金融设施持续赋能。

BlockBeats 整理了当前市场上一批新的「金铲子」,它们目前正为加密行业,尤其是比特币生态持续注入资本杠杆活力。

比特币生态「金铲子」

Bounce Brand(AUCTION)

Bounce Brand(原为 Bounce Finance)是一个去中心化的拍卖协议,整合了流动性挖矿、去中心化治理和质押机制,为用户提供在多个区块链网络上创建和参与各种类型的拍卖的能力。

11 月 12 日,Bounce Brand 完成了桥接协议 MultiBit(MUBI)的 Launchpad,IDO 单价 0.00047 美元,募资 88 枚 ETH,在此期间回报超 80 倍。11 月 29 日,Bounce Brand 开启了基于比特币的跨链 DeFi 协议 Bitstable 项目代币 BSSB 的公售;12 月 4 日,BSSB 突破 1.6 美元, 24 小时涨幅达 89.58% ,创历史新高。

这两次成功的代币拍卖让加密社区意识到 Bounce 是有备而来。12 月 1 日,Bounce Brand 推出 BounceBit,旨在为比特币生态系统设计的 DeFi 解决方案,将基于 Binance 比特币(BTCB)并由 AUCTION 提供动力。BTCB 是一种与比特币 1: 1 挂钩并锁定在比特币区块链上的 BEP 2/BEP 20 资产,使比特币持有者能够在保持其比特币投资的同时,参与到 DeFi 生态。

12 月 15 日,Bounce Brand 开启了新一期 Launchpad 项目,该项目为 BTC L2 上的 DID 服务平台 Bdid(BDID)。共有三种参与模式,分别是使用 AUCTION 购买抽奖券进行抽奖、使用 AUCTION 质押并按比例获取分配额、使用稳定币 DAII 质押并按比例获取分配额。拍卖结束后 BDID 在 Uniswap 上市,其 DEX 交易量超过 1200 万美元。

今日,Bounce Brand 发文称 Bounce Launchpad 即将采用「一石二鸟」策略推出代币发行,由两个独立团队共同发行一个代币。项目身份保密,采用 AUCTION 和 BitStable 的稳定币 DAII 进行参与,设有两个拍卖池。受此消息影响,AUCTION 价格大幅上涨, 24 小时涨幅为 47.5% ,截至发稿前币价为 37.82 美元。

TurtSat(TURT)

TurtSat 同 Bounce Brand 扮演的角色很相似,是一个新诞生的资产发行平台,其由社区主导的 Ordinals 开放平台,其使命是成为 Ordinals 世界的 Gitcoin,任何人都可以通过 Turtsat 构建、捐赠 Ordinals 生态协议,参与到 Ordinals 的生态建设并从中获益。其原生代币为 TURT。

上线至今,TurtSat 平台已经累计发射了多个项目(BRC 20 资产协议 CHAX、BRC 20 跨链桥 MUBI、Ordinals 聚合平台 NHUB 和、Ordinals 借贷平台 DOVA、比特币生态系统游戏平台 RAIT 等),这些项目都是早期的 BRC 20 基础设施建设平台,且在项目发射后都有不错表现。

相关阅读:《TurtSat:孵化出 10 倍涨幅$MUBI 的「BRC-20 实验」,专注 Ordinals 生态的 IDO 平台能走多远?

12 月初,TurtSat 宣布上线质押系统 TURT POOL。据 TurtSat 介绍,这将是用户在 TurtSat 平台上参与项目上线的全新方式,平衡了公平与效率,同时也将有效杜绝机器人利用脚本掠夺大量捐赠份额的行为,让 TURT 持有者能够参与并获得应有的权益。

用户完成 TURT 质押后,TURT POOL 将实时记录对应地址的质押代币数量和质押时间(区块确认时间/网络确认时间),并实时计算并释放 EGGS。EGGS 是 TurtSat 发行的全新资产,EGGS 的应用场景包括但不限于项目上线投票、直接兑换合作代币礼包等,或许未来 EGGS 会成为换取新项目白名单额度的一个重要途径。

BitStable(BSSB)

BitStable(BSSB)是一个基于比特币网络的去中心化资产协议,任何人都可以通过该平台在任何地方生成针对比特币生态系统抵押资产的 DAII 稳定币。BitStable 具有双代币系统和跨链兼容结构,其代币为 DAII 和 BSSB。

DAII 是 BitStable 所发行的美元稳定币,DAII 的总供应量为 10 亿枚。用户可以在 BitStable 官网通过质押 ORDI 或 MUBI 获取,项目方也在以太坊上发行了部分 DAII,可直接购买。

随着 BitStable 在 Bounce 上的 Launchpad 大获成功,DAII 也更多的参与进了 Bounce 的更多相关项目。前文提到,质押 DAII 是在 Bounce 上参与 Bdid(BDID)Launchpad 的选择之一,而 Bounce 上最新的一期 Launchpad 也可以选择通过质押 DAII 获得参与资格。

AUCTION暴涨,还有哪些值得关注的「金铲子」?

BSSB 是平台的治理代币,社区使用它来维护系统和管理 DAII,BitStable 也会通过股息和其他措施来激励 BSSB 的持有者。BSSB 的总供应量为 2100 万枚,其中,除去 50% 在此次 Bounce Finance 上公开发售外,团队将持有 5% 的 BSSB(6 个月锁定和 15 个月线性解锁),空投额度将占 3.5% ,质押奖励占 36.5% ,LP 占 5% (无限期锁定)。

MultiBit(MUBI)

MultiBit 是今年 5 月出现的将 BRC 20 资产连接至 EVM 网络的桥接协议,允许用户在 ETH 链、BNB 链和 BTC 网络之间无缝转移代币。

MultiBit 简化了比特币的 BRC 20 和 EVM 网络之间的代币转移过程。首先,用户将 BRC 20 代币转移到专用的 BRC 20 地址。确认后,Multibit 协议开始运作,在以太坊或 BNB 链上铸造出等量的代币。Multibit Protocol 会从所有分发的唯一地址中收集代币。这些代币会被安全地转移到一个统一的冷钱包中。当用户需要提取代币时,Multibit Protocol 将从 EVM 链中销毁相应数量的代币。然后将等值代币从安全的冷钱包转移给用户。

MultiBit 在 11 月 12 日于 Bounce Brand 上完成了 IDO 拍卖,募资 88 枚 ETH。11 月 4 日再次于 TurtSat 以相同单价完成 IDO,募资 4.64 枚 BTC。两次总计募资约合 35 万美元。

其原生代币 MUBI 24 小时涨幅为 43.7% ,截至发稿前价格为 0.323 美元。而 MultiBit 用户质押 MUBI 代币除了拥有治理权,还可以在 MultiBit 平台上赚取 ERC 20 或 BRC 20 代币形式的奖励。

Solana Saga 手机

除了上面几个传统意义上的「金铲子」,还有一个让人意想不到的铲子出现,那就是 Solana Labs 推出的 Web 3 手机 Saga。

Saga 手机最初在 2022 年 5 月 8 日以 1000 美元的价格上市,定位为 Solana 生态系统的旗舰 Android 手机。这款手机拥有 512 GB 的存储空间、两个后置摄像头、 6.67 英寸的 OLED 显示屏和指纹解锁功能。更重要的是,它具备专门用于加密应用程序的 dApp Store 和一个安全元件,用于存储加密用户的私钥,从而将这些敏感数据与手机的其他数据分离。8 月 10 日,Saga 手机宣布将价格从 1000 美元降至 599 美元。

相关阅读:《Solana Saga 开箱测评:一台半成品旗舰手机,一场大胆的 Web3 试验

直到近日,基于 Solana 的 MEME 代币 Bonk 暴涨,而每款 Solana Saga 手机都有权获得高达 3000 万枚 BONK 代币空投,其在 eBay 上溢价已飙升 500% ,售价高达 3, 000 美元。

12 月 17 日,Multicoin Capital 的联合创始人 Kyle Samani 在社交平台上表示,预计未来 12 个月内 Solana 手机 Saga 所有者将获得大量空投活动。昨日,Solana 生态 Meme 项目 Samoyedcoin 宣布将为 Saga 手机持有者发放 SAMO 代币空投,具体空投详情尚未公布。

AUCTION暴涨,还有哪些值得关注的「金铲子」?

其他生态的「金铲子」

除了大热的比特币生态,其他公链生态中也有类似的「金铲子」,最近得到了不小的关注。

TonUP(UP)

TonUP 是基于 TON 区块链的资产发行平台,主要发现和培养 TON 生态具有前景的项目,为社区用户提供 TON 生态优质项目的 IDO 投资机会,以及对 TON 生态项目的支持和相应的生态系统建设。另外 TonUP 可以为 IDO 项目提供营销、DEX 和 Staking 等服务,增加项目的曝光度以及访问资源,并为项目良好的声誉和市场热度。

TonUP 于 2023 年 8 月上线,并在同月底完成了其平台首次 IDO 项目代币发行,这次 IDO 帮助 MMORPG 游戏项目方 Tap Fantasy 募集了 8 万枚 TON Coin。

作为 TON 生态系统的一部分,TonUP 获得了 TONcoin.Fund 的六位数投资, 12 月 13 日,TonUP 宣布其代币 UP IDO 定于 12 月 20 日举行,在 IDO 中, 1 个 UP 代币的价格定为 0.05 个 TON。12 月 14 日,TonUP 公代币经济学,UP 代币总供应量为 1 亿枚。

SuiPad(SUIP)

SuiPad 是建立在 Sui 公链上的首个 IDO、ISO 和 INO Launchpad 项目,作为 Sui 公链官方认可的首个 IDO Launchpad 项目,SuiPad 肩负的是连接生态中新项目和早期投资者的中间人角色,它的目标是通过独特的策划流程和行业准入标准为用户优选出 Sui 区块链中最好的新项目,同时为早期项目筹款。

和大部分 Launchpad 一样,SuiPad 原生代币 SUIP 的主要效用主要也是用于评估用户忠诚度,基于平台代币 SUIP 的质押数量和质押时间加权来决定用户的忠诚度等级,从而筛选出不同等级的会员访问权。

也就是说,要获得特定的等级资格,用户须在 SuiPad 上质押相应数量和特定时长的 SUIP 代币。用户抵押的 SUIP 越多,获得的等级就越高,用户参与平台上项目 IDO 获得分配额度的中签概率就越大,值得注意的是,质押后代币将有 15 天的冷却期。

相关阅读:《IDO 上线 10 倍,SUIP 现在还值得买吗?

SuiPad 的会员等级越高,获得稀缺项目投资额度的机会就越大,而更高的会员等级与 SUIP 代币数量和质押时间正相关,也就是说,持有的 SUIP 代币数量越大,质押时间越长,获得的等级越高,相对来说,参与平台 IDO 的中签概率就越大。

Related Reads

Three Months, 35 Billion Yuan: Investors Rush to Grab the OpenAI of the Physical World

Investors flock to a physical AI startup as the race for the "OpenAI of the physical world" heats up. Ji Jia Shi Jie (GigaWorld), a company dedicated to developing Artificial General Intelligence (AGI) for the physical world, has raised 3.5 billion RMB (approximately $490 million) in just three months, according to a report from investment media outlet Touzijie. The latest B2 funding round of 1 billion RMB attracted a wide range of top-tier investors, including sovereign wealth funds, industrial capital, and financial institutions. This brings the total funding for the young company, now valued over 10 billion RMB, to 3.5 billion RMB across three recent rounds. The company is led by Huang Guan, a post-90s Tsinghua University PhD with extensive experience in AI, autonomous driving, and entrepreneurship. Its core innovation is a "dual-pyramid" system comprising a five-layer data pyramid (from internet videos to real-world robot data) and a three-layer algorithm pyramid focused on world simulation, action alignment, and reinforcement learning. This system underpins its key models: the "World Action Model" (e.g., GigaBrain series for robot control) and the "World Generation Model" (e.g., GigaWorld series for simulating and understanding the physical world). Its models have reportedly achieved top rankings in global robotics benchmarks. Ji Jia Shi Jie argues that while current digital AGI excels in information processing, the next frontier is physical AGI—systems that can understand and interact with the real world. The company believes the field is approaching its "GPT-3 moment," a key inflection point in capability scaling. To achieve this, the company is pursuing a dual-market strategy. For the consumer (C) market, it launched the "SeeLight" brand and its S1 general-purpose humanoid robot, which has secured initial orders for deployment in real homes. For the business (B) market, it focuses on industrial automation with its Maker series robots, having signed agreements for large-scale deployment in factories, and its DriveDreamer world model for autonomous driving, which is already in use with over 30 automakers and tech companies. The report concludes that by bridging the gap between digital intelligence and physical action, Ji Jia Shi Jie aims to unlock a new wave of productivity, ultimately bringing physical AGI into everyday life.

marsbit6m ago

Three Months, 35 Billion Yuan: Investors Rush to Grab the OpenAI of the Physical World

marsbit6m ago

What's the Connection Between Pinduoduo's Huang Zheng and Blockchain?

This text explores the unexpected connection between Pinduoduo founder Colin Huang and blockchain, as suggested in his article *Turning Capitalism Upside Down*. Huang argues Pinduoduo's core business is about managing "uncertainty." He posits that wealth flows to the rich because they absorb life's uncertainties (e.g., illness, job loss) that devastate the poor, who pay a premium for certainty through insurance or stable prices. Pinduoduo's model attempts a "reverse insurance": by aggregating consumer demand via group-buying and flash sales, it creates a large, predictable order for manufacturers. This certainty allows factories to remove risk premiums, passing savings back as lower prices, thus partially reversing the wealth flow. The key obstacle, Huang notes, is that an individual's buying intent is an unreliable promise. He then asks if blockchain is the natural solution for this "reverse insurance." The text elaborates that blockchain, through smart contracts with binding deposits, could transform casual intent into a costly-to-break, enforceable commitment. This replaces interpersonal trust with coded rules, making promises credible, pricable, and resistant to fraud. Finally, the author draws a parallel to Bitcoin, framing two paths to creating certainty: the "Pinduoduo path" of aggregating decentralized will into scale, and the "Bitcoin path" of locking rules into immutable code. Both sacrifice something—personal freedom or system flexibility—to manufacture trust and predictability.

链捕手1h ago

What's the Connection Between Pinduoduo's Huang Zheng and Blockchain?

链捕手1h ago

The Storage Magnate Who Conquered a Trillion-Dollar Kingdom, Yet Ultimately Could Not Become the Richest

**Summary:** "The Memory Magnate Who Built a Trillion-Dollar Empire, Yet Never Became the Richest" explores the journey of Zhu Yiming, founder of GigaDevice (603986) and co-founder of the soon-to-IPO ChangXin Memory Technologies (CXMT). The article positions GigaDevice, a fabless chip designer now valued at ~¥340 billion, as a prequel to the massive IDM (Integrated Device Manufacturer) venture, CXMT. Starting in 2005 with minimal capital, Zhu strategically "picked up the pieces" by focusing on niche markets like NOR Flash and microcontrollers (MCUs), areas major players were exiting. This allowed GigaDevice to grow into a diversified semiconductor company, maintaining robust profitability even during industry downturns by controlling costs. However, the piece argues that in the highly cyclical and capital-intensive memory chip industry, the fabless model has limits. True resilience and scale require the ability for "counter-cyclical expansion" – investing heavily during downturns – a tactic only possible for IDMs like Samsung or SK Hynix. This insight led Zhu to partner with the Hefei city government in 2016 to establish CXMT, an IDM focused on DRAM. Zhu's symbolic moves, like forfeiting salary and diluting his equity, were crucial in securing the massive state and bank funding needed. CXMT's equipment base is now valued even higher than that of BYD's vast auto manufacturing empire. Despite the potential for CXMT to reach a market cap of ¥1-2 trillion upon its IPO, Zhu's indirect stake in both companies is estimated below 3%, placing his personal wealth far below that of China's top billionaires. The article concludes that his strategic vision built a trillion-yuan memory landscape, but the capital structure necessary to achieve it precluded a personal fortune of similar scale.

marsbit1h ago

The Storage Magnate Who Conquered a Trillion-Dollar Kingdom, Yet Ultimately Could Not Become the Richest

marsbit1h ago

XRP Ledger Daily Fees Drop Below $400 As Network Activity Question Returns

The XRP Ledger is drawing attention as daily network fees have fallen below $400. While low fees align with XRPL's design for affordable transactions and are often seen as a strength, the metric can also serve as an indicator of network demand and paid transaction volume. This data point of around $3,100 in weekly fee burn highlights the stark contrast with higher-fee chains like Ethereum and Bitcoin. The development fuels an ongoing debate. Proponents view low fees as a sign of efficiency and accessibility, while critics may question if the network is generating sufficient high-value activity relative to its market cap and payments-focused narrative. The article cautions against overstating the finding, noting a single low-fee day does not signify network failure. It instead adds context to discussions about XRPL's usage, especially alongside Ripple's broader initiatives in stablecoins (RLUSD), AI payments, and enterprise infrastructure. The report recommends monitoring for a fee rebound, checking transaction counts for a fuller picture, and confirming the trend via native explorers like Bithomp. It frames the story within a larger market shift where on-chain data, protocol updates, and infrastructure developments are becoming crucial alongside price action. The editorial stance is to present the verified data, explain its significance for assessing network activity, and avoid hype, positioning it as part of the daily crypto conversation.

bitcoinist6h ago

XRP Ledger Daily Fees Drop Below $400 As Network Activity Question Returns

bitcoinist6h ago

Trading

Spot
Futures
活动图片