数据解读Jupiter空投情况:单个地址最高获利超13万美元

Odaily星球日报Published on 2024-02-01Last updated on 2024-02-01

Abstract

在JUP开启空投认领的当天,Solana链上的交易量达到14.6亿美元,较前一日上升上涨71%。

原文作者:Frank,PANews

1 月 31 日上午 10 点(美国东部时间),Jupiter 空投认领开始。本次空投的快照截至 2023 年 11 月 2 日,与 Jupiter 直接互动的 955, 000 个钱包有资格参加首次 JUP 空投。

截至 2 月 1 日,JUP 空投认领地址达到 43 万个,近一半用户(已认领 25 万)申领到 200 个 JUP,价值 127 美元。最高的单个地址可认领 204, 450 个 JUP,价值约 13 万美元。以截稿时 0.62 美元的单价计算,JUP 此轮空投峰值总金额高达 8.7 亿美元,成为 2024 年开年来规模最大的空投。通过这轮空投,JUP 的流通市值已经达到 8.37 亿美元,总市值排名为 77 (Coinmarketcap 排名)

数据解读Jupiter空投情况:单个地址最高获利超13万美元

占 Solana 链上 80% 交易总量

Jupiter 的定位为 Solana 的流动性基础设施,目前占据 Solana 链上交易总量的 80% 。这一点与 Uniswap 对以太坊的作用类似。另外,随着 Solana 链上数据的激增,Jupiter 目前已经成为月活最高的区块链 DEX。日交易量仅低于 Uniswap,排名第二。

相对 Uniswap 等传统的 DEX 工具,Jupiter 在产品设计上有几个优势,除了传统的 Swap 交易模式,Jupiter 推出的平均成本法 DCA, 可以让用户执行更多的交易策略。另外,Jupiter 还推出了 LP-Traders 永续合约交易所,从产品功能上向 CEX 无限贴近,但又保留了 DEX 的独立特性。在越来越多的用户习惯使用 Telegram bot 机器人进行链上操作的趋势下,Jupiter 的开放性和创新更能迎合新的需求。(相关阅读:Solana 生态中的 Jupiter:从交易聚合到永续合约的全面展开

数据解读Jupiter空投情况:单个地址最高获利超13万美元

史上最大的造富空投?

在 JUP 之前,Arbitrum 和 Optimism 创造了空投的“造富”效应,也让大众重新认识空投的魅力。相比较而言,Arbitrum 最大的单个地址可获得 10250 ARB,开盘后价值约为 1.38 万美元,Optimism 最大的单个地址可获得 32432 OP,开盘后价值约为 4.5 万美元。而 JUP 在这一轮空投中,目前看到的最大单个地址可认领 204, 450 个 JUP,开盘后价值达到 13 万美元。从最高获利地址来看,JUP 已然成为最具造富效应的新一轮“空投之王”。

数据解读Jupiter空投情况:单个地址最高获利超13万美元

但从多数地址的获利情况来看,Optimism 有 80% 的地址获利约为 700 美元,Arbitrum 有 70% 左右的地址获利在 1350 美元。而 JUP 的多数认领数量为 200 JUP,约为 127 美元。从这个角度来看。JUP 的造富效果对普通交互的用户并不明显。

数据解读Jupiter空投情况:单个地址最高获利超13万美元

Solana 上的空投季节来临?

JUP 的空投再次给 Solana 主链带来一波热度,在 JUP 开启空投认领的当天,Solana 链上的交易量达到 14.6 亿美元,较前一日上升上涨 71% 。

除了 JUP 之外,近三个月 Solana 上的空投项目多次成为耀眼的明星。2023 年 11 月,Solana 上的预言机项目 Pyth 提供了 2.5 亿个代币空投,向早期用户分发了超过 7700 万美元。12 月,Solana 上的流动性质押协议 Jito 发放了 1 亿个代币,高峰时价值约为 4.5 亿美元。

Solana 链上交互的成本比以太坊要低不少,因此在 Solana 上进行交互的门槛相对更低。这也会吸引更多的项目方转向 Solana 并开放空投计划。随后还有 Drift Protocol、Kamino Finance、Tensor、MarginFi 值得关注空投状态。

Related Reads

Optical Chips: Collective Capacity Expansion

The global optical chip industry is experiencing a massive wave of expansion driven by surging AI data center demand. Major players across the US, Japan, Europe, and China are aggressively investing to ramp up production capacity. In the US, Coherent is expanding its 6-inch Indium Phosphide (InP) semiconductor fab in Texas, supported by CHIPS Act funding and a $2 billion strategic investment from NVIDIA. Lumentum is building a new factory for InP optical devices, and Nokia is scaling its advanced photonic chip packaging and testing capabilities. NVIDIA's investments aim to secure future supply of critical lasers and optical interconnect products for AI infrastructure. Japan's JX Advanced Metals, a leading InP substrate supplier, plans a multi-billion yen investment to increase its capacity 7-10 times, strengthening its grip on the crucial upstream materials market. In Europe, IQE and Tower Semiconductor settled a patent dispute and signed a multi-year InP epitaxial wafer supply agreement, highlighting that next-generation silicon photonics platforms will integrate high-performance InP components. STMicroelectronics and Sivers Semiconductors are also expanding silicon photonics production and partnerships. China is rapidly building out its domestic supply chain. Dongshan Precision's subsidiary, Source Photonics, announced a $12 billion project to expand optical chip and module production. Companies like Sanan Optoelectronics and Yunnan Germanium are scaling up InP chip manufacturing and substrate production, moving towards vertical integration from materials to modules. While debate continues around the exact future architecture—whether CPO (Co-Packaged Optics), NPO, or pluggables will dominate—analysts like Morgan Stanley argue the underlying driver is unchangeable: the explosive growth in bandwidth demand. This will inevitably increase the volume of optical engines, lasers, and related content per GPU, regardless of the final technical path. The competition for "more light" in the AI era has intensified into a global, full-chain capacity race.

marsbit37m ago

Optical Chips: Collective Capacity Expansion

marsbit37m ago

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

Stablecoin Real Yield Found: A Deep Dive into On-Chain Reinsurance with Re's Karan Saroya As stablecoin supply exceeds $170 billion, the search for sustainable, non-speculative yield intensifies. Re, an on-chain reinsurance platform, provides an answer: connecting stablecoin capital to the trillion-dollar traditional reinsurance market. Re operates as a regulated reinsurer, accepting stablecoin deposits as collateral to back US insurance companies. These insurers pay premiums, generating yield that flows back to on-chain depositors. Currently supporting 35 insurers and underwriting $500 million, Re projects scaling to over $1 billion soon. Key insights from a Bankless podcast with founder Karan Saroya and investor Avichal of Electric Capital: 1. **Uncorrelated, Real-World Yield:** Re offers stablecoin holders access to reinsurance returns (targeting 12-14%+), an asset class entirely separate from crypto or equity markets. 2. **Operational Efficiency via Smart Contracts:** Re replaces traditional, labor-intensive capital fundraising with smart contracts, allowing a ~12-person team to compete with industry giants. 3. **Regulatory Leverage:** For every $1 of collateral, regulations allow backing $5-7 in written premiums. This leverage amplifies returns from the underlying risk-free rate. 4. **DeFi Integration:** Depositors receive receipt tokens, which can be used in protocols like Morpho for "looping," potentially pushing yields to 18-20%+. 5. **The "DeFi Mullet" Model:** A compliant front-end (regulated reinsurer) paired with a decentralized back-end (smart contracts, DeFi capital markets). 6. **RE Governance Token:** Modeled on Lloyd's of London, the token governs the central capital pool's allocation, counterparty acceptance, and parameters. 7. **Real Economic Impact:** Capital funds real-world productivity (factories, clinics, businesses) via insurance, moving beyond crypto's internal loops. The discussion highlights a pivotal moment: DeFi's supply-side infrastructure is now met by real demand for productive yield, potentially kickstarting a flywheel where vast on-chain stablecoin capital seeks these real-world returns.

链捕手1h ago

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

链捕手1h ago

1996 or 1999? Walsh's First Test is 'How to View AI'

"1996 or 1999? Wall's First Big Test Is 'How to View AI'" Federal Reserve Chairman Wall's initial challenge is not whether to raise or cut rates, but a more fundamental judgment: what kind of boom is the current AI boom? This will determine the Fed's policy path and define his legacy. Economics is split between two opposing views, according to reporter Nick Timiraos. One sees imminent productivity gains that will increase supply and cool inflation, allowing the Fed to hold steady. The other argues that while productivity benefits are distant, demand shocks are here now, and waiting for data confirmation risks missing the intervention window, forcing sharper rate hikes later. Wall has signaled a leaning toward the first view, echoing 1996-era Alan Greenspan, who embraced strong, productivity-driven growth without fear of inflation. However, Wall faces a different macro environment than Greenspan did, with tariff pressures, expanding fiscal deficits, and diminishing globalization benefits, which could force more significant inflation pressures even if AI benefits materialize. Wall's logic, expressed before taking office, is that AI-driven productivity gains won't show in official data for years. If the Fed waits for confirmation, it might mistakenly tighten policy and choke off the very growth that could suppress inflation. This argues for using forward-looking narratives over lagging data. Chicago Fed President Austan Goolsbee presents a key counter-argument. He distinguishes between expected and unexpected productivity booms. A widely anticipated boom, like the current AI wave, can cause people to spend future wealth gains in advance, overheating the economy before productivity actually rises, thus requiring preemptive rate hikes. He cites rising costs for AI data centers as evidence of such overheating. Fed Governor Christopher Waller offers a rebuttal to Goolsbee, noting the "expected spending" mechanism only works if people can borrow against future income, which many households cannot do due to borrowing constraints. Wall also faces a paradox related to his desire to reduce the Fed's use of "forward guidance" (pre-announcing policy moves). This practice was established in 1999 when Greenspan began signaling hikes to avoid market shocks. If the economy follows a less optimistic path, Wall may be forced to choose between using the guidance he wants to abolish or risking market volatility by staying silent. The ultimate question defining Wall's first major test remains: Is this 1996 or 1999?

marsbit3h ago

1996 or 1999? Walsh's First Test is 'How to View AI'

marsbit3h ago

Ethereum Q1 2026 Report: Fees Decline, Users and Transaction Volume Hit New Highs

Ethereum Q1 2026 Report: Fees Down, Users & Transactions Hit New Highs Token Terminal's Q1 2026 report on Ethereum presents a pivotal development: the network achieved record highs in monthly active users (13.2M, +85.9% YoY), total transactions (200.4M, +81.5% YoY), and throughput (25.78 TPS), while transaction fees on the mainnet plummeted by 47.9% quarter-over-quarter. This shift is attributed to the network's strategic move into a "low fees for scale" phase, exemplified by the Fusaka upgrade which increased data capacity and lowered block space costs, releasing pent-up demand (a manifestation of Jevons's Paradox). The report highlights a core narrative shift for Ethereum: from a DeFi-centric blockchain to a global financial settlement layer. It maintains a dominant position in tokenized assets, holding majority market shares among top chains in stablecoins (61.8%), tokenized funds (73.0%), and tokenized commodities (84.0%). Growth in tokenized funds (+73.1% YoY) and commodities (+325.9% YoY) was particularly strong, driven by institutions like BlackRock and JPMorgan entering the space. Contrasting these usage gains, several USD-denominated value metrics declined in Q1: fully diluted market cap fell 30.3% QoQ, total value locked (TVL) dropped 11.0%, and ecosystem transaction volume decreased 24.0%. The report interprets this as Ethereum prioritizing long-term network expansion and cementing its role as the default settlement layer for finance over short-term fee capture. The commentary from Etherealize argues that, much like the early internet, Ethereum's open, permissionless model is poised to win over closed alternatives as institutional tokenization accelerates.

marsbit4h ago

Ethereum Q1 2026 Report: Fees Decline, Users and Transaction Volume Hit New Highs

marsbit4h ago

Trading

Spot
Futures
活动图片