每周热搜 | PANDORA 疯涨，你 404 了么？

foresightnewsPublished on 2024-02-08Last updated on 2024-02-09

Abstract

404 叙事之外，「春晚炒 meme」的 Web3 新年俗加持下，今晚，你准备好了么？

404 叙事之外，「春晚炒 meme」的 Web3 新年俗加持下，今晚，你准备好了么？

撰文：Frank，Foresight News

制图：Kiet，Foresight News

注：「每周热搜」统计自 Foresight News 上周五至本周五（2 月 2 日至 2 月 8 日）的用户搜索结果，同时对相同概念的大小写进行了合并处理。

本周最吸引眼球的，无疑就是以涨服人的「PANDORA」以及背后逐步起势的「ERC404」叙事，作为重新引领图币二象性的代表项目，既能在 OpenSea 交易，也能在 Uniswap 交易的 PANDORA 再次重复了类铭文的 ORDI 式崛起路径：通过一天翻倍、数天 N 倍的狂暴涨幅（推荐阅读《Pandora 飙升背后的 ERC404，还有何机会？》）。

虽然此前关于 SFT 等兼具 FT 与 NFT 的代币标准和相关项目也并不鲜见，但都未能掀起 PANDORA 这么大的市场水花，也没能引发市场推出后续仿盘的影响力外溢趋势，只能说 PANDORA 此次爆发抓住了天时地利人和，是一次新叙事操盘的典例。

Foresight News 也在本周采访到了 Pandora 联合创始人 Ctrl，就 ERC404 命名为 404 的原因、Pandora 的经济模型、未来计划以及 ERC404 在哪些领域具有潜力等细分问题进行了进一步的探讨，具体内容参见《专访 Pandora 联创：故事起源于一次损失惨重的 Rug》。

「Dymension」是本周的另一个「空投」热点，ATOM 以及 TIA 质押用户也迎来了一波过年红包小福利，而且代币「DYM」在上线币安之后表现也相当强势，截至发文时已经连涨数日，屡创新高，纵向来看，近期泛模块化相关概念项目的表现都可圈可点，也是一个值得长线关注的叙事。

自从上周 ZetaChain 正式启动主网并开放「ZETA」代币的申领之后，Bitget、币安等多家交易所也已相继上线交易，全链能否在 2024 年重新变得性感起来值得期待（推荐阅读《创新的架构背后，ZetaChain 的真正价值何在?》）。

「Farcaster」则在本周也上演了一波流量盛宴，自 1 月 26 日推出内嵌小程序 Frames 以来日活跃用户增长超 10 倍，创下历史新高，尤其是相关的 meme 代币炒作再度提供了成百上千倍的暴富故事素材，不断挑拨大家的神经。

作为加密赛道或者说 Web3 领域的（次）新物种，SocialFi 的想象空间已经毋庸置疑，但至少就过去的经验来说，金融化之外的 Web3 产品很难在加密领域迎来真正的长久资金关注或炒作，所以 Farcaster 能否在 2024 年重新带动起整个 SocialFi 赛道，倒是一个值得期待的变量。

支棱了许久，几乎让人遗忘宕机属性的「Solana」，在本周意外有似乎合理地迎来了久违的宕机事件，算是给兔年画上一道诙谐的收尾，不过团队反应速度也很快，很快就发布新版本并协调网络完成重启、恢复出块。

此外，Solana 第二代手机的预定也在本周引发不小的关注，尤其是在不到三周的时间内预定量就超过 6 万份，充分说明了市场基于一代的「高回报」而对未来 Solana 生态子项目空投寄予了厚望。

比特币生态尤其是比特币 Layer2 项目相关的热度也在明眼可见地提高，尤其是开放主网质押的「Merlin」引领了一波比特币社区和跨以太坊社区（ETH、USDT、USDC 质押）的热度，也让不少资金开始观望比特币生态接下来可能涌现的参与机会，后续可能会形成新的连片热点。

以太坊重质押依旧是本周的上榜热词，且「EigenLayer」在 2 月 6 日重新开放再质押窗口之后，TVL 迅速突破 30 亿美元大关，8 小时流入超 12 亿美元，堪称恐怖（推荐阅读《8 小时流入 12 亿美元，EigenLayer 将交出什么答卷？》）

随后更是在本周内又连续涨破 40 亿美元、50 亿美元的整数级大关，截至发文时已经高达 56 亿美元，短短一周内翻倍有余，除此之外，「Puffer」的 TVL 增长趋势也持续高涨，增长幅度超 100%，截至发文时近 8 亿美元。

总的来看 Restaking 叙事俨然已经成为目前市场资金的最大风口之一（推荐阅读《Restaking 赛道大盘点，「质押年」不容错过的项目知多少？》），Foresight News 最新的「创作者说」也以「再质押起势，会是 2024 年最大的风口吗？」的主题邀请了一众优秀创作者分享他们对再质押赛道的看法，参见《创作者说 | 再质押起势，会是 2024 年最大的风口吗？》）。

「PYTH」自从 1 个月前的大跌触及 0.2 USDT 左右的低位区域后，伴随着市场清晰的回暖，尤其是币安上线现货等诸多因素的催动，稳步上涨至历史高位，作为和 INJ 同样背后有 Jump 身影的赛道头部明星项目，PYTH 的后市操盘逻辑格外值得关注。

「Ronin」事件在本周一度发酵，引发了社区长期以来头部大所老鼠仓与内幕管理的意见爆发与大辩论，币安联合创始人何一也及时公布了针对币安上币信息疑似泄露问题的 6 条调整举措，包括高额悬赏激励与行业黑名单等强力举措，至于实际后效，有待留观。

此外，作为辞兔迎龙的收官热搜，关于龙相关 meme 炒作也可能在今晚的央视春晚迎来一波小高潮，毕竟肇始于 2022 年春晚沈腾小品的 Dogeking 与 2023 岳云鹏相声的 chicken，算是开启了「春晚炒 meme」的 Web3 过年独有习俗。

那今年的春晚语言类项目究竟能否诞生新的 meme 之王，相信大家也都已经准备好资金，摩拳擦掌等待今晚的节目（推荐阅读《春晚买什么土狗能发财?》）。

本周 Mirror 热搜榜中的「Merlin」、「空投」与站内热搜联动，作者榜方面，空投教程类的比例有所回升：

1.KeplrX.nft（项目介绍）

2.joy（空投教程）

3.killthewolf.eth（空投教程）

4.holmberg15a.eth（行业观察）

5.0xa9fC（空投教程）

6.deficryptovaults.eth（行业观察）

7.0x7Bd1（行业观察）

8.typpak.eth（空投教程）

9.ty1024.eth（空投教程）

10.0xzhaozhao.eth（空投教程）

Latin America's Payments Landscape Is Not What You Think It Is

This report challenges common misconceptions about Latin America's payment landscape, based on over 500 hours of firsthand research. Key findings include: 1) Crypto card transaction volume primarily comes from high-net-worth individuals receiving USDT salaries, not retail spending. 2) QR code payments (e.g., Brazil's Pix, Argentina's Mercado Pago) are the dominant payment method across most emerging markets, not cards. 3) A major untapped opportunity lies in enabling cross-border interoperability between domestic instant payment systems. 4) Payment competition is shifting from customer acquisition to owning the settlement layer (e.g., acquiring banks). 5) Latin America is not a single market; Brazil, Mexico, Argentina, and smaller "forgotten five" countries (e.g., Guatemala, Honduras) have vastly different dynamics. 6) Stablecoin-to-fiat conversion margins are collapsing toward zero, pushing companies to build value-added services on top. 7) Future payment winners will be multi-country brands, not single-corridor specialists. 8) Marketing must target specific user segments (e.g., digital nomads, unbanked immigrants) with tailored messaging, not a generic "Brazilian" audience. 9) Contrary to perception, Latin American regulators are often ahead of the US in creating frameworks for digital assets and instant payments, with clear licensing deadlines. The core takeaway is that the region's payment rules are being rewritten, moving beyond cards and stablecoin arbitrage towards integrated, cross-border QR-based solutions.

链捕手3m ago

Latin America's Payments Landscape Is Not What You Think It Is

链捕手3m ago

XRP Reversal Setup Forms Around Harmonic Pattern And Key Support Zone

XRP is trading at a critical technical support zone, according to a June 20 TradingView analysis. This area combines multiple layers of confluence, including the 0.618 Fibonacci retracement level and the point of control for the current range. Such convergence can intensify the battle between buyers and sellers at this level. The analysis suggests this support could form the basis for a broader harmonic reversal pattern. While not a guarantee, such setups provide a structured framework for identifying potential trend changes, invalidation points, and price targets. For the reversal thesis to gain credibility, XRP needs a decisive bullish reaction from this zone—specifically, a sustained bounce with volume that reclaims nearby resistance, not just a brief wick. Failure to hold support or repeated tests of the area would weaken the bullish argument. The setup is notable but requires confirmation from market price action.

bitcoinist1h ago

XRP Reversal Setup Forms Around Harmonic Pattern And Key Support Zone

bitcoinist1h ago

Vitalik's Algorithmic Stablecoin Vision: Interpreting the Mechanism and Challenges from an Options Perspective

Vitalik Buterin's recent algorithmic stablecoin proposal envisions using an option-like mechanism to create a stablecoin without the liquidation risks inherent in traditional collateralized debt position (CDP) models. The design splits one unit of ETH into two components: a 'stable' leg (P) that maintains value up to a certain strike price, and an 'upside' leg (N) that captures any appreciation above that price. Together, they always sum to one ETH, eliminating the need for debt or liquidation mechanisms. From an options perspective, the stable leg essentially functions as a synthetic, covered call position. However, significant challenges exist. For the stable asset to maintain its peg, it must continuously roll deep in-the-money call options, leading to potential rollover slippage, predictable trading paths vulnerable to front-running, and liquidity issues. Crucially, the system's scalability depends on a constant demand for the upside leg—a form of leveraged ETH long position without funding rates or liquidation risk. It's unclear if such persistent, specific demand will materialize from speculators or market makers who have simpler alternatives like perpetual swaps. The author, drawing from experience with Rysk, argues that DeFi options have struggled as standalone trading products due to complexity and fragmented liquidity. Their potential lies instead as foundational infrastructure underpinning more complex financial primitives like stablecoins, structured yields, or index products—transforming from a direct product into a core pricing and risk distribution engine for the next generation of on-chain finance.

marsbit1h ago

Vitalik's Algorithmic Stablecoin Vision: Interpreting the Mechanism and Challenges from an Options Perspective

marsbit1h ago

SpaceX, AI, and XRP: Why the Next Wealth Transfer Might Be Different?

The article posits that the global economy is transitioning into a new phase of infrastructure investment. Capital, facing slowing traditional growth engines, is flowing towards emerging foundational systems. This includes space infrastructure (exemplified by SpaceX), AI computing power, satellite networks, data centers, and global payment systems. A key driver is a potential new commodity supercycle fueled by industrial demand from these sectors. Concurrently, the role of blockchain is evolving from speculative assets to a critical settlement layer for the future economy. Digital assets like XRP and XLM, focused on payments and interoperability, are highlighted as potential rails for cross-border settlement, tokenized assets, and machine-to-machine (AI Agent) transactions. The narrative connects figures like Ripple's Jed McCaleb to space ventures, suggesting convergence. The argument emphasizes a shift from speculative narratives to utility-driven value. As AI and space commerce generate new economic activity, and regulatory clarity improves, blockchain networks may underpin real-time value transfer. The conclusion urges investors to consider which networks will form the backbone of this integrated next-generation economic infrastructure.

marsbit2h ago

SpaceX, AI, and XRP: Why the Next Wealth Transfer Might Be Different?

marsbit2h ago

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

In mid-June, three seemingly independent industry events—the compliance-driven throttling of Fable 5, the open-sourcing of GLM-5.2, and the leaked release timeline for GPT-5.6—are pushing the global AI industry toward a watershed moment. These shifts signal a fundamental restructuring of the industry's underlying logic. First, **"usability" has substantially overtaken "advanced capabilities"** as the primary weight, pushing the global large language model (LLM) supply chain into a "dual-track" phase of controlled closed-source and local open-source coexistence. Second, **the competitive moats of closed-source giants are shifting**. Their technical focus is moving from "language intelligence" toward "spatial intelligence (world models)"—a domain heavily reliant on computing power. Third, faced with常态化 transnational compliance risks, **a "model-agnostic" decoupled design has become a survival necessity for application-layer developers to maintain business continuity.** The article details how Anthropic's Fable 5, despite its advanced engineering feats, was restricted for non-U.S. citizens within 72 hours of launch, highlighting how geopolitical compliance can instantly limit even the most advanced models. In response, the open-source camp, exemplified by Zhipu AI's MIT-licensed GLM-5.2, is gaining market share by offering stable performance improvements and significant cost advantages (up to 70% savings for enterprises), while achieving full adaptation with domestic semiconductor platforms. Meanwhile, closed-source leaders like OpenAI are pivoting. The anticipated GPT-5.6 reportedly shifts focus from language to spatial intelligence and world models, aiming to rebuild a generational gap in areas like 3D understanding, simulation, and industrial design that demand immense compute. The core conclusion is that the LLM supply chain's logic has changed. Enterprises must now evaluate infrastructure based on a composite of technical performance and policy compliance. For developers, complete reliance on a single closed-source API poses unacceptable risk. Implementing a truly model-agnostic architecture—enabling swift switches to compliant, locally deployable open-source alternatives—is no longer just good practice but a fundamental baseline for business continuity.

marsbit4h ago

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

marsbit4h ago

Trading

Spot

Futures