下周必关注 | 坎昆升级落地在即；Aevo预计将进行空投（3.11-3.17）

Odaily星球日报Published on 2024-03-10Last updated on 2024-03-10

Abstract

ETHGlobal London将于3月15日启动。

下周必关注 | 坎昆升级落地在即；Aevo预计将进行空投（3.11-3.17）

下周重点预告

Shuffle 将于 3 月 11 日进行 SHFL LBP 公开发行；

以太坊基金会：Dencun 主网升级预计将于 3 月 13 日 21: 55 进行；

Aevo 预计将于 3 月 13 日进行空投；

ETHGlobal London 将于 3 月 15 日启动；

11.1 亿枚 ARB 将于 3 月 16 日解锁，占流通供应量的 87.2% 

3 月 11 日

Coinbase：SEC 关于其拒绝数字资产规则请愿书的回应过于简略，下个关键日期为 3 月 11 日

Odaily星球日报讯 Coinbase 首席法律官 Paul Grewal 批评美国证券交易委员会（SEC）对 Coinbase 要求其制定更明确加密货币监管法规的请愿事件回应过于简略。

Grewal 在推文中强调了 SEC 相关文件的不足之处，这些文件构成了其拒绝 Coinbase 数字资产规则相关请愿的决定的基础。

Grewal 还概述了即将进行的法律程序的时间表，指出关键日期：Coinbase 的简要陈述截止日期为 3 月 11 日，SEC 的简要陈述截止日期为 4 月 10 日，然后 Coinbase 的回复截止日期为 5 月 1 日。

链上游戏马拉松 Arbitrum Arcade 将于 3 月 11 日启动

Odaily星球日报讯 据官方消息，Arbitrum Arcade 将于 3 月 11 日通过 Arbitrum Portal 启动。

Arbitrum Arcade 是为期 8 周的链上游戏马拉松，当中包括 24 款 Arbitrum 游戏，旨在向社区展示 Web3 最具创新性的游戏体验，为新兴内容创作者提供曝光和奖励，并通过基于 EAS（以太坊认证服务）的 Clique 将游戏内成就上链。

Shuffle 将于 3 月 11 日进行 SHFL LBP 公开发行

Odaily星球日报讯 GambleFi 平台 Shuffle 将于北京时间 3 月 11 日 6 点至 3 月 14 日 6 点进行 LBP 公开发行。在 SHFL LBP 期间购买的代币将立即解锁，不受归属期的限制。

OSF “Professional Degen 5 ”将于 3 月 11 日启动铸造，总量 6969 枚，版税 6.9% 

Odaily星球日报讯 OSF 在 X 平台宣布，“Professional Degen 5 ”将于 3 月 11 日在 Magic Eden 启动铸造，总量 6969 枚，本次为免费铸造，将通过许可名单进行参与，快照拍摄时间为美国东部时间 3 月 8 日星期五中午 12 点。此外，OSF 还宣布版税比例将设定为 6.9% ，所有收益将捐献给 Rekt Brands Inc 并为在那里建设、开发的项目提供资金，任何不支付版税的市场都将被封锁。

3 月 12 日

 Figment Europe 和 Apex Group 的 ETH 和 SOL 质押 ETP 将于 3 月 12 日上线 SIX Swiss Exchange

Odaily星球日报讯 机构质押服务提供商 Figment Europe 和 Apex Group 的以太坊和 Solana 质押 ETP 将于 3 月 12 日上线 SIX Swiss Exchange，这两种产品旨在提供 ETH 和 SOL 基础加密资产的敞口以及通过质押产生的奖励，包括最大可提取价值（MEV）。

Starknet：推迟 v 0.13.1 版本升级，主网上线拟于 3 月 12 日进行

Odaily星球日报讯 据官方消息，Starknet 宣布推迟 Starknet v 0.13.1 升级计划，以便为完全支持 RPC 0.7 的新全节点版本留出更多时间，Starknet v 0.13.1 升级时间安排为： 3 月 5 日在 Sepolia 测试网进行；3 月 6 日在 Goerli 测试网进行；3 月 12 日在主网进行。

此外，Pathfinder v 0.11.1 已经发布，Juno v 0.11.0 将在未来几天内发布。

3 月 13 日

以太坊基金会：Dencun 主网升级预计在 3 月 13 日 21: 55 进行

Odaily星球日报讯 以太坊基金会发布 Dencun 主网升级公告，Dencun 预计将于北京时间 2024 年 3 月 13 日 21: 55 在以太坊主网上激活，区块高度为 269568 ，节点运营商和质押者必须将其软件升级到公告中列出的版本。据悉，本次升级引入了带有 EIP-4844 的临时数据 blob，也称为 protodanksharding，将有助于降低 L2 交易费用。

币安将于 3 月 13 日暂停以太坊等网络代币的充提业务，以支持网络升级及硬分叉

Odaily星球日报讯 据官方公告，币安预计将于东八区时间 2024 年 03 月 13 日 21: 25 暂停以太坊（ETH）、Arbitrum（ARB）、Optimism（OP）、zkSync Era、Base Protocol（BASE）、Manta Network（MANTA）、Starknet（STRK）和 Polygon（MATIC）网络的代币充值、提现业务，以支持以太坊网络升级及硬分叉。此举旨在为用户提供优质体验。

项目方将于 epoch 269, 568 （预计东八区时间 2024 年 03 月 13 日 21: 55）进行网络升级及硬分叉。

Aevo 预计将于 3 月 13 日进行空投

Odaily星球日报讯 根据 Aevo 官方于 X 平台披露的信息，AEVO 代币预计将于 3 月 13 日空投。

Magic Eden 拟于 3 月 13 日对“ETH OG”开放 Diamond 申领

Odaily星球日报讯 据官方消息，NFT 市场 Magic Eden 宣布拟于 3 月 13 日对“ETH OG”（即早期 ETH NFT 交易者）开放 Diamond 申领。

目前 Magic Eden 尚未公布具体申领细节，不过根据社区用户 Aviv.eth 披露，此前一位交易额达到 230 万美元的交易者获得 30 万枚 Diamond drop，本次如果按照其 600 万美元交易额计算预计可能会获得 40-50 万枚 Diamond。 

链游 RapChain 将于 3 月 13 日开启首场对战

Odaily星球日报讯 据官方消息，链游 RapChain 将于北京时间 3 月 13 日 12: 00 开启首场对战，游戏网站已于今日公布。每场比赛都设有公开奖励池可供玩家争夺，并且参与游戏还能累积“贡献积分 RapPoint”，可以在未来获得 Token 及空投。

据了解，RapChain 是建立在 Arbiturm 和 Song Protocol 上的限时链上说唱游戏，每场比赛都由 5 个币圈热议话题和 1 个奖励池组成，玩家们可以在规定时间内使用 AI 发挥创意、用说唱来表达自己的独到见解。 

3 月 14 日

OP Labs：若升级提案获批，Ecotone 主网升级拟于 3 月 14 日进行

Odaily星球日报讯 OP Labs 在 X 平台表示，Ecotone 升级将于世界标准时间 3 月 14 日星期一 00: 00: 01 （北京时间 8: 00AM）进行，前提是升级提案得到 Optimism 治理的批准，节点运营商需要采取措施为升级做好准备，设置基本 Ecotone 配置后，需要使用新的 Beacon 端点配置操作节点，这是因为 Ecotone 激活后不久，批量交易将作为 4844 个 blob 发送，并且 blob 只能从 Beacon 节点检索。

3 月 15 日

FTX Digital 将于 3 月 15 日在巴哈马举办债权人会议

Odaily星球日报讯 FTX Digital 将于 3 月 15 日 22: 30 在巴哈马举办债权人会议，并将成立清算委员会，会议将由联合官方清算人提供关于清算进程的最新进展和指导，以及向 FTX Digital 的客户和非客户债权人介绍有关债权申报流程的信息。

ETHGlobal 公布 2024 年黑客松时间表，ETHGlobal London 将于 3 月 15 日启动

Odaily星球日报讯 ETHGlobal 官方公布 2024 年时间表，宣布将举办 20 场黑客松活动，包括 LFGHO（1 月 12 日-1 月 24 日）、Circuit Breaker（2 月 2 日-21 日）、Pragma Denver（2 月 28 日）、Pragma London（3 月 14 日）、ETHGlobal London（3 月 15 日-17 日）、Scaling Ethereum 2024 （4 月 5 日-26 日）、Pragma Sydney（5 月 2 日）、ETHGlobal Sydney（5 月 3 日-5 日）、Pragma Brussels（7 月 11 日）、ETHGlobal Brussels（7 月 12 日-14 日）、ETHOnline 2024 （8 月 23 日-9 月 13 日）、ETHGlobal Singapore（9 月 20 日-22 日）、Pragma San Francisco（10 月 15 日-17 日）、ETHGlobal San Francisco（10 月 18 日-20 日）、ETHGlobal Devcon 2024 （暂定 11 月）以及其他 5 场额外活动。

SatoshiVM：拟于 3 月 15 日启动 Alpha 主网，将支持 SAVM 质押

Odaily星球日报讯 据官方消息，比特币 Layer 2 项目 SatoshiVM 宣布拟于 3 月 12 日启动 Alpha 主网，将上线一系列功能，包括：支持质押 SAVM、桥接代币、 30 秒内部署代币、为 SAVM 质押者提供激励空投、以及低成本交易 BRC 20 代币等。

Rich Rabbit 将空投 2000 万枚 MOBILE，快照时间为 3 月 15 日

Odaily星球日报讯 Meme 项目 Rich Rabbit 在 X 宣布推出空投计划。第一轮将空投 2000 万枚 MOBILE （约合 76 万美元）。获得空投条件为：钱包持有超过 10 万枚的 RABBIT 代币。快照时间为 3 月 15 日。

3 月 16 日

11.1 亿枚 ARB 将于 3 月 16 日解锁，价值 21.5 亿美元，占流通供应量的 87.2% 

Odaily星球日报讯 Token unlock 数据显示，Arbitrum 将于北京时间 3 月 16 日 21 时解锁 11.1 亿枚 ARB，价值 21.5 亿美元，占流通供应量的 87.2% 。

其中：团队（及未来团队）和顾问份额将解锁 6.73 亿枚 ARB，价值 13 亿美元，占流通供应量的 52.82% ；投资者份额将解锁 4.38 亿枚 ARB，价值 8.45 亿美元，占流通供应量的 34.37% 。

据 CoinGecko 数据显示，目前 Arbitrum（ARB）流通供应量为 12.75 亿枚，市值为 25.1 亿美元。

3 月 17 日

暂无

其他（具体时间未定）

CyberConnect 推出模块化以太坊L2 Cyber，测试网将于下周上线

Odaily星球日报讯 据官方消息，去中心化社交网络协议 CyberConnect 宣布推出支持再抵押的模块化以太坊 L2 网络 Cyber，Cyber 在 EigenLayer 和 Optimism 的支持下与 AltLayer 合作，将充当 Web3 应用程序的社交层。据悉，CYBER 质押已上线，Cyber Sepolia 测试网将于下周推出。

Solana 生态 Meme 币 SBF 将于下周向 Solana Mobile 用户发放空投

Odaily星球日报讯 Solana 生态 Meme 币 SBF 计划于下周面向 Solana Mobile 用户发放空投。

具体规则为：向 Saga 手机 1 代和 2 代用户空投 SBF 代币， 126, 424 个钱包将成为新的 SBF 持有者。

Related Reads

Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

Morgan Stanley analyst Joshua Meyers' report (June 21, 2026) highlights key trends in the hardware and semiconductor sector ahead of Micron's earnings. The core takeaways are: 1. **Micron & Memory:** Memory remains a high-conviction long theme, driven by strong AI demand and rising ASPs. However, investor focus is shifting to the sustainability of Micron's >80% gross margins and the specifics of potential new long-term supply agreements (SCAs). 2. **Hardware Supply Chain:** AI-related demand for servers, networking, and storage remains robust, but company performance is diverging. Celestica (CLS) shows improved margin confidence, Western Digital and Seagate benefit from pricing, Fabrinet (FN) sees predictable AI optics growth, and Teradyne (TER) anticipates a new Google customer. 3. **AI Capex & WFE Forecasts:** JPMorgan increased its Wafer Fab Equipment (WFE) market growth forecasts to 28% in 2026 and 29% in 2027. AI infrastructure financing is evolving, with higher project-level debt reducing constraints on capex expansion. The report signals that while the AI-driven hardware cycle is strong, the market is entering a phase focused on execution verification (e.g., Micron's SCA details, Fabrinet's ramp with Amazon) and valuation sustainability. Key near-term signals include Micron's guidance, Arista Networks' outlook, and the pace of demand normalization post potential tariff-related pull-ins.

marsbit35m ago

Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

marsbit35m ago

Research Report Analysis: The Fed's New Chair's Debut – New Leader, But Same Script?

Report Analysis: Federal Reserve's New Chair Debut – A New Captain, But the Same Script? Morgan Stanley's chief global economist Seth B. Carpenter analyzes the first FOMC meeting under new Fed Chair Kevin Warsh in a June 21 report. Warsh deliberately avoided providing forward guidance on interest rates, aligning with his philosophy. However, market expectations for a rate hike this year were reinforced. Key signals lie elsewhere: inflation may fall more than expected, and quantitative tightening (QT) could be more aggressive than anticipated. The FOMC's "dot plot" suggests only one rate hike in 2026. Carpenter argues that if inflation undershoots forecasts, the logic for even a single hike weakens, especially as projections indicate potential rate cuts in 2027. On QT, Warsh's stance is clear. Carpenter notes that measures like halving the Treasury's account balance could shrink the Fed's balance sheet by around $500 billion with minimal market impact. Combined with adjustments to reserve interest and liquidity rules, the ultimate QT scale may exceed expectations, though its market effect might be less disruptive unless the Fed actively sells Mortgage-Backed Securities (MBS). While Warsh initiated a review of the Fed's policy framework, the 2% inflation target remains intact for now. The report concludes that the market may be overestimating the significance of reduced forward guidance and the near-term rate hike risk, while potentially underestimating the scope and manageable nature of the coming balance sheet reduction. The key debates will hinge on upcoming core PCE data, the specifics of the QT path, and the framework review's findings.

marsbit47m ago

Research Report Analysis: The Fed's New Chair's Debut – New Leader, But Same Script?

marsbit47m ago

Critical Game Week: BTC Retracement Confirmation vs. HYPE Support Battle | Guest Analysis

This weekly analysis outlines a critical juncture for BTC and HYPE markets, focusing on key price level confirmations. **BTC Analysis:** BTC is at a pivotal point after a five-wave rally from the June 5th low of $59,100. The price has broken below a short-term rising channel's lower boundary, with the current move seen as a pullback to test this breakdown. Failure to reclaim this level could lead to a retest of the $59,000-$60,000 support zone. The core scenario hinges on this channel retest outcome. * **Key Levels:** Resistance at $64,500-$65,000 (channel boundary) and $69,500-$70,500. Support at $59,000-$60,000 and $55,000. * **Strategy:** A core bearish stance is maintained (20% short from last week), with short-term plans for tactical trades. Three detailed contingency plans (A/B/C) are provided for short positions on resistance tests or breakdowns, emphasizing strict stop-loss discipline. **HYPE Analysis:** HYPE shows strong momentum but is currently in a corrective phase after hitting a new high of $76.94. The price is retesting the crucial $64-$66 support area. * **Key Levels:** Resistance near $77 and $80-$82. Support at $64-$66 and $52-$54. * **Strategy:** The short-term approach is "buy on dips, avoid chasing rallies." A long position is considered only if clear stabilization signals appear at the $64-$66 or deeper $52-$54 support zones, with tight risk controls. **General Risk Management:** A standardized trailing stop-loss protocol is emphasized: set initial stop, breakeven at +1% profit, then trail stops upward to lock in gains. *Disclaimer: All analysis is presented as a personal trading framework, not investment advice. Market conditions are complex and require dynamic adjustment.*

marsbit1h ago

Critical Game Week: BTC Retracement Confirmation vs. HYPE Support Battle | Guest Analysis

marsbit1h ago

Research Report Interpretation: Citi Attends AWS Summit, Bullish on Cloud Business Acceleration but Data Governance Remains Key Variable

Citi analyst Tyler Radke's team attended the AWS New York Summit (June 17-18), engaging with over 10 clients and partners. In a June 19 report, they highlighted the summit's focus on scaling agent AI for enterprise deployment. Citi maintains a "Buy" rating on Amazon, forecasting AWS revenue growth to accelerate to 37% in FY27 from 30% in FY26, noting this estimate may be conservative. Key takeaways: 1. **AWS Strategy Shift:** AWS is moving from proof-of-concepts to scalable deployment. New offerings like AWS Context (building enterprise knowledge graphs), Amazon Quick (cross-application AI assistant), and security tool Continuum address core enterprise pain points for AI adoption. 2. **Data Infrastructure Beneficiaries:** Data infrastructure companies like Snowflake, Elastic, Oracle, and ClickHouse are seen as direct beneficiaries of scaling AI workloads, as evidenced by strong growth and use cases presented. 3. **Critical Role of Data Governance:** As AI agents scale from hundreds to thousands, effective data governance becomes the key variable for deploying AI in core business processes. AWS Context represents AWS's strategic extension from providing compute/models to offering a data governance infrastructure layer. The report emphasizes that without solving data governance, AI will remain confined to pilot projects. The investment thesis focuses on AWS revenue acceleration and data infrastructure vendors' growth, while monitoring signals like AWS's quarterly revenue growth, Bedrock AgentCore task volume, and pricing impacts on companies like Elastic.

marsbit1h ago

Research Report Interpretation: Citi Attends AWS Summit, Bullish on Cloud Business Acceleration but Data Governance Remains Key Variable

marsbit1h ago

Crucial Week of Contention: BTC Tests Support and HYPE's Key Level Battle | Special Analysis

**Market Enters Critical Week: Bitcoin Pullback Test and HYPE Support Battle** The market enters a crucial phase of contention this week. The marginal shifts in Federal Reserve policy expectations continue to dictate the pricing rhythm for risk assets. Meanwhile, in the crypto market, following a period of sideways consolidation, the divergence between bulls and bears is becoming concentrated at key price levels. **Bitcoin (BTC) Analysis & Strategy** * **Technical View:** The 4-hour chart suggests BTC is in a five-wave structure since the June 5th low near $59,100. Price action shows a short-term rising channel. The recent drop below this channel's lower boundary is now being followed by a pullback attempt (wave 40-41). The outcome of this retest is critical. * **This Week's Outlook:** The core focus is whether BTC can reclaim and hold above the channel's lower boundary. * **Bullish Scenario:** A successful hold could lead to a continued rebound, potentially challenging the $69,500 - $70,500 resistance zone. * **Bearish Scenario:** Failure to hold may trigger a renewed test of the $59,000 - $60,000 core support area, with $55,000 as a deeper support level. * **Operational Strategy:** The author maintains a 20% mid-term short position initiated last week near $64,500, based on a model signaling a shift to a bearish structure. Short-term tactics involve using 30% capital for potential "spread" trades, with three contingency plans (A, B, C) outlined for reacting to resistance tests, breakouts, or support breakdowns. **HYPE Analysis & Strategy** * **Technical View:** On the 4-hour chart, HYPE shows strong momentum, having recently broken to a new high since January. The current pullback presents a clear three-wave correction structure, bringing the price back to the critical $64 - $66 support zone. * **This Week's Outlook:** The focus is on the battle for the $64 - $66 support area. * **Bullish Scenario:** Holding this support could signal a continuation of the uptrend from the June 10th low, leading to new highs. * **Bearish Scenario:** A breakdown could extend the correction, potentially testing the deeper $52 - $54 support band. * **Operational Strategy:** The recommended short-term approach is "buy on dips, avoid chasing rallies." A light long position (under 30% capital) could be considered if HYPE shows stabilization signals at the $64-$66 or $52-$54 support zones, confirmed by model signals. Strict stop-loss discipline is emphasized. **General Risk Management:** A strict trailing stop-loss protocol is advised: set an initial stop; move to breakeven at +1% profit; lock in profits progressively thereafter. *Disclaimer: All analysis is presented as the author's personal technical perspective and trading log, not as investment advice. Markets are complex and dynamic; risk control is paramount.*

Odaily星球日报1h ago

Crucial Week of Contention: BTC Tests Support and HYPE's Key Level Battle | Special Analysis

Odaily星球日报1h ago

Trading

Spot
Futures
活动图片