盘点近期值得持续关注的空投项目

Odaily星球日报Published on 2024-05-16Last updated on 2024-05-16

Abstract

对单个空投有高度信心实际上意味着你把所有信任都放在一个项目/创始人上。

原文作者:CC 2 (Revanchist Arc)

原文编译:深潮 TechFlow

以下是迄今为止我仍在进行的大部分空投的更新列表。

L2 Scroll

  • 每周在不同的 dApps 上进行交易,目标是至少使用 20 个不同的 dApps 并实现超过 10 万美元的交易量直到空投发放。团队积极听取反馈,Vitalik 对此项目表示看好。尽管这个项目非常受欢迎并且“过度开采”,但我对此感觉良好。

Liquidswap/Pontem/Lumio

  • 将 ETH 桥接至 Lumio 并获得 4 个徽章。现在的主要任务是每周在 Liquidswap 上交换 2-3 次,并提供一些流动性。在团队听取社区反馈的同时,Aptos 的曝光度也很高。

Orderly(+ LogX)

  • 每周推动至少 30 万美元的交易量。不推荐只有少量资金的玩家参与。我之所以做这个,是因为看到了项目的终结,而且在永续 DEX 上的挖掘机会颇具吸引力。

Zora

  • 每月铸造 2-3 次。重要的是还要创建自己的收藏品并让人们铸造它。$ENJOY 空投的收益已经足以支付所有费用的十倍。

zkSync

  • 主要在 zkSync 上使用 ZyFi,偶尔使用 Syncswap 和 Bebop。只是为了保持活跃度,且费用非常低廉。

Linea

  • TX 利用似乎结束了。我只花了几百美元购买 Linea Surge。沉没成本谬误(不妨一路走下去)

跨链互操作性

  • Hyperlane 目前在互操作性领域最有信心的选择。但 LayerZero 也曾是,因此请对此持保留态度。我喜欢它们的模块化角度和可定制的安全性。目前可以连接到任何 EVM 或 Cosmos 链,而且费用更低/速度更快,这使它比资金更雄厚的竞争对手更具优势。从技术上讲,互操作性项目是所有 L1/L2/L3的 "拾遗补缺",但市场似乎并不看重这些项目(目前)。最重要的可能是使用他们的旗舰桥接器:https://usenexus.org。

  • Jumper每月触及 10 个链,并尽量在交换代币时使用它。产品市场契合度好,资金充足,dApp 表现出色。不过已有超过 100 万个钱包,意味着“过度开采”。

  • Bungee(+Zapper) 与 Jumper 类似,但覆盖范围略少。他们正在大量构建(这不是玩笑,可以查看 Socket Twitter)。Zapper 今天暗示了发行代币,我仍在使用它,因为它也是由 Socket 提供支持的。

  • Mayan Wormhole 仍保留了第二次空投的份额。Mayan 是一个出色的 EVM<>Solana 桥,无需过于复杂化。

  • Squidrouter 筹集了大量资金且有些低调。我喜欢使用它来桥接进入/来自 Scroll 和 Base,与其他互操作项目相比,使用较少。

  • deBridge 当你在 deBridge 上挖矿时,你就是在挖矿一个 ICO。烧毁来赚空投至今未令人失望,所以我可能会在一定程度上参与(无需过度投入)。

  • Orbiter 多年来持续利用。坦白说,Orbiter 因其流畅的用户界面和用户体验而具有很高的产品市场契合度(PMF)。当我懒得操作时,我就使用 Orbiter,因为它简单、可靠且快速。虽然对他们的空投持保守态度,但结果仍然难以预测。

跨链互操作性 - 较低级别

  • ZetaChain #2 因为已经进行过一次空投,所以排名较低。获取每周经验值非常便宜,且颇具乐趣,所以为什么不呢?

  • Magpie “四月 TGE”未能实现,因此看跌。仍在推动一些交易,因为这使我有资格参与 Wormhole。虽然 Jump 参与了 500 个项目,但我还是选择加入。

  • Rango “个人资料”标签工作不正常,看跌。不确定他们是否跟踪活动。我方面的使用非常温和。好处是:在许多链上可用,增加了独特的 dApp 使用量(例如用于 Scroll)。

  • Zerion 筹集了 2200 万美元。我购买了最便宜的 NFT,现在每月只进行一次交换和桥接。他们收取 0.725% 的费用,太贵了。如果你认真考虑资格,也应该使用他们的钱包和其他产品。可能他们会复制 MM,但永远不会发行代币。

Solana

  • Tensor Szn #4 自 2023 年初开始,空投效果惊人。可能会再次成功,但 NFT 交易非常 PVP。不推荐给不精通该领域的人(很容易输掉所有资金)。

  • PhoenixTrade 每隔一天在一个钱包上进行一次限价交易。对 Drift 也是这样操作的,回报巨大。Solana 空投=好。

  • Backpack Exchange 每天进行 2-3 次交易,仅交换 Meme 币。Backpack 有深厚的联系,你总能在生态空投中拿回你的费用(Wormhole, Pyth, Tensor 等)。

基于流动性

  • Sanctum + Meteora 很好的 2+ 1 。没有 Jito 复制,但如果你有足够规模,这是一个非常舒适的农场,有 Solana 价格暴露。Meteora 有 Jupiter 团队成员重叠。

  • Elixir 看好永续挖掘机会。交易对提供不错的收益(15-20% ),有 BTC/ETH 曝光。

  • Ambient(主要在 Scroll 上) 建设活动频繁(不是 Meme)。因为在 Scroll 上,所以感觉舒适,也许还有某种 Berachain 的角度。

  • Zircuit 起初因为是L2而非常看好,后来意识到现在每个人都在建设L2。仍然值得获取:Zircuit, Eigen #2, LRT of choice, ETH 曝光+ 收益。

  • MarginFi 他们推出自己的代币花了太长时间,所以市场不会太慷慨。我还在里面,因为我懒得偿还贷款和提现。Kamino 复制的可能性比 Jito 要大得多。*如果你存入 INF,你将有资格获得 3 个空投。

主要关注点

Scroll, Hyperlane, Jumper, Liquidswap, Tensor, Elixir, Sanctum + Meteora, Zircuit 组合成一个四合一的玩具,或许还有 Bungee。我还会添加 Ambient,但对大多数人来说可能会感到失望,因为它是线性的。

我正在努力的许多空投项目不可避免地会:

  • 因为执行不佳/没有产品市场契合度而变得一文不值

  • 空投时间过长,也被称为“时间诈骗”

但其中一些也会:

  • 带来比你预期更丰厚的回报(类似于 Jito、Wormhole、Manta Galxe)

  • 间接资格参加其他空投(结果包括:Avail, zkFair, Celestia)

对单个空投有高度信心实际上意味着你把所有信任都放在一个项目/创始人上,依赖他们的正确执行以及大量额外的变量(希望得到他们的恩惠)。这就是为什么“Spray and Pray”的策略(广泛参与多个项目,希望能从中获得一些显著回报)对我来说效果最好。“持续地”在这里那里赚取几千美元,直到最终积累成一大笔资金并达到临界质量。

其结果是,你现在可以更专注地关注少数几个项目(无论是通过更多的交易还是流动性),同时仍然保持你的““Spray and Pray”策略的活跃度。

研究“空投滚雪球”这个术语,在传统金融中相当于“复利”。虽然 Meme 在收益上远超过空投,但对于只有几百美元起步的人来说,这仍然是最佳的资本获取方式,尤其是从风险调整后的回报率来看。

正确的方法是:

  • 在意识到这个特定领域仍然效率低下后,立即开始在 Arbitrum 之后参与空投。

  • 争取获得几十万美元的空投收益。

  • 继续参与空投,同时将一部分资金投入到 Meme 中进行“长期投资”。

这并不意味着如果你还没有被资本化就结束了空投。这只意味着市场变得极度饱和和竞争激烈,途中有很多失败的例子导致了“灰尘般的掉落”,团队也在利用空投狂热。

市场变得更加高效,这个特定领域的优势已经被削弱,从而导致了较低的投资回报率。

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