盘点VC当前浮盈最高的十大新币(附下次解锁时间)

Odaily星球日报Published on 2024-06-25Last updated on 2024-06-25

Abstract

暴跌之后,仍有某代币浮盈近百倍。

原创|Odaily星球日报

作者|Azuma

盘点VC当前浮盈最高的十大新币(附下次解锁时间)

以“高 FDV、低流通”为典型特点的所谓“VC 代币”已成为了二级市场上最危险的标签。

6 月 24 日,数据分析平台 DYθR 的联合创始人 hitesh.eth 于 X 上贴出了一组数据,盘点了当前市面上较为典型的十大“VC 代币”。数据显示,即便是在市场遭遇持续下跌的状况下,各大 VC 在这些代币的投资上仍有着数十倍甚至近百倍的浮盈,hitesh.eth 特别标注了这些代币的资方份额解锁时间,以便市场监测潜在的解锁抛压。

下图,为 Odaily 星球日报基于 DYθR 在 Dune 上编绘数据进行的二次制图,目的是为了帮助读者更直观地了解这些代币的实时浮盈及解锁状况。

盘点VC当前浮盈最高的十大新币(附下次解锁时间)

需要特别强调几点:

一是 DYθR 的数据最近一次的更新为昨日下午,恰逢市场大跌,该数据有一定滞后性,但不影响整体结果;

二是考虑到个体项目在不同的融资轮次会有不同的估值(越早越便宜),DYθR 在计算 VC 浮盈倍率采用的算法为“当前 FDV/ 不同融资轮次的估值均值”,所以最终得出的倍率数字实际上会与不同轮次的倍率有一定出入,但基本可代表 VC 在该项目上的整体浮盈情况;

三是 DYθR 总共统计了 28 个项目(可参阅 Dune),出于篇幅及项目热度考虑,下文将仅覆盖浮盈倍率排名最高的 10 大项目,感兴趣的读者可通过 DYθR 查阅更多内容。

Related Reads

Jensen Huang: Prompts are Becoming Obsolete, Loops are the New Paradigm

Jensen Huang, alongside AI leaders like Peter Norvig, Boris Cherny, and Andrew Ng, is advocating for a shift from "prompt engineering" to "loop engineering" as the new paradigm for AI development. Instead of manually crafting individual prompts, the focus is now on designing autonomous loops—systems where AI agents execute tasks, self-validate results, and iterate until completion without constant human oversight. A loop is a management framework that enables agents to operate independently. Key implementations are seen in Claude Code (with features like /loop, /goal, and /schedule) and OpenAI Codex, which employ multiple agents working in parallel within isolated environments. A core principle is the separation of roles: one agent (or model) performs the task, while an independent agent (or a smaller, separate model) validates the output to ensure objectivity. The article outlines a practical roadmap for implementing loops, starting with a "four-condition test" to assess suitability, building a minimal viable loop, and emphasizing critical pitfalls to avoid, such as lacking hard stop conditions or allowing loops to handle tasks requiring human judgment. This evolution is framed as the fourth major shift in AI interaction: from Prompt Engineering (crafting instructions) to Context Engineering (providing background information), then to Harness Engineering (building tool-enabled environments), and finally to Loop Engineering (creating self-sustaining systems). This progression reflects a consistent trend of increasing abstraction, moving human involvement from direct instruction to system design and rule-setting. The concept has academic roots in frameworks like ReAct, which formalized the "reason-act-observe" cycle. While loop engineering promises greater automation, experts caution about managing token costs and warn against outsourcing understanding—AI can assist, but deep problem comprehension remains essential.

marsbit1h ago

Jensen Huang: Prompts are Becoming Obsolete, Loops are the New Paradigm

marsbit1h ago

Trading

Spot
Futures
活动图片