JitoSOL获得1200万SOL,准备重新开业

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:

JitoSOL在启动成为索拉纳(SOL)再投资中心的计划后,其影响力正在不断增强。JitoSOL旨在复制特征层的成功,并已在其保险库中引入了更多的SOL。

JitoSOL是Solana区块链上最具影响力的实体之一,旨在提供一种专注于Solana(SOL)的重新质押版本。此前,JitoSOL还提供本地质押作为验证器,以及流动质押。重新质押意味着JitoSOL将支持一个新的项目生态系统,即主动验证服务(AVS)。

目前,JitoSOL在其液体质押库中持有近1200万SOL。在最初宣布重新质押协议后,资金流入在过去一周加速。JitoSOL将其平台设置为开源,目前正在进行安全代码预览。

JitoSOL不仅从零售业获得流动性,而且主要来自Solana生态系统中的其他领导者。DEX和其他协议,包括Jupiter聚合器,是顶级SOL赌注者和JTO代币持有者之一。由于其他Solana应用程序也能赚取费用,JitoSOL成为了被动收入的来源。卡米诺是金库的主要来源,通过金库,赌注者还可以获得JitoSOL的部分费用。虽然JitoSOL的大部分小费和费用都流向了大型实体,但持有JTO代币以获得MEV费用份额并没有进入壁垒。

重新质押将创建一批新的基于Solana的代币,而基础资产将留在市场之外。这是基于Solana的活动的一种解决方案,不会导致应用程序或其他参与者的直接SOL补偿。目前,Solana应用程序接收SOL作为付款,从而产生出售资产以实现收益的激励措施。

AVS仍然可以进行代币化,同时保留其SOL金库,只交易流动性再质押代币。在过去的一周里,Squads是首批表示有兴趣建造AVS的项目之一,同时重新抵押资产以确保Solana的安全。

在市场高峰期,基于以太坊的重新质押向Eigen协议投入了超过220亿美元。

JitoSOL是Solana收费最高的公司之一

JitoSOL是Solana的顶级实体之一,总锁定价值为17亿美元。价值会根据SOL的市场价格而波动,但就代币而言,JitoSOL在过去两个季度里一直有源源不断的资金流入。JitoSOL约占Solana价值的30%,根据市场估值,Solana目前为47亿美元。

该协议每年还收取高达5.88亿美元的费用,成为最大的SOL收入者之一。相比之下,根据目前的活动,非常受欢迎的Pump.fun的年费约为4.86亿美元。

JitoSOL目前通过其区块链构建服务吸引用户,繁忙的一天最多有392K用户。该协议有108529名JTO代币的长期持有者,以换取流动性质押。

JTO代币是费用再分配的关键

JitoSOL也有自己选择的213个验证器,这些验证器会重新分配协议的MEV费用。持有JTO意味着最终用户可以重新分配JitoSOL的一部分费用。Jito上的验证器在区块空间上运行拍卖,收到将交易纳入区块的特殊提示。Jito已成为Solana链的关键要素,因为其服务旨在解决交易失败的问题。

大多数SOL仍以本地质押方式持有,只有6.4%的SOL以流动质押方式持有。在过去的一个月里,质押已经改变了其平衡,资金从前领导者mSOL流出,流入Jito和Jupiter的金库。总共有超过387M的SOL被打桩,切断了466M的循环供应。

2025年初,JTO代币的概况将开始发生变化。对于吉托的早期投资者来说,新的一年将是一个巨大的悬崖解锁。只有15.3%的JTO被解锁,协议可能会寻求让这些代币发挥作用并避免出售的方法。JTO的交易价格为2.54美元,此前从最近2.13美元的低点回升。JTO在2024年牛市期间达到接近5美元的峰值。


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