寻找潜在Alpha：盘点10个早期未发币项目

Odaily星球日报Published on 2025-04-23Last updated on 2025-04-23

Abstract

从DeSci到机构级DeFi，精选10个值得你关注的早期项目。

原文作者：Stacy Muur

原文编译：Tim，PANews

我从 AI 驱动的社交分析平台 Moni 上精选了 10 个早期协议， 100% 值得你关注：

寻找潜在Alpha：盘点10个早期未发币项目

1.Burve

类别：基于 Berachain 的 DeFi 收益聚合器

简介：通过多代币互换、流动性池杠杆和脱锚保险机制，最大化

Berachain 链上收益。

空投潜力：中高（项目处于极早期阶段，关注者少，尚未发币，经典空投模型）

代币：未发行

亮点：围绕流动性提供者优化+风险管理工具（保险、杠杆）构建生态。预计后续将开启流动性挖矿阶段。

寻找潜在Alpha：盘点10个早期未发币项目

2.Multipli.fi

分类: DeFi 收益聚合

简介: 实现原生资产、稳定币及现实世界通证化资产的收益大众化

空投潜力: 高（测试网与主网阶段均可获得 ORB 奖励；代币发行已确认）

代币: 暂未发行

亮点: ORB（链上奖励债券）可通过参与测试网及主网质押获取，将在 TGE 时进行兑换

寻找潜在Alpha：盘点10个早期未发币项目

3.ambient.xyz

分类：Web3+AI 基础设施

简介：一条将 AI 模型训练转化为安全、可获奖励的链上活动的 PoW（工作量证明）区块链

空投潜力：尚未公布官方空投计划

代币：暂未发行

亮点：目前无积分挖矿或空投机制。获a16z、Delphi Ventures 和 Amber Group 投资支持。

寻找潜在Alpha：盘点10个早期未发币项目

4.Cline

类别：AI 开发者工具、自主编程代理

简介：一款开源 AI 编程代理，支持协作编写、调试并交付全栈代码

空投潜力：低（无代币模型，专注 SaaS、开源方向，未公布奖励机制）

代币：无（无发行原生代币的计划或迹象）

亮点：装机量 130 万+，社群粉丝超 3.1 万，开发者生态活跃；GitHub 热度高（获星 4 万+），定位更偏向开源基础设施而非链上协议

寻找潜在Alpha：盘点10个早期未发币项目

5.Optimex

分类：BTCFi

简介：面向原生比特币的非托管 DeFi 协议层，支持闪兑、借贷和保证金交易

空投潜力：中等（尚无官方计划，但早期应用用户+alpha 测试者可能具备资格）

代币：尚未推出（暂无关于 TGE 或代币经济模型的公开信息）

亮点：无积分系统，无代币。项目方可能正在构建追溯性奖励机制（未来根据早期贡献发放奖励）

寻找潜在Alpha：盘点10个早期未发币项目

6.Converge

类别: 机构化 DeFi 协议、资产代币化结算层

简介: 兼容 EVM 的 Layer 1 公链，融合传统金融与去中心化金融，实现合规的资产代币化与稳定币结算

空投预期: 低（未宣布空投；注重机构采用与合规性）

代币: 无原生代币；使用 USDe 和$ENA 进行结算

亮点: 由 Ethena 和 Securitize 提供支持。设计兼顾机构与无需许可的应用场景。早期合作伙伴包括 AAVE、Pendle、Morpho 和 Maple Finance。

寻找潜在Alpha：盘点10个早期未发币项目

7.Hubble Protocol

类别: DeFi、收益策略分叉

简介: Tomb Finance 的进化版，在 Sonic 上重新构想，旨在优化 DeFi 收益策略。

空投潜力: 中等（早期阶段尚未确认代币，但用户引导机制的提及暗示未来可能有激励措施）

代币: 尚未推出

亮点: 项目声称源自 Tomb Finance，可能正在构建弹性供应或算法收益结构。

寻找潜在Alpha：盘点10个早期未发币项目

8.Monadic DNA

分类：去中心化科学、隐私保护基因组学

简介：无需放弃数据控制权即可从 DNA 获取健康与生活方式洞见

空投潜力：中等（等待名单即将开放，早期发展势头良好，暂未公布代币但可能采用典型 DeSci 激励模型）

代币：尚未推出（暂未确认代币或治理机制）

亮点：定位为 2 3a ndMe 的用户所有权的替代方案， 2 3a ndMe 为 ETHGlobal 2024 优胜项目

寻找潜在Alpha：盘点10个早期未发币项目

9.Splenium

分类: 去中心化人工智能（DeAI）

简介: 一款基于聊天界面的 AI 副驾驶工具，支持用户实时跨 EVM 链进行 NFT 交易、资产管理及市场追踪

空投潜力: 中等（1.3 万用户规模，早期增长阶段，高互动频次预示未来可能推出奖励机制）

代币: 暂未发行（尚未确认代币计划）

亮点: 有望发展为个人 DeFi 应用层或集成至现有钱包生态，需通过代币经济或协议层构建长期增长飞轮

寻找潜在Alpha：盘点10个早期未发币项目

10.Metadrip

• 类别: AI 代理、DeFi 用户体验层

• 简介: 通过对话式 AI 助手实现加密货币交易、质押、追踪和代币发行的一站式平台

• 空投潜力: 高（质押机制、DAO 治理和 DRIP 代币设计暗示未来奖励或早期用户激励）

• 代币: 已规划（DRIP 代币将用于投票治理）

• 亮点: 以散户为核心，打造"All-in-One"的 DeFi 助手体验，界面整合多项Web3功能

寻找潜在Alpha：盘点10个早期未发币项目

时间总会嘉奖那些早起的人。

这份清单不是预言，而是一份快照。请自行斟酌，善加利用。

并非每个早期项目都能成为突围者，但每个突围者都有相同的成长轨迹。

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