俄乌之战推高Waves链上TVL?

蜂巢TechPublished on 2022-03-04Last updated on 2022-03-04

Abstract

据DeFiLlama数据显示,3月3日,俄罗斯本土公链Waves链上锁仓的加密资产价值(TVL)近7日增幅为53%,达15.9亿美元,其原生Token WAVES近7日涨幅为108%,现报价为18.5美元。

据DeFiLlama数据显示,3月3日,俄罗斯本土公链Waves链上锁仓的加密资产价值(TVL)近7日增幅为53%,达15.9亿美元,其原生Token WAVES近7日涨幅为108%,现报价为18.5美元。

Waves最早始于2016年,由俄罗斯人伊万诺夫创建,初衷是为了让传统商业及其终端用户能够享受到区块链技术带来的好处,且个人可以拥有自己的资产、数据和隐私的控制权。6年时间,Waves已演化成为俄罗斯本土最大的多用途区块链网络,各种用例的DApp运行在该网络上。

Waves除了为开发者提供开放的源代码和去中心化环境,也提供了多种专门工具,包括智能合约、跨链协议、预言机、通证发行、DApp等在内的程序包,这些工具让开发者开发和运行DApp变得容易,且可扩展。

有趣的是,这个诞生许久的公链在去年的加密资产牛市中并未冒头,直到今年2月俄乌战争爆发。先是WAVES价格的快速上涨,然后是Waves公链链上TVL的激增。

有声音认为,俄乌战争推动了Waves链的生态规模增长,因为俄罗斯面临着经济制裁,去中心化金融(DeFi)或许能够帮助俄罗斯规避制裁,而Waves本身就是俄罗斯人构建,又是本土最大的链上生态体。

这种猜测被Waves官方推翻,该公链将增长归功于技术升级。Waves开发者在官方推特上表示,Waves链从1.0升级到了2.0,功能有所改进,包括兼容以太坊EVM,支持以太坊链上智能合约的一键迁移,将与跨链桥Allbrigde合作吸引更多加密资产进入Waves生态;此外,Waves将在2022年第一季度推出价值1.5亿美元的去中心化金融基金,计划投资基于Waves公链的搭建的DeFi产品,并扶持它们发展。

无论有没有俄乌战争,DeFi都已经在Waves公链上铺展开来。没有升级以前,Waves无法与其他链上应用互动,生态相对闭塞,也阻碍其繁荣。近期,对以太坊EVM的兼容和跨链桥的计划带来了增长的切口,一些新的应用出现在该链上。本期DeFi蜂窝将盘点Waves公链上的主流DeFi应用。

去中心化交易应用 Waves Exchange

简介

Waves Exchanges是Waves链上最早建立的去中心化交易应用(DEX),尽管也采用了DEX们的基本模式「自动做市商(AMM)」,但该应用融合了中心化交易所(CEX)的功能,在体验上更接地气。用户进入Waves.Exchange,即可使用CEX常见的限价交易模式,也可以使用DEX的AMM机制。

Waves.Exchange交易页面

为了让用户适应链上交易,Waves.Exchange的页面展示也与CEX类似,有K线图,也有Waves生态内资产的实时交易量、交易深度等指标。此外,用户还能直接在该应用使用美元、欧元EUR等法币购买BTC、ETH、WAVES等加密资产。

WX是Waves.Exchange的原生通证,用于激励用户为该DEX市场贡献流动性。该应用推出了WX锁仓机制,用户质押WX获得凭证gMX,这个凭证是用户参与社区治理的权益表示,同时具有「加速奖励」、「引导奖励分配」等实用功能。

运营数据

根据官网显示,Waves.Exchange的加密资产锁仓价值(TVL)为5亿美元,参与交易的地址数达3.2万个,已为用户带来了价值4970万美元的奖励收益。

算法稳定资产生成协议Neutrino

简介

Neutrino是基于算法的稳定资产生成协议,它可以创建与现实资产挂钩的、具有稳定性的资产,如法币的稳定币。

Neutrino生成算法稳定资产的原理是:通过智能合约锁定一些区块链原生通证(如WAVES、ETH、ATOM)作为储备资产,然后通过算法锚定现实资产并保持价格稳定。

USDN就是使用Neutrino协议创建的、与美元挂钩的算法稳定币,该稳定币由WAVES担保,每发行1 USDN,智能合约会锁定价值1美元的WAVES。

Neutrino协议

运营机制

Neutrino 系统由3个核心Token协调:WAVES、USDN和NSBT。

WAVES——Waves链的底层Token,也是该链上主流稳定币USDN的抵押品(储备资产),它的价格是市场化的,存在波动性。

USDN——价格与美元挂钩,供应量及市值受限于WAVES的市值。

NSBT——Neutrino协议的治理通证,作用是确保抵押品储备的稳定性。

在Neutrino系统中,基于WAVES市场价格始终高于零美元的假设,只要智能合约中锁定一定量的WAVES,就可以铸造出价值1美元的USDN。但是,WAVES是波动资产,归零也是有可能的,哪怕不归零,只要它价格暴跌,USDN就会脱离锚定,这就需要WAVES大量供应,以维持USDN的1美元价值。NSBT就为此而来,它通过「储备注资」的机制来调节。

NSBT是一种只能通过智能合约和特定算法程序生成的Token,算法参数取决于USDN抵押品储备的赤字值。

当抵押品WAVES的价格下跌时,智能合约会检测到这个储备资产的不足,从而生成NSBT,并从市场上购买WAVES来补充储备池,保持USDN的价格稳定性和市场供应量;当储备资产WAVES的量太大或市值上涨时,智能合约会清算NSBT,每清算1 NSBT都能以其市场价兑换一定数量的USDN,从而维持USDN的供应及价格稳定。

NSBT只通过系统内其他两种核心资产的供求关系及算法生产,没有任何预分配,尽管存在二级市场波动,但系统Neutrino内的供需关系也会影响其价格。

DeFiLlama数据显示,Neutrino协议的TVL为8.5亿美元,由于有稳定币这个DeFi基建属性的场景存在,它成了Waves链上TVL最大的应用。

借贷应用Vires Finance

简介

Vires Finance是Waves链上首个去中心化借贷应用,为用户提供了一个去中心化、非托管的点对点借贷解决方案。在该应用中,存款人向市场存入资产获取利息收入,而借款人能够以超额抵押的方式借款,它类似于以太坊上的Aave。

相比常见的借贷应用,Vires Finance不仅支持单一资产作为借贷抵押,还支持LP资产作抵押品,用户可以把LP资产导出为vToken,然后将vToken存入Vires Finance作为抵押品,借出所需资产。

Vires Finance存贷页面

目前,Vires Finance支持WAVES、USDN、USDT、USDC、EURN(与欧元挂钩的稳定币)、BTC、ETH七种资产的存入和借出。此外,还支持vUSDN、vBTC等vToken的存入。

VIRES是Vires Finance的治理通证,主要用于奖励用户「存款」,同时补贴「借款」用户的部分利息支出。用户可以锁仓VIRES获得gVIRES,以提高流动性贡献奖励的收益率。

Vires Finance官网显示,3月3日,其 TVL为8.59亿万美元。

自动做市商DEX Swop.fi

简介

Swop.fi也是Waves链上的去中心化交易(DEX))应用,采用自动做市商(AMM)机制,与Uniswap一样,允许用户即时兑换Waves生态内加密资产,特点是无需创建订单或等待交易执行。用户可以通过为Swop.fi提供流动性获取平台治理通证SWOP的奖励,目前支持USDT-USDN、USDT-ETH等流动性池。

Swop.fi官网

此外,Swop.fi还是一个IDO应用,Waves链上的新生项目可以在该应用上发行Token,用户可以通过质押SWOP获得参与门票。

Swop.fi官网显示,该应用的TVL为1970万美元,24小时交易量为192万美元。

NFT游戏Waves Ducks

简介

Waves Ducks是基于Waves链搭建的NFT数字宠物养成游戏,这些数字宠物以小黄鸭外形对外展示,玩家可以在其中收集各种鸭子,藏品既能与其他玩家分享,也可以持续养成为稀缺鸭,该游戏也内置了小黄鸭NFT的交易市场。

参与游戏时,玩家首先需要拥有游戏的主角即小鸭子,可以用Waves Ducks的生态通证EGG购买。而EGG可以在二级市场购买,也可以通过做游戏任务获得,比如在游戏内转发、点赞别人的藏品或使用游戏产品等。

获得小鸭子NFT后,玩家可以自行养成精品鸭,也可以与其它玩家合作生成,还可以用小鸭子NFT进行「挖矿」获得EGG奖励。

Waves Ducks 官网

Waves Ducks 游戏中的所有角色、物品、资源都是NFT资产,玩家可以在市场上自由买卖鸭子和各种养成装备。在游戏过程中,玩家的主要收益来源是参与不同的游戏环节来赚取EGG,或者坚持不懈地喂养小鸭并将其培育成稀缺NFT以便出售获利。

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Welcome to HTX.com! We've made purchasing Waves (WAVES) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy Waves (WAVES) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your Waves (WAVES)After purchasing your Waves (WAVES), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade Waves (WAVES)Easily trade Waves (WAVES) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

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