空投大年,一文梳理值得参与的项目

Odaily星球日报Publicado a 2024-02-28Actualizado a 2024-02-28

Resumen

泼天的空投,等你来接

2024 年还未满 60 天,便已有数个大型项目发布空投,JUP、DYM、ALT、STRK 等项目让撸毛党们充分经历了丰收的喜悦,曾经被铭文党骑脸碾压的「ebegger」们这次终于翻身了。然而空投 Party 还在继续,据 Daily Degen 估计,今年预计发币且空投的项目有数十个之多。本文基于 Daily Degen 的总结文章,梳理重点参与项目如下。

Rabby Wallet

https://twitter.com/Rabby_io

Rabby Wallet 由 DeBank 团队开发, 2022 年 12 月,DeBank 以 2 亿美元估值完成 2500 万美元股权融资,该轮融资由红杉中国领投,Dragonfly、Hash Global、Youbi 及 Coinbase Venture、Crypto.com、Circle、Ledger 参投。DeBank Chain 于去年上限,今年 1 月,Rabby Wallet 推出积分系统。

交互方式也很简单,在项目官网下载Rabby Wallet,安装并使用,尽可能多获取积分即可。此外,DeBank 界面的社交功能也可多交互,有条件的可选择 mint 一个 Web3 ID(96 美元)。

Rainbow 钱包

https://twitter.com/rainbowdotme

Web3 移动端钱包初创公司 Rainbow 诞生于 2019 年,是一款以太坊开源自我托管钱包,可帮助用户管理资产。目前支持以太坊主网、Polygon、Arbitrum、Optimism、BSC、Base 和 Zora 网络。

2022 年 2 月,Rainbow 完成 1800 万美元 A 轮融资,本轮融资由 Reddit 联合创始人 Alexis Ohanian 旗下风险投资公司 Seven Seven Six 领投,其他具体融资信息暂未透露。

目前 Rainbow 正在推出积分计划,用户将有以太坊、Arbitrum、Polygon、Optimism、Zora、Base、BSC 上的有过交易活动的钱包地址导入 Rainbow,即可奖励「追溯积分」(快照时间截止到 2023 年 12 月 11 日 17: 00 UTC)。

MetaMask

https://twitter.com/MetaMask

MetaMask 的背景想必不用赘述,背靠 ConsenSys 这颗大树,从上一轮周期就已经开始空投 PUA 用户了,交互方式主要是使用其钱包内置的 swap、跨链桥等功能。

Eigenpie

https://twitter.com/Eigenpiexyz_io

作为再质押协议的 Eigenpie 虽然没有显赫的大资本投资,但截止发稿仍录得超 3 亿美元的 TVL,同赛道中仅次于 Kelp DAO。

今年 3 月,Eigenpie 公布代币经济学,明确 10% 代币将空投给早期支持者,且 Eigenpie 将通过公平启动引入 EGP 代币,无 VC 或预售活动的参与。团队正式放弃代币分配,将 15% 的 EGP 代币分配给 Magpie Treasury。主打公平分配的团队向来是社区的最爱。或许这个草根再质押协议可以带给质押者一些惊喜。

Kelp DAO

https://twitter.com/KelpDAO

Kelp DAO 是多链 LSD 平台 Stader Lab 旗下的 Restaking 项目,基于 EigenLayer 以 rsETH 构建了的 LRT(Liquid Restaked Token)解决方案。协议当前 TVL 为 6.01 亿美元,并将于近期推出积分代币 KEP,用户在 Kelp DAO 质押产生的 EigenLayer 积分可以 1 : 1 的比例兑换为 KEP(ERC-20 代币),并可以对其自由转移和交易。

Renzo

https://twitter.com/RenzoProtocol

流动性再质押协议 Renzo 于今年 1 月宣布完成 300 万美元种子轮融资,本轮融资由 Maven 11 领投,SevenX Ventures、Figment Capital 和 IOSG 等参投。2 月,Binance Labs 追加投资。协议当前 TVL 达 6.17 亿美元。

ether.fi

https://twitter.com/ether_fi

作为首个在 EigenLayer 上推出原生再质押代币的协议,当前 TVL 16.55 亿美元,可谓是赛道龙头。项目于去年 2 月 完成 530 万美元融资,North Island Ventures、Chapter One 和 Node Capital 共同领投,BitMex 创始人 Arthur Hayes 等参投。根据此前公告,协议将于今年 4 月进行 TGE。

Meteora

https://twitter.com/MeteoraAG

Solana 生态流动性协议 Meteora,由原 Solana 生态 DeFi 项目 Mercurial 推出,目前推出流动性积分活动。

Drift Protocol

https://twitter.com/DriftProtocol

Solana 生态头部永续 DEX 协议,早在 2021 年 Drift Protocol 宣布完成 380 万美元种子轮融资,本轮融资由 Multicoin Capital 领投,Jump Capital、Alameda Research 等参投。

Pike

https://twitter.com/PikeFinance

借贷协议,获得 Wormhole、Cirle 以及 Base 支持,背景深厚。协议目前支持以太坊主网、Arbitrum、OP 以及 Base 网络。

今日 Pike 推出积分代币活动 Pike PIU 计划。用户可通过存入资产、借贷、加入 Discord 获得角色等方式获得 PIU 代币,PIU 可以随时领取,并可在 Base 和 Solana 网络上 Claim 和交易。持有 PIU 代币可获得 Pike 即将公开发售 PIKE 的白名单等。

Bungee

https://twitter.com/BungeeExchange

跨链聚合器协议,由跨链基础设施 Socket 打造, 2022 年 3 月,Socket 完成 500 万美元种子轮融资,Framework Ventures 领投,Coinbase Ventures、Lightspeed、eGirl Capital、Nascent、Geometry、Mark Cuban 参投。

Jumper

https://twitter.com/JumperExchange

跨链交易聚合器 LI.FI 推出的多链 DEX,可联通 Solana 和 EVM 网络流动性。去年 3 月,LI.FI 宣布完成 1750 万美元 A 轮融资,CoinFund 和 Superscrypt 联合领投,Bloccelerate、L1 Digital、Circle、Factor、Perridon、Theta Capital、Three Point Capital、Abra 和近 20 位天使投资人参投。

deBridge

https://twitter.com/deBridgeFinance

2021 年 9 月,跨链协议 deBridge 完成 550 万美元种子轮融资,ParaFi Capital 领投,Animoca Brands、Huobi 风投、Lemniscap、Crypto.com Capital、MGNR、IOSG、Fundamental Labs 和 bitScale 等参投。投资背景雄厚。

Owlto Finance

https://twitter.com/Owlto_Finance

专注于 Layer 2 的去中心化 Cross-Rollup 跨链桥,目前已支持用户在以太坊主网、zkSync Era、Starknet、Arbitrum One、Arbitrum Nova、Optimism、Polygon zkEVM、Linea、Mantle、Base、Manta、OpBNB、Kroma、Zora 等超过 15 条 L2 网络之间进行跨链。项目当前已推出积分系统。

Polyhedra Network

https://twitter.com/PolyhedraZK

去年 2 月,ZK 基础设施初创公司 Polyhedra Network 完成 1000 万美元融资,Binance Labs 和 Polychain Capital 领投,Animoca Brands 和 Dao 5 等参投。

Polyhedra 使用零知识(ZK)证明技术开发了多种基础设施产品,包括用于在 Web2 和 Web3 系统之间发送资产的 ZK 桥 (zkBridge) 解决方案、ZK 去中心化身份解决方案(zkDID)和扩容解决方案。

社区热度很高,目前该协议推出的 Legendary Pandra King 系列 NFT 地板价已炒到 0.76 BNB。

El Dorado

https://twitter.com/ElDoradoMRKT

基于去中心化流动性网络 Maya Protocol 的 DEX 协议,据官网信息,当前 TVL 达 5778 万美元。

Azuro

https://twitter.com/azuroprotocol

去中心化竞猜协议 Azuro 完成 400 万美元融资,Hypersphere、Ethereal Ventures、Arrington Capital、Delphi Digital、AllianceDAO、Gnosis、Merit Circle 等参投。目前协议总收入已达 200 万美元。

Clip Finance

https://twitter.com/ClipFinance

AI 驱动的链上资产管理协议。据悉该项目由 Chainlink 参与打造,Cointelegraph 孵化。当前主要布局 Linea 网络。

Struct Finance

https://twitter.com/StructFinance

基于 Avalanche 的 DeFi 协议 Struct Finance 于 22 年 3 月完成 390 万美元种子轮融资,本轮融资由 Blizzard Fund、Infinity Ventures Crypto、Antler、Arcanum Capital、Assymetries Technologies、Avalaunch、AVentures Dao 领投,Bison Fund、Bixin Ventures、Double Peak、FBG Capital、Finality Capital Partners、Keychain Capital、Lancer Capital、Lucidblue、MC Ventures、Skyvision Capital、QCP Capital、SCC Investments、Spark Digital、Wintermute、 Woodstock、Zokyo、0x Ventures 等参投。

据其最新消息,项目将向 RWA 领域发力。

Scroll

https://twitter.com/Scroll_ZKP

基于 zkEVM 的 Layer 2 网络,目前网络 TVL 已突破 1 亿美元,生态初见雏形。

Linea

https://twitter.com/LineaBuild

ConsenSys 旗下 Layer 2 网络。从测试网以来一直推出引导性交互活动,激励用户参与。可关注官方消息,及时跟进相关活动,获得官方奖励的 LXP 代币。

zkSync

https://twitter.com/zksync

自 Starknet 发币后,社区热议 zkSync 也将紧随其步伐发布空投。zkSync 开发公司 Matter Labs CEO Gluchowski 于去年 3 月表示,预计 zkSync 在约一年时间内实现序列器去中心化。

Mode

https://twitter.com/modenetwork

Mode 是基于 OP Stack 的模块化 DeFi Layer 2 , 2 月 1 日,Mode 宣布获得 Optimism 基金会 200 万枚 OP(约 530 万美元)赠款。

Mode 目前已上线主网,并推出 Mode Sunrise空投活动,此次活动 Mode 将分配 5.5 亿枚 MODE 代币(占总供应量的 5.5% )进行激励,其中 4 亿枚 MODE 将分配给积分空投;5000 万枚 MODE 将在达到 1 亿美元 TVL 时解锁;5000 万枚 MODE 将在达到 2 亿美元 TVL 时解锁;5000 万枚 MODE 将分配给前 20% 活动参与者中的 500 名 NFT 中奖者。

Rysk Finance

https://twitter.com/ryskfinance

去年 1 月,链上衍生品做市商 Rysk Finance 完成 140 万美元 Pre-Seed 轮融资,Lemniscap 领投,参投方包括 Encode Club、Ascensive Assets、Starbloom、Yunt Capital 和 Manifold Trading,个人投资者包括 Hype.eth、Ivangbi、Windra Thio 等。

该协议基于 Arbitrum 网络,并获得 Arbitrum STIP 资助,团队每周将分配 1.29 万枚 ARB 代币给流动性提供者和交易者。

LogX

https://twitter.com/LogX_trade

多链永续 DEX 协议,目前平台推出面向交易者和流动性提供者的积分活动。

Hyperliquid

https://twitter.com/HyperliquidX

Hyperliquid 是一个去中心化衍生品交易平台,目前提供超过 100 种资产交易对,支持包括 TAO、RNDR、ONDO 等代币合约交易。项目于去年 11 月推出积分活动至今。

Aevo

https://twitter.com/aevoxyz

期权交易平台,其前身 Ribbon Finance 曾获 875 万美元融资,Paradigm 领投。该平台依靠其特有的期货交易,能够对尚未正式交易的项目代币进行市场价格发现,获得社区青睐。该项目推出流动性挖矿计划,并向交易者推出空投激励活动。根据最新消息,协议计划在 3 月中旬进行 TGE。

在经历了长达两年的加密熊市之后,「躺平」的项目方纷纷按捺不住发币的冲动,争先恐后推出积分活动和引导性交互活动,激励用户参与。在今年牛市的大前提下,发币是项目方和投资机构的头等大事。茫茫多的项目,用户更需要仔细甄别,要想获得「泼天的富贵」,勤奋耕耘必不可少。

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