Web3.0日报 | Optimism公布超级链互操作性路线图

币界网Publicado a 2024-08-13Actualizado a 2024-08-13

币界网报道:

DeFi数据

1.DeFi代币总市值:697.23亿美元

DeFi总市值 数据来源:coingecko

2.过去24小时去中心化交易所的交易量32.64亿美元

过去24小时去中心化交易所的交易量 数据来源:coingecko

3.DeFi中锁定资产:837.55亿美元

DeFi项目锁定资产前十排名及锁仓量 数据来源:defillama

NFT数据

1.NFT总市值:266.59亿美元

NFT总市值、市值排名前十项目 数据来源:Coinmarketcap

2.24小时NFT交易量:15.59亿美元

NFT总市值、市值排名前十项目 数据来源:Coinmarketcap

3.24小时内顶级NFT

24小时内销售涨幅前十的NFT 数据来源:NFTGO

头条

Optimism公布超级链互操作性路线图

Optimism 开发人员公布了一份路线图计划,旨在为其超级链(Superchain)生态中 Layer2 链之间构建互操作性通信层,该通信层将包括消息传递协议、超级链代币标准(SuperchainERC20)、互操作故障证明和一组可互操作的链。 Optimism 表示,消息传递协议的开发网络正在为即将发布做准备,开发网络阶段完成后,消息传递协议和代币标准的测试网将启动,最后在主网上线。Optimism 称,该技术愿景不仅致力于解决超级链的互操作性,而且还致力于解决更广泛的以太坊的互操作性,以确保不同生态系统中一致的用户体验。

NFT热点

1.蓝筹NFT地板价小幅回升,MAYC地板价7日涨幅12.98%

8月13日消息,据Blur行情数据,蓝筹NFT系列地板价出现不同程度回升,其中:BAYC地板价9.8ETH,7日涨幅9.99%;Pudgy Penguins地板价8.69ETH,7日涨幅5.85%;Azuki地板价3.99ETH,7日涨幅2.28%;MAYC地板价1.62ETH,7日涨幅12.98%。

    DeFi热点

    1.Tether Treasury在以太坊网络新铸造10亿枚USDT

    报道,Whale Alert监测数据显示,北京时间20:09:59,Tether Treasury新铸造10亿枚USDT。Tether CEO Paolo Ardoino表示,此为以太坊网络补充10亿枚USDT库存,是授权但未发行的交易,这意味着该金额将用作下一期发行请求和链交换的库存。

      2.以太坊网络 Gas 费降至 1.825 gwei

      报道,据 Etherscan 数据,以太坊网络 Gas 费现已降至 1.825 gwei。此外,Etherscan 提高 Gas 精度,将实时 Gas 量精确至小数点后三位。

        3.Manta Pacific推出MultiDA,引入弹性模块化网络

        8月13日消息,Manta Network宣布其MultiDA战略,通过模块化集成实现网络弹性,为网络提供持续的正常运行时间。作为模块化生态系统的先驱,Manta Pacific是第一个利用MultiDA的L2。 Manta Network还通过在Testnet上添加与EigenDA、NEARDA、0G、Nubit和Dill的集成,成为首个利用MultiDA的L2。4.Delphi Ventures合伙人:Ethena模仿项目将面临巨大挑战

        8月13日消息,Delphi Ventures合伙人José Maria Macedo在X平台发文表示,Ethena Labs的效仿项目将面临巨大挑战。Macedo指出,未质押的USDe实际上起到了sUSDe基差收益的倍增作用,使得竞争对手难以匹敌。目前约50%的USDe被质押,sUSDe质押者获得的收益是手动基差交易的两倍。 新进入者要具有竞争力,收益必须超过基差收益的两倍加上ENA隐含收益和风险溢价。Macedo强调,Ethena还拥有品牌、先发优势等其他优势,并预测模仿者将艰难地认识到稳定币的强大网络效应。

        5.PayPal的稳定币PYUSD在Solana链上的供应量已超越以太坊链

        报道,DeFillama数据显示,PayPal的稳定币PYUSD在Solana上的供应量现已超越以太坊。PYUSD目前总市值达6.84亿美元,其中Solana上的PYUSD占比达51.47%,以太坊上PYUSD占比达48.53%。

          6.Pendle Finance的生态系统基金约11小时前向CEX存入价值164万美元的PENDLE

          报道,据Spot On Chain监测,约11小时前,Pendle Finance的生态系统基金向币安存入了60万枚PENDLE(约合164万美元)。截至2024年,该基金的地址已将净额400万枚PENDLE(约合1120万美元)转移到CEX,剩余1856万枚PENDLE(约合5100万美元)。

              免责声明:作为区块链资讯平台,所发布的文章内容仅供信息参考,不作为实际投资建议。请大家树立正确投资理念,务必提高风险意识。

              Lecturas Relacionadas

              Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

              On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

              链捕手Hace 3 hora(s)

              Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

              链捕手Hace 3 hora(s)

              Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

              In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

              marsbitHace 6 hora(s)

              Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

              marsbitHace 6 hora(s)

              Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

              Dan Koe argues that the true threat in the AI era isn't technology itself, but a reliance on others for one's livelihood and happiness. The core problem is "wage slavery"—spending life on unfulfilling work. To survive and thrive, one must escape this by building their own enterprise. The key is developing five elements: Agency (initiative), Taste (discernment), Persuasion, Persistence, and Iteration. These boil down to problem-solving skills and experiential knowledge, which cannot be learned passively but only through doing your own projects. The solution is to become "unemployable" by shifting your identity. This requires: 1) Radically changing your environment to force growth, 2) Choosing a medium (like content creation) that provides real feedback through trial and error, and 3) Mastering either code or, preferably, media (content). Content creation is more valuable because its subjective nature and need for human perspective create a durable advantage over generic AI output. To start, define your life's work by answering foundational questions about your innate knowledge, unique abilities, and contrarian beliefs. Then, immediately act by publishing your first piece of content. The cycle of creating, receiving feedback, and iterating is the essential path to developing the skills needed for an independent, meaningful career and financial resilience.

              marsbitHace 6 hora(s)

              Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

              marsbitHace 6 hora(s)

              Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

              Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

              marsbitHace 7 hora(s)

              Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

              marsbitHace 7 hora(s)

              Trading

              Spot
              Futuros
              活动图片