一度暴涨近百倍的Bonk是什么来头,现在还能上车吗?

MirrorPublicado a 2023-01-06Actualizado a 2023-01-11

Resumen

近期被称为Solana链狗狗币的Bonk发起空投席卷加密市场,Bonk和SOL连番上涨,提振了萎靡已久的市场情绪。

近期被称为Solana链狗狗币的Bonk发起空投席卷加密市场,Bonk和SOL连番上涨,提振了萎靡已久的市场情绪。

根据Huobi行情数据显示,截至1月5日,Bonk价格最高价为0.0000049499美元,距开盘价0.00000005美元上涨了近百倍。时隔半月,SOL也在1月4日重新突破14美元。

一路上涨的绿色K线,似乎一扫FTX崩盘后笼罩Solana生态已久的乌云。

那么,这个暴涨近百倍的币到底是什么来头,为什么这么火?

1、Bonk的身世

“Bonk”一词源自于英语社群一张知名狗狗梗图,指的是狗狗用木棒敲打另一只狗狗发出的挨揍声音,引申为开玩笑要用木棒敲人的意思。这张梗图,可以用来自嘲“丧丧的”,表示自己正在挨揍,也可以用于想揍人的场合。

据官网介绍,Bonk是第一个面向大众的Solana版狗狗币,Bonk成立的目的是反对“Alameda”代币经济学,如Alameda在Solana上推出的FTT、SRM、OXY、MAPS等,这些代币全部都具有低流通量、高FDV的特点,使得他们操纵价格更加容易,不仅扰乱市场,还让大部分投资者损失惨重。而Bonk希望制作一个有趣的meme币,让每个人都能得到公平的机会,不会让投资者再次受到类似的价格操纵。

据Bonk官方推特显示,早在2022年12月9日,Bonk项目于就开始了策划,并号召Solana生态的其他项目进行互动。随后的12月25日,在圣诞节来临之际,Bonk针对Solana生态正式推出了大规模空投,打算利用空投攻势吸引Solana生态的流失用户回归。

据官方介绍,Bonk一共发行了100万亿Bonk代币,并将50%的代币空投给Solana社区,其中:

·20%给Solana NFT收藏,包括297,000个单独的NFT持有者

·15%给早期Openbook交易者

·10%给Solana艺术家和收藏家

·5%给Solana开发者

而大部分剩余供应也被锁定在Bonk贡献者的归属合约中。

目前,Bonk代币在Solana生态中正在获得稳定的采用。

据Bonk官网统计,Bonk目前已经与30个项目集成,包括开源钱包xNFT Backpack、去中心化交易所Orca、流动性聚合器Jupiter、支付工具Helio Pay等,甚至NFT交易市场Magic Eden也发推表示考虑集成Bonk作为新的支付币种。

Bonk官方发文表示,除了社区成员的建设之外,还会上线更多玩法,如质押、抽奖活动、交易竞赛、推出.Bonk域名等,Bonk也和Solana上的DeFi、支付等项目展开合作。

2、Bonk是怎么火起来的?

Bonk上线的周期恰逢Solana社区近期转折点。

12月30日以太坊创始人V神在推特上表示:一些聪明的人告诉我,Solana是一个认真的聪明的开发社区,现在那些可怕的投机取巧的人已经被洗掉了,Solana链将有一个光明的未来。但我很难从外部判断出这一点,仍希望社区有公平的机会茁壮成长。此后,Solana链的代币SOL价格迎来上涨。

V神带来的流量和SOL的上涨引来了关注,Solana链狗狗币Bonk也分到一杯羹。

此后Bonk开启圣诞空投,Solana社区的大部分成员都收到了Bonk代币,而Bonk也在空投后热度迅速发酵,成为了Solana开发人员和社群成员的话题中心和推特热点。

火爆网络后的短短数日,Bonk迅速与Solana生态中多个项目合作,推出Bonk与Solana多个DeFi池、支付购买NFT与铸造费、Bonk域名、代币烧毁功能等等,最终火必交易所选择上架Bonk更是让Bonk在一周之内大涨超过4000%,甚至吸引了许多Solana生态之外的币圈投资者。

3、现在还能入手Bonk吗?

Bonk的meme文化和反FTX叙事能够让很大一部分人找到共鸣。

从Bonk的经济模型就能看出来,它是以Solana NFT持有者为核心建设的社区,社区具有确定的文化基因。

到目前为止,还持有Solana NFT的用户大抵是怀有热情的,Bonk的空投确实给予了这些人希望,也调动起了他们通过社交媒体传播Solana项目文化的热情,同时还能够广泛吸纳新成员。

Bonk的热度吸引了更多社区用户重新回到或者第一次使用Solana链上产品。

对于Solana社区而言,Bonk的出现确实起到了挽救Solana的作用。如果Bonk能有更优秀的后续发展,Solana社区也会乐见其成。

更难得的是,诞生仅10余天的Bonk在熊市背景下,能够找到如此特别的落脚点,迅速吸引到一定的关注度和交易量,也算是在2023年年初给大家燃起了一点希望。

但meme系列代币的波动性有目共睹,投资者仍需谨慎评估风险。

长远来看,Bonk项目要获得更强的共识,无论是市场营销或者创新玩法,都需要更进一步的发展。否则,当前模式难以支撑更高的估值。

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