一月份加密行业值得关注的17件事

PanewsPublicado a 2023-01-16Actualizado a 2023-01-16

Resumen

在2023年的第一个月里,加密行业会有哪些值得关注的事件呢?一起来盘点梳理一下。

随着BTC短时升,加密行业从压抑的熊市中些许看到了一丝曙光。那么,在2023年的第一个月里,加密行业会有哪些值得关注的事件呢?下面就让我们一起来盘点梳理一下。

1、流动性质押衍生季来了!LDO、RPL、FXS、SWISE、FIS、ANKR都是值得关注的流动性质押衍生品,预计随着以太坊“上海”升级的临近,这些代币的势头应该会继续保持。

FXS目前处于一个较为“有趣”的位置,因为在流动性质押衍生品中,其年化收益APY最高,之所以会这样,可能是因为Frax持有大量CVX,并且能在frxETH的Curve流动性池中获得激励。所以,FXS预计能在流动性质押衍生品市场获得更多份额,毕竟其吸引力还是不错的。此外,得益于最近产出减半(FXS每年12月20日减半),FXS锁仓量也有较大提升。

从基本面和技术角度来看,LDO的潜力也较大,但竞争对手可能会在某个时候(比如出现利润转换的时候)迎头赶上。在这方面,FXS和FIS可能会是LDO的最大竞争对手,因为它们现在都已经登陆币安,其他Token还没有在交易所上线。

BTRFLY正在推出DINERO,一种由流动性质押衍生品超额抵押的稳定币。

2、DYDX将于2023年2月2日大规模解锁,105%的流通量将分配给投资者和团队成员。 为了减轻抛售压力并“挫败”早期卖空者,dYdX团队在如此大规模代币解锁之前发布公告的可能性很大。

3、DCG Holdings:API3、HBAR、ZEC、FLOW、MANA,这些代币可能会受到严重影响,因为Genesis欠债权人30亿美元,其中包括欠Gemini Earn用户的9亿美元,因此DCG可能会被迫清算其风险资产以筹集现金。

4、CRV团队确认,CRV crvUSD稳定币将于2023年1月发布。

5、AAVE GHO稳定币公共测试网将会在2023年1月启动并确认将与AAVE利益相关者建立收益分享机制,此外V3也将部署在以太坊上。

6、ATOM将通过一项重大升级来提升跨链安全性,升级将使规模较小的区块链能够继承Cosmos Hub的安全性以换取ATOM。

7、莱特币(LTC)减半引发的价格反弹可能已经开始,莱特币减半将发生在今年八月,但从历史上看,价格通常会在减半前几个月前就已经开始上涨。

8、APE BAYC铸造将于2023年1月18日发生。

9、人工智能代币:FET、VITD、NMR、OCEAN、CTXC、PHB。有消息称微软将向openAI投资100亿美元,再加上chatGPT巨大的人气,所有这些叙事可能会推动人工智能代币前景。

10、SNX v3发布,SNX一直希望将自己打造成DeFi流动性中心,而且可能成为DeFi实际收益的巨大来源,因为Synthetix有望成为去中心化衍生品领域的支柱。

11、OP Bedrock将于2023年1月12日升级测试网,旨在降低gas费用并允许使用零知识证明,相比于其他Layer 2解决方案,Optimism所执行的这些改进可能会使其在2023年脱颖而出。

12、以太坊客户端Nethermind研究员Deven Matthews已经在Uniswap社区发起将Uniswap V3部署至StarkNet的提案,然而该提案并未提及对UNI持有者应计费用的相关问题,这主要是出于监管方面的考虑。若提案通过,有望在2023年二季度前在StarkNet主网上完全部署 Uniswap V3。

13、Fantom最新治理提案已经通过,旨在为优秀的dApp引入Gas货币化计划,除优化对区块空间的需求外,还将使用类似于会员激励的方法以可持续的方式激励Fantom上的优质创作者,并为他们带来新的收入来源。Fantom也是目前“锁仓量/市值比”最大的Layer 1,此前其创始人Andre Conje则在离开项目几个月后再次回归。

14、由于Waves生态算法稳定币Neutrino USD (USDN)已脱锚,Waves宣布将把USDN更名为Waves Ecosystem Index Token(WIXT),WIXT将由一篮子Waves生态系统代币作为抵押品支持,而且不再与1美元挂钩。相反,WIXT价值将根据供需情况浮动并间接根据支持利率 (BR) 浮动。

15、FLUX将在2023年2月4日减半。

16、SKL正在整合零知识证明。

17、METIS,AAVE v3将被部署在Metis Andromeda上。

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