星球日报 | Pantera Capital发布加密领域6大预测；工信部：将制定特色Web3.0发展战略（12.21）

Odaily星球日报Pubblicato 2023-12-21Pubblicato ultima volta 2023-12-21

Introduzione

Ordinals铭文累计费用收入突破4500枚BTC，价值超1.9亿美元。

头条

Pantera Capital 合伙人发布 2024 年加密领域 6 大预测

Pantera Capital 合伙人 Paul Veradettakit 发布 2024 年加密领域 6 大预测，包括：
1.比特币的复兴与“DeFi 之夏 2.0 ”；
2.更多的代币化社交体验；
3.稳定币、镜像资产等 TradFi-DeFi“桥梁”增加；
4.模块化叙事与 ZK 叙事融合；
5.更多计算密集型应用程序上链，例如 AI 和 DePIN；
6.公链整合以及应用链的“中心辐射”模式。

行业要闻

工信部：将制定符合我国国情的Web3.0 发展战略文件

工信部在对全国政协十四届一次会议第 02969 号提案的答复中表示，下一步，工信部将加强与相关部门的协同互动，推动Web3.0 技术创新和产业高质量发展。完善顶层设计。加强Web3.0 调查研究，制定符合我国国情的Web3.0 发展战略文件，明晰Web3.0 发展路径、技术重点、应用模式，处理好继承与创新、发展与安全、政府与市场、供给与需求的关系。聚焦政务、工业等重点领域，鼓励开展 NFT、分布式应用（DApp）等新商业模式，加速Web3.0 的创新应用和数字化生态构建。

Ripple 爱尔兰子公司被列入注册虚拟资产服务提供商名单

Ripple 宣布其爱尔兰子公司 Ripple Markets Ireland Limited（Ripple Markets）已被爱尔兰中央银行（CBI）添加至注册虚拟资产服务提供商（VASP）名单，将允许 Ripple 在爱尔兰提供特定的数字资产服务。

因山寨币交易热潮，韩国交易所交易额在 12 月初创今年以来新高

Kaiko 数据显示，韩国交易所（包括 Bithumb、Coinone、Korbit、Upbit）的交易额在 12 月初创下今年以来的最高纪录，交易额激增是由山寨币交易和零手续费活动推动的。

投融资事件

Web3税务服务公司 Tres Finance 完成 1100 万美元 A 轮融资

Web3税务初创公司 Tres Finance 完成 1100 万美元 A 轮融资，本轮融资由 Lightspeed 的新基金 Faction 领投，New Form、Boldstart Ventures、Cyber Fund 和 Ambush Capital 参投。本轮融资使 Tres 的总融资金额达到 1860 万美元。
据悉，Tres 为Web3公司提供会计、审计、报告和其他金融服务。Tres 在 2022 年 9 月筹集到 760 万美元种子资金，由 Boldstart Ventures 和 Alchemy Ventures 领投。

Coded Fi Ltd 以 4700 万美元估值收购跨链流动性协议 Chainge Finance

据官方消息，Coded Fi Ltd 宣布成功收购跨链流动性协议 Chainge Finance，此次交易对 Chainge 的估值达到 4700 万美元。本次收购完成后，Chainge Finance 创始人 Dejun Qian 将与 Najam Kidway 以及 Mike Lempres 一起加入 Coded Fi Ltd 董事会。

Web3基础设施Web3 mine 完成 600 万美元种子轮融资，1kx领投

为开放访问存储和计算网络提供支持的Web3质押协议Web3 mine 完成 600 万美元种子轮融资，1kx领投，Protocol Labs、PL Ventures 等参投。Web3 mine 旨在让世界能够集体协调资本和硬件，为每个人构建开放、高性能和弹性的计算基础设施。

项目要闻

Ordinals 铭文累计费用收入突破 4500 枚 BTC，价值超 1.9 亿美元

Dune 数据显示，比特币 NFT 协议 Ordinals 铭文铸造的累计费用收入达 4, 514.8236 枚 BTC，约合 192, 694, 883 美元。当前铸造铭文总量达到 49, 798, 796 枚。

Frame 代币空投开放申领，主网将于明年 1 月推出

以太坊L2网络 Frame 官方表示，在过去两年内于以太坊网络上交易过 NFT 并支付版税的用户有资格申领 FRAME 代币初始空投，目前已开放申领。
Frame 主网与代币将于 2024 年 1 月 31 日同时推出，FRAME 代币在下一阶段开启前不可转移。此外，Frame 宣布完成初始融资，Electric Capital 和社区成员领投，天使投资人和顾问包括 dingaling、 9 GAG CEO 陈展程、Azuki 项目创始人 Zagabond 等。

Bitmap 地块市值已超过 The Sandbox 和 Otherdeed 地块市值之和

Ord.io 开发者 Leonidas 在 X 平台发文表示，比特币生态元宇宙项目 Bitmap 的地块 NFT 市值已经超过 The Sandbox 地块 LAND、Otherside 虚拟地块 Otherdeed 的市值之和。

INJS：已完成第一批退款，将在指定区块高度前受理第二批退款

铭文项目 INJS 于 X 平台发文表示，已完成 54, 889, 682 区块高度前的第一批退款，将在指定区块高度前受理第二批退款，范围为区块高度 54, 889, 683 到区块高度 54, 952, 165 ，超过指定高度后将停止受理退款。

Ledger：决定于 2024 年 6 月前不再允许用户使用 Ledger 设备进行盲签

Ledger 在 X 平台发文表示，在上周的大规模安全事件中，大约 60 万美元的资产受到影响，这些资产是从 EVM DApp 上盲签名的用户那里被盗的。Ledger 将尝试尽量于 2024 年 2 月底前帮助受影响的个人（包括非 Ledger 用户）追回资金，并承诺与 DApp 生态系统合作以允许 Clear Signing，目前决定在 2024 年 6 月之前不再允许使用 Ledger 设备进行盲签（Blind Signing）。

INJS：将于明日 22 时重启铸币，将于开启前 1 小时公布有效区块信息

Injective 铭文项目 INJS 在社交媒体上发文表示，该项目铸币将于明天北京时间 22 时重启，会在重启铸币前 1 小时（21 日 21 时）公布有效区块信息。

Letture associate

What's the Connection Between Pinduoduo's Huang Zheng and Blockchain?

This text explores the unexpected connection between Pinduoduo founder Colin Huang and blockchain, as suggested in his article *Turning Capitalism Upside Down*. Huang argues Pinduoduo's core business is about managing "uncertainty." He posits that wealth flows to the rich because they absorb life's uncertainties (e.g., illness, job loss) that devastate the poor, who pay a premium for certainty through insurance or stable prices. Pinduoduo's model attempts a "reverse insurance": by aggregating consumer demand via group-buying and flash sales, it creates a large, predictable order for manufacturers. This certainty allows factories to remove risk premiums, passing savings back as lower prices, thus partially reversing the wealth flow. The key obstacle, Huang notes, is that an individual's buying intent is an unreliable promise. He then asks if blockchain is the natural solution for this "reverse insurance." The text elaborates that blockchain, through smart contracts with binding deposits, could transform casual intent into a costly-to-break, enforceable commitment. This replaces interpersonal trust with coded rules, making promises credible, pricable, and resistant to fraud. Finally, the author draws a parallel to Bitcoin, framing two paths to creating certainty: the "Pinduoduo path" of aggregating decentralized will into scale, and the "Bitcoin path" of locking rules into immutable code. Both sacrifice something—personal freedom or system flexibility—to manufacture trust and predictability.

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What's the Connection Between Pinduoduo's Huang Zheng and Blockchain?

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The Storage Magnate Who Conquered a Trillion-Dollar Kingdom, Yet Ultimately Could Not Become the Richest

**Summary:** "The Memory Magnate Who Built a Trillion-Dollar Empire, Yet Never Became the Richest" explores the journey of Zhu Yiming, founder of GigaDevice (603986) and co-founder of the soon-to-IPO ChangXin Memory Technologies (CXMT). The article positions GigaDevice, a fabless chip designer now valued at ~¥340 billion, as a prequel to the massive IDM (Integrated Device Manufacturer) venture, CXMT. Starting in 2005 with minimal capital, Zhu strategically "picked up the pieces" by focusing on niche markets like NOR Flash and microcontrollers (MCUs), areas major players were exiting. This allowed GigaDevice to grow into a diversified semiconductor company, maintaining robust profitability even during industry downturns by controlling costs. However, the piece argues that in the highly cyclical and capital-intensive memory chip industry, the fabless model has limits. True resilience and scale require the ability for "counter-cyclical expansion" – investing heavily during downturns – a tactic only possible for IDMs like Samsung or SK Hynix. This insight led Zhu to partner with the Hefei city government in 2016 to establish CXMT, an IDM focused on DRAM. Zhu's symbolic moves, like forfeiting salary and diluting his equity, were crucial in securing the massive state and bank funding needed. CXMT's equipment base is now valued even higher than that of BYD's vast auto manufacturing empire. Despite the potential for CXMT to reach a market cap of ¥1-2 trillion upon its IPO, Zhu's indirect stake in both companies is estimated below 3%, placing his personal wealth far below that of China's top billionaires. The article concludes that his strategic vision built a trillion-yuan memory landscape, but the capital structure necessary to achieve it precluded a personal fortune of similar scale.

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The Storage Magnate Who Conquered a Trillion-Dollar Kingdom, Yet Ultimately Could Not Become the Richest

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Token Of Power Governance Exploit Drains $1.58 Million In WETH, TRM Says

Blockchain intelligence firm TRM Labs reports a governance exploit against the Token of Power protocol, resulting in a loss of approximately $1.58 million in WETH. The attacker exploited a missing timelock in the protocol's Aragon DAO setup, allowing them to propose, vote on, and execute a malicious action within a single block. The attacker funded the operation with 662 ETH from Tornado Cash, purchased enough TOP tokens to gain majority voting power, minted 10 billion new TOP tokens, and swapped them for WETH via a Balancer pool before moving funds back through Tornado Cash. The incident underscores that governance design is a critical security risk in DeFi, where parameters like timelocks provide essential reaction time. It also highlights how mixers and liquidity pools can be utilized in exploits without being directly compromised. Observers are now watching for any movement of the stolen funds and further remediation details from involved parties. This event is part of a broader shift in crypto, emphasizing the importance of underlying infrastructure, security, and governance alongside market movements.

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Token Of Power Governance Exploit Drains $1.58 Million In WETH, TRM Says

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XRP Ledger Daily Fees Drop Below $400 As Network Activity Question Returns

The XRP Ledger is drawing attention as daily network fees have fallen below $400. While low fees align with XRPL's design for affordable transactions and are often seen as a strength, the metric can also serve as an indicator of network demand and paid transaction volume. This data point of around $3,100 in weekly fee burn highlights the stark contrast with higher-fee chains like Ethereum and Bitcoin. The development fuels an ongoing debate. Proponents view low fees as a sign of efficiency and accessibility, while critics may question if the network is generating sufficient high-value activity relative to its market cap and payments-focused narrative. The article cautions against overstating the finding, noting a single low-fee day does not signify network failure. It instead adds context to discussions about XRPL's usage, especially alongside Ripple's broader initiatives in stablecoins (RLUSD), AI payments, and enterprise infrastructure. The report recommends monitoring for a fee rebound, checking transaction counts for a fuller picture, and confirming the trend via native explorers like Bithomp. It frames the story within a larger market shift where on-chain data, protocol updates, and infrastructure developments are becoming crucial alongside price action. The editorial stance is to present the verified data, explain its significance for assessing network activity, and avoid hype, positioning it as part of the daily crypto conversation.

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XRP Ledger Daily Fees Drop Below $400 As Network Activity Question Returns

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Ripple Launches XRPL AI Starter Kit For XRP And RLUSD Agent Payments

Ripple has released the XRPL AI Starter Kit, a Phase 1 developer toolkit aimed at enabling AI agents to make payments using XRP and its stablecoin RLUSD on the XRP Ledger. The kit supports the x402 payment standard and includes a server to connect AI systems like Claude directly to XRPL documentation. This move provides XRP with a new utility narrative focused on autonomous, machine-to-machine transactions, where agents could pay for APIs and services without manual approval for each micro-payment. For the XRP community, it represents a push into tangible payment infrastructure beyond speculation. The announcement is a concrete product update within a broader crypto shift towards valuing infrastructure and utility alongside price. The next steps involve monitoring developer adoption, documentation updates, and testnet activity. The story is based on Ripple's official blog.

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Ripple Launches XRPL AI Starter Kit For XRP And RLUSD Agent Payments

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