星球日报 | BTC登月失败;币安打新公开新项目(1月16日)

Odaily星球日报Pubblicato 2024-01-16Pubblicato ultima volta 2024-01-16

Introduzione

上周合规加密产品净流入11.8亿美元。

星球日报 | BTC登月失败;币安打新公开新项目(1月16日)

头条

Azuki 计划年内推出一款基于 Beanz 的游戏及奢侈品牌

NFT 项目 Azuk 宣布将把其 IP 拓展到三个分支:动漫、实体和游戏,预计很快就会推出一个以金色 Beanz 为特色的新奢侈品牌,今年还将发布一款同样基于 Beanz 的休闲手机游戏。此外,在与《Code Geass》导演谷口吾郎以及日本领先的广告和制作机构 Dentsu 合作之后,Azuki 还宣布与 Fenwick West 合作,后者之前曾与 Yuga Labs、Rug Radio 和其他公司合作开发代币。

币安新币挖矿上线第 44 期项目,使用 BNB、FDUSD 挖矿 Manta(MANTA)

币安新币挖矿现已上线第 44 期项目-零知识证明(ZK)应用的模块化第二层解决方案(L2)Manta(MANTA)。MANTA 共计可挖矿 2 天,网站预计将于此公告的大约五小时内,挖矿活动开放前更新。 币安将于 2024 年 01 月 18 日 18: 00 (东八区时间)上市 Manta(MANTA),并开通 MANTA/BTC、MANTA/USDT、MANTA/BNB、MANTA/FDUSD 和 MANTA/TRY 交易市场,适用种子标签交易规则。

搭载实体 BTC 的游隼号登月失败,即将坠入大气层

 原计划登陆月球的 Peregrine(游隼号)飞行器正处于再入大气层的轨道,目前 Peregrine 距离地球约 234, 000 英里,预计将在地球大气层中燃烧销毁。负责该项目的 Astrobotic 公司将于 1 月 18 日与 NASA 共同举行新闻发布会,宣布游隼号坠毁的细节。
此前报道,Peregrine 于 1 月 8 日在佛罗里达州卡纳维拉尔空军基地发射升空,该飞行器搭载了一枚实体比特币。BitMEX 与多公司合作,计划把比特币送上月球,旨在展示比特币和区块链技术在建立地球以外的无国界金融系统中的潜力,原计划于 2 月 23 日抵达月球。

行业要闻

CoinShares:上周数字资产投资产品净流入 11.8 亿美元

据 CoinShares 最新发布的周报,数字资产投资产品上周流入 11.8 亿美元(以 T+ 2 结算为准),不过没有打破期货比特币 ETF 推出时创下的纪录。
上周的交易量为 175 亿美元,创历史新高,而 2022 年平均每周交易量为 20 亿美元。此外,上周美国资金流入 12.4 亿美元占据主导地位,而欧洲则出现少量资金流出。

韩金融部门拟制定针对虚拟资产混币器的监管规则

韩国金融当局开始制定针对被非法组织滥用作为洗钱手段的加密资产混币器监管规则。业界透露,金融委员会金融情报分析院(FIU)正在考虑引入针对混币器的监管措施。
FIU 表示,通过混币器进行洗钱使资金追踪和犯罪监控变得更为困难。

穆迪:代币化基金采用增长的同时带来技术风险

用评级机构穆迪投资者服务公司(Moody’s Investor Services)周一发布的一份报告警告称,代币化投资基金的采用正在上升,但技术提供商的“业绩记录有限”,导致风险增加。

统计: 2023 年 407 款链游停止运行,占比达 31% 

由 Jon Jordan 创建的 Big Blockchain Game List 显示,在 2023 年被列入该列表的 1322 款区块链游戏中,有 407 款已经停止运行,占比达 31% 。
在关闭的 407 款游戏中,大多数是在去年上半年关闭的: 2023 年上半年关闭了 248 款游戏,而下半年则关闭了 162 款游戏。在关闭的 407 款游戏中,大多数是在去年上半年关闭的: 2023 年上半年关闭了 248 款游戏,而下半年则关闭了 162 款游戏。

以太坊链上 DEX 1 月 14 日交易量回落至 10 亿美元下方,较两日前高点下降近 60% 

DeFiLlama 数据显示,以太坊链上 DEX 1 月 14 日交易量为 9.96 亿美元,较两日前高点(24.82 亿美元)大幅下降近 60% 。
此外,Solana 链上 DEX 1 月 14 日交易量为 7.07 亿美元,排名第二;Arbitrum 以 4.05 亿美元排名第三。

Circle CEO:美国立法者“很有可能”在 2024 年批准一项稳定币法案

Circle 首席执行官 Jeremy Allaire 表示,美国可能会在 2024 年通过一项与稳定币行业有关的具体法律,他指出,如今全球范围内加密货币行业的监管发展正在加快,稳定币仍然是区块链技术的杀手级应用,世界各地的使用范围不断扩大,美国比以前更有可能批准稳定币法律。

项目要闻

Starknet 疑似正在主网测试 Layer 1 至 Layer 2 的 STRK 跨链转移

 Etherscan 及 Starkscan 链上记录显示,Starknet 疑似正在主网上试验 Layer 1 至 Layer 2 的 STRK 跨链转移。
十余个小时前,以太坊主网上的 STRK 代币出现了多笔小额转账,之后 Starkscan 亦出现了数额等同的多笔 STRK 转账,疑似是团队是测试将 STRK 从 Layer 1 桥接至 Layer 2 。

1inch团队地址售出 176 万枚1INCH后购入 80.39 枚 WBTC

链上数据分析师余烬监测指出,在过去的 12 个小时里,1inch团队地址以 0.46 美元的价格出售了 176 万枚1INCH兑换为 81.4 万 USDT,此后花费 343.7 万 USDT 买入 80.39 枚 WBTC,均价 42760 美元。

L2网络 ZKFair 已开启 Gas fee 分红,ZKF 总质押量现已突破 25 亿

社区驱动的 ZK L2网络 ZKFair 宣布,目前已开启 ZKFair 链上的 Gas fee 利润分红,所有 ZKF 的质押者均可通过 ZKFair 官网实时查看个人受益。作为业内首个进行 Gas fee 利润分红的L2网络,ZKFair 于 1 月 10 日正式开启 ZKF 质押功能,截至发稿,共有 25 亿 ZKF 被质押(占 Token 总量的 25% ),独立质押地址数达 34871 ,这些用户将按照相应规则瓜分 75% 的总利润,剩余 25% 将分配给 DApp 开发者。

Do Kwon 对黑山高等法院维持引渡请求的裁决提出上诉

Terraform Labs 联合创始人 Do Kwon 次对黑山高等法院维持美国和韩国引渡请求的决定提起上诉,他的律师表示,当地法院面临压力,之所以提起新的上诉,是因为黑山高等法院的裁决“严重违反了法律规定、《欧洲引渡公约》以及与美国签订的引渡双边条约”。

Manta 发布代币经济学:创世供应量 10 亿枚,空投分配比例 5.6% 

Manta Network 官方发布代币经济学,MANTA 代币的创世供应量为 10 亿枚,从 Token Genesis 开始每年铸造率为 2% ,初始流通量为 2.51 亿枚 MANTA。

Layer 2 项目 Taiko 主网发布前启动最终测试网 Katla

Layer 2 项目 Taiko 主网发布之前启动最终测试网 Katla,预计其主网将于 2024 年第一季度末上线,Katla 是 Taiko 开发人员的第六个 Taiko 测试网,引入了一种新的 Rollup 设计,称为基于多重证明的可竞争 Rollup。

链上动向

投资机构 Arca 疑似已将价值 1700 万美元的 ETH 兑换为 MKR

Spot on Chain 监测指出,投资机构 Arca 昨日将 6500 枚 ETH(约合 1700 万美元)存入 Coinabase,今日从 Coinbase 提出 8385 枚 MKR(约合 1713 万美元)。

10 个地址近一个月累计买入 32, 759 枚 MKR,占流通供应量的 3.55% 

据 Lookonchain 监测,过去一个月内, 10 个地址从各大交易所累计购入 32, 759 枚 MKR,价值约 6666 万美元,占流通供应量的 3.55% 。近一个月来,MKR 价格已上涨近 70% 。

Ordinals 铭文累计费用收入突破 5700 枚 BTC

Dune 数据显示,比特币 NFT 协议 Ordinals 铭文铸造的累计费用收入达 5, 708.5884 枚 BTC,约合 243, 241, 043 美元。当前铸造铭文总量达到 55, 472, 543 枚。

Metis 总锁仓量触及 10 亿美元,创历史新高

以太坊二层网络 Metis 总锁仓量触及 10 亿美元,过去七天涨幅达到 51.93% ,创历史新高,仅次于 Arbitrum One(110 亿美元)和 OP Mainnet(60.6 亿美元),位列以太坊L2锁仓量排名第三位。

投融资

再质押协议 Renzo 完成 300 万美元种子轮融资,Maven 11 领投、SevenX Ventures 等参投

EigenLayer 生态流动性再质押协议 Renzo 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。
据介绍,Renzo 的核心是 ezETH,这是一种流动性再质押代币(Liquid Restaking Token, LRT),用户可以通过将以太坊或 LST 存入 Renzo 来铸造这种代币。ezETH 可以进一步用于其他 DeFi 协议,从而获得复利回报。
Renzo 抽象了终端用户的所有复杂性,使他们能够低门槛地参与 EigenLayer 生态的再质押。(The Block)

Letture associate

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

The author built a custom monitoring dashboard for Polymarket, a prediction market platform, and tested it with $1,600, achieving over 30% returns. However, the core argument is that Polymarket is not a good venue for traditional arbitrage. The dashboard has two main sections: a "Portfolio Dashboard" for tracking active positions with key metrics like total capital, P&L, and a risk-control module using a tier system (T1, T2, T3), and an "Opportunity Watchlist" for monitoring markets. The article details a critical structural trap in binary markets: a bet with a high perceived probability of success still carries a 100% loss risk if wrong. The author's T1/T2/T3 system is designed to manage this by limiting position sizes based on conviction and time horizon, emphasizing that high confidence should not equal high concentration. A key insight is the danger of "pseudo-diversification"—betting on different markets driven by the same underlying variable. The author concludes that Polymarket offers few true low-risk, arbitrage opportunities. It is instead a high-risk environment where wins can create a false sense of mastery, leading to large losses. The platform is better viewed as a training ground for honing judgment through disciplined, framework-driven betting rather than a reliable income source. The tools help transform intuition into structured, rule-based decisions to mitigate the risk of catastrophic errors.

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My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

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WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

**"WeChat AI Card" Practical Test Guide: Has the Era of AI Shopping Arrived?** WeChat has officially launched the "AI Exclusive Card," a feature integrated into its Workbuddy AI assistant. This card is designed to handle payments for AI-initiated purchases. Our hands-on test reveals it's not yet a tool for fully autonomous AI shopping, but rather a controlled payment layer for AI agents. The AI Card functions as an isolated sub-wallet within WeChat Pay. Users must bind the card and transfer funds into it from their main wallet. Crucially, every transaction requires explicit user confirmation via smartphone scan; AI cannot spend autonomously. Currently accessible through the Workbuddy agent, the card targets specific digital consumption scenarios: purchasing paid content (reports, data), calling paid APIs/tools, and subscribing to services. Its design prioritizes security and control by separating funds and mandating approval for each payment. We tested a real-world scenario: ordering bubble tea via Workbuddy using a "Meituan Life Assistant" skill. The process encountered multiple hurdles: high "skill" usage costs (exceeding daily free credits), and most importantly, while a payment was successfully initiated, the AI purchased an incorrect product (a mismatched group-buy coupon instead of the desired drink). This highlights the current limitation: the **AI Card only solves the payment step**. The broader challenge lies in the **AI agent's execution chain**—accurately understanding intent, navigating third-party platforms, selecting the right product, and ensuring proper fulfillment. The payment succeeded, but the purchase failed to meet the user's need. In conclusion, the WeChat AI Exclusive Card is a cautious, early-step experiment in AI commerce. It provides a secure, user-controlled payment method for agent interactions but is not yet capable of reliable, end-to-end complex purchases. For now, it's best used for low-value, low-risk digital services with careful user verification at each step. The vision of AI handling complete shopping tasks remains a work in progress.

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WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

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Deconstructing Notion's Growth: From a Note-taking Tool to 100 Million Users—How Notion Built a Triple Growth Flywheel Through Product, Templates, and Community

Notion's growth from a niche note-taking tool to a platform with 100 million users is powered by three interconnected flywheels: Product-Led Growth (PLG), a Template Economy, and Community-Driven Growth. First, Notion's PLG strategy relies on a highly flexible, "plastic" product that users can adapt to countless personal and team workflows. Its freemium model lowers the barrier to entry, while features like page sharing and collaboration drive organic, usage-based viral growth as users naturally invite others. Second, the Template Economy solves the "blank page" problem. Templates, created by both Notion and its community, transform abstract product capabilities into concrete, copyable solutions for specific scenarios (e.g., project management, content calendars). This dramatically lowers activation costs for new users and fuels SEO-driven discovery. Third, a vibrant Community acts as a distributed growth engine. Users and official Ambassadors create tutorials, share use cases, and host local events. This community not only educates users but also fosters a sense of identity around pursuing "better ways of working," strengthening loyalty and enabling global, low-cost expansion. Together, these flywheels create a self-reinforcing ecosystem: a great product attracts users who create templates and community content, which in turn attracts more users and deepens engagement. This system allowed Notion to scale from individuals to teams and enterprises through a bottom-up adoption path. Looking ahead, AI integration promises to accelerate these flywheels further by making templates smarter and the platform a potential AI-native work operating system. Ultimately, Notion's defensible advantage is not just its features, but this deeply entrenched network of user assets, creators, and community trust.

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Deconstructing Notion's Growth: From a Note-taking Tool to 100 Million Users—How Notion Built a Triple Growth Flywheel Through Product, Templates, and Community

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$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

Global mobile chip giant Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8-10 billion, according to media reports. This potential acquisition would be one of the largest in the AI chip sector in recent years. Tenstorrent, led by legendary chip architect Jim Keller, has gained prominence for its RISC-V architecture and AI accelerator designs. The move highlights Qualcomm's strategic push to diversify beyond its core smartphone chip business. As the smartphone market matures, Qualcomm is aggressively targeting growth in automotive, data center, and cloud AI. Acquiring Tenstorrent would allow Qualcomm to rapidly enter the high-end AI computing market, bypassing lengthy in-house development cycles. Tenstorrent's cost-effective system architecture, which avoids expensive HBM memory and relies on standard Ethernet for clustering, offers a potential alternative to Nvidia's costly solutions. Furthermore, Tenstorrent's high-performance RISC-V CPU technology and its focus on the automotive and edge computing segments align with Qualcomm's strategic goals, including its "Snapdragon Digital Chassis" platform. Despite the strategic rationale, the high valuation has sparked some investor caution. The successful integration of Tenstorrent's open-source culture and independent team into Qualcomm's organization, along with the commercialization of its technology, remains a key challenge.

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$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

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