一览Delphi Labs参与孵化或加速的9个项目

Odaily星球日报Pubblicato 2024-01-22Pubblicato ultima volta 2024-01-22

Introduzione

参与孵化或加速的项目涵盖永续、借贷、稳定币、DAO等赛道。

原文作者:Delphi Labs

原文编译:Felix, PANews

Delphi Digital 成立于 2018 年,专注于为一些加密基金、机构和投资者提供机构级研究,曾与 Lido、Aave、Compound、Synthetix、Axie Infinity、Thorchain 等项目合作,投资过 Sei、Jito Labs、zkLend、Illuvium、dYdX 等项目。Delphi Digital 的协议研发部门 Delphi Labs 是一支由 40 余名专家组成的团队,包括经济学家、量化分析师、开发人员、律师等。Delphi Labs 曾与 Osmosis、Injective 和 Neutron 合作举办黑客松。近日 Delphi Labs 在 X 平台上发文,对参与孵化或加速的项目进行了汇总,具体项目如下:

Mars Protocol

Mars Protocol 提供现货交易,保证金交易,杠杆收益挖矿等等,所有这些都来自一个信用账户。在这个账户中,每个头寸都可以用作对冲、杠杆、借贷等的抵押品,都是免准入、非托管。

Mars v2目前支持 14 种资产,用于借贷、现货和保证金交易。为了使协议发挥其真正的潜力,Delphi Labs 认为该协议必须(并且将会)整合 perps。

与独立的永续协议不同,Mars Protocol 可以利用其 Rover 信用账户,允许用户将其 perps 头寸与保证金交易、贷款和借款进行交叉抵押,这将释放出 DeFi 前所未有的资本效率。

Astroport

Astroport 凭借其独特的枢纽和架构,可以在任何需要流动性的 Cosmos 链上部署其 AMM 合约。 这是一个经过验证的模型,因为 Astroport 已经是部署它的每个链上最大的 AMM:Neutron、Terra money、Injective 和 Sei Network。

该协议的一些功能预计很快上线,包括:

  • 受 Curve 的 veCRV 启发的新释放投票系统(vxASTRO)

  • 投票奖励市场“tributes”

1 月 17 日 Delphi Labs 与 Astroport 基金会为 Cosmos Hub 推出铭文平台 Asteroid 与 CFT-20 。虽然 Cosmos Hub 是市值最大的 Cosmos 区块链,但在设计上并没有对 NFT 或可替代代币的原生支持。随着 CFT-20 s(一种在 Cosmos Hub 上部署、铸造和转移可分割代币的方法)的推出,Asteroids 改变了这一点。

Astroport 正帮助在 Asteroid Protocol 上推出一个基于 Asteroid 的代币二级市场,少量交易费用会回流到 xASTRO 的质押池。Astroport 还在探索建立一座跨链桥,使 CFT-20 能够在 Hub 和其他 Cosmos 链之间无缝流动。

Levana Protocol

极端行情期间的拥挤交易可能会导致许多 perps 协议破产……或者在用户最需要时使用起来过于昂贵。

Levana Protocol 的设计旨在通过其“资金充足的 Perps 模型”消除这种流动性不足的风险。

这种方法通过在创建头寸时锁定交易的流动性,确保所有未平仓交易始终具有偿付能力。当用户锁定稳定币进行交易时,意味着他们的上行空间受到限制。但当用户锁定以加密货币计价的代币对时,其上行空间可以无限延伸。

Levana 已经在 1.6 万多个钱包中处理了超 17 亿美元的交易,最近的 LVN 空投是 Cosmos 中最受期待的空投之一。

Harbour

Harbour 为用户所有的法定资产和加密资产提供了一个账户,为加密新人提供了从传统金融到区块链世界过渡的所需的一切。享受即时,免费存款和取款,设置定期付款,并可以随时检查余额。

用户甚至可以连接托管钱包,并使用 Harbour 的 Magic Ramp 几乎可以立即将美元从银行账户直接转移到钱包中。

Harbour 目前正在对部分用户进行 Beta 测试,将首先在英国推出。

Almanak

Almanak 提供了一个模拟平台,可以帮助Web3项目在将协议上链之前对其进行测试。

Almanak 由来自谷歌、麦肯锡、Uber、安永和星展银行等公司人员共同创建,使用数据(而不是主观意见)来帮助协议确保经济安全和可持续性,同时最大限度地提高盈利能力。

Uncharted

Uncharted 是从推出的第 1 天起就 100% 去中心化的 Perps 协议。这意味着堆栈中的每个组件都是社区拥有和运营——从前端到后端,从治理到代币经济,从 API 到金库。Uncharted 将在没有多重签名或秘密控制的情况下完成开发。目前设计正在开发中。Uncharted 还将包括:

  • 集成预言机的 DEX

  • 全仓杠杆账户及子账户

  • 一键交易

  • 无 Gas 交易

MetaLeX

随着监管机构的关注,DAO 面临着生存危机。现有的法律框架给开发者甚至治理参与者带来了太多的风险。

MetaLex 作为传统的法律实体,使用自主技术(例如智能合约和人工智能)来增强实体的治理和活动。MetaLex 通过利用其完整的技术和法律“操作系统”构建开箱即用的解决方案,简化了 DAO 的流程。目前该协议正进行测试。

Resolv Labs

稳定币是加密货币的特洛伊木马。目前绝大多数稳定币都是中心化的。这使他们面临审查或扣押的风险。这与构建向所有人开放的中立协议的加密使命背道而驰。

Resolv 将推出真正的、Delta 中性的去中心化稳定币,使用基于以太坊的质押品抵消对冲衍生品和两级风险分割结构。

Redacted

发行代币和筹集资金可以说是加密货币的杀手级用例。这一切都始于IC0。早期的IC0定价合理,并立即建立了社区联盟。但随着市场关注和资本介入,不良行为者涌入。最终,模糊的监管使得合规的公开销售根本不可行。目前市场上的代币发行,已转变成风投机构获利离场的方式。

一个仍处于隐身状态的内部项目 Redacted 旨在通过以下方式改变这一现状:

  • 为首次代币发行制定全球认可的新标准。

  • 让每个人都有机会与风投在同一阶段投资最优质的项目。

  • 确保项目能够以合规的方式筹集资金并发行代币。

  • 让项目标准化和透明化,包括代币解锁、分配、投票规则、资源使用等。

  • 将早期买家与协议的 DAO 结合起来,就像 Vitalik 在他的 DAICO 提案中所设想的那样。

  • 遵守经常变化的法规。

  • 指导项目如何尽可能地进行最佳筹款/启动。

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