一周代币解锁预告:APT解锁超2亿美元

Odaily星球日报Pubblicato 2024-02-04Pubblicato ultima volta 2024-02-04

Introduzione

APT解锁2.3亿美元,GAL、HFT大额解锁。

整理 | Odaily星球日报

编辑 | 南枳

一周代币解锁预告:APT解锁超2亿美元

下周, 5 个项目迎来代币解锁事件。其中 APT、GAL、HFT 将进行大额解锁,APT 进入高通胀期,本次将解锁约 2.3 亿美元。LQTY 和 GLMR 有常规小额解锁。

具体解锁详情如下:

一周代币解锁预告:APT解锁超2亿美元

Aptos

项目推特:https://twitter.com/Aptos_Network

项目官网:https://aptosfoundation.org/

本次解锁数量: 2484 万枚

本次解锁金额:约 2.38 亿美元

Aptos 是 Layer 1 公链项目,其目标是建设一个可扩展、安全、可信任和可升级的智能合约平台。Aptos 团队由前 Meta 成员独立出来的。APT 为 Aptos 主链的原生代币,用于支付交易手续费、验证抵押及治理。

APT 自 23 年末进入高速通胀期,主要因此前锁仓额度开始释放。APT 的 FDV 相较流通市值较高,分别为 103 亿美元和 32.4 亿美元,后续在月度解锁中陆续释放。目前解锁的主要力量包括核心贡献者、投资人、基金。

此前 APT 走势较为平稳,与大盘整体保持一致,但因市场行情下行,叠加解锁量仍较大的因素,预计将造成一定影响。

具体释放曲线如下:

一周代币解锁预告:APT解锁超2亿美元

Galxe

项目推特:https://twitter.com/Galxe

项目官网:https://galxe.com/

本次解锁数量: 518 万枚

本次解锁金额:约 942 万美元

Galxe 是一个Web3凭证数据网络。 Galxe 建立在开放和协作的基础架构之上,可帮助Web3开发人员和项目利用数字凭证数据和 NFT 来构建更好的产品和社区。

GAL 当前流通量已达总量的 50% ,常规解锁量影响中等,本次将释放流通量的 5.76% ,主要为种子轮代币销售的 1.97% 和战略第一轮代币销售的 1.08% ,代币通胀趋势将在 2025 年年中停止。

具体释放曲线如下:

一周代币解锁预告:APT解锁超2亿美元

Hashflow

项目推特:https://twitter.com/hashflow

项目官网:https://www.hashflow.com/

本次解锁数量: 1362 万枚

本次解锁金额:约 421 万美元

Hashflow 是一个去中心化的交易所,旨在实现零滑点和具备 MEV 保护的交易。Hashflow 目前可在以太坊、BNB Chain、Polygon、Avalanche、Arbitrum 和 Optimism 上使用。HFT 是 Hashflow 协议以及 Hashverse(Hashflow 的游戏化治理平台)的原生代币。

HFT 目前流通量达总量的 43% ,此前经历过一轮大额释放(值得注意的是,此前的大额释放并未造成显著下跌),目前通胀速度中等。月度进行代币解锁,本轮将释放流通量的 4.02% ,主要为生态的 1.65% 、早期投资者的 1.54% 和核心团队的 0.71% 。今年内将保持相似的释放速度。

具体释放曲线如下:

一周代币解锁预告:APT解锁超2亿美元

Letture associate

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

The article argues that blockchain's fundamental limitation is not the scalability trilemma (decentralization, scalability, security), which has been largely solved, but the lack of **privacy** and, until recently, clear **legitimacy**. Blockchain is described as a slow, expensive, globally shared computer whose core value is censorship resistance and verifiability. While ideal for native digital assets like money (e.g., stablecoins), its default transparency acts as a **tax**, exposing all transactions and enabling MEV extraction, which deters serious institutional capital. Simultaneously, its permissionless nature created regulatory ambiguity. The piece contends that **privacy** is the missing critical feature. It rejects the false choice between total transparency and complete anonymity. Modern cryptography (like zero-knowledge proofs) enables **compliant privacy**: users can prove facts (solvency, KYC status, compliance) without revealing the underlying sensitive data (specific holdings, identities). This preserves auditability for regulators and eliminates the leak of financial information. With recent regulatory progress (e.g., the GENIUS Act) addressing legitimacy, adding default, provably compliant privacy becomes a pure upgrade. It transforms blockchain from a costly, public ledger into a confidential settlement layer, finally bridging the gap to mainstream institutional and individual adoption of on-chain finance.

链捕手7 h fa

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

链捕手7 h fa

Optical Chips: Collective Capacity Expansion

The global optical chip industry is experiencing a massive wave of expansion driven by surging AI data center demand. Major players across the US, Japan, Europe, and China are aggressively investing to ramp up production capacity. In the US, Coherent is expanding its 6-inch Indium Phosphide (InP) semiconductor fab in Texas, supported by CHIPS Act funding and a $2 billion strategic investment from NVIDIA. Lumentum is building a new factory for InP optical devices, and Nokia is scaling its advanced photonic chip packaging and testing capabilities. NVIDIA's investments aim to secure future supply of critical lasers and optical interconnect products for AI infrastructure. Japan's JX Advanced Metals, a leading InP substrate supplier, plans a multi-billion yen investment to increase its capacity 7-10 times, strengthening its grip on the crucial upstream materials market. In Europe, IQE and Tower Semiconductor settled a patent dispute and signed a multi-year InP epitaxial wafer supply agreement, highlighting that next-generation silicon photonics platforms will integrate high-performance InP components. STMicroelectronics and Sivers Semiconductors are also expanding silicon photonics production and partnerships. China is rapidly building out its domestic supply chain. Dongshan Precision's subsidiary, Source Photonics, announced a $12 billion project to expand optical chip and module production. Companies like Sanan Optoelectronics and Yunnan Germanium are scaling up InP chip manufacturing and substrate production, moving towards vertical integration from materials to modules. While debate continues around the exact future architecture—whether CPO (Co-Packaged Optics), NPO, or pluggables will dominate—analysts like Morgan Stanley argue the underlying driver is unchangeable: the explosive growth in bandwidth demand. This will inevitably increase the volume of optical engines, lasers, and related content per GPU, regardless of the final technical path. The competition for "more light" in the AI era has intensified into a global, full-chain capacity race.

marsbit10 h fa

Optical Chips: Collective Capacity Expansion

marsbit10 h fa

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

Stablecoin Real Yield Found: A Deep Dive into On-Chain Reinsurance with Re's Karan Saroya As stablecoin supply exceeds $170 billion, the search for sustainable, non-speculative yield intensifies. Re, an on-chain reinsurance platform, provides an answer: connecting stablecoin capital to the trillion-dollar traditional reinsurance market. Re operates as a regulated reinsurer, accepting stablecoin deposits as collateral to back US insurance companies. These insurers pay premiums, generating yield that flows back to on-chain depositors. Currently supporting 35 insurers and underwriting $500 million, Re projects scaling to over $1 billion soon. Key insights from a Bankless podcast with founder Karan Saroya and investor Avichal of Electric Capital: 1. **Uncorrelated, Real-World Yield:** Re offers stablecoin holders access to reinsurance returns (targeting 12-14%+), an asset class entirely separate from crypto or equity markets. 2. **Operational Efficiency via Smart Contracts:** Re replaces traditional, labor-intensive capital fundraising with smart contracts, allowing a ~12-person team to compete with industry giants. 3. **Regulatory Leverage:** For every $1 of collateral, regulations allow backing $5-7 in written premiums. This leverage amplifies returns from the underlying risk-free rate. 4. **DeFi Integration:** Depositors receive receipt tokens, which can be used in protocols like Morpho for "looping," potentially pushing yields to 18-20%+. 5. **The "DeFi Mullet" Model:** A compliant front-end (regulated reinsurer) paired with a decentralized back-end (smart contracts, DeFi capital markets). 6. **RE Governance Token:** Modeled on Lloyd's of London, the token governs the central capital pool's allocation, counterparty acceptance, and parameters. 7. **Real Economic Impact:** Capital funds real-world productivity (factories, clinics, businesses) via insurance, moving beyond crypto's internal loops. The discussion highlights a pivotal moment: DeFi's supply-side infrastructure is now met by real demand for productive yield, potentially kickstarting a flywheel where vast on-chain stablecoin capital seeks these real-world returns.

链捕手11 h fa

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

链捕手11 h fa

1996 or 1999? Walsh's First Test is 'How to View AI'

"1996 or 1999? Wall's First Big Test Is 'How to View AI'" Federal Reserve Chairman Wall's initial challenge is not whether to raise or cut rates, but a more fundamental judgment: what kind of boom is the current AI boom? This will determine the Fed's policy path and define his legacy. Economics is split between two opposing views, according to reporter Nick Timiraos. One sees imminent productivity gains that will increase supply and cool inflation, allowing the Fed to hold steady. The other argues that while productivity benefits are distant, demand shocks are here now, and waiting for data confirmation risks missing the intervention window, forcing sharper rate hikes later. Wall has signaled a leaning toward the first view, echoing 1996-era Alan Greenspan, who embraced strong, productivity-driven growth without fear of inflation. However, Wall faces a different macro environment than Greenspan did, with tariff pressures, expanding fiscal deficits, and diminishing globalization benefits, which could force more significant inflation pressures even if AI benefits materialize. Wall's logic, expressed before taking office, is that AI-driven productivity gains won't show in official data for years. If the Fed waits for confirmation, it might mistakenly tighten policy and choke off the very growth that could suppress inflation. This argues for using forward-looking narratives over lagging data. Chicago Fed President Austan Goolsbee presents a key counter-argument. He distinguishes between expected and unexpected productivity booms. A widely anticipated boom, like the current AI wave, can cause people to spend future wealth gains in advance, overheating the economy before productivity actually rises, thus requiring preemptive rate hikes. He cites rising costs for AI data centers as evidence of such overheating. Fed Governor Christopher Waller offers a rebuttal to Goolsbee, noting the "expected spending" mechanism only works if people can borrow against future income, which many households cannot do due to borrowing constraints. Wall also faces a paradox related to his desire to reduce the Fed's use of "forward guidance" (pre-announcing policy moves). This practice was established in 1999 when Greenspan began signaling hikes to avoid market shocks. If the economy follows a less optimistic path, Wall may be forced to choose between using the guidance he wants to abolish or risking market volatility by staying silent. The ultimate question defining Wall's first major test remains: Is this 1996 or 1999?

marsbit12 h fa

1996 or 1999? Walsh's First Test is 'How to View AI'

marsbit12 h fa

Trading

Spot
Futures
活动图片