TVL突破1亿美元,详解BounceBit如何「三措并举」实现高速增长

Odaily星球日报Pubblicato 2024-02-06Pubblicato ultima volta 2024-02-06

Introduzione

BounceBit是一条原生比特币质押链,通过BTC代币和BounceBit代币的质押来确保安全。

自 BounceBit 推出 Early Access 后仅仅一周,该网络的总锁定价值(TVL)就已突破了 1 亿美元,其中超过 6000 万美元的比特币已被质押,这是 BounceBit 作为首个比特币质押链以及主要比特币流动性市场的一大里程碑。

这一成就得益于 BounceBit 在三个关键层面的战略创新: 一是引入了支持比特币质押的双代币 PoS 机制;二是将 CeFi 与 DeFi 整合,通过独特的链上镜像机制解锁多样的收益生成机会;三是在头部 BTC 生态项目的支持下,培育一个强大的 BounceBit 生态系统。

首个支持双代币 PoS 机制的 BTC 质押链

BounceBit 的与众不同之处在于,它是第一条实现了双代币权益证明(PoS)机制的 BTC 质押链。这种方法不仅可通过将比特币整合到 BounceBit 的安全框架中来利用比特币固有的安全性,而且还引入了一种创新的方式来构建以比特币流动性为核心的 DeFi 解决方案。BounceBit 与 EVM 完全兼容,可与大量 Dapps 和智能合约的无缝集成,这也增强了其在更广泛的区块链生态系统中的实用性和多功能性。

“传统”的比特币生态开发工作主要聚焦在构建比特币 Layer 2 解决方案上,BounceBit 则通过采用了一种支持双代币 PoS 机制的 Layer 1 模型,并以资产为驱动,为市场提供了另一个独特的选择。BounceBit 的模型有助于实现更加包容和动态的网络治理结构,使代币持有者能够通过质押比特币和 BounceBit 代币,直接参与到网络的安全性和决策过程。BounceBit 最初将引入多元化的验证节点,一半分配给比特币质押节点,另一半则分配给 BounceBit 代币节点。

BTC 对于强化 BounceBit 网络的安全框架至关重要,其桥接功能是在比特币网络和 EVM 链(如 BNB 链和以太坊)之间桥接 BTC 的重要枢纽。一旦桥接到 BounceBit,BTC 将统一映射为 BounceBTC。当前市场通常依赖由中心化团队地址管理的多签合约用于桥接操作,该方案存在着明显的安全劣势;与之相反,BounceBit 则将负责桥接安全的关键角色委托给其验证节点,使桥接过程的安全性与整个网络的安全性保持一致。类似于 Restaking 的共享安全概念,BounceBit 的验证节点将承担额外的职责,通过管理桥接节点,维护跨链消息的验证。在合约层面,一笔跨链交易若想要被批准,需要取得超过 50 % 验证节点的共识,以确保验证过程的去中心化和安全性。

TVL突破1亿美元,详解BounceBit如何「三措并举」实现高速增长

CeFi+DeFi 双管齐下,寻找闲置 BTC 收益机会

UTC 时间 2024 年 1 月 29 日 02: 01 ,BounceBit 发起了 The Water Margin 活动,向用户开放了 BTCB、WBTC、AUCTION、MUBI、DAII、USDT 和 FDUSD 的早期存款。自那时起,BounceBit 的锁定总价值(TVL)经历了快速增长,在推出后的短短 10 分钟内就达到了 1000 万美元,平均每天增加约 1150 万美元。

为了管理快速扩张的 TVL,并解决为闲置 BTC 寻找收益的挑战,BounceBit 在 Mainnet Digital 和 Ceffu 的支持下,整合了一个透明的 CeFi 基础设置。通过 Mainnet Digital 受监管的托管解决方案来确保用户的质押资产安全,同时利用 Ceffu 的 MirrorX 所提供的链上可追溯性,BounceBit 允许用户将资产放置在链上,同时亦可在中心化交易所(CEX)内进行交易,交易结果则会以 T+ 1 为基础在链上结算。

这种透明的 CeFi 整合旨在避免合规问题,同时为 BTC 持有者解锁产生收益的机会。从用户的角度来看,在 BounceBit 上产生 BTC 收益的过程非常简单:

  • 首先,用户需要登录自己的 Binance 账户,并将 BTC 提现至 BNB Chain 钱包地址,并在该链上收到 BTCB。

  • 接下来,在 BounceBit 的 The Water Margin 活动页面(https://bouncebit.io/points-paradise)存入 BTCB,以便早期访问 BounceBit 上的质押机会。

  • 存款后,BounceBit 合约将资金移至由 Mainnet Digital 和 Ceffu 所支持的安全、受监管的托管之下。作为交换,用户将获得 LSD 代币,并可选择参与 BounceBit 上 BTCB 的各种资金费率套利策略。

  • 再之后,用户将可以把他们的 LSD 代币转移到 BounceBit 链,并转换成在生态系统内俱有多项功能的 BounceBTC。

  • 最后,BounceBTC 使用户可以通过在 BounceBit 上参与 PoS 质押或参与 BounceBit 生态系统内的各种 DeFi 活动来产生收益。

BounceBit 现已引入了德尔塔中性(delta neutral)的资金费率套利策略,该功能仅限白名单访问,适用于在 BounceBit 上至少质押了 1 个 BTCB 的用户。在该功能启动的第一天内,就有超过 80 个 BTC 被质押并用于资金费率套利,目前正在产生可观的收益。有关如何访问此功能的详细信息,请参阅官方指南,并在 X(即 Twitter)上关注 @bounce_bit。

除了通过 CeFi 整合产生收益外,BounceBit 还会对进行 BTC 质押的节点操作提供奖励,同时用户还可通过在 BounceBit 生态系统和 Bounce Launchpad 中参与链上 DeFi 活动产生收益。

BounceBit 的 CeFi+DeFi 基础设施将 CeFi 值得信赖的透明度与链上生态系统中的动态 DeFi 活动进行了有机结合,为用户提供了一个多样化的收益机会组合。

TVL突破1亿美元,详解BounceBit如何「三措并举」实现高速增长

获头部生态项目支持,合力构建 BounceBit 生态系统

BounceBit 系由 Bounce Brand 驱动,这是一个构建于比特币生态系统的知名去中心化平台。Bounce Brand 因其去中心化的链上拍卖协议和优质 Web3 Launchpad 而备受好评。

诸如 MultiBit 和 BitStable 等著名的比特币生态项目都得到了 Bounce Launchpad 的支持,从一开始就将成为 BounceBit 生态系统不可或缺的合作伙伴。在多个头部比特币生态项目的支持下,BounceBit 生态系统有望显著提高比特币的智能合约功能,并创建充满活力、聚焦收益的环境。

BounceBit 将引入一个应用程序商店,旨在通过提供 DEX、IDO、交易市场等必要的 Web3 组件,简化 Dapps 的创建和部署。BounceBit 应用程序商店系与第三方团队及著名审计机构合作开发,其目的是在保证安全性的前提下简化资产发行流程,允许更多没有编程技能的用户正常使用该使平台。

在 BounceBit 上发布产品的用户需要先获得一个 BounceBox,这是一个链上空间,允许用户轻松集成和配置来自 BounceBit 应用程序商店的各种组件,比如拍卖策略开发和机器人防御等等,从而简化了以往复杂的流程。所有的这些都将在一个安全的环境下进行。

此外,BounceBit 的应用程序商店服务还将扩展到 DeFi 之外,覆盖社交、元宇宙等应用,使一些在社区内拥有更大影响力的用户能够通过其 BounceBox 内的私人渠道更深入地与社区互动。借助 BounceBit 在 Web3 产品开发方面的丰富经验,BounceBit 致力于为去中心化应用程序的部署和管理提供一个全面、安全的环境,为比特币生态系统做出更大贡献。

TVL突破1亿美元,详解BounceBit如何「三措并举」实现高速增长

关于 BounceBit

BounceBit 是第一条原生比特币质押链。BounceBit 网络通过 BTC 代币和 BounceBit 代币的质押来确保安全。BounceBit 的 PoS 机制通过利用原生 BTC 的安全性以及完全的 EVM(以太坊虚拟机)兼容性,引入了一种独特的双代币质押系统。通过结合 CeFi + DeFi,BounceBit 允许 BTC 持有者通过原生的质押验证、DeFi 交互,以及由 Ceffu 和 Mainnet Digital 支持的 CeFi 镜像机制来获取多重收益。

Letture associate

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

In mid-June, three seemingly independent industry events—the compliance-driven throttling of Fable 5, the open-sourcing of GLM-5.2, and the leaked release timeline for GPT-5.6—are pushing the global AI industry toward a watershed moment. These shifts signal a fundamental restructuring of the industry's underlying logic. First, **"usability" has substantially overtaken "advanced capabilities"** as the primary weight, pushing the global large language model (LLM) supply chain into a "dual-track" phase of controlled closed-source and local open-source coexistence. Second, **the competitive moats of closed-source giants are shifting**. Their technical focus is moving from "language intelligence" toward "spatial intelligence (world models)"—a domain heavily reliant on computing power. Third, faced with常态化 transnational compliance risks, **a "model-agnostic" decoupled design has become a survival necessity for application-layer developers to maintain business continuity.** The article details how Anthropic's Fable 5, despite its advanced engineering feats, was restricted for non-U.S. citizens within 72 hours of launch, highlighting how geopolitical compliance can instantly limit even the most advanced models. In response, the open-source camp, exemplified by Zhipu AI's MIT-licensed GLM-5.2, is gaining market share by offering stable performance improvements and significant cost advantages (up to 70% savings for enterprises), while achieving full adaptation with domestic semiconductor platforms. Meanwhile, closed-source leaders like OpenAI are pivoting. The anticipated GPT-5.6 reportedly shifts focus from language to spatial intelligence and world models, aiming to rebuild a generational gap in areas like 3D understanding, simulation, and industrial design that demand immense compute. The core conclusion is that the LLM supply chain's logic has changed. Enterprises must now evaluate infrastructure based on a composite of technical performance and policy compliance. For developers, complete reliance on a single closed-source API poses unacceptable risk. Implementing a truly model-agnostic architecture—enabling swift switches to compliant, locally deployable open-source alternatives—is no longer just good practice but a fundamental baseline for business continuity.

marsbit32 min fa

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

marsbit32 min fa

Is the 'Token Subsidy War' Among AI Giants Almost Over?

The article discusses the ongoing "token subsidy war" among AI giants like OpenAI and Anthropic, questioning whether it's nearing its end. It reveals that current AI subscription prices are heavily subsidized, with some plans offering tokens at up to 70 times the actual cost to attract and retain heavy users, especially developers and enterprises. This strategy mirrors past internet-era subsidy battles, but with a key difference: AI tokens lack "lock-in" effects. Unlike ride-hailing or food delivery apps, users can easily switch between AI providers as APIs become standardized, making it difficult for companies to raise prices post-subsidy. The piece highlights a structural asymmetry in the competition. Giants like Google, with massive advertising revenue, can afford to subsidize tokens indefinitely, akin to using "tokens as a weapon." In contrast, venture-backed companies like OpenAI and Anthropic face pressure to become profitable, especially as they approach IPO. The article cites Google Ventures founder Bill Maris, who suggests Google could slash token prices by 80%, putting immense pressure on competitors. Two potential endgames are presented: the "internet service" model (subsidize, monopolize, then raise prices) and the "utility" model (tokens become a standardized, low-margin commodity like electricity). Given the low switching costs, the latter seems more likely. The competition may not have a single winner but could instead accelerate AI's evolution into a foundational, infrastructure-level technology, akin to a public utility. For now, users continue to benefit from heavily subsidized token costs.

marsbit49 min fa

Is the 'Token Subsidy War' Among AI Giants Almost Over?

marsbit49 min fa

Beyond the Stadium: The Profitable Games Surrounding the World Cup

"Beyond the Pitch: The Profit Game Around the World Cup" The FIFA World Cup transcends being a sporting spectacle, evolving into a massive global arena for speculation and profit-seeking. The 2026 tournament has amplified this dynamic, creating a multi-layered ecosystem of financial opportunism alongside the football. **Prediction markets** have surged into the mainstream. Platforms like Polymarket and Kalshi saw trading volumes for World Cup contracts soar, attracting new users with their financial trading model and high-profile, chain-based wealth stories that overshadow traditional sports betting in terms of growth and narrative. However, **traditional sportsbooks** remain the dominant force, leveraging established user habits, legal markets, and comprehensive product offerings to handle the vast majority of speculative wagers, with projections suggesting record-breaking betting volumes. Capital markets also react. **"Concept stocks"** in countries like South Korea and Japan experience volatile price swings based on team performance and anticipated fan spending on items like chicken, beer, and viewing parties, effectively becoming a stock market reflecting fan sentiment. The **ticket resale market** has become a sophisticated arena for arbitrage. Prices fluctuate wildly based on team draws and star power, with sellers sometimes listing tickets they don't yet own in a practice akin to short-selling, while FIFA's own "Right to Buy" tokens add another layer of speculative trading. **Collectibles and merchandise** offer another avenue. Panini sticker albums, with their inherent scarcity and nostalgic value, can become high-value collectibles. Limited-edition or locally themed jerseys command significant premiums on secondary markets, and even counterfeit vendors profit from fans' desire for affordable match-day identity. The **cryptocurrency** space has seen a frenzy of speculative, unauthorized World Cup-themed meme coins on chains like Solana. These tokens, often exploiting team names and player imagery, experience extreme pump-and-dump cycles, creating stories of massive gains for a few early entrants and steep losses for many others. Finally, an entire industry thrives on **providing information and tools** to other speculators. Developers create platforms like SeatSidekick to track ticket inventory and prices, while paid Telegram groups and subscriptions sell betting tips and predictions, monetizing the widespread desire for an informational edge. In essence, the World Cup has become a compressed, global laboratory for speculation. While the games determine champions on the field, a parallel, complex network of financial transactions—spanning prediction contracts, bets, stocks, tickets, collectibles, crypto, and information services—settles its own scores in the global market.

marsbit1 h fa

Beyond the Stadium: The Profitable Games Surrounding the World Cup

marsbit1 h fa

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

This article explains the three primary methods for Codex to interact with a computer, each with distinct use cases, permission boundaries, and trust levels. **1. Computer Use:** This offers the broadest access, allowing Codex to visually control and interact with the graphical user interface of authorized macOS/Windows apps, system settings, and even iOS simulators. It's ideal for tasks lacking APIs or structured tools, such as operating legacy software or multi-app workflows. However, it's the slowest method and has the widest permission scope, requiring careful supervision for sensitive actions. **2. Chrome Extension:** This grants Codex access to the user's logged-in Chrome browser state, including cookies, profiles, and open tabs. It's best for tasks requiring user identity across websites like Gmail, LinkedIn, Salesforce, or internal dashboards. Its key advantage is multi-tab control for complex workflows. While more powerful for browser-based tasks than Computer Use, it carries higher sensitivity as actions are performed under the user's identity. **3. In-App Browser:** This is a browser isolated within the Codex thread, separate from the user's personal browsing data. It excels in web development and debugging scenarios—previewing local servers, testing responsive layouts, or annotating designs directly on the page. Its isolation is a strength for development but a limitation for tasks requiring login sessions. The core principle is to choose the narrowest, safest, and most structured interface for the task. Use plugins or MCPs first, resort to visual control (Computer Use) only for GUI-dependent tasks, employ the Chrome extension for identity-reliant browser work, and prefer the In-App Browser for isolated development. **Appshots** are clarified as a fourth, complementary tool for *inputting* context—capturing a screenshot of a window to point Codex to something—rather than a method for Codex to *act*. Together, this layered approach highlights a key to AI agent productization: not granting unlimited permissions, but constraining them within clear boundaries for specific tasks while preserving user oversight.

marsbit3 h fa

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

marsbit3 h fa

Trading

Spot
Futures
活动图片