Starknet空投来了,一文了解STRK分配详情与估值预期

Odaily星球日报Pubblicato 2024-02-14Pubblicato ultima volta 2024-02-14

Introduzione

将向共130万个地址空投7亿枚STRK。

原创 | Odaily星球日报

作者 | 南枳

Starknet空投来了,一文了解STRK分配详情与估值预期

今日,Starknet 宣布将开启首轮代币分配,其代币 STRK 将从 2 月 20 日 20: 00 (UTC+ 8)开始,通过 Starknet 基金会的 Provisions 计划(即代币空投计划)进行分发,届时将开放申领界面。

首轮代币分配中,约有 130 万个地址有资格领取,发放数量达 7 亿枚(总供应量计划中社区份额为 18 亿枚),领取时间持续四个月直至 6 月 20 日。

谁能领取?

Starknet 对 Starknet 用户设置了交互金额、活跃度和资金留存的基本要求,满足要求的账户才能进一步获得不同数量的空投。此外,Starknet 与Trusta Labs合作,进行了女巫地址筛选。其中社区用户空投资格的基本规则如下。

空投基本资格

  • 至少在 3 个独立月份使用过 Starknet ;

  • 至少进行过 6 笔以上的交易;

  • 交易总金额不低于 100 美元;

  • 地址在快照时(2023 年 11 月 15 日)至少持有 0.005 ETH。

其中值得注意的是,在快照时资金存放于 DEX 的 LP、借贷协议中的,不纳入快照的资格范围中,并且仅考虑 ETH 余额,USDT 等资金不计算在内。因此排除了许多交互地址。

此外,此次的女巫合作对象 Trusta Labs 也是许多大额空投项目的合作方,具备丰富反女巫经验。根据社区反映情况,有一定数量交互账户超百个的用户的所有账户均被识别为女巫,空投数量为 0 。

空投具体对象

Starknet 基金会将面向各种帮助推动 Starknet 发展的用户发放空投,包括 Starknet 用户和建设者、以太坊贡献者和质押者,以及特定项目的开发者,都可以参与 Provisions 计划。

  • Starknet 用户:符合上一小节的空投基本资格,且未被识别为女巫地址。

  • StarkEx 用户:在 2022 年 6 月 1 日之前,至少使用了八次基于 StarkEx 的 DApp。(例如 dYdX、Rhino、IMX 等)

  • Starknet 社区:早期社区成员计划(ECMP)的资格参与者。

  • Starknet 开发者(2023 年 11 月 15 日前)、以太坊开发者(2023 年 11 月 15 日前)、EIP 作者(2023 年 11 月 15 日前)、Github 开发者(2023 年 11 月 15 日前)进行过指定开发贡献的用户。

  • 以太坊质押者: 2022 年 9 月 15 日前的质押者。

  • 以太坊协议公会:于 2023 年 11 月 15 日被列为以太坊协议公会的成员。

此次空投中,Starknet 的用户将获得 51.33% 的代币份额,ETH 的质押者获得 21.99% ,StarkEx 用户及 Starknet ECMP 成员分别获得 9.62% 和 9.05% 的代币份额,其余分配细节如下:

Starknet空投来了,一文了解STRK分配详情与估值预期

价格预估

OTC 交易平台 Aevo 价格数据显示,STRK 当前的场外价格约在 1.7 USDT 至 1.8 USDT 之间。按照 7 亿枚的初始流通量计算,初始流通市值约为 12 亿美元,在L2中排名第三,而 FDV 则接近 Arbitrum。下图为 Odaily 于半个月前所制L2 市值数据对比,根据近期代币波动有所变化,可供参考相对位置。

Starknet空投来了,一文了解STRK分配详情与估值预期

代币用途

Starknet 于空投文档中阐述了 STRK 代币的用例,与此前披露内容无重大变化。

  • 支付网络费用:在 Provisions 开始之后,用户将能够使用 STRK 支付交易费用。Starknet 强调,虽然用户可以使用 STRK 支付费用,但 Starknet 协议将仍然使用 ETH 支付以太坊上的费用,以确保网络及其数据的安全。

  • 治理:在 Provisions 之后,STRK 的收件人将能够参与生态发展治理。

  • 质押:STRK 将用于 PoS 模型质押,用户可向去中心化的定序器质押代币,从而确保 Starknet 的去中心化运行。

结论

Starknet 本次空投地址数量较多,空投门槛较低,多数账号为低保的 500 枚,对于能够有效防女巫的用户造富效应明显,随着积分制的流行,不以资金量为主的空投机会或将愈发稀有。此外, 23 年的 Arbitrum 代币上线引发了向 Arbitrum 空投资格账号空投项目代币的潮流,作为一种能够广泛传播的宣传手段,初期造福效应明显,或可作为后续关注重点。

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