TVL超7500万美元,年内增幅超3倍,如何获得Parcl潜在空投?

Odaily星球日报Pubblicato 2024-02-26Pubblicato ultima volta 2024-02-26

Introduzione

Parcl构建了一套地区性的房地产价格指数交易产品。

原创 | Odaily星球日报

作者 | 夫如何

TVL超7500万美元,年内增幅超3倍,如何获得Parcl潜在空投?

从去年开始,RWA(真实世界资产)成为 Web3 热门板块。一些项目也在不断探索,将更多资产引入加密世界,例如房地产。、

Odaily星球日报最近注意到的项目 Parcl,就是其中之一。与其他单一房地产代币化的项目不同,Parcl 构建了一套地区性的房地产价格指数交易产品,目前已拓展至 10 个地区(主要是美国城市),未来将上线中国香港、英国伦敦以及印度尼西亚雅加达等城市房地产指数产品。

近期官方宣布将于今年 4 月推出代币 PRCL,潜在空投预期下,TVL 继续飙升,目前已超过 7500 万美元,较年初增长超过 3 倍。如何获得潜在空投机会,Odaily星球日报总结了一些方法。

项目概况

Parcl 是基于 Solana 公链的去中心化房地产指数的衍生品平台。

Parcl 的房地产指数与传统金融的 REITs(不动产信托基金)类似,但 Parcl 不是将已经成熟的 REITs 产品直接进行代币化,而是通过 Parcl Labs 对某个城市地区采集数据点进行计算,创建当前地区的房地产市场价格指数,并由 Parcl 开发团队通过 Pyth 预言机在链上传输。Odaily 注:Parcl Labs 价格数据源(PLPF)是采用每日提供多个市场和房产类型的住宅房地产每平方英尺的价格估算。

Parcl 此前采用 V2 版本已上线运营,Odaily星球日报也编译过相关文章《全解 Solana 链上 RWA 平台 Parcl:RWA 如何改变地产投资?附全流程使用指南》,其中有关产品使用流程方面,本文就不过多赘述,大家感兴趣可以阅读此前文章进行学习。

Parcl 运行的是 V3 协议版本,较之前版本将流动性问题扩展,引入去中心化治理以及保护 LPs(流动性质押提供者)和交易者免受市场过度失衡的风控功能,本质上较之前版本从用户体验上并无较大差别。

根据产品页面显示,Parcl 可交易的房地产市场指数共计 10 个,其中主要是美国的城市地区。不过近期会上线中国香港、英国伦敦以及印度尼西亚雅加达等城市。

TVL超7500万美元,年内增幅超3倍,如何获得Parcl潜在空投?

目前,Parcl 的交易没有其他限制条件,高于 1 USDT 即可交易。但作者通过观测其每个地区指数来看,涨跌力度较低,上图数据显示为 3 个月的 10 倍杠杆涨跌率。因此 Parcl 更适合大资金且需求资产收益多样性的投资者,普通投资者可能习惯于加密市场的高波动,对于长线且较为稳定的资产可能更倾向于传统金融市场。

根据 DeFiLlama 数据显示,Parcl TVL 为 7544 万美元,较年初增长超过 3 倍。Parcl 空投在即,项目的 LPs 和交易者变多,这或许是 Parcl TVL 增长的核心原因。

TVL超7500万美元,年内增幅超3倍,如何获得Parcl潜在空投?

预测 Parcl 空投标准,或许 NFT 持有者有机会获得空投

据官方消息,Parcl 在今年 4 月推出代币 PRCL,总量为 10 亿枚,初始社区供应量为 7% -8% 。PRCL 代币的用途可以总结如下:

  • 数据功能:PRCL 代币被整合到 Parcl Labs API 中,作为获取高质量住宅房地产数据的门禁机制。

  • 进一步的协议激励计划:符合条件的 PRCL 持有者有机会参与 Perpetual Network Incentives(例如:积分),该计划将在初始分配事件后不久启动。

其他代币经济学具体内容将在今年 3 月正式披露,Odaily 将持续关注。

如何获得潜在空投机会,笔者通过查询 Parcl 项目的发展历史,发现以下可能存在的空投标准。

  1. Parcl 举办的积分活动:目前为第二季,该积分活动,采用三个标准,LP 提供者  4 积分/美元;交易者 2 积分/美元(开仓时计算);邀请新用户(新用户 10% 积分)。根据数据显示,目前近 15 万人参与该活动。

  2. NFT 持有者:Parcl 在 2022 年 5 月发行的“Homeowners Association”,发行价 0.5 SOL,此前跌破发行价,但此前半年,价格涨至 15 SOL,目前 Opensea 上无人售卖。

TVL超7500万美元,年内增幅超3倍,如何获得Parcl潜在空投?

小结

Parcl 有别于其他 RWA 房地产项目,尤其根据其 Parcl Labs 开发的房地产市场指数的技术细节来看,团队较为专业,成员多来自微软以及知名金融机构等;项目的设计也较为新颖,采用自研指数为根基的衍生品交易平台,有别于其他直接代币化传统金融资产;Parcl 准入门槛无限制,使大多数 Web3 用户可以直接参与(美国除外),这也促使其更易于扩张。

虽然门槛不受限,但收益受限可能成为其扩张的限制因素之一。由于房地产天然属性的原因,行情波动相较于加密市场较低,更适合求稳且熟悉房地产的投资者,Web3 用户的交易热情可能受阻。

另外,根据 Parcl 官方发布的代币经济模型,初始供应量仅占 7% -8% ,可能会将部分代币会奖励参与交易或添加 LP 的模式,吸引更多用户参与,持续引流。

综上,Parcl 项目基本面不错,后续发展要看空投过后的代币策略。

Letture associate

Kalshi's Biggest Rival is Not Polymarket

Kalshi's CEO Tarek Mansour has identified the company's primary competitors not as the crypto-based prediction market Polymarket, but as established financial and gaming giants: CME Group, Robinhood, and DraftKings. This reflects a shift in the prediction market landscape, where the 2026 FIFA World Cup is expected to bring massive new trading volume. Traditional platforms are increasingly integrating prediction markets as a feature within their existing ecosystems. Robinhood has seen rapid growth with its prediction markets, contributing significantly to its "other transaction revenue." Similarly, Interactive Brokers (IBKR) integrates contracts from Kalshi and CME Group, while DraftKings and FanDuel (via CME) have launched their own prediction products. This allows these firms to leverage their vast user bases and infrastructure at low marginal cost, turning prediction markets from standalone apps into embedded functionalities. In response, prediction market platforms are evolving along two paths. First, they are expanding into new event categories like sports (e.g., the World Cup) and financial data to reduce reliance on election cycles. Second, they are moving towards becoming infrastructure and liquidity providers for distribution platforms. Kalshi's lead over Polymarket in trading volume is partly attributed to this channel strategy, integrating with brokers like Robinhood, Coinbase, and Webull. However, this strategy faces a challenge as distributors like Robinhood begin building their own in-house prediction market capabilities (e.g., Rothera), potentially threatening the value of pure infrastructure providers. The situation parallels historical tech battles, such as Zoom competing with Microsoft Teams and Google Meet, where embedded features in larger platforms reshape market dynamics. The future of standalone prediction market leaders like Kalshi and Polymarket will depend on their ability to navigate this new competitive landscape dominated by integrated financial and gaming titans.

链捕手3 min fa

Kalshi's Biggest Rival is Not Polymarket

链捕手3 min fa

Trends in US Stocks (June 22): Strait of Hormuz Agreement Changes Course, Thursday's PCE and Micron to Determine Chip Sector Direction

U.S. Stock Market Outlook (June 22): Strait of Hormuz Deal Falters, Thursday's PCE & Micron to Set Chip Sector Direction. Geopolitical tensions resurged over the weekend as Iran's IRGC announced the closure of the Strait of Hormuz, and its negotiation team walked out after threats from Trump, pausing U.S.-Iran talks. This renewed risk premium is weighing on U.S. equity futures ahead of the open. Last week's market was driven by chip stocks, with the Philly Semiconductor Index hitting a record high. While the Fed's hawkish tone was overshadowed by initial deal optimism, the S&P 500 gained 0.9% for the week. SpaceX debuted strongly but ended with two down days. Key events this week: The status of U.S.-Iran negotiations remains the immediate variable for oil and energy stocks. Monday sees Marvell and Flex added to the S&P 500. Tuesday's MSCI reclassification could benefit South Korean semiconductors and memory stocks. **Thursday, June 25th, is the critical day**, featuring the May Core PCE report and Micron's earnings. Hotter PCE data could solidify expectations for two 2024 rate hikes, while softer data would rapidly reprice rate cut bets. Micron's report is a key test for the AI narrative; the market will scrutinize its 2027 HBM supply visibility, HBM4 progress, and its position in Nvidia's Vera Rubin supply chain. Nvidia's AGM and a potential OpenAI GPT-5.6 release will make Thursday a pivotal 24 hours for AI. Friday concludes with the Russell reconstitution, elevating small-cap volatility. In summary, last week's gains face a true test. The path hinges on two concurrent threads: geopolitical developments with Iran and the AI narrative defined by Micron's guidance and Nvidia's updates. The chip sector's record highs are vulnerable if Thursday brings hot PCE data and conservative guidance from Micron. Conversely, positive outcomes could reaffirm the AI bull case, making this week's volatility a potential entry window.

marsbit1 h fa

Trends in US Stocks (June 22): Strait of Hormuz Agreement Changes Course, Thursday's PCE and Micron to Determine Chip Sector Direction

marsbit1 h fa

OpenAI's "Most Open" Move: Codex No Longer Exclusively Favors GPT

OpenAI has significantly opened up its Codex programming agent by introducing a "model provider" configuration layer that allows users to connect it with various open-source models, not just its proprietary GPT. Through a configuration file or a simple `--oss` command-line flag, Codex can now route requests to local services like Ollama or LM Studio, or to third-party APIs such as Mistral or DeepSeek. This move is seen as one of OpenAI's most "open" steps, potentially lowering costs and enhancing privacy for developers who can run code generation offline. However, integration isn't seamless for all models. Codex primarily uses OpenAI's newer Responses API, while many open-source models rely on the older Chat Completions interface. This creates compatibility issues, especially for advanced features like function calling. The developer community is already building "routing" or adapter layers (e.g., CC Switch, LiteLLM) to translate between these protocols, enabling hybrid setups where GPT handles planning and open-source models handle execution. Analysts interpret this as a strategic shift for OpenAI: from competing solely on model superiority to controlling the platform and interface standards. By making Codex a flexible, pluggable entry point for AI-assisted programming, OpenAI aims to become the central hub in the developer toolchain ecosystem, even as users gain the freedom to switch underlying models.

marsbit2 h fa

OpenAI's "Most Open" Move: Codex No Longer Exclusively Favors GPT

marsbit2 h fa

Trading

Spot
Futures
活动图片