AVAX、NEAR齐上涨,资金外溢还是公链叙事回春?

MarsBitPubblicato 2024-06-24Pubblicato ultima volta 2024-06-24

Introduzione

加密市场牛市,除Solana和Avalanche外,老牌公链Near和Fantom也活跃。比特币价格上涨,这些公链原生代币受关注。NEAR与消费者购物数据分析平台合作推出稳定币支付系统,Avalanche与韩国游戏发行商合作推出Web3版本,生态代币涨幅。Telegram宣布使用TON区块链支付广告费用,TON代币价格上涨,Binance上线TON永续合约。聪明钱多次流入Fantom原生代币FTM,其中一位巨鲸两天内浮盈60万美元。3月5日,FTM再次成为聪明钱流入的主要目的地,当日流入约179万美元,价格为0.83美元,24小时涨幅2.5%。

.details .details-cont p, p {word-break: normal; text-align: unset} p img {text-align: center !important;} 加密市场进入牛市以来,除 Solana 和 Avalanche 外,如 Near、Fantom 等上一轮周期的老牌公链鲜有起色。不过近期,随着比特币突破新高,这些公链们的原生代币价格也都逐渐活跃起来。其中,FTM 在过去数日中多次成为聪明钱资金流入的对象,而 NEAR 也在近期的 AI 热潮中创下了年内新高。
搭上 AI 热潮,「大会预期」助力 NEAR 生态解冻


NEAR Protocol 联合创始人 Illia Polosukhin 宣布将在 3 月 20 日 GTC24 大会期间出席「Transforming AI」主题演讲及小组讨论活动,英伟达创始人黄仁勋也将参加该场次活动。这个消息公布后,NEAR 短时突破 5 美元,截止撰稿时已经突破 8 美元。


Near




Near 在 2023 年 2 月发文表示,NEAR 可作为基础设施为下一代 AI 用例提供支持,该网络为设置规则和数据定价创建了一个价值层,不同的应用程序和协议可以以公开、公平和透明的方式利用这些数据。Near 还与消费者购物数据分析平台 Cosmose AI 合作建立一个稳定币支付系统,允许用户以较低的交易费用使用加密货币购物。


与此同时,生态中的 meme 币 BLACKDRAGON 也再一次「复活」,自底部已上涨 700%,截止撰稿时,其价格为 0.0(7)8 美元,24 小时涨幅达 15%。


Near




游戏+meme 币,Avalanche 生态普涨


3 月 11 日,韩国游戏发行商 Nexon Group 宣布,其 2D 大型多人在线角色扮演游戏《冒险岛》将与 Ava Labs 合作,正式进军 Avalanche 网络,启动名为《冒险岛宇宙》的 Web3 版本。《冒险岛》自 2003 年推出以来,是最早普及免费模式的在线游戏之一,如今已扩展到美国、欧洲及其他亚洲国家如日本和中国的服务器,声称在其 20 年的历史中拥有超过 1.8 亿用户。


首款游戏《冒险岛 N》将允许玩家建立自己的游戏世界,并为此获得 Web3 奖励,虽然公告未具体说明玩家将获得何种 Web3 激励,但其网站指出 NFT) 是其价值生态系统的核心。Nexon 预计《冒险岛 N》PC 版本将于今年年底在 Avalanche 网络上推出。


稍早前,Avalanche Labs 开发团队发布了 Durango 升级,并推出「Teleporter」,以增强其子网生态系统中的互操作性。在这个关口,推出知名游戏的 Web3 版本,其生态代币普遍迎来了可观涨幅。截至撰稿时,AVAX 报价 54.55 美元,24 小时涨幅达 15.88%; Gamer Arena(GAU)现报价 0.11 美元,24 小时涨幅达 41.5%;Joe(JOE)现报价 0.7372 美元,24 小时涨幅达 16.3%。


Near




和 Near 情况一样,Avalanche 上的 meme 币也复活了,COQ 自底部已上涨超 300%。截至撰稿时,COQ 价格为 0.0(5)58 美元,24 小时涨幅达 3%。


Near




背靠 Telegram,市场传出 TON 上线 Binance 预期


另一个老牌 Layer 1 公链 TON 也因为 Telegram「整活」收获较大涨幅。


2 月 28 日,Telegram 官方消息表示 Telegram 广告平台将正式向近百个新国家的所有广告主开放,这些国家的频道所有者将从 Telegram 在其频道中展示广告的收入中获得 50% 的提成。官方表示,为了确保广告支付和提款的快速和安全,将专门使用 TON 区块链,官方将与频道所有者分享收入,这将创造一个良性循环,内容创作者将能够兑现他们的 Toncoin,或者将其重新投资以推广和升级他们的频道。


消息公布后,TON 短时涨超 27%,截至撰稿时,其价格为 4.39 美元,24 小时涨幅达 29.5%。


Near




3 月 1 日,Binance 上线了 TON 1-50 倍 U 本位永续合约,这也为 Binance 上线 TON 现货做出了预期,进一步带动价格涨幅。


聪明钱流入 FTM,生态值得关注


3 月以来,聪明钱多次流入 Fantom 原生代币 FTM。3 月 3 日,据 Nansen 数据,FTM、MKR、ZETA 位居 Smart Money 24 小时流入榜单前列,其中 FTM 流入约 153 万美元。次日,FTM 短时突破 0.7 美元,24 小时涨幅 30.56%。据 Spot On Chain 监测,一个在此前两天通过 Gemini 和 Airswap 购入 471 万枚 FTM(约 269 万美元)的巨鲸,两天时间内就已浮盈 60 万美元。


3 月 5 日,FTM 再次成为聪明钱流入的主要目的地,当日流入约 179 万美元,和 RNDR、BEAM 等位居 Smart Money 24 小时流入榜单前列。截止撰稿时,FTM 价格为 0.83 美元,24 小时涨幅 2.5%。

Crypto di tendenza

Letture associate

GPT Designs GPT

OpenAI has unveiled its first custom AI chip, Jalapeño, a move signaling a strategic shift beyond being a mere model company. While many see it as a challenge to NVIDIA, its core aim is to control the entire intelligent production pipeline—from models and chips to data centers and energy. The key driver is the evolving competitive landscape: model advantages are shrinking, while the computational gap in areas like cost-per-token, system throughput, and energy efficiency is becoming the true long-term barrier. Jalapeño is primarily an inference chip, targeting the massive and growing "inference tax"—the daily operational cost of generating tokens for services like ChatGPT and APIs. By designing its own hardware optimized for its specific workloads and future product roadmaps (even using AI to aid the chip design process), OpenAI aims to drastically reduce token generation costs and improve system efficiency. This creates a potential flywheel: better models help design better chips, which lower costs for running next-generation models, supporting more users and products, which in turn provides more data to refine future chips. The strategy mirrors Apple’s integrated approach, building a closed loop where hardware, software, and applications are co-optimized. In the long term, OpenAI is not trying to become the next NVIDIA (a supplier of "shovels" to all AI companies) but to own and operate the entire "mine"—selling the end product of intelligence itself. This move marks OpenAI's ambition to evolve from creating the smartest models to controlling the foundational infrastructure of AI production.

marsbit13 min fa

GPT Designs GPT

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Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

The Ethereum Foundation's core mission is to ensure Ethereum remains a truly permissionless, censorship-resistant, private, and open infrastructure for large-scale, sovereign coordination. The article clarifies the EF's focus and dismisses irrelevant objectives, such as pursuing institutional popularity or short-term speculation. Its core work centers on eliminating systemic weaknesses. This involves fortifying Ethereum across multiple layers—protocol, access, user, and institutional—against exploitation, control, or surveillance. Key initiatives include minimizing harmful MEV and preventing privileged control over transaction flow, making unconditional privacy a foundational default, ensuring staking remains permissionless and decentralized, and strengthening user-facing access points to uphold autonomy. Concurrently, the EF aims to seize strategic opportunities. These include leading the transition to post-quantum cryptography, achieving a fully verifiable protocol stack, establishing Ethereum as private digital cash, integrating user-owned AI agents with personal wallets, and demonstrating that trusted-neutral infrastructure can competitively handle disintermediated coordination at an institutional scale. The article also addresses recent organizational changes, stating that personnel departures were due to strategic realignment, role fit, or natural evolution. It clarifies the approach to spin-outs, emphasizing that external funding will be provided only for work critical to the EF's mission that reduces Ethereum's dependency without creating new risks or mission drift. Ultimately, the EF is committed to building an enduring, neutral system that reshapes global coordination, focusing relentlessly on the principles of censorship resistance, openness, privacy, and sovereignty (CROP).

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Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

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333 Totale visualizzazioniPubblicato il 2024.12.10Aggiornato il 2026.06.02

Come comprare NEAR

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