一周代币解锁:STRK解锁价值约7800万美元代币

Odaily星球日报Pubblicato 2024-05-12Pubblicato ultima volta 2024-05-12

Introduzione

大比例解锁的包括STRK和PIXEL,AEVO实际无新增流通代币。

下周, 16 个项目迎来代币解锁事件。其中大比例解锁的包括 STRK 和 PIXEL,分别为 7872 万美元和 2072 万美元。此外 AEVO 将进行超 10 亿美元的“转换解锁”。

具体解锁详情如下:

一周代币解锁:STRK解锁价值约7800万美元代币

Aevo

项目推特:https://twitter.com/aevoxyz

项目官网:https://www.aevo.xyz/

本次解锁数量: 8.48 亿枚

本次解锁金额:约 10.6 亿美元

Aevo 是一个去中心化的衍生品交易平台和 Layer 2 ,专注于期权和永续合约交易。Aevo 运行在基于 OP Stack 的以太坊 roll-up 上,这种设计使得 Aevo 能够在保持去中心化特性的同时,提高交易速度和降低交易成本。

Token.unlocks 显示,AEVO 将于 5 月 15 日解锁价值约 10.6 亿美元代币,是现有流通市值的 7.7 倍,并且广大社群也按此说法传播,实际并非真正地要“解锁” 10 亿美元代币。实际情况如下:

在推出 AEVO 代币前,Aevo 团队前身 Ribbon Finance 实际上已推出了代币 RBN,而本次开放的是 RBN 向 AEVO 代币的“转换”,CoinGecko 显示 RBN 当前的市值约为 10.9 亿,因此 AEVO 代币并非新增,从“解锁”到“未解锁”,更准确地可以理解为是流通市值的“融合”。

Starknet

项目推特:https://twitter.com/Starknet

项目官网:https://starknet.io/

本次解锁数量: 6400 万枚

本次解锁金额:约 7872 万美元

Starknet 是以太坊的 Layer 2 ,利用 zk-STARKs 技术使以太坊交易更加快速且费用降低。StarekNet 的母公司 StarkWare 成立于 2018 年,总部位于以色列,旗下所研发的主要产品有 Starknet 以及 StarkEx。通过使用 STARK,Starknet 验证交易和计算,而无需所有网络节点验证每个操作。这显着减轻了计算负担并增加了区块链网络的吞吐量。

STRK 自本月起将进入连续的大额线性解锁阶段,当前流通量仅占总量的 8% ,本次释放量占流通量的 8.7% ,后续月度将保持类似的量级持续解锁,对币价预计有显著影响。

具体释放曲线如下:

一周代币解锁:STRK解锁价值约7800万美元代币

Pixels

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

项目官网:https://www.pixels.xyz/

本次解锁数量: 5437 万枚

本次解锁金额:约 2072 万美元

Pixels 是一款元宇宙农场P2E游戏,于 2021 年推出,以 16 位像素风格为特色,为玩家提供在像素世界中互动、耕种、游玩迷你游戏并获得代币奖励。允许使用 PFP 类型的 NFT 作为游戏头像。

本轮为 PIXEL 的常规线性解锁,因上线时间不长故占比较高,本轮解锁主要为生态奖励的 2833 万枚,价值约 1112 万美元,其余为财库的 1771 万枚和顾问的 833 万枚,分别价值 695 万美元和 327 万美元。

具体释放曲线如下:

一周代币解锁:STRK解锁价值约7800万美元代币

Crypto di tendenza

Letture associate

DRAM ETF Issuer: Samsung, SK Hynix, Micron All Surpass $1 Trillion, the AI Era of Memory Chips Has Only Just Begun

Authors: Dave Mazza, Thomas DiFazio | Source: Deep Tide TechFlow The article, written by Roundhill Investments (issuer of the DRAM ETF), responds to Morningstar's caution about investing in memory chip stocks. Morningstar warns of the sector's history of boom-bust cycles, a lack of economic moats, and potential momentum-driven overvaluation. Roundhill argues the current situation is structurally different due to AI. Key points in Roundhill's rebuttal include: * **Changed Demand & Supply Dynamics:** AI infrastructure, not consumer electronics, is now the primary growth driver for memory demand. New, strict long-term supply agreements with hyperscalers reflect the high capital intensity of advanced manufacturing. * **Existence of a Moat:** High-Bandwidth Memory (HBM), essential for AI, has extremely high manufacturing barriers. The market is dominated by Samsung, SK Hynix, and Micron, with new entrants blocked by technological complexity and long lead times for equipment like ASML's EUV machines. * **Strong Fundamental Outlook:** Analyst consensus projects the three companies will rank among the world's most profitable by 2027, with combined profits of $704 billion on over $1 trillion in revenue. Their operating margins have already reached record highs. * **Valuation Re-rating:** Despite significant stock price gains, memory stocks trade at attractive valuations (e.g., a median NTM P/E of 8.37x for the DRAM ETF) relative to projected explosive EPS growth. Roundhill suggests historical valuation frameworks may no longer apply given the new profitability paradigm. Conclusion: Roundhill contends the rally is justified by fundamentals, marking a structural shift for the memory industry into a new era of sustained, AI-driven demand against constrained supply, rather than a repeat of past cycles.

marsbit7 min fa

DRAM ETF Issuer: Samsung, SK Hynix, Micron All Surpass $1 Trillion, the AI Era of Memory Chips Has Only Just Begun

marsbit7 min fa

EF's Epic Reorganization: 20% Layoffs, Budget Halved, Is Ethereum Gearing Up for a Leaner Future?

The Ethereum Foundation (EF) has announced a major organizational restructuring, involving a 20% staff reduction (approx. 54 employees) and a division into functional clusters like Protocol, Access, User, Community, and Institutional layers. Co-founder Vitalik Buterin further revealed plans to cut the EF's budget by around 40% over the coming years, aiming to reduce its annual spending rate from about 15% to roughly 5% by 2030, transitioning to an endowment-driven model. This overhaul is seen as a long-overdue correction to the EF's ambiguous role. As Ethereum grew, the foundation faced persistent criticism over ETH sales, perceived lack of execution, and unclear strategy, often becoming a focal point for community frustration amid ETH's price stagnation. The reform aims to redefine the EF's boundaries, narrowing its focus to core protocol research, public goods funding, and ecosystem coordination, while offloading more applied development work to the broader market. Concurrently, ecosystem forces like the newly formed Ethlabs (founded by ex-EF researchers) and other independent groups are stepping in to fill the space, signaling a shift from a centralized model to a more distributed, collaborative ecosystem structure. The move was notably praised by Solana co-founder toly, who viewed a "leaner" EF as potentially more decisive and agile.

Odaily星球日报48 min fa

EF's Epic Reorganization: 20% Layoffs, Budget Halved, Is Ethereum Gearing Up for a Leaner Future?

Odaily星球日报48 min fa

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

Dragonfly partner Haseeb explores the distorted economics of AI model pricing, drawing parallels to tax policy. He notes that startups and small teams (under 150 users) enjoy heavily subsidized, fixed-price AI subscriptions (like Claude Code), where the marginal cost of an additional token is effectively zero. This creates a powerful incentive for them to maximize token usage ("token-maxxing") and innovate aggressively with AI automation. In contrast, large enterprises (over 150 users) are forced onto "Enterprise" plans, paying per-token API fees with high (~75%) markups. This acts like a steep "tax" on AI-powered labor, disincentivizing marginal automation and experimental use, and encouraging them to retain more human workers. Haseeb argues this pricing creates a "150-person cliff," a regulatory notch similar to labor laws in France that discourage firms from growing past 50 employees. He predicts the fastest-growing future companies may deliberately cap their headcount at 149 to avoid the punitive enterprise pricing. This would foster an "AI-first" management philosophy obsessed with automation and outsourcing to stay lean. While not intentionally designed, this bifurcated pricing could become one of the most influential de facto tax policies, shaping how AI replaces labor—not through mass layoffs at big firms, but through agile, AI-native startups outcompeting them.

marsbit59 min fa

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

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How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

xBubble: Addressing the Structural Gap in the VC-Backed OPC Economy The concept of OPC (One Person Company) is evolving from a buzzword to a significant AI-driven market. While AI coding tools like Replit and Lovable have validated demand from non-technical users wanting to build applications, a key gap remains: the leap from creating a demo to running a stable, evolving business. These tools still require users to manage the development process, including technical judgments for integrations, modifications, and deployments—a major hurdle for OPCs. xBubble, by DAPPOS, tackles this by shifting from "Prompt-to-Code" to "SOP-to-Business." Instead of generating code from instructions, its core is a system of pre-organized SOPs (Standard Operating Procedures) that translate business goals—like "sell World Cup merchandise"—into complete, executable workflows. This includes generating cohesive assets, pages, payment systems, and backend logic. The platform is augmented by a network of third-party service providers who handle infrastructure (hosting, domains, payment setup), acting like "on-site service engineers." Users can pay for these services directly with xBubble credits, simplifying onboarding. This ecosystem aims to deliver not just an app, but a complete, modifiable business launch path. xBubble targets a clear OPC segment: small commercial nodes (e.g., creators, merchants) with existing products, customers, or channels, but for whom a full tech team is unjustifiable. Its potential lies in SOPs accumulating expertise from real cases, improving reliability and reducing delivery costs over time. Additionally, its native support for crypto payments caters to global or digital-native OPCs. In summary, as AI democratizes software creation, xBubble's opportunity is to prove that "SOP-to-Business" provides more immediate value for launching a real, operational business than a powerful but unstructured AI coding tool.

链捕手1 h fa

How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

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Come comprare STRK

Benvenuto in HTX.com! Abbiamo reso l'acquisto di Starknet (STRK) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente StarknetSTRK.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva Starknet (STRK)Dopo aver acquistato Starknet (STRK), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Starknet (STRK)Scambia facilmente Starknet (STRK) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

136 Totale visualizzazioniPubblicato il 2024.12.10Aggiornato il 2026.06.02

Come comprare STRK

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