下周必关注｜Blast即将进行空投；季度期权交割或影响短线行情（6.24-6.30）

Odaily星球日报Pubblicato 2024-06-23Pubblicato ultima volta 2024-06-23

Introduzione

Blur Season 3将跟随Blast空投于6月26日结束。

下周重点预告

io.net：面向 IO Worker 的每日区块奖励将于 6 月 25 日开始发放；

Blast：空投将于 6 月 26 日启动；

Blur Season 3 将跟随 Blast 空投于 6 月 26 日结束；

Optimism 将于 6 月 27 日开启 OP 治理 Season 6 ；

下周五本季度期权交割：BTC 期权共计 66.5 亿持仓到期，ETH 期权共计 35.6 亿持仓到期；

LayerZero CEO：最终女巫名单最迟将在下周公布。

6 月 24 日至 6 月 30 日，业界更多值得关注的事件预告如下。

6 月 24 日

Upbit 计划 6 月 24 日维护质押服务系统，预计持续 4 小时

Odaily星球日报讯据官方公告，Upbit 计划进行数据库检查以优化其质押服务。维护时间：当地时间 2024 年 6 月 24 日（周一） 00: 00 ~ 04: 00 （预计约 4 小时）。

检查完成和服务恢复时间表可能会早于或晚于计划，完成后将提供更多信息。

注：根据市场情况，本次检查可能会推迟或取消。

GMX：第二轮资助计划提案提交截止日期为 6 月 24 日

Odaily星球日报讯 GMX 在 X 平台发文宣布第二轮资助计划提案提交截止日期为 6 月 24 日上午 8 点（UTC 时间）。

AI Arena 将于 6 月 24 日上线代币 NRN 并开放领取

Odaily星球日报讯 AI 游戏 AI Arena 在 X 平台发文表示，将于 2024 年 6 月 24 日上线代币 NRN，申领网站开放时间为 6 月 24 日 15 ： 00 （UTC+ 8），CEX 上市时间为 6 月 24 日 16 ： 00 （UTC+ 8），上市合作伙伴即将公布。

6 月 25 日

Blast：DApp 需在 6 月 25 日 20 点前将 Gold 和 Points 分配给用户

Odaily星球日报讯 Blast 于 X 宣布距开启空投还有 1 周时间。DApp 必须在 6 月 25 日 20 点之前将所有 Gold 和 Points 分配给用户，才能被计入空投。

io.net：面向 IO Worker 的每日区块奖励将于 6 月 25 日开始发放

Odaily星球日报讯 io.net 于 X 发文表示，区块奖励即将上线。6 月 25 日，面向 IO Worker 的每日奖励将开始发放。经过验证的正常运行时间奖励将每天自动记入 IO Worker 中的“收入和奖励（Earnings & Rewards）”选项卡。

Gitcoin Grants Stack 拟于 6 月 25 日弃用 Allo v1并过渡至 Allo v2

Odaily星球日报讯 Gitcoin Grants Stack 在 X 平台宣布其协议层基础设施 Allo v1 将于 6 月 25 日弃用，以过渡至 Allo v2。

对于资助轮次创建者，在 Allo v1 上创建的轮次将在弃用日期后在 Manager 中以仅查看模式使用；对于受资助者，弃用日期之后，在 Allo v1 上创建的项目将可以在 Builder 中查看其当前状态，但无法执行新操作；对于捐助者，v1 相关网站将被弃用，不再通过 Grants Stack 接受捐款。

Infinex 将于 6 月 25 日开启 Craterun 活动，提供超 500 万美元奖池

Odaily星球日报讯 Synthetix 旗下 Infinex 于 X 宣布将于 6 月 25 日开启 Craterun 活动，提供参与 Patron NFT 铸造的机会。用户可存入受支持资产并赚取 crates，从而赢得 Patron NFT。此次活动共计提供 1, 000 枚 Patron NFT，总奖池超过 500 万美元。

6 月 26 日

Blast：空投将于 6 月 26 日启动

Odaily星球日报讯以太坊 L2 网络 Blast 发文表示，其空投活动将于 6 月 26 日启动，这已经超过了最初预计的 5 月份，抱歉造成了延误，为此，将增加空投分配。

Blur 第 3 季将跟随 Blast 空投于 6 月 26 日结束

Odaily星球日报讯针对此前以太坊二层网络 Blast 宣布其空投活动将于 6 月 26 日启动一事，NFT 交易平台 Blur 在 X 平台表示由于此前已经确认 Blur 第三季（Season 3）是由 Blast 提供支持，鉴于当前空投时间表已经更新至 6 月 26 日，因此 Blur 第三季也将在当天结束。

此外，Blur 创始人 Pacman 也表示，已经注意到社区对于空投分配是否增加、以及是否增加 Gold 存在一些困惑，空投的实际规模正在以适应延迟的速度进行增加。

Floki 将于 6 月 26 日推出 Floki Trading Bot 公共主网开放测试版

Odaily星球日报讯 Floki 将于 6 月 26 日 1: 00 推出 Floki Trading Bot 公共主网开放测试版。

6 月 27 日

Optimism 将于 6 月 27 日开启 OP 治理 Season 6

Odaily星球日报讯 Optimism 将于 6 月 27 日至 12 月 11 日开放 OP 治理 Season 6 ，主题为“优化支持超级链”。

其中 Grant 申请将于 7 月 18 日开放，每三周一次。OP 治理 Season 6 旨在实现去中心化、将不同公链引入超级链并培养超级链上的应用程序开发者。

Starknet：链游 Influence 主网将于 6 月 27 日上线

Odaily星球日报讯 Starknet 在 X 平台发文表示，NFT 链游 Influence 主网将于 6 月 27 日上线。

Orderly：NEAR 交易者需在 6 月 27 日前绑定钱包，以领取空投

Odaily星球日报讯全链衍生品流动性层项目 Orderly Network 将为早期用户空投总供应量 10% 代币（1 亿枚），NEAR 交易者需要在 6 月 27 日前绑定钱包。

6 月 28 日

下周五本季度期权交割：BTC 期权共计 66.5 亿持仓到期，ETH 期权共计 35.6 亿持仓到期

Odaily星球日报讯 Deribit 亚太商务负责人 Lin 于 X 表示，下周五 6 月 28 日 16: 00 是本季度的期权交割时间，BTC 期权共计 66.5 亿持仓到期，看跌/看涨比为 0.51 ，最大痛点为 56000 ；以太坊期权共计 35.6 亿持仓到期，看跌/看涨比为 0.62 ，最大痛点为 3100 。

VeChain：VeBetterDAO 主网将于 6 月 28 日上线

Odaily星球日报讯 VeChain 于 X 宣布，VeBetterDAO 主网即将推出，面向测试网参与者的代币活动的最终快照将于 6 月 23 日进行，基于此数据，这些代币将被映射至主网。

VeBetterDAO 奖励在 6 月 17 日-6 月 22 日期间开放申领，并将与 6 月 23 日暂停运行，之后主网代币将于 6 月 28 日推出。

链游 Lumiterra 将于 6 月 28 日关闭原生交易市场

Odaily星球日报讯链游 Lumiterra 在 X 平台发文宣布，为了更好地为玩家服务并增强交易体验，团队将在 12 天后，即 2024 年 6 月 28 日 15: 00 关闭原生交易市场，关闭后，原生交易市场将不再可用。

链游 MetalCore：代币 MCG 将于 6 月 28 日上线

Odaily星球日报讯链游 MetalCore 在 X 平台发文宣布，其游戏代币 MCG 将于 6 月 28 日上线。并且，参与早期封闭测试版的玩家需完成最后任务来绑定钱包。

6 月 29 日

暂无

6 月 30 日

Tabi：受 KYC 限制的用户可在 6 月 30 日之前申请退还 Captain Node VIP 门票

Odaily星球日报讯 Cosmos 生态模块化游戏 L1 Tabi 在 X 平台发文表示，部分合作渠道用户来自受法律保护的地区（包括但不限于中国、美国等），这些用户也受到 Tabi Node 的 KYC 限制，无法通过 KYC 验证的用户将无法领取挖矿奖励。Tabi 致力于遵守各个国家/地区的合规要求，因此，将支持这些用户申请退还其 Captain Node VIP 门票。

退款申请截止日期 2024 年 6 月 30 日。

Reya Network Season OG 将于 6 月 30 日结束，之后开启 Season 1

Odaily星球日报讯据官方消息，Reya Labs 发文表示，模块化 L2 项目 Reya Network 的激励机制旨在以公平方式奖励项目贡献者，涵盖三个核心概念：Seasons、Ranks 和 XP。

Seasons 会持续数周。当前处于 Season OG 阶段，从 LGE 开始，将于 2024 年 6 月 30 日结束，Season 1 将在之后开始。用户可参与交易、网络质押以及推荐三种活动获取 XP；Ranks 则通过排名公布事件（RRE）和周排名事件运作。这种机制的好处在于，每周用户将与其他排名相似的用户竞争，而不是在更广泛的排行榜上与鲸鱼玩家竞争。针对 Season OG 的 RRE 将在 5 月 27 日进行。此外，Reya Labs 表示 Reya DEX 即将推出。

io.net Ignition Season 3 将持续至 6 月 30 日

Odaily星球日报讯 io.net 在 X 平台宣布 Ignition Season 3 活动将从 6 月 1 日起持续至 6 月 30 日。Seasons 1 和 Seasons 1 奖励将在推出当天可用。

PsyFi 提醒 PsyVault 和 PsyLend 用户在 6 月 30 日前提款

Odaily星球日报讯 Solana 生态金融工具产品提供商 PsyFi 于 X 发文提醒：请在 6 月 30 日之前从所有 PsyFi 产品（PsyVault 和 PsyLend）中提取资产，以免之后出现任何潜在问题。

此前 6 月 11 日消息，PsyFi 表示，由于 Pyth 预言机升级，无法保证将支持 PsyFi 产品，因此所有产品即日起进入仅提款模式。

Illuvium 将创作者计划时间延长至 6 月 30 日

Odaily星球日报讯链游 Illuvium 宣布将在第二季度剩余时间内延长 Illuvium 创作者计划，即从北京时间 4 月 22 日 08: 00 开始，并将于 6 月 30 日 08: 00 结束，以此继续奖励通过内容为社区带来价值的创作者。该计划每周将提供 100 枚 ILV 奖励。

其他（具体时间未定）

LayerZero CEO：最终女巫名单最迟将在下周公布

Odaily星球日报讯 LayerZero CEO Bryan Pellegrino 在 X 平台发文表示，区分女巫和非女巫是非常困难的，并回应社区最迟将在下周发布最终女巫名单。

Crypto di tendenza

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Letture associate

David Villa Officially Appointed as Brand Ambassador for BitradeX

David Villa, the legendary Spanish striker and 2010 World Cup champion, has been officially appointed as the Global Brand Ambassador for BitradeX. This partnership, announced amid the global excitement for the 2026 World Cup, aims to enhance the platform's international brand influence. Villa, a key figure in Spain's golden era of football and the nation's all-time top scorer, embodies a spirit of perseverance, focus, and the relentless pursuit of excellence. BitradeX officials stated that this champion mentality aligns perfectly with their own core values of innovation, long-term development, and global strategic expansion. As a global AI-driven digital asset ecosystem, BitradeX will collaborate with Villa across branding, global market promotion, community engagement, and strategic initiatives. The company believes Villa's widespread influence and trusted international image will serve as a crucial bridge to connect with users worldwide. This collaboration marks a significant step in BitradeX's globalization strategy, with both parties committed to exploring new opportunities in the digital age and writing a new chapter of shared achievement.

链捕手11 min fa

STRC 跌破面值，比特币财库实验进入下半场

The price of STRC, Strategy's dividend-paying preferred stock, has fallen below its $100 face value, triggering a re-evaluation of the "bitcoin treasury" corporate model. This highlights a critical tension: the company's asset base consists of high-volatility, non-cash-flow-generating Bitcoin, while its capital structure requires continuous cash payouts for dividends and interest. The decline of STRC signals that market pressure is shifting from asset price volatility to the pricing of the company's financing tools. Strategy's core model involves a three-step conversion: turning equity into Bitcoin exposure, converting Bitcoin holdings into capital market credit, and packaging non-yielding BTC into cash-paying securities like STRC. While Strategy holds a massive 847,363 BTC, the focus is now on cash flow mismatches. The company faces annual preferred stock dividend obligations of approximately $1.7 billion, far exceeding the cash flow from its legacy software business. Its ability to meet these obligations relies on continued access to capital markets. The market is now scrutinizing which of three potential costs becomes untenable first: rising dividend costs to attract investors, dilution costs from issuing more common stock, or the reputational cost of selling BTC—a move contrary to its "hodl" narrative. For the broader crypto market, a constrained Strategy means the potential loss of a predictable, narrative-driven marginal buyer for Bitcoin. The STRC discount serves as a reminder that the longevity of such models depends not just on Bitcoin's price, but also on financing windows, cash reserves, and investor willingness to pay a "trust premium" for the structure.

marsbit24 min fa

marsbit24 min fa

Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

Standard Chartered Bank has issued an optimistic research report predicting that the AAVE token could surge 50-fold to $3,500 by 2030. This forecast is based on the projection that the total value locked (TVL) in DeFi will grow 37x to approximately $2.7 trillion, driven by stablecoin expansion and the tokenization of real-world assets (RWA). The bank's model links Aave's potential valuation directly to its protocol revenue, which is primarily driven by net interest margins. The report highlights Aave's current dominant position, noting it captures over 80% of the net earnings ("protocol retained earnings") in the lending sector while holding only about half of its TVL. It also points to the recent launch of the Aave V4 architecture and a healthy revenue stream of $142 million in 2025 as positive fundamentals. Grayscale's separate analysis, applying traditional valuation metrics like DCF, concluded AAVE is currently undervalued. However, the article notes significant challenges. Aave's peer-to-pool lending model suffers from inherent capital inefficiency, with an estimated $52 million annual "deadweight loss" due to idle funds needed for liquidity buffers. This structural flaw was exposed during the April KelpDAO exploit, which locked a WETH pool at 100% utilization for days. Emerging protocols like Morpho, with more efficient point-to-point models, are cited as growing competitive threats. In summary, while institutional forecasts paint a macro picture of massive growth fueled by RWA adoption, Aave's path forward hinges on addressing its core structural limitations and competitive pressures within the evolving DeFi lending landscape.

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Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

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Benvenuto in HTX.com! Abbiamo reso l'acquisto di IO.NET (IO) 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 IO.NETIO.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 IO.NET (IO)Dopo aver acquistato IO.NET (IO), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia IO.NET (IO)Scambia facilmente IO.NET (IO) 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.

128 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

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