Polkadot Decoded Asia 2024将于9月16日在新加坡盛大开幕

币界网Pubblicato 2024-07-26Pubblicato ultima volta 2024-07-26

币界网报道:

Polkadot Decoded Asia 2024 将于 9 月 16 日至 17 日盛大开幕。本次会议是 TOKEN2049 Week 中的重要组成部分,议题将深度聚焦波卡生态,并逐步拓展至 Web 3.0 领域的各个方面。

本次大会将会有 100+ 位嘉宾,届时会有来自全球 Web 3.0 同行业者 2000+ 出席本届峰会。圆桌及演讲议题将围绕波卡生态设计各类细分赛道,包括技术栈优势和创新用例项目等。数百名行业内专业人士将从项目方、VC、机构、小区等不同视角深入探讨以上各项议题,探索波卡生态内的新兴趋势和创新技术,并为与会者提供行业发展的精准洞察。

峰会将邀请来自各行业的重量级嘉宾,包括全球知名的行业领袖、政府官员、杰出创业者、影响力投资人和创新机构代表,与我们共同探讨 Web 3.0 和波卡生态的未来发展方向。特别值得一提的是,Polkadot 的创始人Gavin Wood也将亲临现场,这是 Gavin Wood 时隔两年后重新回到亚洲公开舞台的首次演讲,他将宣布波卡未来发展的几大重点事项。此次峰会将通过深度主题演讲、专家小组讨论、现场演示和交流活动,全面展望 Polkadot 的未来。若您有兴趣成为我们的演讲嘉宾,请不要犹豫,快速报名申请:https://forms.gle/r4wAwngzwbZG6gDT9

随着峰会的临近,我们也将持续更新会议议程和演讲嘉宾信息,更多精彩热议话题也将陆续揭晓,敬请各位与会者保持关注,期待与您共同见证这场思想的盛宴。

以下是一些过往 Polkadot Decoded 精彩热议话题:

·打造坚实基础: 如何增强 Polkadot 的稳定性和可靠性?

·Polkadot 未来如何实现治理与权力下放?

·身份枢纽: 有利于整个 Polkadot 生态系统的下一代 People Chain?

·通过 DOTphin Multipass 探索未来:如何彻底改变小区参与方式?

·Polkadot:为数百万人释放卓越技术——何时兑现承诺?

·Polkadot 的生态系统发展现状与战略?

除了上述热议话题外,在刚刚圆满落幕的 Polkadot Decoded 欧洲会议上还宣布推出一款可以一键质押 DOT的 Polkadot 移动 APP。这款 APP 可以一键质押 DOT,可以用 DOT 充值礼品卡、还可直接使用 DOT、USDT、USDC 等直接进行支付。这无疑是引导新用户进入波卡世界的一扇便捷之门,也在预示着波卡生态未来将会变得更加多元和繁荣。

赤道之境,南洋之珠。无论您是行业资深人士、初创企业家,还是对区块链技术充满好奇的新手,都不容错过这场引领未来的盛会。我们诚挚邀请您参与这场具有南洋风情的盛会 ,一同探索未来数字创新的无限可能性,共同在波卡生态的新蓝图上添上浓墨重彩的一笔。让我们共同启程,踏上 Web 3.0 亚洲之旅!

立即报名

活动链接:https://lu.ma/hszom0hw

想了解活动更多详情,敬请关注更多官方消息。

活动官网:https://www.metaera.hk/polkadot2024

活动视频:https://www.youtube.com/watch?v=dlj783PYR5A; https://www.youtube.com/watch?v=67e2YOZ5XKg

Telegram: https://t.me/MetaEraHK

关于 Polkadot Decoded 2024 Asia

Polkadot Decoded Asia 是 Polkadot 生态系统中的顶级盛事,专注于亚洲市场的活力,同时吸引全球目光。这一活动汇聚了开发者、投资者、热情追随者和行业领袖,共同深入探讨区块链技术的最新进展。通过主题演讲、专家小组讨论、亲密的炉边对话、开放的问答环节(AMA)以及独家公告,为参与者提供了对 Polkadot 革命性创新和应用的深刻洞察。今年的 Polkadot Decoded Asia 活动将于 2024 年 9 月 16 日至 17 日,在新加坡充满活力的 Token 2049 周期间,为新加坡带来前所未有的体验。

Crypto di tendenza

Letture associate

Hackers Steal Nearly $17 Million in 40 Days as 'Zombie Contracts' Become Their ATMs

According to an analysis published by ZeroDrift on June 22, 2026, attackers have stolen approximately $16.9 million over 40 days from five deprecated but still operational smart contracts across various blockchains. The primary issue is not a specific vulnerability but the incomplete decommissioning of legacy contracts. These "zombie contracts" often retain economic value, operational permissions, and callable functions, making them prime targets long after teams cease active development. The most significant loss occurred at DxSale, where an old locker contract lost about $7.3 million due to a forgotten control path becoming accessible again. Other affected projects include TrustedVolumes (~$5.87M), Raydium's legacy AMM pool (~$1.34M), Aztec Connect (~$2.28M), and Huma Finance V1 pool (~$101k). These incidents involved diverse systems—RFQ settlement, credit pools, liquidity lockers, AMMs—demonstrating the widespread nature of the risk. The analysis highlights that automated tools are lowering the cost for attackers to systematically scan for these long-tail targets, which have public code and weaker monitoring. In contrast, defensive practices for contract retirement remain underdeveloped. While the DeFi industry has mature audit processes for new deployments, it lacks strict protocols for securely sunsetting old contracts, which only become truly "retired" after all funds, permissions, authorizations, and trust assumptions are removed.

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Hackers Steal Nearly $17 Million in 40 Days as 'Zombie Contracts' Become Their ATMs

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Valuation Rout of Old Titans: The Demise of a Generation's Asset Valuation Framework

"The Old Titans' Valuation Collapse: The Death of an Era's Valuation Framework" Between Alibaba's 2014 NYSE debut at $93.89 and its 2026 price of ~$95, twelve years have passed with zero price appreciation. This stagnation symbolizes a wholesale valuation reset for an entire generation of Chinese internet assets. Companies like Tencent, Pinduoduo, Meituan, Bilibili, and Kuaishou have seen catastrophic declines of 80-98% from their peaks. The core question arises: what framework now prices these companies, or has the framework itself expired? The valuation logic for Chinese internet stocks followed a clear "anchor-setting and anchor-removing" process. From 2014-2017, the dominant narrative was "US comparable discounting" – applying a growth premium and governance discount to US peers' multiples. This anchor loosened with the 2018 US-China trade war and the VIE structure risk, then was violently uprooted by the 2020-2021 regulatory crackdowns (Ant Group, Didi, anti-monopoly fines). The 2022 delisting panic and subsequent 2025-2026 geopolitical shocks (US military lists, AI espionage accusations) completed the demolition. The old "US对标打折" model is dead. However, this is not solely a China story. A structural mirror exists in US "old titan" stocks ("老登股"). In 2026, even Microsoft – with robust fundamentals – saw its PE compress from a 34x median to 22x, its worst performer status among the "Magnificent Seven" driven by a $190 billion annual AI capex crushing free cash flow. The core dilemma is universal: legacy platform giants, whether Alibaba or Microsoft, are spending colossal sums to chase an AI paradigm that may颠覆 their own high-margin, user/subscription-based business models. They have shifted from "companies defining the future" to "companies needing to prove they won't be淘汰ed by the future." This phenomenon of a dying valuation坐标系 has a historical precedent: post-1989 Japan. After its bubble burst, the "Japan premium" narrative ("most efficient manufacturing + perpetual growth") collapsed. A 25-year valuation vacuum ensued until Warren Buffett provided a new language in the 2010s: "low valuation + high dividend + governance reform." China's internet sector is now in a similar vacuum six years into its reset. While different from Japan's deflationary context, the parallel is clear: the old macro assumption of "deep integration with global capital" is falsified, but a new pricing framework is absent. Potential "new languages" for Chinese internet valuations are contradictory. AI transformation requires gutting profitable core businesses (e.g., Alibaba's ad-driven e-commerce) for an unproven consumption-based model, risking a Microsoft-like cash flow crunch. Alternatively, shareholder returns (buybacks/dividends) could build a floor, following Buffett's Japanese playbook, but current scales are insufficient to form a standalone anchor. The current state mirrors mid-1990s Japan: the old framework is dead, the new one unborn. The market waits in a vacuum for a重新定义ing force – a person, event, or proven business model shift – to answer "why buy." This may only be the middle phase of a prolonged re-rating.

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STRC Trading at Significant Discount, mNAV Falls Below Break-Even, Strategy's Valuation Logic Has Been Rewritten

Title: STRC Deeply Discounted, mNAV Falls Below Break-even, Strategy's Valuation Logic Redefined The recent volatility in MSTR and STRC highlights the need to reassess the core business model of Bitcoin reserve companies. These entities function more like leveraged, single-asset banks rather than software/tech firms. Consequently, they should be valued using banking metrics, not based on their total Bitcoin holdings. The key valuation metric is mNAV (market net asset value), akin to a price-to-book ratio. It compares the company's market capitalization to the equity value of its Bitcoin holdings after deducting all senior debt and preferred equity (like STRC). As of June 24, Strategy's mNAV was 1.10x. The focus should be on "net Bitcoin per share" (the Bitcoin claim per share after senior claims) and its growth rate, equivalent to a bank's book value and return on assets. Given STRC's 19% discount to its $100 par value (yielding 14.2%), issuing new MSTR equity at the current price to buy more Bitcoin is inefficient. It slightly dilutes the widely watched "total Bitcoin per share" metric while providing minimal improvement to the more critical "net Bitcoin per share." The article analyzes four potential uses for $1 billion in new equity: 1. **Buy Bitcoin:** Least effective. Improves net Bitcoin per share only marginally while diluting total Bitcoin per share. 2. **Repurchase STRC:** Most effective for balance sheet repair. The discount creates immediate value, increasing net Bitcoin per share by 1.0%, reducing debt burden, and lowering future dividend obligations. 3. **Boost Cash Reserves:** Dramatically improves the "cash coverage ratio" for STRC dividends from 9.8 months to 16.8 months, a crucial liquidity metric in a tightening funding environment. 4. **50/50 Split (STRC buyback & cash):** A balanced approach improving all key metrics. Strategy's own Q1 report indicates its internal break-even mNAV for profitable equity issuance to buy Bitcoin is 1.22x. With the current mNAV at 1.10x, such a move would be value-destructive. The core assumptions of its previous expansion model—issuing STRC at par and maintaining ample dividend coverage—have broken down. The recommended path is to use new capital to optimize core financial health: repurchasing discounted STRC and/or bolstering cash reserves. This would repair the balance sheet, signal liquidity strength, support STRC's price, lower its yield, and potentially reopen the par-value issuance channel. The current STRC discount represents a low-cost capital opportunity to restart this positive cycle. Bitcoin reserve companies must be evaluated as banks, focusing on book value, leverage, and liquidity resilience.

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STRC Trading at Significant Discount, mNAV Falls Below Break-Even, Strategy's Valuation Logic Has Been Rewritten

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Come comprare DOT

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

481 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare DOT

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di DOT DOT sono presentate come di seguito.

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