Q2多项数据指标引发市场关注 Pyth Network让预言机重合行业视线?

币界网Pubblicato 2024-07-30Pubblicato ultima volta 2024-07-30

币界网报道:

在2024年第二季度,Pyth Network展现了强劲的增长势头,其表现不仅在技术和应用方面获得了显著提升,还在市场上取得了优异的成绩。7月26日,Pyth Network荣登sosovalue的日涨幅榜前五,排名第二,24小时涨幅达到12.7%。

Pyth Network是一种创新的预言机网络,旨在为加密货币、股票、外汇对、ETF和商品提供准确的价格数据。它的独特之处在于采用了拉取预言机模式,这不仅提升了数据更新的效率,还降低了网络成本。在第二季度,Pyth Network通过一系列重要的发展和战略调整,继续巩固其在区块链领域的领先地位。

接下来,让我们详细了解Pyth Network在2024年第二季度的关键进展和成就。

数据表现亮眼,Pyth Network近期的势头引发了市场的广泛关注

在2024年第二季度,Pyth Network在市场上表现出色,需求侧活动增长了17%。这一增长体现在2.46亿次价格更新中,这些更新覆盖了70条区块链。Pyth Network的成功部分归功于其向拉取预言机模式的转变,这一模式首次在Solana上实施。拉取预言机通过仅在需要时更新价格数据,减少了网络成本,并提高了数据更新的效率。

Pyth Entropy是Pyth Network的重要创新之一,自Q1末推出以来,已处理了26.5万次请求,并在Q2带来了1.9万美元的收入。Pyth协议在这一季度中新增了45个价格源,并扩展到14个新区块链。这些新增的区块链和价格源极大地提升了Pyth Network的覆盖范围和数据提供能力。此外,Pyth还集成到51个新应用中,使其在DeFi领域的影响力进一步扩大。

除了技术和应用的扩展,Pyth Network的发布者网络也在持续增长。第二季度,Pyth Network的发布者数量从100增加到107,增幅为7%。这一增长表明,越来越多的数据提供者对Pyth Network的技术和市场前景充满信心。通过不断扩展和优化其发布者网络,Pyth Network能够提供更加准确和及时的数据,为区块链应用提供坚实的基础。

多项产品和技术更新同步进行,红利或将在未来的阶段集中爆发?

Pyth Network在第二季度推出了多项重要产品和技术更新。其中,Express Relay是一项显著的创新。Express Relay是一个离线优先拍卖网络,旨在消除对DeFi协议和参与者有害的最大可提取价值(MEV)。这一网络通过优先拍卖机制,让搜索者可以竞标有价值的交易,从而最大化DeFi协议的收益,并最终在链上运行。Express Relay的推出不仅提高了DeFi协议的安全性,还优化了搜索者的盈利能力。

RYLzSvXihmL0bLd4LFqsgEiOKqSli3T5F7xHngMi.png

此外,Pyth Network在Solana上推出了拉取预言机模式。这一模式解决了传统推送预言机在高峰期和高波动性时的不可靠问题。拉取预言机仅在需要时更新价格数据,避免了与其他用户交易的竞争,提高了数据更新的可靠性。通过这种方式,Pyth Network能够在所有支持的区块链上同时扩展价格源,而无需单独为每条链构建新的价格源。

Pyth Network的技术创新不仅体现在产品上,还反映在其协议的持续改进中。例如,Pyth DAO在第二季度通过了多项改进提案(PIP),包括性能优化和新验证者的引入。这些改进确保了Pyth Network在技术上保持领先,并为其未来的发展奠定了坚实的基础。

Pyth Network 近期动态与展望:仍有压力,但希望更大

Pyth Network 最近取得了显著的进展,进一步巩固了其在全球加密市场中的领导地位。最引人注目的是与瑞士加密银行 Amina 的合作,这使得实时喂价服务成为可能,为用户提供更精准的市场数据,同时为 Amina Bank 开辟了新的收入来源。

在技术创新方面,Pyth Network 的 Express Relay 技术推出为 DeFi 清算效率带来了显著提升。通过减少最大可提取价值(MEV)问题,这项技术优化了资本利用率和交易执行的效率,加强了整个 DeFi 生态系统的公平性和可持续性。

财务方面,Pyth Network 披露其截至6月份的总担保价值(TVS)约为81亿美元,其中以太坊虚拟机(EVM)链占据主导地位。这反映了Pyth在支持全球开发者和不同区块链生态系统中的广泛应用和影响力。

IZi4JdOq1HRWQ8SNCriWXAmxMYYL2WW71zpXcQGK.png

尽管面临市场波动和技术挑战,Pyth Network 在未来仍有望通过扩展其数据提供网络和推出创新技术进一步巩固其在区块链预言机领域的领导地位。未来的挑战和机遇将继续塑造Pyth的发展路径,使其能够在不断变化的加密货币市场中保持领先地位,引领行业的发展方向。

这些努力不仅展示了Pyth Network 的实力和创新能力,还为其在全球加密市场中的长期增长奠定了坚实基础。

Crypto di tendenza

Letture associate

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.

marsbit29 min fa

STRC 跌破面值,比特币财库实验进入下半场

marsbit29 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.

链捕手1 h fa

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

链捕手1 h fa

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.

marsbit2 h fa

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

marsbit2 h fa

Trading

Spot
Futures

Articoli Popolari

Come comprare PYTH

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

165 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare PYTH

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 PYTH PYTH sono presentate come di seguito.

活动图片