市场正无趣?一起来探索本周 5 个 DeFi 撸毛项目

深潮Pubblicato 2024-08-07Pubblicato ultima volta 2024-08-07

本周的第一个撸毛机会是 Bracket,一个旨在提高流动质押和流动再质押代币收益的平台。

作者:HANGRY

编译:深潮TechFlow

早安,谦卑的撸毛党们!

尽管市场可能出现波动,但我们有一些新的农场来帮助你振奋精神。

以下是本周的谦卑撸毛。

1.Bracket

本周的第一个撸毛机会是 Bracket,一个旨在提高流动质押和流动再质押代币收益的平台。

Bracket 刚刚在主网推出,你可以通过存入获得 Bars、ETH 收益和 LRT 积分。

要开始赚取收益,只需存入你选择的流动质押或流动再质押代币即可。

你可以获得多种积分加成,如果现在存入,你将获得 200% 的积分加成。

2.Elixir

接下来是 Elixir,一个旨在推动整个 DeFi 流动性的模块化网络。

我们之前提到过 Elixir,他们刚刚宣布了一项为期 10 周的新积分活动,针对新的 deUSD 稳定币。

Elixir 采用类似于 Ethena 稳定币的方法,deUSD 是一种原生的收益生成稳定币,利用 stETH、sDAI 和资金利率套利。

持有者可以使用 deUSD 稳定币进行质押或提供流动性,从而赚取收益和积分。

3.Avantis

本周的下一个农场是 Avantis,一个支持 RWAs 以及各种代币的 Base 上的永续交易所。

Avantis 当前正在进行针对交易者、流动性提供者和推荐者的积分计划。

根据你的风险承受能力,用户可以选择在 Junior 或 Senior 级别存款,以赚取 USDC 的收益。

尽管他们的容量几乎已满,但这是一个在赚取 XP 的同时停放稳定币的理想之地。

4.Smilee

接下来是 Smilee,一个波动率交易平台,使用户能够以高杠杆进行资产的多头/空头交易。

除了在 Arbitrum 部署外,Smilee 刚刚在 Berachain bArtio 测试网上线。

Smilee 是最新一轮 ARB 激励的受益者,目前提供流动性的收益相当可观。

如你所见,流动性提供者可以根据选择的交易对赚取双位数甚至三位数的收益。

5.Flat Money

本周的最后一个撸毛机会是 Flat Money,一个由 rETH 支持的资本高效平币。

Flat Money 本质上是一个去中心化的 Ethena,协议通过对自身的永续交易所进行对冲来捕获资金和质押收益。

通过铸造 UNIT,你可以获得来自 Flat Money 交易所上 rETH 杠杆交易者支付的费用,收益通常在 20-30% APY 之间。

另一方面,交易者可以以极低的资金利率访问 ETH 永续合约,同时赚取积分。

Letture associate

Hyperliquid is Strongly Strangling HyperEVM

The article analyzes the apparent failure of HyperEVM, the application engine of the Hyperliquid blockchain, contrasting it with the success of its core trading engine, HyperCore. Hyperliquid operates on a dual-engine architecture. HyperCore is a closed, high-performance order-book exchange for perpetuals and spot trading, which dominates on-chain volume and generates massive fees. HyperEVM, launched in February 2025, is an EVM-compatible layer meant for DeFi applications like lending and DEXs, which can access HyperCore's liquidity. Despite Hyperliquid's overall strength in a bear market, a stark divergence exists: * **HyperCore (Trading):** Captures over half of on-chain perpetual volume, generating ~$56M in fees over 30 days. * **HyperEVM (Applications):** All DeFi protocols combined generate less than $60M in fees. TVL is shrinking, daily active addresses are low (~8k), and the ecosystem lacks diversity. The DEX sector is particularly anemic, with most volume concentrated in a single protocol. The article identifies four key reasons for HyperEVM's struggles: 1. **Core Monopoly on Execution:** HyperCore exclusively handles order matching. This makes native DEXs on HyperEVM redundant and limits viable applications to those leveraging its order book (e.g., staking, lending). 2. **Architectural Concentration:** Shared liquidity across interfaces naturally leads to a "winner-takes-most" outcome, explaining the high concentration in both the trading (e.g., trade.xyz) and application layers. 3. **"No Insider" Philosophy:** Hyperliquid's commitment to fair launch means it provides no grants, business development, or marketing support to ecosystem projects, stunting growth. 4. **Complex Developer Experience:** The asynchronous design between HyperEVM and HyperCore (via the CoreWriter contract) creates non-standard development hurdles, as EVM transactions don't roll back if the core action fails. The conclusion is that HyperEVM's weakness is a deliberate trade-off, not an accident. Hyperliquid prioritized building an unbeatable trading engine, sacrificing the development of a broad, independent application ecosystem. HyperEVM functions more as a tokenization layer for HyperCore's liquidity rather than a general-purpose chain. The debate isn't whether it's "dead"—it serves a niche—but whether Hyperliquid ever intended to build a thriving, diverse DeFi ecosystem beyond its core trading product.

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Hyperliquid is Strongly Strangling HyperEVM

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UltraPure Applied Materials Lists on Shenzhen Stock Exchange: Annual Revenue of 5 Billion, Post-Adjustment Net Profit of 2 Billion, Market Cap of 51.2 Billion

SuperPure Applied Materials (Stock Code: 301717) debuted on the Shenzhen Stock Exchange's ChiNext board. The company issued 25.4615 million shares at an offering price of 65.99 yuan per share, raising approximately 1.68 billion yuan. The stock opened at 450 yuan, soaring 582% from the IPO price, and closed at 503 yuan, up 662%, giving the company a market capitalization of 51.2 billion yuan. The company specializes in special coating processes and related technologies and materials, providing precision components and services for the semiconductor manufacturing and precision optics sectors. Its products cover core equipment parts for wafer fabrication, packaging, and silicon wafer manufacturing, with notable technical advantages in etching, lithography, measurement/inspection, annealing, and thin-film deposition equipment. Financially, SuperPure reported revenues of 169 million, 260 million, and 496 million yuan for 2023, 2024, and 2025 respectively, with corresponding net profits of 64.8 million, 82.26 million, and 185 million yuan. For Q1 2026, revenue reached 147 million yuan, a 62% year-over-year increase. The company forecasts H1 2026 revenue between 270 to 290 million yuan and net profit between 103 to 110 million yuan. The company's controlling shareholder and actual controller is Chai Jie, who directly and indirectly controls 48.23% of the voting rights. Together with his brother Chai Lin, a concerted action person, they control a total of 68.84% of the voting rights. Major pre-IPO shareholders included GSD Venture Capital, BYD, and AMEC.

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UltraPure Applied Materials Lists on Shenzhen Stock Exchange: Annual Revenue of 5 Billion, Post-Adjustment Net Profit of 2 Billion, Market Cap of 51.2 Billion

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