MATIC更名为POL、来个大的还是拉个大的?

币界网Pubblicato 2024-08-14Pubblicato ultima volta 2024-08-14

币界网报道:

Polygon 作为在加密货币市场颇具知名度的Layer 2 区块链方案,其原生代币$MATIC 近期正准备面临大胆的转型。

根据Polygon 官方公告, Polygon 预定将于2024 年9 月4 日进行主网升级,升级后,$POL 将取代$MATIC,成为初始阶段网路内用于Gas 费用和质押功能的主要代币,$POL预计将维持$MATIC 现有的代币经济、分配和总供应量。

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Polygon 的转型决定,是Polygon 迈向2.0 路线图的重要一步,然而,这样的转型并非完全是利好,在绝大多数$MATIC 投资人都处于亏损状态的现在, Polygon 的转型无疑投下更多充满不确定和挑战的种子。

为何面临严峻挑战?

先来看看最真实的链上数据,今年(2024 年)4 月以来,$MATIC 的情况非常不容乐观,不仅每日活跃地址数量严重下滑,整体网路增长和活跃度也都呈现出下降趋势。

具体来说,在8 月11 日到8 月12 日,短短一天的时间,$MATIC 的活跃地址竟从50 万骤降至仅剩8.8 万, Polygon 链上的同期交易量更是从13 万笔大幅减少至1.7 万笔,用户活跃度的严重下降,无疑为$MATIC 的未来蒙上了一层阴影。

而根据另一项的数据,目前大多数的$MATIC 投资人现在都在亏钱,从目前的币价0.4 美元来看,距离历史高点的2.92 美元已经下跌超过80%,有将近97.74% 的$MATIC 持有者都处于亏损状态,仅有1.49% 的人获利。

尽管Polygon 官方预定于9 月转型,但数据的下滑以及持有者的亏损状态,无疑都让$MATIC 转型后的$POL 前景不甚乐观。

技术分析是否暗示反转?

不过尽管$MATIC 的市场情况不佳,但从图表上来看,$MATIC 的价格正形成一个上升三角形,如果MATIC 能够成功突破0.4348 美元的次要阻力位,理论上可能会带动市场的反弹。

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同时,$MATIC 当前的相对强弱指数(RSI)落在49.14,处于中性区间,这意味着$MATIC 既没有超买也没有超卖的情况。目前支撑位在0.4,如果这个位置再次跌破,那或许就还会有新低了,可以此处作为止损位。

Polygon 的此次转型,无疑是在为未来「赌一把大的」,$MATIC 更名为$POL 目的是透过Polygon 2.0,增强Polygon 原生网路的实用性和安全性,以此制造吸引投资人、开发商的诱因,但要想在转型后取得成功,Polygon 目前仍然任重道远。

要么是自己实打实的给到用户好处,让链上活跃起来,要么就只能等大牛到来顺势拉升了。

后期会给大家带来其他赛道的龙头项目分析。感兴趣的可以点个关注。我也会不定期整理一些前沿资询和项目点评,欢迎各位志同道合的币圈人一起来探索。有问题可以评论提问或者私新

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Aave Is Surrendering the Throne of DeFi Lending Due to Its Own Stupidity

Aave, a leading DeFi lending protocol, is facing a severe crisis and losing its dominant market position due to its poor handling of a recent security incident. The crisis began when Kelp DAO suffered a hack resulting in a loss of $292 million in rsETH. In the aftermath, approximately $17.2 billion in funds flowed out of Aave as user panic escalated. The article criticizes Aave's crisis management as "extremely foolish." Instead of promptly offering reassurance or committing to cover the potential bad debt—estimated between $123.7 million and $230.1 million, which Aave could have afforded—the protocol initially deflected blame, emphasizing that its code was not at fault. This delay and lack of a clear guarantee led to widespread user anxiety, triggering a bank run-like scenario where users withdrew funds or borrowed aggressively from other pools, causing liquidity shortages. Meanwhile, Aave’s competitor Spark—a fork of Aave’s own code—has benefited significantly. Having removed support for rsETH months earlier, Spark avoided any losses from the incident and has since seen its TVL grow by nearly $2 billion, attracting major deposits such as over $1.24 billion from Justin Sun. Spark has actively capitalized on the situation, publicly criticizing Aave’s security reputation. Although Aave’s founder Stani eventually announced a relief plan named "DeFi United" with several partners and a personal donation, the damage to user trust and capital outflows may be irreversible. The article concludes that Aave is losing its throne in DeFi lending to aggressive competitors like Spark, Morpho, and Jupiter Lend.

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Aave Is Surrendering the Throne of DeFi Lending Due to Its Own Stupidity

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