2 亿美元代币解锁 FUD,AVAX 能稳住吗

金色财经Pubblicato 2024-08-20Pubblicato ultima volta 2024-08-20

尽管 AVAX 价格周围存在看跌信号,但在代币解锁 FUD 消退后,仍有可能出现反弹。

v2-7264fb82f3f6654520c4d2dc0217ca5a_720w.webp

AVAX 的价格自 3 月份的迷你牛市以来一直在下跌,目前处于关键位置。与此同时,迫在眉睫的代币解锁可能会大大增加下行压力。不过,这种情况也有一线希望,因为在解锁 FUD 消退后,Avalanche 的价格可能会大幅反弹。

Avalanche 价格释放大量代币量

Avalanche 的价格将解锁其大部分代币,标志着定于 2024 年 8 月 20 日 UTC 时间上午 12:00 发生的关键事件。总计将发行 954 万 AVAX 代币,占流通供应量的 3%,价值约 2 亿美元。

v2-50df7c8c3458bbf79b7d04fd966b0c52_720w.webp

来源-defillama

随着这一事件的临近,总解锁进度目前已达到 63%,这反映出代币全额分配已基本完成。此次解锁可能会影响L2 代币和流动性,从而影响 Avalanche 网络的市场动态及其利益相关者的策略。

根据DeFiLlama的数据,Avalanche 的总锁定价值 (TVL) 为 8.3421 亿美元。此外,该区块链的稳定币市值约为 19.4 亿美元。 在过去 24 小时内,Avalanche 的价格产生了 11,069 美元的费用,与同期的收入相当。这表明,尽管市场状况普遍,但交易活动仍然稳定。

2 亿美元供应稀释对 AVAX 价格的影响

8 月 20 日,Avalanche 团队将向公开市场发行价值 2.0053 亿美元的 AVAX 代币。这一大规模流入可能会稀释现有供应量,从而可能导致代币价格大幅下跌。

目前Avalanche 的价格为 21.69 美元。交易量也受到了打击,在 8 月 19 日,也就是预定的代币发行之前,交易量创下了历史新低。

v2-3e2612441a438b6ef3ea5f5bcdcdd937_720w.webp

AVAX 未平仓合约在过去 24 小时内下跌了 4.07%,而价格在同一时期下跌了 2.1%。这表明,许多交易者正在平掉他们的多头仓位,很可能是亏损的,因为他们预计价格会进一步下跌。

AVAX 清算图还显示,空头数量高于多头数量,这强化了交易者退出多头仓位以避免潜在清算的趋势。

v2-459461d61dfb0c5207f93f8e9d7838dc_720w.webp

此外,更深入的分析显示,买单集中在 20.30 美元左右,表明许多交易员认为该价格点可能成为强有力的支撑。然而,如果价格跌破这一水平,可能会引发持有这些头寸的人的清算。

AVAX 应对市场波动

在过去 24 小时内,Avalanche 的价格表现出市场波动的迹象。周一,AVAX 价格徘徊在 20.81 美元,下跌 2.58%。然而,根据CoinMarketCap 的数据,AVAX 的交易量大幅增加,增长 21.22% 至 1.56 亿美元,表明交易活动增加。

在目前的看跌趋势下,如果市场继续疲软,AVAX 可能会跌至 20 美元的支撑位。长期低迷可能会进一步将 AVAX 推至 15 美元附近的较低支撑位。

AVAX 的技术指标在 4 小时图上显示出明显的趋势。主图下方的动量震荡指标呈现一致的红色色调,表明存在普遍的抛售压力。

v2-d839ff4c56e5e4fdfc713d86f38ec6f7_720w.webp

Avalanche 价格图表:来源 | TradingView

Chaikin 资金流 (CMF) 指标也在零线上方徘徊,表明买入和卖出压力之间保持平衡,并在略低于零的水平反弹时略带看涨意味。如果多头突破 22 美元的阻力位,Avalanche价格预测暗示将出现大幅反弹。这样的提振有可能将其价格推向关键的 30 美元阻力位。

AVAX 目前正在努力突破下降通道的中线,并可能在下限附近找到支撑,即 19.50 美元至 20.00 美元之间。如果该支撑位失败,下一个主要支撑位可能是 16.00 美元,标志着该通道的下限延伸。

另一方面,如果 AVAX 成功突破下行通道中线(约 21.50 美元),则通道上限(24.00 美元至 25.00 美元之间)可能会呈现更强的阻力位。

随机 RSI 指标用于衡量 24 小时内相对强弱指数 (RSI) 相对于其自身高/低范围的变化,目前为 82.54 (RSI 线) 和 79.30 (信号线)。

这种超买状况表明购买压力可能达到顶峰,预示着短期回调或下行趋势可能延续,尤其是在普遍存在的看跌市场结构的情况下。

v2-2ca5cb7dae2b3d48e35782920b156417_720w.webp

AVAX 价格分析图

简单来说

价值近 2 亿美元的 AVAX 将很快解锁,可能会影响流动性和价格稳定性。目前 AVAX 仍处于强劲的下行趋势中,看跌信号表明可能进一步下跌。随着价格接近下行通道的下限,下一步走势至关重要。更广泛的市场情绪,尤其是比特币的表现,可能会严重影响 AVAX 价格达到这些更高目标的能力。

尽管市场动荡,AVAX 的总锁定价值仍保持强劲,目前是 Avalanche 上的最后一个令牌解锁,解锁 FUD 后,Avalanche 的价格可能会飙升。短期内 AVAX 技术指标支持看跌前景,预计价格将会回调下行趋势会被延续一段时间,长期来看随着解锁 FUD 消退后,预计Avalanche 的价格将会大幅反弹。

Crypto di tendenza

Letture associate

World Models, Metaverse, Digital Twins, Physical AI: Are They the Same Thing?

Title: World Models, the Metaverse, Digital Twins, Physical AI: Are They the Same Thing? The article clarifies that concepts like the metaverse, Web3, simulation platforms, digital twins, and Physical AI are not the same thing but are all part of the broader trend of blurring the lines between the digital and physical worlds. It positions "world models" as the foundational "cognitive layer" or "operating system" that enables AI to understand and simulate the world. Key distinctions are made: - The **Metaverse** is a destination for immersive social and economic experiences. World models could act as its "engine," generating interactive 3D content efficiently. - **Web3** focuses on decentralized ownership and economics (rules layer), operating on a different technical level than world models. - **Simulation Data Platforms** (e.g., for autonomous vehicles) are a 1.0 version, relying on manual design. World models represent a 2.0 version, using AI to generate realistic, varied scenarios autonomously. - **Digital Twins** create high-fidelity, real-time mirrors of physical systems (e.g., a factory). World models go a step further by enabling predictive simulation of future states. - **Physical AI** (robots, AVs) refers to AI that acts in the physical world. World models are a core component, providing the understanding and prediction needed for planning. A proposed hierarchy places world models at the cognitive layer, supported by infrastructure (compute, data) and supporting application tools (simulation, digital twins), action systems (Physical AI), user experiences (metaverse), and rules (Web3). In conclusion, while distinct, many of these previously hyped concepts may ultimately rely on advances in world model technology to fulfill their promises, as world models provide the essential cognitive foundation for simulating and interacting with complex environments.

marsbit5 min fa

World Models, Metaverse, Digital Twins, Physical AI: Are They the Same Thing?

marsbit5 min fa

"Shocking" CPO: How Does the Glass Bridge Actually Work? Detailed Explanation from Corning

Chinese CPO stocks plunged over 6% following Corning's announcement of its Glass Bridge platform at a Seoul tech conference. The new technology utilizes wafer-level glass ion-exchange waveguides for passive alignment between fibers and photonic chips, potentially simplifying traditional CPO architectures that rely on complex Fiber Array Units and active alignment equipment. This raised market concerns about reduced long-term demand for mid-stream CPO components. Corning's official documentation details Glass Bridge as a platform for fiber-to-PIC connectivity in NPO, CPO, and high-density modules. Its key features include wafer-level manufacturing for consistent, cost-effective production; a standardized, removable MT ferrule interface for ecosystem integration; and a separable high-density connector design supporting over 24 channels for assembly flexibility. Corning positions the technology as complementary to FAUs, addressing limitations in ultra-high-fiber-count scenarios. The market reaction reflects a broader reassessment of the AI optical interconnect value chain. Funds shifted from CPO and PCB manufacturing stocks towards glass substrate concept stocks like Kaisheng Technology and Dyer Laser. Analysts note glass substrates are seen as a next-gen advanced packaging material, offering a potential path for domestic industry differentiation amid AI-driven demand for high-performance, large-scale packaging, marking a structural migration in value towards upstream specialty materials.

marsbit5 min fa

"Shocking" CPO: How Does the Glass Bridge Actually Work? Detailed Explanation from Corning

marsbit5 min fa

A Group of Suzhou Engineers Unexpectedly Attain Financial Freedom

In Suzhou, a group of engineers from Lianxun Instruments, a leader in optical communication testing equipment, have achieved remarkable wealth after the company's IPO. Listed just two months ago on the STAR Market, the company's stock price surged approximately 30 times, making it the only A-share stock priced above 2,000 yuan. This surge created substantial fortunes for nearly 100 technical employees who held a collective 15.91% stake through employee stock ownership platforms, valued at over 36 billion yuan at the current market cap. Among them, nearly 40 became billionaires, while even the smallest holdings exceeded 5 million yuan in value. Founded in 2017 by Hu Haiyang, Yang Jian, and Huang Jianjun, Lianxun Instruments was established to address China's reliance on foreign high-end testing instruments. The company grew rapidly with a strong focus on R&D, where technical staff make up nearly 80% of its workforce. Early implementation of employee stock plans helped retain this core talent. The company's explosive growth is fueled by booming AI computing demand, with clients including major global optical module leaders. Its revenue skyrocketed from 276 million yuan in 2023 to 1.194 billion yuan in 2025, turning a profit in 2024. The IPO has also generated massive returns for early investors, including Suzhou's state-owned capital, which saw a hundredfold return. This story reflects a broader trend in China's markets, where technology firms in AI, semiconductors, and optics are creating new wealth, rewarding engineers and technical teams who are now central to modern capital-driven success stories, marking a shift from previous eras dominated by internet and real estate tycoons.

marsbit2 h fa

A Group of Suzhou Engineers Unexpectedly Attain Financial Freedom

marsbit2 h fa

NVIDIA's Annual 'Most Dangerous' Paper: AI Self-Replicating Code, Unlimited Leveling and Evolution

NVIDIA's "Red Queen Gödel Machine" (RQGM) paper proposes a potentially groundbreaking AI self-evolution framework. It breaks from the long-stalled concept of the "Gödel Machine," which required mathematically proven beneficial self-modifications, by adopting an evolutionary approach. The core, and most striking, innovation is that the AI does not just evolve its own code in a static environment. Instead, it co-evolves both the "student" (the task-performing agent) and the "examiner" (the evaluation system that judges it). This creates a dynamic, recursive self-improvement loop inspired by the biological "Red Queen Hypothesis"—where continuous adaptation is needed just to maintain relative fitness. The mechanism operates in epochs. Within an epoch, a fixed examiner evaluates all candidate code variants. At epoch boundaries, a new, potentially more rigorous examiner can replace the old one, but only if it proves statistically superior on a held-out "ground truth" dataset. This "controlled utility evolution" aims to ensure progress is measurable and grounded. The paper demonstrates RQGM's effectiveness across three domains: 1. **Code Generation:** It achieved a 71.7% test-set pass rate (improving over a 69.9% SOTA) while using 1.35-1.72x fewer computational tokens. 2. **Paper Writing:** In a subjective task, the co-evolved writer and reviewer achieved a 40.5% acceptance rate by a fixed human panel, up from 21.8%. 3. **Math Proofs:** It evolved more accurate graders (at 3x lower cost) and higher-scoring provers. Notably, RQGM also mitigated a known LLM bias where AI reviewers favor AI-generated content. By specifically rewarding reviewers that correctly rejected AI-written papers from a historical pool, the evolved system achieved impartiality while maintaining 80% accuracy. The research has sparked significant discussion about the acceleration of Recursive Self-Improvement (RSI). Some, like Anthropic's Jack Clark, have predicted a high probability of highly autonomous, self-evolving AI emerging by 2028. The paper suggests that when an AI begins to design its own evaluators and push itself toward ever-higher standards in a recursive loop, it may be taking a fundamental step toward redefining intelligence and autonomy.

marsbit2 h fa

NVIDIA's Annual 'Most Dangerous' Paper: AI Self-Replicating Code, Unlimited Leveling and Evolution

marsbit2 h fa

Trading

Spot

Articoli Popolari

Come comprare AVAX

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

598 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare AVAX

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 AVAX AVAX sono presentate come di seguito.

活动图片