Monad:$MON 空投分配概览

深潮Pubblicato 2025-10-14Pubblicato ultima volta 2025-10-15

本次空投的首要目标,是让 Monad 社区成员与区块链深度用户成为网络的首批持份者。

作者:Monad

引言

随着 Monad 主网临近,Monad 基金会正式宣布 MON 空投。此次空投将面向 5,500 名 Monad 社区成员以及 约 22.5 万名更广泛加密社区成员发放代币。MON 空投的核心理念,是让那些真正「吃住都在 Crypto」的真正用户,成为 Monad 网络的首批持份者。

MON 代币的分配分为五大类,每一类下又有若干子类。个人如果符合多个子类标准,可以叠加领取相应份额。

分配类别包括:

  • Monad 社区(Monad Community)

  • 链上用户(Onchain Users)

  • 加密社区(Crypto Community)

  • 加密贡献者与潜在用户(Crypto Contributors & Crypto Curious)

  • Monad 建设者(Monad Builders)

反女巫机制

本次空投的首要目标,是让 Monad 社区成员与区块链深度用户成为网络的首批持份者。挑战在于:新网络往往会成为女巫攻击者和批量注册农场的重点目标。 在设计筛选标准时,我们重点考虑哪些行为很容易被女巫反复伪造,哪些则较难伪造。比如「低价值反复交易」很容易被脚本完成,因此不能作为有效的独立标准,否则真实用户的份额会被海量机器人稀释。 最终,我们选取了一组既能体现链上高活跃度、又能结合链下真实贡献的标准:

  • 链上维度:主要衡量 DeFi 协议的长期资金沉淀、活跃 DEX 高频交易者、特定 NFT 收藏者等。

  • 链下维度:社交身份认证、参与 Web3 教育与社区活动、公共物品/安全研究贡献等。

基金会还大量采用人工标注,并推出了 Monad Community Recognizer 和 Monad Cards 两个应用,邀请社区共同参与筛选。

此外,我们还与第三方供应商 Trusta AI 合作,对链上地址进行女巫检测与剔除,他们在反女巫分发上的专业经验提供了巨大帮助。

Monad 社区

Monad 社区是本次空投的最大组成部分。原因很简单:社区即一切。

Monad一直强调 ,一个聪明而有洞察力的支持者,就能改变创业项目的轨迹。对 Monad 来说,这种影响被成千上万倍放大。

Monad 社区成员不断自我突破:创办新公司、发起倡议、建立受众群体、发挥创意、组织他人……他们用实际行动证明,世界的交易方式不仅可能发生根本性变化,而且这种变化是大概率事件,而这一切来自坚持、无畏和一些好运。

Crypto 一直都是关于社区的故事:

  • 比特币早期信仰者因「去中心化、抗审查、自主主权、开源代码」聚集在一起

  • 以太坊早期极客们沉迷于「世界计算机上的可编程货币」

  • Solana 社区成员则憧憬「纳斯达克速度的 DeFi 与硬件驱动的高效能」。

每一次,真正让技术产生深远影响的,并不是技术本身,而是 敢于乐观并全力以赴的社区。

如今,那些比特币、以太坊、Solana 的早期信仰者已经成为行业领袖。但几年前,他们只是聪明、好奇,并愿意持续主动尝试的人。现在,Monad 社区正处在同样的时刻。

我们希望 Monad 社区成员能成为网络的重要持份者,因为我们相信他们的未来影响力,以及塑造 Monad 乃至整个 Crypto 走向的潜力。

推荐阅读

本次分配通过人工标注 + 社区投票 + 社交图谱分析,重点锁定那些长期深度参与、对 Monad 生态有持续贡献的成员。

不同于传统空投的“社交分发往往是杂乱且低效的,为了找到少数真正重要的贡献者,却撒下了一张过于宽泛的网”,Monad 社区拥有大量高贡献度且社交网络紧密交织的成员,使得精准分配成为可能,效率更高、结果更具影响力。

Monad 社区的道义支持、幽默感、创造力、善意、主动性和真诚关怀,极大地激励了 Monad 团队和整个生态的建设者。

一句话总结:All in one.

链上用户

此类分配面向主要公链上的链上重度用户,标准包括交易活跃度、NFT 持有、治理参与等。具体覆盖:

  • 主要 DEX 的高频交易用户

  • 主流 DeFi 协议的大额存款

  • 长期 NFT 持有者

  • 近期活跃参与以太坊 DeFi 协议治理的用户

快照时间为 2025 年 9 月 30 日 23:59 UTC,部分指标回溯多月计算。

加密社区

本部分面向更广泛的加密社区,通过社交图谱探索与 Monad Cards 计划筛选。目标是找到真正热爱 Crypto 的人。

虽然不可能捕捉到所有人、完全剔除农场和机器人,或避免重复,但我们努力让那些真正关心 Crypto 的人,成为 Monad 网络的利益相关者。

其中,Monad Cards 是重要组成部分。该计划在 Twitter/X 上识别活跃、投入、深度思考的用户,并让已获选者提名遗漏但同样值得认可的人。Wave 1、Wave 2 的领取者,以及错过领取的人,都被纳入本次空投。

此外,我们还覆盖了:

  • 社区成员

  • Legion 筹资平台的参与者

  • Backpack 用户

  • Fantasy Top 英雄

  • ARC 社区成员

  • LobsterDAO Telegram 活跃成员

  • MetaDAO 代币持有

  • Farcaster 上的活跃用户

加密贡献者

此类分配面向正在推动 Monad 生态发展的建设者:

  • 安全研究员、协议开发者、教育推动者

  • 代表人物如 ZachXBT

  • SEAL 911 成员

  • Cantina 审计员(有过高价值发现的)

  • Protocol Guild 成员(通过 Splits 合约确认)

同时,我们也纳入了教育类项目的学员与导师,例如 Rareskills 与 SheFi。

Monad 建设者

这部分覆盖推动 Monad 生态成长的建设者:

  • 原生部署在 Monad 上的团队

  • 在 Monad Blitzes、Dev Missions、黑客松中提交合格作品的开发者

  • 以及在 IRL 活动中积极参与并贡献显著的个人

所有名单均由人工甄选,重点关注实际成果(proof of work)与可验证的出席情况。

为避免歧义,本次空投中的 Monad 建设者并不包括 Monad 基金会与 Category Labs 的团队成员。我们已主动排除所有与项目团队成员相关的身份标识,使其不在符合条件的领取名单之列,并且明确禁止 Monad 基金会及 Category Labs 的全职团队成员参与领取本次 Monad 空投代币。

结语

此次空投凝聚了 Monad 基金会量化与工程团队的巨大努力。我们不仅梳理了大量链上链下数据,还打造了 Monad Community Recognizer 和 Monad Cards 等新工具,以确保分配更加公平与社区驱动。

即便如此,依旧会有部分值得的人未能覆盖。对此我们深表歉意,也同样敬佩你们的热情与坚持。

请继续关注,即将上线的 Monad 主网 将带来更多机遇与惊喜。

Letture associate

South Korea's Financial Turmoil: Samsung Strike, AI Communism, and Crypto Market Bleeding Out

The South Korean financial market is facing a turbulent period marked by a triple threat: labor unrest at Samsung Electronics, controversial government proposals for redistributing AI profits, and a severe downturn in the cryptocurrency sector. The stability of the "Korean stock market bellwether," Samsung Electronics, is under threat as its largest union plans to strike on May 21st despite a partial court injunction. The government warns a prolonged strike could cause catastrophic losses, highlighting the high stakes for Korea's critical semiconductor industry. Simultaneously, a proposal by a presidential policy chief to redistribute "AI citizen dividends" from excess corporate taxes triggered significant foreign capital outflow and market volatility last week. While clarified as not a direct tax on company profits, the discussion underscores intense debates over wealth distribution in the AI era, where profits are concentrated in a few chip giants like Samsung and SK Hynix. In stark contrast to the booming AI-driven stock market, Korea's cryptocurrency sector is experiencing a dramatic collapse. Major exchanges Upbit and Bithumb reported steep declines in revenue and profits for Q1 2026. The overall crypto market valuation has nearly halved since early 2025, with trading volumes plummeting 74%. This is exacerbated by tightening regulations, including impending crypto taxes, strict anti-money laundering rules, and frozen assets from defunct exchanges affecting nearly 200,000 users. While regulators are tightening risk controls on financial institutions, the situation presents a new era of financial instability for Korea, caught between AI-fueled growth, social equity debates, and a crumbling crypto market.

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Nvidia's Wednesday Earnings Night: The Battle That Decides the Fate of the AI Bull Market is Here

NVIDIA is set to report its quarterly earnings after the U.S. market closes on Wednesday, May 20. This event is widely seen as a crucial test for the current AI-driven bull market. The semiconductor sector is exhibiting severe technical overbought conditions, with the Philadelphia Semiconductor Index (SOX) trading approximately 60% above its 200-day moving average—the most extreme deviation since the dot-com bubble peak of 1999/2000. Market sentiment is highly concentrated on a few AI-related stocks, raising concerns about overall market breadth. Analysts highlight a key contradiction: while fundamentals for AI and semiconductors remain strong, significant technical pressures are building. Option market activity reflects this tension. Positions are heavily skewed towards bullish calls, yet there is also notable hedging activity through put options on broad indices and sector ETFs, signaling preparation for potential downside volatility. An unusual pattern of rising stock prices alongside rising implied volatility further underscores the market's expectation for a major move. For NVIDIA specifically, the market's primary focus will be on its forward guidance for the next quarter, which is deemed more critical than the immediate earnings results. Despite a recent seven-day rally adding roughly $1.7 trillion in market cap, historical data shows NVIDIA's stock has often declined the day after its past five earnings reports. The outcome of this report is expected to have a significant ripple effect across the broader technology and semiconductor markets, given NVIDIA's pivotal role.

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Harvard University May Have Lost $150 Million in Cryptocurrency Trading! Has Liquidated Ethereum and Significantly Reduced Bitcoin ETF Positions

Harvard University's endowment fund, managed by Harvard Management Company (HMC), recently disclosed significant reductions in its cryptocurrency holdings. According to its latest 13F filing, HMC sold its entire position in the BlackRock Ethereum Spot ETF (ETHA) and reduced its stake in the BlackRock Bitcoin Spot ETF (IBIT) by 43% in Q1 2026. This marks a sharp reversal from its peak holdings of $443 million in crypto assets just two quarters prior, bringing the current value to approximately $117 million. Analysis suggests these sales likely resulted in substantial losses. Estimates indicate HMC's Bitcoin ETF trades incurred a roughly 28% loss (over $100 million), while its brief Ethereum position fell about 35% (over $30 million), totaling potential losses exceeding $150 million. The timing of HMC's trades—aggressively adding to Bitcoin near its all-time high in late 2025 and buying Ethereum just before a market downturn—has drawn criticism as potential "buying high and selling low." However, the context points to broader pressures. Harvard faced a $113 million operating deficit in FY2025 due to cuts in federal research funding and a significant tax increase on endowment income. With much of its portfolio locked in illiquid private equity and hedge funds, the highly liquid crypto ETFs presented the most straightforward assets to sell for liquidity and risk management. Furthermore, HMC's Bitcoin ETF holding had grown to 20% of its public portfolio by Q3 2025, prompting necessary rebalancing. The move contrasts with other institutions like Mubadala (increasing Bitcoin ETF holdings) and Dartmouth College (maintaining and diversifying crypto exposure). Ultimately, Harvard's actions appear driven by a confluence of fiscal stress, liquidity needs, and portfolio risk control rather than a simple market-timing strategy, highlighting how traditional institutional risk calculus applies even to volatile crypto assets.

marsbit40 min fa

Harvard University May Have Lost $150 Million in Cryptocurrency Trading! Has Liquidated Ethereum and Significantly Reduced Bitcoin ETF Positions

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Harvard University May Have Lost $150 Million in Cryptocurrency Trading! Has Liquidated Ethereum and Significantly Reduced Bitcoin ETF Holdings

Harvard University's endowment fund, Harvard Management Company (HMC), significantly reduced its cryptocurrency holdings in Q1 2026, reportedly incurring substantial losses. According to its latest 13F filing, HMC completely sold off its position in the BlackRock Ethereum ETF (ETHA) and cut its BlackRock Bitcoin ETF (IBIT) holdings by 43%, leaving a position worth approximately $117 million. This marks a sharp decline from a peak public crypto allocation of $443 million just two quarters prior. Analysis suggests these trades resulted in estimated losses exceeding $150 million, with Bitcoin positions sold at an average loss of around 28% and Ethereum positions at roughly 35%. The moves have sparked debate on whether HMC engaged in counterproductive "buy high, sell low" behavior. The article contextualizes HMC's crypto journey, beginning with its initial disclosed investment in IBIT and gold ETF GLD in Q2 2025 as an "inflation hedge." Aggressive buying in Q3 2025 made IBIT its largest single public holding at 20% of the portfolio, coinciding with Bitcoin nearing all-time highs. Subsequent trimming began in Q4 2025, with an initial foray into ETHA. Explanations for the recent drastic cuts extend beyond market timing. Harvard faces significant financial pressure, including an annual operating deficit and a major increase in endowment tax rates. With illiquid assets like private equity dominating the portfolio, the highly liquid crypto ETFs became the most practical source for necessary portfolio rebalancing and liquidity. Furthermore, the impending retirement of HMC's CEO adds a layer of reputational risk to holding volatile assets. The article contrasts Harvard's retreat with other institutions, such as Mubadala's continued accumulation of Bitcoin ETFs and Dartmouth's expansion into staking-oriented crypto products. It concludes that HMC's actions reflect a complex interplay of fiscal needs, risk management, and institutional constraints rather than simple speculative trading, highlighting how traditional finance logic applies to crypto within large endowment portfolios.

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

179 Totale visualizzazioniPubblicato il 2024.12.13Aggiornato il 2025.03.21

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