Collection d'Interactions | Gagnez des points en vous connectant à Mahojin ; Demande d'inscription sur liste d'attente KAIO (23 février)

Odaily星球日报Pubblicato 2026-02-23Pubblicato ultima volta 2026-02-23

Introduzione

L'article présente trois projets cryptos avec des opportunités d'interaction pour les utilisateurs : **Mahojin** : Une plateforme d'infrastructure AI décrite comme un "GitHub pour les créateurs de modèles AI", permettant de suivre la propriété intellectuelle et de rémunérer les contributeurs. Le projet a levé 5 millions de dollars. L'interaction consiste à se connecter sur son site, à lier son compte X et à effectuer une check-in quotidienne pour gagner des points. **KAIO** : Une blockchain de niveau 1 (L1) spécialisée dans la tokenisation d'actifs réels (RWA) pour les institutions. Elle a levé 11 millions de dollars en 2023. Les utilisateurs peuvent rejoindre une liste d'attente en connectant leur portefeuille et remplir des tâches sur Galxe. **Edgen** : Un assistant de trading intelligent pour les crypto-actifs, offrant des renseignements et des conseils. Il a levé un total de 11 millions de dollars. L'interaction se fait via son site en se connectant avec X pour effectuer des tâches quotidiennes et d'autres défis.

Original | Odaily Planet Daily (@OdailyChina)

Auteur | Asher (@Asher_ 0210)

Mahojin : Plateforme d'infrastructure IA

Présentation du projet

Mahojin vise à créer un « GitHub » pour les créateurs de modèles d'IA et les développeurs d'ensembles de données. Sa plateforme permet le suivi de la propriété intellectuelle et rémunère les contributeurs originaux des modèles et des ensembles de données.

Le 1er avril 2025, Mahojin a annoncé avoir levé 5 millions de dollars, lors d'un tour de table co-dirigé par a16z CSX et Maelstrom.

Tutoriel d'interaction

ÉTAPE 1. Rendez-vous sur le site officiel (lien : https://app.mahojin.ai/maho-point), cliquez sur "Sign in" pour vous connecter à votre compte et liez votre compte X.

ÉTAPE 2. Cliquez sur "MAHO Points", puis sur "Check-in" pour effectuer votre connexion quotidienne et gagner des points.

ÉTAPE 3. Améliorez votre forfait pour obtenir un bonus de points.

KAIO : L1 spécialisé dans la tokenisation RWA institutionnelle

Présentation du projet

KAIO est une blockchain de niveau 1 (L1) spécialisée dans la tokenisation d'actifs réels (RWA) pour les institutions. Le projet a levé 11 millions de dollars en 2023, lors d'un financement dirigé par Laser Digital (filiale d'actifs numériques de Nomura) et WebN Group.

Tutoriel d'interaction

ÉTAPE 1. Rendez-vous sur le site de demande de liste d'attente (lien : https://waitlist.kaio.xyz/), connectez votre portefeuille et remplissez les informations requises pour soumettre votre demande.

ÉTAPE 2. Complétez les tâches associées à KAIO sur Galxe (lien : https://app.galxe.com/quest/KAIO?sort=Trending).

Edgen : Assistant de trading intelligent pour actifs cryptographiques

Présentation du projet

Edgen est un assistant de trading intelligent pour actifs cryptographiques, conçu pour offrir aux traders de crypto, des particuliers aux institutions, une intelligence de marché complète, instantanée et exploitable ainsi que des conseils de trading. Il appartient au secteur InfoFi. Il n'est pas seulement un "analyste financier à temps plein", mais aussi un assistant intelligent pour les particuliers qui affrontent les baleines, aidant les traders à prendre l'avantage sur un marché en constante évolution.

Selon les données de ROOTDATA, Edgen a déjà complété deux tours de table, pour un montant total de 11 millions de dollars, avec des investisseurs tels que Framework Ventures et North Island Ventures.

Tutoriel d'interaction

ÉTAPE 1. Rendez-vous sur le site officiel (lien : https://www.edgen.tech/zh/task/), connectez-vous avec votre compte X.

ÉTAPE 2. Cliquez sur "Centre de tâches" puis complétez la tâche de connexion quotidienne.

ÉTAPE 3. En plus de la tâche de connexion quotidienne, vous pouvez également compléter les tâches pour débutants, les tâches hebdomadaires, les tâches sociales, etc.

Domande pertinenti

QQu'est-ce que Mahojin et quel est son objectif principal ?

AMahojin est une plateforme d'infrastructure IA visant à créer un 'GitHub' pour les créateurs de modèles d'IA et les développeurs d'ensembles de données. Elle permet le suivi de la propriété intellectuelle et rémunère les contributeurs originaux des modèles et des ensembles de données.

QQui a dirigé le tour de table de 500 millions de dollars de Mahojin en avril 2025 ?

ALe tour de financement de 500 millions de dollars de Mahojin a été co-dirigé par a16z CSX et Maelstrom.

QQuel est le domaine de spécialisation de KAIO et quel montant a-t-il levé en 2023 ?

AKAIO est une blockchain de niveau 1 (L1) spécialisée dans la tokenisation RWA (Real World Assets) de niveau institutionnel. Le projet a levé 11 millions de dollars en 2023.

QQuelle est la fonction principale de l'assistant de trading intelligent Edgen ?

AEdgen est un assistant de trading intelligent pour actifs cryptographiques qui fournit des renseignements de marché complets, instantanés et exploitables ainsi que des conseils de trading pour tous types de traders, des particuliers aux institutions.

QQuelles sont les étapes pour s'inscrire sur la liste d'attente de KAIO ?

APour s'inscrire sur la liste d'attente de KAIO, il faut se rendre sur le site web dédié (https://waitlist.kaio.xyz/), connecter son portefeuille crypto, puis remplir les informations requises pour finaliser la demande.

Letture associate

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

U.S. Federal Reserve officials who previously advocated for rate cuts, including Governor Christopher Waller, have recently shifted their stance, with many now not ruling out the possibility of future rate hikes. This sets a challenging stage for new Fed Chair Kevin Warsh's first policy meeting. Appointed by President Trump based on his dovish views, Warsh now faces a committee where the debate has pivoted from "when to cut" to "whether to hike," driven by persistent inflation above 3%, a strong labor market, and supply-side pressures from AI infrastructure demands and geopolitical tensions. Key figures illustrate the shift. Governor Waller, once concerned about employment, now says data has pushed him toward considering rate increases. Even moderate voices like Governor Lisa Cook, while expecting inflation to ease, have indicated readiness to hike if it fails to do so. Long-time hawks such as regional Fed presidents Beth Hammack, Lorie Logan, and Neel Kashkari have grown more vocal, arguing that the real policy rate is effectively falling and that action may soon be needed. The upcoming Fed meeting is expected to keep rates steady but will likely remove the "easing bias" from its statement, signaling a neutral stance between cuts and hikes. The quarterly "dot plot" is anticipated to show most officials projecting no cuts this year, with some potentially indicating hikes. Chair Warsh, a critic of the Fed's reliance on forward guidance like the dot plot, must navigate communicating this pivot using tools he has questioned, all while steering policy in a direction counter to the preferences of the president who appointed him. The consensus suggests the Fed's next move could well be a rate increase.

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The Trillion-Yuan Market Cap 'Yi Zhong Tian': Who is the True Value King?

The article analyzes the three leading Chinese optical module companies, collectively nicknamed "Yi Zhong Tian": Xinyisheng, Zhongji Innolight, and TFC Optical Communication. It evaluates their "cost-performance" not by current stock price, but through three lenses: PEG ratio (growth vs. valuation), earnings quality, and premium/discount for certainty. Xinyisheng shows the most attractive PEG ratio and high profitability, but its valuation reflects discounts for risks like high customer concentration and reliance on overseas markets. Zhongji Innolight, the most expensive, commands a premium for its market leadership, dominant share in key products like 800G/1.6T modules, and higher earnings certainty, though it faces geopolitical risks. TFC Optical, as an upstream component supplier ("water seller"), has the highest gross margin and bets on the long-term CPO/NPO architecture trend, but trades at a high valuation with more stable, less explosive growth. The core argument is that while these companies dominate module assembly, the true profit pool and technological moat lie upstream in laser and switch chips, currently controlled by U.S. firms like Lumentum and Coherent. The long-term "cost-performance" for these Chinese leaders hinges on whether the domestic industry, exemplified by companies like Yuanjie Technology, can successfully move up the value chain into high-power laser chips. Otherwise, their high growth may remain confined to the lower-margin assembly segment.

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Has the Crypto Market Bottomed? Here's What Institutions Think

The crypto market is in a period of significant debate, with leading institutions offering differing views on whether a bottom has been reached. Three prominent firms have published detailed analyses: * **Galaxy Digital** argues Bitcoin has **not yet bottomed**. Their analysis of 13 historical indicators across six dimensions (valuation, profit-taking, miner pressure, etc.) shows only four are fully met. They project a potential bottom range between $30k and $54k. * **NYDIG** states a bottom is **possible but not likely**. While metrics are close to historic bear market extremes, they note the absence of a classic panic-selling event. They also suggest increased institutional adoption may have structurally altered the market cycle, potentially leading to a shallower downturn. * **Standard Chartered Bank** asserts the **bottom has already occurred** at around $59k. They cite two key factors: potential US-Iran diplomatic progress and the anticipated SpaceX IPO, which they believe absorbed capital and caused ETF selling pressure that is now subsiding. They forecast a year-end price target of $100k. Despite the surface-level disagreement, the reports share critical common ground more valuable for long-term investors: 1. All three believe the market bottom will form **within this year**. 2. All agree the current price is **closer to the bottom than to previous highs**. 3. All maintain a **bullish long-term outlook** for Bitcoin and a new cycle. The core takeaway is that while the exact bottom price ($40k, $50k, or $60k) is debated, the consensus is that a bottom is imminent. For long-term holders, the primary focus should not be pinpointing the absolute low, but on the future potential for prices to reach $100k, $200k, or higher. The fundamental thesis for Bitcoin—sovereign debt accumulation, inflation, declining trust in centralized institutions, global digitization, and improved accessibility—remains intact and is arguably strengthening. The overall landscape is viewed as more favorable than in previous crypto winters.

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The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

China's Photonics Industry: Bottlenecks and Breakthroughs In the global AI race, computing chips dominate the narrative, but the underlying bottleneck increasingly defining the scale of AI clusters is light—or more specifically, optical connectivity. Optical modules, which translate electrical signals to light and vice versa, are crucial for connecting thousands of GPUs in AI data centers, preventing data congestion and ensuring efficient model training. High-speed modules (800G, 1.6T) are now standard, with performance hinging on advanced DSP (Digital Signal Processor) chips. This is where a critical dependency lies. Two US giants—Marvell and Broadcom—collectively dominate over 90% of the high-end DSP chip market. Chinese optical module leaders like Zhongji Innolight and Eoptolink rely on these chips to manufacture modules for overseas AI customers, primarily in North America. While this creates a supply chain vulnerability, complete decoupling is difficult. Marvell derives over half its revenue from Greater China, and the US firms depend on Chinese partners for chip packaging and optical components. The risk from laser chips (e.g., from Lumentum), another key component, is considered more manageable due to multiple global suppliers and faster progress in domestic alternatives from companies like YOFC and Accelink. To mitigate risks, China's industry is pursuing a multi-pronged strategy: diversifying supply chains and locking in long-term orders; fostering a domestic market ecosystem to adopt homegrown DSPs from firms like Huawei HiSilicon and CETC; accelerating R&D in high-speed DSPs and advanced packaging; and investing in next-gen technologies like silicon photonics and Co-Packaged Optics (CPO) to reduce reliance on discrete DSPs. The ultimate solution lies not in short-term博弈 but in persistent advancement of domestic high-end chip R&D and manufacturing. While challenges remain in performance, certification, and ecosystem building, China's vast domestic market and manufacturing base provide a crucial buffer, buying time for the industry to achieve greater technological independence.

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Behind SpaceX's $2 Trillion Market Cap: Why Does Musk Always Have the Next Move Planned?

On June 12th, SpaceX debuted on the Nasdaq, reaching a valuation that briefly touched $2 trillion. This marked the culmination of a 24-year journey from its founding in 2002, driven by Elon Musk's frustration at the high cost of buying rockets. The company's path was defined by early failures, with its first three Falcon 1 launches ending in explosions before a successful 2008 flight opened the era of commercial spaceflight. Key to its model was a fixed-price NASA contract, incentivizing cost reduction. SpaceX mastered rocket reusability, first achieving a Falcon 9 landing in 2015, which drastically cut launch costs. This enabled its profitable Starlink satellite internet constellation, envisioned years before reusability was proven, to create an internal market for frequent launches. Similarly, the next-generation Starship rocket was in development long before its first flight, with its business case evolving from Mars colonization to supporting the emerging concept of in-orbit data centers for AI—a story now central to its valuation. The company's recent IPO, a reversal of its long-standing "no IPO" stance, is funding this ambitious "space-based compute" vision. While major tech players like Google, Blue Origin, and others are investing heavily, significant technical and cost hurdles remain. Ultimately, SpaceX's history is one of creating its own demand: first with Starlink and now with space-based AI compute, betting that its next rocket will enable its next giant market.

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