Déblocage des jetons de la semaine : EIGEN débloque 7,5 % des jetons en circulation

marsbitPubblicato 2026-03-29Pubblicato ultima volta 2026-03-29

Introduzione

Cette semaine, deux projets majeurs procèdent à des déblocages importants de tokens. EigenLayer débloque 36,94 millions de tokens EIGEN (environ 6,39 millions de dollars), ce qui représente 7,5% de l'offre en circulation. Ce protocole de restaking sur Ethereum permet aux utilisateurs de réutiliser leur ETH déjà staké pour sécuriser d'autres applications. De son côté, Optimism déverrouille 31,44 millions de tokens OP (environ 3,27 millions de dollars). Il s'agit d'une solution de mise à l'échelle de type Layer 2 utilisant la technologie Optimistic Rollup pour Ethereum. Les courbes de déblocage spécifiques pour chaque projet sont disponibles.

EigenLayer

Twitter du projet : https://x.com/eigenlayer

Site web du projet : https://www.eigenlayer.xyz/

Quantité débloquée cette fois : 36,94 millions de jetons

Montant débloqué cette fois : environ 6,39 millions de dollars

EigenLayer est un protocole construit sur Ethereum, qui introduit le concept de restaking, une nouvelle primitive dans la sécurité économique cryptographique. Cette primitive permet de restaker l'ETH au niveau de la couche de consensus. Les utilisateurs qui stakent de l'ETH peuvent choisir de rejoindre les contrats intelligents d'EigenLayer pour restaker leur ETH et étendre la sécurité économique cryptographique à d'autres applications sur le réseau.

La courbe de libération spécifique est la suivante :

Optimism

Twitter du projet : https://twitter.com/Optimism

Site web du projet : https://app.optimism.io/governance

Quantité débloquée cette fois : 31,44 millions de jetons

Montant débloqué cette fois : environ 3,27 millions de dollars

Optimism est une solution de mise à l'échelle de Layer2 qui, en adoptant la solution Optimistic Rollup, atteint l'objectif de mise à l'échelle du réseau Ethereum, permettant de traiter les transactions à grande échelle tout en maintenant la sécurité d'Ethereum. Les développeurs d'Ethereum peuvent utiliser efficacement tous les outils disponibles sur Ethereum sans avoir à apporter de modifications.

La courbe de libération spécifique est la suivante :

Crypto di tendenza

Domande pertinenti

QQuel est le pourcentage de l'offre en circulation que représente le déverrouillage des jetons EIGEN cette semaine ?

ALe déverrouillage des jetons EIGEN représente 7,5 % de l'offre en circulation.

QCombien de jetons EIGEN seront débloqués et quelle est leur valeur approximative en dollars américains ?

A36,94 millions de jetons EIGEN seront débloqués, d'une valeur d'environ 6,39 millions de dollars américains.

QQuel est le concept principal introduit par le protocole EigenLayer ?

AEigenLayer introduit le concept de 'restaking' (restauration), qui est une nouvelle primitive dans la sécurité économique cryptographique, permettant de restaker l'ETH sur la couche de consensus.

QQuelle est la solution de mise à l'échelle utilisée par Optimism et quel est son objectif principal ?

AOptimism utilise une solution de mise à l'échelle de couche 2 appelée 'Optimistic Rollup'. Son objectif principal est d'étendre la capacité du réseau Ethereum tout en préservant sa sécurité.

QCombien de jetons Optimism (OP) seront déverrouillés et quelle est leur valeur estimée ?

A31,44 millions de jetons OP seront déverrouillés, pour une valeur estimée d'environ 3,27 millions de dollars américains.

Letture associate

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

marsbit39 min fa

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

marsbit39 min fa

qinbaFrank: Review and Outlook of the AI Computing Power Wave — From the Three Debates on NVIDIA to Optical Interconnect and SpaceX IPO, How is Capital Rotating?

**Summary: Retrospective and Outlook on the AI Computing Wave - A Framework for Capital Rotation** Based on a presentation by investor qinbaFrank, this analysis reviews the AI computing market trajectory since 2023 and outlines a forward-looking framework. **Key Phases and Market Debates:** The AI bull market progressed through three major debates: 1) The necessity of massive capital expenditure (late 2023). 2) The sustainability of tech giants' spending (early 2024-early 2025). 3) Potential overestimation of compute needs (early 2025). Consensus solidified in late 2025 as model capabilities and utility demonstrably improved. **Core Thesis: Penetration Rate Drives Commercialization.** Unlike the 2000 dot-com bubble, the current AI wave benefits from mature digital infrastructure, enabling faster adoption. The critical threshold is 10% penetration; surpassing it (with recent enterprise intent surveys showing ~18%) indicates entry into a rapid growth "golden period" where user scale and willingness to pay increase simultaneously. **AI vs. Internet: A Fundamental Difference.** While the internet enhanced connection efficiency, AI directly substitutes human cognition and labor. Once AI performance exceeds the "societal average" human level, its commercial value scales exponentially as payment shifts from human labor costs to AI service fees. **Investment Logic Evolution in the Compute Chain.** The focus has expanded from GPUs to a systemic re-rating of the entire hardware stack: storage/HBM, CPUs, interconnects, power, and advanced packaging. The framework is: **short-term "scarcity pricing," mid-term "upgrade pricing" (e.g., optical interconnects, power networks), and long-term "Physical AI" pricing** (edge computing, robotics). **Market Focus Shift and Adjustment Framework.** The market is transitioning from "hardware scarcity" to "commercialization validation." The ultimate anchor for the narrative is sustained high growth in model providers' Annual Recurring Revenue (ARR) and cloud business revenue, which justifies continued capital expenditure. Adjustments are categorized into three levels: * **L1 (Minor):** Driven by valuation compression or macro noise (e.g., single CPI print). Fundamentals intact. * **L2 (Moderate):** Triggered by significant macro events requiring risk repricing. Requires new data for confidence restoration. * **L3 (Major):** Involves a reset of the core industrial narrative or macro regime (e.g., AI commercialization growth stalling). The **crucial dividing line** is whether AI commercialization growth slows. Without a slowdown, pullbacks are likely L1/L2 "repricing" events. A genuine growth deceleration would signal an L2/L3 narrative reset. **Conclusion: A Foundational Civilizational Leap.** AI represents a foundational upgrade to "intelligence" itself—akin to humanity mastering fire—rather than a single-point industrial revolution. This底层能力跃迁 (underlying capability leap) will spawn successive waves of innovation (Agent, robotics, industry workflow重构). The journey will be波浪式的 (wavelike), driven by cycles of scarcity, technological upgrades, and远期兑现 (long-term realization).

marsbit50 min fa

qinbaFrank: Review and Outlook of the AI Computing Power Wave — From the Three Debates on NVIDIA to Optical Interconnect and SpaceX IPO, How is Capital Rotating?

marsbit50 min fa

A Country That Mined Bitcoin for 8 Years Has Built Its Own Dedicated Crypto Bank

A country that has been mining Bitcoin for eight years has established its own dedicated crypto bank. DK Bank, located in Bhutan's newly developed GMC special administrative zone, aims to fill the significant banking service gap for the cryptocurrency industry. Its CEO, Zheng YD, explained that most banks avoid crypto businesses due to a lack of risk management frameworks for decentralized and anonymous protocols. Operating under a unique "one country, two systems" governance model separate from mainland Bhutan, GMC aspires to become a financial hub for South Asia. DK Bank differentiates itself by offering integrated multi-currency accounts where users can manage both fiat currencies and stablecoins like USDT and USDC in one place, alongside services like Bitcoin-backed loans. The bank faces technical challenges in merging traditional banking systems with 24/7 crypto markets and implements rigorous on-chain and off-chain transaction monitoring for risk control. GMC's regulatory framework draws from Singaporean common law and Abu Dhabi's ADGM rules, offering a fast-track licensing process for already licensed firms while maintaining high standards. The initiative is part of Bhutan's longer-term crypto strategy, which includes Bitcoin mining since 2018. The focus, however, is on building a diversified institutional-grade crypto ecosystem—including custody and asset management—rather than retail speculative tokens. Proponents argue such sovereign crypto infrastructure is necessary, and Bhutan's early, measured approach exemplifies the thoughtful integration needed in global finance.

Foresight News1 h fa

A Country That Mined Bitcoin for 8 Years Has Built Its Own Dedicated Crypto Bank

Foresight News1 h fa

Trading

Spot
Futures

Articoli Popolari

Come comprare EIGEN

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

290 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare EIGEN

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 EIGEN EIGEN sono presentate come di seguito.

活动图片