Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

Odaily星球日报Pubblicato 2023-11-13Pubblicato ultima volta 2023-11-13

Introduzione

调整Starknet交易内部结构,支持添加STRK为费用代币。

原创 | Odaily星球日报

作者 | Azuma

Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

11 月 12 日晚,Starknet 关于 v0.13.0 版本的升级公告在社区内引发了广泛讨论,原因在于该升级内容内明确提及了 Starknet 已生成但尚未流通的 STRK 代币(暂时仅通过少数委托代表发挥治理效用),因此该公告也被许多社区成员解读为 Starknet 即将进行 STRK 的正式分发,包括对社区进行大规模空投。

那么,昨晚的升级公告到底说了些什么呢?让我们回到原文去具体了解一番。

Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

由上图可见,昨晚 Starknet 社区论坛内的这起公告主要涉及到了对 v0.12.3 和 v0.13.0 两个版本的具体规划,抛开作为小版本优化的 v0.12.3 版本不提,让我们把目光聚焦在 v0.13.0 大版本升级之上。

简单来说,v0.13.0 升级的主要内容是新交易类型 V3, 这是关于 Starknet 交易内部结构的一次迭代,其目的是为了让 Starknet 网络能够支持未来的一些功能升级,从而允许应用层进行更复杂的构建。

  • 比如 V3 将激活费用市场(Fee market),你可以简单将其理解为 Starknet 未来也会有类似以太坊主网的费用竞价机制,网络拥堵时价高者先行;

  • 再比如 V3 将激活支付管理器(Paymaster ),你可以简单将其理解为一个更灵活的费用支付机制,允许交易发送方之外的的第三方进行费用支付;

  • 而关于 STRK 的描述其实仅有一句,原文是这么说的:“v0.13.0 将引入一种全新的交易类型 V3,该交易类型旨在为实现 Straknet 未来路线图上的部分功能奠定基础,包括在 ETH 之外添加 STRK 作为新的费用代币……”

虽然描述仅有只言片语,但从公告的引申资料中,我们却可以获悉关于添加 STRK 作为费用代币的更多细节。

10 月 23 日,Starkware(Starknet 开发团队)的产品经理 Ohad Barta 曾在社区治理论坛内提交过一份关于此议案的讨论贴

Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

Ohad 在贴内附录了一份他与另一位 Starkware 产品经理 Evyatar Oster 共同编写的 Github 资料,其内详述了添加 STRK 作为新的费用代币所需进行的协议及 API 更新。从该资料内,我们大致可以获悉以下信息:

Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

  1. 添加 STRK 作为新费用代币需要通过新的费用类型 V3 实现,但旧的交易类型同时也会共存,从而保持 ETH 继续作为费用代币的效用

  2. 使用 STRK 进行费用支付,需要依赖预言机提供 STRK <> ETH 的实时喂价,短期内 Starknet 将采用偏中心化的 Pragma 预言机作为临时方案,长期的去中心化方案则需要通过未来的治理实现。

  3. 由于在费用收取环节引入 STRK <> ETH 兑换,因此可能会招来潜在的汇率攻击,但 Starkware 方面评估认为排序器和用户所面临的潜在损失均较小,而攻击所需要的成本理论上则相当大。

总而言之,从这份发布于三周前的资料中可以看出,Starknet 很早之前就已对添加 STRK 作为费用代币进行过规划,且已整理好了潜在改动所需统一的具体规格。

而昨晚 v0.13.0 升级公告的实际意义则在于,明确了此项升级的具体时间安排 —— 2024 年 1 月 22 日进行主网启动投票。

Starknet空投在即?提及STRK的v0.13.0升级到底要做什么?

然而,这也并不能解读为 Starknet 将会在明年 1 月 22 日前大规模分发 STRK,因为公告仅仅提及了“V3 将是添加 STRK 作为费用代币的基础”,可推导出的结论仅有“先引入 V3,再激活 STRK 作为费用代币”,至于是在此之前还是之后分发 STRK 则并未提及,所以将此作为“Starknet 即将空投”的直接依据并不合理。

不过从相对意义上来看,v0.13.0 的落地确实可解读为 Starknet 正在逐步推进其路线图规划,这或许也可以理解为我们距离 STRK 的大规模分发(包括空投)正在越来越近吧。 

Letture associate

Focus: Five Leading AI Stocks on Nasdaq

The report analyzes five Nasdaq-listed AI infrastructure stocks—Micron (MU), MaxLinear (MXL), AMD, Lumentum (LITE), and Vicor (VICR)—as distinct plays within the AI capital expenditure chain, rather than a single "AI trade." While all benefit from AI data center spending, they differ in their specific roles (e.g., memory, computing, optics, power, connectivity), financial resilience, and risk profiles. The author argues that the key question is not whether the AI narrative remains intact, but whether capital expenditure translates into real orders, earnings justify valuations, and portfolios can withstand high volatility. Historical data shows these stocks have significantly outperformed benchmarks but also experienced deeper drawdowns (~28% to -32%), highlighting their high-beta, high-volatility nature. An investment framework is proposed: core positions (e.g., MU, AMD) for stocks with stronger fundamental evidence; satellite positions (e.g., LITE, VICR) for high-potential, high-volatility names; and cautious observation (e.g., MXL) for smaller-cap ideas with unproven financials. The emphasis is on disciplined, phased buying during pullbacks—only when price corrections align with intact fundamentals and available risk budget—rather than emotional "buy-the-dip" strategies. Overall, AI infrastructure offers long-term potential, but success requires strict position sizing, role definition for each holding, and preparedness for significant volatility.

marsbit1 h fa

Focus: Five Leading AI Stocks on Nasdaq

marsbit1 h fa

Will UNI Reach $100 in Four Years? Will Standard Chartered's Prediction Come True?

TL;DR: - According to reports, Standard Chartered Bank has published a research report on Uniswap, setting a 2030 price target of $100 for the UNI token. - The bank's core logic is that the tokenization of assets will drive demand for open DeFi liquidity, and Uniswap could capture significant trading volume and fee revenue. - However, most institutional-grade tokenized products are permissioned, and the example of BlackRock's BUIDL shows that DeFi still faces significant access barriers. Standard Chartered's $100 target for UNI by 2030 is based on the hypothesis that tokenized assets will grow massively and a significant portion will flow into open DeFi markets, requiring decentralized exchange platforms like Uniswap for liquidity. The bank forecasts tokenized assets could reach $4 trillion by 2028, with up to 30% in DeFi by 2030. The key question is whether tokenized assets like treasuries and funds will trade in open, decentralized markets or remain within closed, permissioned institutional systems. This directly impacts Uniswap's potential growth. A real-world example is BlackRock's BUIDL fund, which, while using UniswapX for trading, is strictly limited to pre-approved, whitelisted institutional participants. This highlights the current trend: institutions may leverage DeFi infrastructure but maintain strict control over access and transfers. Furthermore, for UNI's value to rise significantly, Uniswap must establish a clear value-capture mechanism, such as the approved fee switch and token burn proposal. Regulatory and interoperability hurdles also persist, as noted by bodies like the Financial Stability Board. In summary, Standard Chartered's bold prediction hinges on the future flow of tokenized asset liquidity. While it signals institutional recognition of DeFi's potential, the path to $100 depends on overcoming current permissioned models and enabling truly open, cross-asset liquidity pools on platforms like Uniswap.

Foresight News1 h fa

Will UNI Reach $100 in Four Years? Will Standard Chartered's Prediction Come True?

Foresight News1 h fa

Odaily Editorial Team Tea Talk (June 17)

Odaily Editorial Team Casual Chat (June 17) This is an informal column sharing real-time thoughts from Odaily's editorial team on industry news, data, and events. The content is based on actual investment and observations, does not constitute investment advice, and aims to expand perspectives. Azuma shared recent operations: small-scale buys in crypto (mainly BTC) at relatively high levels, a small addition to HOOD stock, and participation in World Cup prediction markets. He also discussed Hyperliquid, noting that while its token HYPE has performed well, its high price may hinder the expansion of its HIP-3 ecosystem by making market creation cost-prohibitive, potentially limiting the platform to just one major market (trade.xyz). Suzz emphasized the importance of a calm mindset in investing, stating that markets offer perpetual opportunities. He warned against "hindsight bias," where past opportunities seem obvious, and stressed that the present always holds new chances for those with the right knowledge and temperament. Golem analyzed SpaceX's acquisition of AI tool Cursor's parent company, Anysphere, for $60 billion paid entirely in SpaceX stock. He speculated whether Musk's interests might work to keep SpaceX's trading volume and market cap high in the short term to reduce the actual equity cost of the deal, noting current high retail investor enthusiasm. Wenser shared a market outlook: cautiously bullish on BTC, monitoring SpaceX stock post-IPO for a potential rise, observing World Cup trends favoring strong teams, and noting the continued strength of Japanese and Korean stocks. He highlighted Anthropic's potential for a massive future IPO and the defensive investment logic in "picks and shovels" AI infrastructure. Qin Xiaofeng discussed trading HYPE around $56-$70, viewing the $50-$60 range as long-term support due to Hyperliquid's dominance in on-chain traditional asset trading and its substantial fee revenue used to buy back HYPE. On ETH, he noted a divide between disappointed crypto natives and bullish traditional investors like Tom Lee, personally viewing current ETH prices as undervalued.

Odaily星球日报1 h fa

Odaily Editorial Team Tea Talk (June 17)

Odaily星球日报1 h fa

Trading

Spot
Futures
活动图片