Omnicat暴涨50倍,还有哪些全链项目值得关注?

Odaily星球日报Pubblicato 2023-12-25Pubblicato ultima volta 2023-12-25

Introduzione

全链叙事,或许即将开始流行。

原文作者:深潮 TechFlow

圣诞前夕,土狗热潮继续上演。

12 月 22 日,一个名为 omnicat 的 Meme 项目悄然出现,其代币 OMNI 在开盘的短短 24 小时内,涨幅超过了惊人的 50 倍,让此前一众表现亮眼的猫狗鸡龙等宠物 Meme 们黯然失色。

价格的急剧拉升快速吸引热度,也让市场的关注焦点开始发生转移。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

如果你在 Dexscreener 等链上交易工具上搜索 OMNI,就会发现一个奇特的现象:

不同于某个 Meme 币寄生于单一公链,omnicat 几乎在各个主流链上都有流动性。仔细查看合约,你也会发现这并不是一个 omnicat 在一条链上成功了,然后在其他链上出现了一堆的抄袭和仿盘;而是每条链上都有一个名为"OMNI"开头的合约。

并且每一条链上的 OMNI,价格也几乎相差无几。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

很显然,omnicat 是一个“全链”Meme 币。

请注意,在交易场景下,全链和跨链有本质区别。前者并不在意你用哪条链和什么币作为 gas 费;后者则需要你将资产从一条链转移到另一条链才能买到代币。

明显是前者交易效率更高,受众更广。对于链上 Degen 来说,这可能比使用某些交易所 Web3钱包来自动跨链和计算 gas 费更加方便 --- 看看你哪条链上资产更多,冲就完事了。

而如果你进一步查看 omnicat 的推特账号,其在介绍中甚至直接写出“我们是第一个全链(omnichain)meme 币,并且由 Layerzero 提供支持。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

ominicat 的这只猫形象看起来平平无奇,但使用 Omnichain 技术让 Meme 币全面覆盖各个生态还是头一回。

Meme 土狗们,流行的背后固然有造型和文化内涵的因素;但一个 Meme 快速被价格发现并被爆拉,也体现了市场对于叙事转换开始买账:

全链叙事,或许即将开始流行。

复习一下什么是“全链”

说到全链,一些新读者很容易联想到“全链游戏”。

实际上,此全链非彼全链。

全链游戏是指将整个游戏的运行逻辑全部放在链上,与传统游戏中部分游戏逻辑在链下形成对比。

而以上述 omnicat 为代表的 meme 币,全链则是在各个链上都可以部署资产。

因此,对全链游戏来说,“全”是指“全部”;而对目前的 omnicat 来说,“全”是指“多个”。

去年 7 月,Vitalik 在以太坊论坛中就提到,未来将是多链的,但不会是跨链的,因为跨越多个“主权区域”的桥存在基本的安全限制。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

(相关阅读:《Vitalik:未来将是多链的,对跨链应用持悲观态度》

提到多链,实际上指区块链的互操作性,允许不同的区块链相互通信和交互(可以是将信息、元数据和资产从一条链发送到另一条链上)。

为了解决这些问题,并打破跨链技术的壁垒,一种被称为“全链”(Omnichain)的形式应运而生。

全链互操作性通过打破跨链的限制,使所有区块链都可互操作,并将 EVM 和非 EVM 兼容的链聚集在一起,构建了一个互联的 DeFi 多链生态系统,从而解锁了跨链的可组合性。

在全链(Omnichain)这一技术背景下,最为人熟知的当属 Layerzero。

LayerZero 是一个通用的数据信息通信的基础协议,它以一种安全和简单的方式在链上传输信息,以实现应用间的跨链通信。通过在相应链上部署 "LayerZero Endpoints"(它们由智能合约组成的轻量级客户端,具有沟通、验证和网络功能),用户可以在单一的无信任和安全交易中实现跨链通信。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

(相关阅读:《一文窥探 LayerZero 的全链野心:连接万链,打通一切》

omnicat 官推显示的“由 Layerzero 提供技术支持”,大概率也是运用了上述技术来实现。

还有哪些全链项目值得关注?

omnicat 已经迎来价格发现,暴涨之余也让市场重新看到了“全链叙事”的潜力。

除了 Meme 之外,还有哪些运用全链(Omnichain)技术的项目值得关注?

Metazero : 致力于将现实游戏资产进行全链代币化

Omnicat暴涨50倍,还有哪些全链项目值得关注?

MetaZero 被定位为一个创新性的合成流动性层(synthetic liquidity layer)协议,旨在通过 LayerZero 提供的技术,将现实世界中的游戏资产的,进行代币化并且能在不同的链上进行流通。

该项目的目标是将玩家的游戏资产从传统游戏市场的框架中释放出来,赋予更多链上交易的价值。

以著名的射击游戏 CS 2 举例,目前 CS 2 中的游戏皮肤具有不同的品质,且顶级品质的皮肤价格不菲,有些甚至能够以六位数的价格进行成交。

但这类游戏资产的交易并不是特别方便,流动性也谈不上特别好,一般在官方 steam 市场和第三方交易平台上进行流通,且各国各地都有不同的平台提供服务。

使用 MetaZero,可以利用区块链技术和彻底的身份验证过程,将创建这些资产的合成链上版本,直接与链下对应物形成一一映射。

游戏中的原始资产其实也算一种 RWA,在 MetaZero 的业务流程中,资产的价值可以反映在 NFT 中,使代币化成为可能,并最终打破了游戏资产仅在局部游戏社区流动的障碍,并向更大的投资受众开放了传统游戏资产市场。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

从其官推也可以看到,MetaZero 下周也会启动创世 ONFT 的 Mint。从命名上来看,这类 NFT 应该也是全链的,可以在各个链上发行,并且对应到 CS 2 游戏中的限量枪械和道具皮肤。

此外,项目的代币 MZERO 也于 12 月 22 日在 Uniswap 上线。截止发稿时,MZERO 的市值仅为 730 万美金左右, 24 小时涨幅也达到了惊人的 85 倍。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

而根据链上地址监测,DWF 合伙人地址也于近期买入 MZERO。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

Omnisea: 全链 NFT Launchpad

Omnicat暴涨50倍,还有哪些全链项目值得关注?

从名字上就能看出 Omnisea 实际上是想做 NFT 领域的另一个 Opensea。

Omnisea 是一个基于 LayerZero 和 Axelar Network 的全链 NFT Launchpad,创作者可以在平台上发行可基于 LayerZero 跨链的 NFT。

在核心层面上,Omnisea 是全链资产创建协议,可以轻松部署 ONFT。所有通过 Omnisea 铸造的 NFT 都使用 LayerZero 跨链消息传递。

同时,项目还打造了 OmniseaPortal 合约:一个跨链可组合且无需许可的 NFT 桥,支持所有现有的 ERC 721 NFT collection,并且可以轻松的让第三方协议进行集成。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

项目的代币为 OSEA,总量分配上: - 55% 为生态基金(用于治理),初始解锁 5% ,剩下 50% 于 2 年锁仓期后开始线性解锁,一直持续 50 年。

- 30% 为流动性(用于组池子、上所和给 OSEA 持有者奖励),初始解锁 10% ,剩下 20% 5 年内线性解锁。

- 15% 为团队所有,初始解锁 5% ,剩下 10% 2 年内线性解锁。

从代币近期表现看, 30 天涨幅为 30% 左右,市值仅为 47 万美金左右,在近期的一波小牛市中表现谈不上特别亮眼,并且 OSEA 支持的交易市场并不多,交易规模也受到了一定的限制。

但其官推显示 V3版本即将上线,支持用不同的公链无缝交易 NFT,无需切换网络;同时支持更多如 ERC-1155 和 ERC-20 标准的资产,并且能够快速创建 NFT,或许会成为一个良好的预期和催化剂。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

Gh 0 stly Gh 0 sts:第一个 Omnichain NFT

Gh 0 stly Gh 0 sts 是第一个 Omnichain NFT 系列,由 Layer Zero Labs 提供支持。 Gh 0 sts 横跨 7 个 EVM 链:- 以太坊- Arbitrum- Optimism- Binance Smart Chain. Avalanche- Polygon- Fantom

对于 NFT 的造型设计和文化内核,笔者在此不做过多深入分析。

Gh 0 stly Gh 0 sts 并不算一个新项目,去年 4 月其 NFT 系列已经上线。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

但在最近一两天的时间内,其地板价上涨 70% 左右,目前来到 0.2 E 左右,同时交易量和销售量都迎来了大幅增加。一方面这可能是由于 Ominicat 的 meme 代币引领了全链叙事的热潮,另一方面我们也可以从其官推中看到,Layerzero 在最近提到了自己的代币设计,同时V2版本也即将发布。

这可能也增加了持有 Gh 0 stly Gh 0 sts 以获取空投代币的预期,或者也表明了市场在博取持有全链概念 NFT 以获取更多营销活动机会的可能。

Omnicat暴涨50倍,还有哪些全链项目值得关注?

从 Solana 的复苏,到 Avalanche 的追赶,我们可以观察到,资金和叙事总是在不同的链上进行轮转。

现在,市场的注意力来到了全链上。

全链相关的 Meme 可能只是一个开始,更多处在全链叙事中的项目,在有稳固基本面支撑的情况下,或许会迎来更好的表现。

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