本周前瞻 | Jupiter 代币 JUP 上线，Sepolia 迎来 Dencun 升级

Foresight NewsPubblicato 2024-01-28Pubblicato ultima volta 2024-02-01

Introduzione

一览未来一周最值得关注的行业大事件及项目重要进展。

Magic Eden 或将于 1 月 29 日正式推出其多链钱包。
谷歌从 1 月 29 日起允许某些加密货币产品在其搜索引擎上投放广告。
以太坊测试网 Sepolia 于 1 月 30 日进行 Dencun 升级。
Jupiter 将于 1 月 31 日推出代币 JUP。
价值约 9000 万美元 DYDX 于 2 月 1 日解锁。

本周（2024 年 1 月 29 日 - 2 月 4 日）Web3 大事件不容错过，下图是本周精彩预告：

Foresight News 日历实时更新，访问更新更全 Web3 事件
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重要事件

以太坊测试网 Sepolia 于 1 月 30 日进行 Dencun 升级，此外测试网 Holesky 于 2 月 7 日进行 Dencun 升级，若一切进展顺利，以太坊主网将于 2 月底或 3 月初激活 Dencun 升级。以太坊 Dencun 升级的核心是通过 EIP-4844 引入 Blob 承载交易，该升级旨在大幅降低 L2 成本，为扩容奠定基础。

科技巨头谷歌更新广告政策，将从 1 月 29 日起允许某些加密货币产品在其搜索引擎上投放广告，包括比特币现货 ETF 在内的广告，但谷歌要求此类广告的广告商需要获得认证并满足谷歌的具体要求。面对违规行为，谷歌将至少提前 7 天向违规者发出警告，若不执行，帐户可能面临暂停。

Solana 生态交易聚合器 Jupiter 协议代币 JUP 将于北京时间 1 月 31 日 23:00 推出，JUP 的首次空投面向 955000 名符合条件的用户开放，这些用户在 2023 年 11 月的快照日期之前达到了 1000 美元的交易量要求。Solana 注册量上周因为 Jupiter 发放的测试 Meme 币 WEN 空投而飙升至历史新高，Meme 币 WEN 的空投申领将于今日 23:00 截止，届时所有未申领的 WEN 将被销毁，截至发稿时，近一半的空投仍无人认领。

项目进展

NFT 市场 Magic Eden发布预告视频并配文「Monday」，视频中出现带有 Magic Eden 图标的多链钱包，以及比特币、以太坊、Solana 和 Polygon 图标，或暗示将于 1 月 29 日正式推出其多链钱包。此前，该钱包于 2023 年底首次向少量用户发布，支持比特币、Solana、以太坊和 Polygon 之间的即时加密货币兑换。用户将能通过使用 Magic Eden 钱包获得奖励，该钱包和浏览器插件将于 1 月底在全球推出。

Starknet 计划于北京时间 1 月 30 日 17:00 在 Goerli 测试网上进行压力测试，测试将持续数小时，届时可能造成 Starknet Goerli 测试网拥堵，导致测试网上交易执行前的长时间等待，其他网络，包括主网和 Sepolia 测试网将不受影响。

专注于 NFT 的以太坊 Layer2 网络 Frame 主网以及第二章（Chapter 2）空投将于 2024 年 1 月 31 日启动，重点关注创作者、开发者和网络用户。

BNB Greenfield 测试网将于 2 月 1 日进行Hulunbeier 硬分叉，主网预计在在 2 月 22 日进行 Hulunbeier 硬分叉。此次升级要求验证者和存储提供者（SP）更新至最新版本，不会影响账户余额或存储数据。新功能包括 Greenfield 跨链权限模块和存储提供者退出的简化实现。此外，对存储提供者进行了数据恢复和 Blocksyncer 性能提升等更新。

L1 区块链 Nibiru 将于北京时间 2024 年 2 月 2 日 2:00 在 CoinList 上开启NIBI 代币销售，此次公募的代币供应量为 6000 万枚 NIBI 代币（占总供应量的 4%）；价格 0.05 美元，2024 年 2 月 26 日左右解锁 10%，随后 12 个月线性解锁；初始购买限额最低 50 美元，最高 2000 美元（仅限 USDT/USDC）。为了获得参加 Nibiru 社区销售的资格，用户的 CoinList 钱包需要在注册截止日期（北京时间 1 月 29 日 20:00）之前存有最低购买金额（50 美元的 USDT 或 USDC）。

活动预告

StarkWare 黑客马拉松 Cairo Workshop 注册截止日期为 1 月 29 日。
Binance Labs 第 7 季 MVB 加速器计划项目申请延长开放至 1 月 31 日，涵盖 AI 驱动的 DApp、用户友好的社交网络、全链游戏、数字身份和声誉、使用 BNB Greenfield 的內容和数据平台 5 个维度。

代币解锁

据 Token Unlocks 数据显示，本周 OP、DYDX 等代币将迎来一次性大额解锁，总计释放价值约 2.36 亿美元。其中价值约 7441 万美元 OP 于 1 月 30 日解锁，约 9100 万美元 DYDX 于 2 月 1 日解锁。

投票治理

Gitcoin 关于降低链上和链下 GTC 投票门槛的提案将于 1 月 31 日投票截止，该提案是对先前提案的修正，此前将链上和链下投票的法定人数门槛从 250 万枚 GTC 降低到 100 万枚 GTC 的提案在实施过程中遇到了一些技术困难，此次提案将把初始提案门槛从 100 万枚降低到 15 万枚 GTC。

韩国互联网巨头 Kakao 开发的区块链 Klaytn 背后的机构 Klaytn 基金会与日本社交巨头 LINE 开发的 Finschia 区块链运营商 Finschia 基金会合作，提议将两个现有区块链合并成一个新的主网，「Finschia 与 Klaytn 主网合并提案」投票将于北京时间 2 月 2 日 13:22 截止。

Crypto di tendenza

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Letture associate

Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

AI investor Leopold Aschenbrenner has made a significant portfolio shift, taking a $9 billion nominal short position against top AI infrastructure stocks like NVIDIA, ASML, and Oracle. Simultaneously, he is redirecting capital towards what he sees as the next critical bottlenecks in the AI boom: power, memory, and data center networking, alongside private investments in AI model companies like Anthropic. This move is interpreted not as a call that the AI bubble has burst, but as a rotation within the infrastructure stack. The analysis highlights NVIDIA's recent $25 billion bond issuance as a potential signal, questioning why a cash-rich company would seek external debt despite high profits and increased dividends/buybacks. The core investment thesis is that the initial, crowded "picks and shovels" trade in semiconductors is maturing. The next wave of capital is expected to flow into the physical and logistical constraints of AI expansion: electricity supply, memory chip capacity, data center construction, and enabling technologies like optical networking (fiber) for high-bandwidth communication, where copper remains crucial for short distances. Aschenbrenner's substantial (approx. 20% of fund) private stake in Anthropic is noted as a key part of his strategy—investing directly in the "mine" (AI models) rather than just the "shovels." The discussion concludes that while certain segments may be overvalued, the overarching AI infrastructure demand driven by real product usage remains robust. The most promising long-term investments are seen in essential, non-sexy infrastructure—particularly energy and power companies—whose demand is viewed as a global constant irrespective of AI's cyclicality.

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Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

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BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

The crypto market is currently in an adjustment phase driven by policy expectations and liquidity shifts. Despite a brief rebound fueled by geopolitical easing and SpaceX's strong IPO performance, unexpectedly hawkish signals from new Fed Chair Kevin Warsh have removed anticipated easing support. Concurrently, stablecoin liquidity is shrinking, with insufficient new capital inflows, pushing the market into a typically quiet summer period. Pricing lacks catalysts for a sustained rally. Daily trading volume has significantly contracted, stablecoin growth has slowed markedly, and the supportive effect of Strategy's (formerly MicroStrategy) STRC preferred stock-financed Bitcoin purchases is fading. Amid policy uncertainty, seasonal weakness, and liquidity contraction, Bitcoin faces near-term downward pressure. Warsh's hawkish pivot and refusal to provide a clear policy outlook have increased risk premiums, historically unfavorable for Bitcoin. Technically, the trend remains bearish below $73,700, with $62,446 as critical support. A break below could accelerate declines, though a prolonged consolidation phase, similar to 2022's bottoming process, is possible. Liquidity is a core constraint. Current daily volume is around $500 billion, roughly 25% of the peak during the July-Oct 2025 rally. The 12-month growth rates for USDT and USDC have fallen to ~20%, with 6-month growth near zero, indicating weak new inflows. Bitcoin ETF and Strategy-driven inflows have also weakened, with a 30-day rolling net outflow. With inflation at 4.2% above the Fed's target, combined hawkish policy, seasonal factors, and liquidity shortages challenge Bitcoin's ability to hold above $60,000. However, this adjustment phase may be forming a cyclical low this summer, potentially setting the stage for the next bull cycle.

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BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

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Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

Crypto miners are facing increasing pressure amid weak digital asset markets, pushing many to pivot towards AI infrastructure as a new growth avenue. Leveraging existing assets like power resources, land, and cooling systems, miners can convert facilities for AI compute at lower costs. This transition narrative has fueled significant stock rallies, with some miners' shares outperforming Bitcoin year-to-date. Market valuations have diverged, with pioneers like CoreWeave reaching a multi-billion dollar valuation, while others lag. The shift is driven by AI's explosive demand for data centers and compute, with clients willing to pay premiums for power and space. However, the transformation is capital-intensive, requiring massive funding for GPU procurement and facility upgrades, with an estimated short-term funding gap of $50 billion. Miners are raising capital through convertible bonds, Bitcoin sales, and securing long-term AI contracts to finance the build-out. While AI offers greater long-term potential than mining, success hinges on execution, timely project delivery, and securing quality tenants, moving the valuation focus from power capacity to cash flow and return metrics.

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Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

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Who Makes the Best Use of Claude Code? The Answer Might Not Be Programmers

Claude Code Usage Report Summary (Based on ~400k sessions) Core Finding: In agentic programming with Claude Code, a clear division of labor has emerged: humans primarily decide *what* to build (planning decisions), while Claude decides *how* to build it (execution decisions). Key Insights: 1. **Effectiveness is not limited to programmers.** In code-generation tasks, success rates for users in non-technical fields (law, finance, management, research) are nearing those of software engineers. What matters most is the user's domain expertise and understanding of the problem to be solved. 2. **Domain expertise drives success and efficiency.** Sessions where users exhibited "expert" proficiency in the task's domain saw verified success rates double compared to "novice" sessions. Experts also delegated more work per instruction, with Claude executing more actions and producing more output. 3. **AI is amplifying, not replacing, domain knowledge.** Claude Code lowers the *implementation* barrier, not the *judgment* barrier. The value of knowing the "what" and "why" is increasing relative to just knowing the "how" to code. 4. **Usage is evolving.** Over a 7-month period (Oct '25 - Apr '26), the share of sessions for debugging halved, while use for software operations, data analysis, and non-code writing roughly doubled. The estimated economic value of typical tasks increased by ~25%. Conclusion: The data suggests coding agents are making programming background less critical for completing technical tasks. However, they reward and amplify deep domain understanding. The ability to successfully direct an AI agent stems more from mastery of a specific field than from coding skill itself. The primary gains come from being competent in a domain; deep specialization adds only marginal additional advantage. This may signal a shift where software creation becomes integrated into various professions.

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Who Makes the Best Use of Claude Code? The Answer Might Not Be Programmers

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Strategy's Preferred Stock STRC Unpegs by 11%, Can Its Perpetual Motion Machine Keep Spinning?

The preferred stock STRC issued by Strategy (MicroStrategy) has depegged over 11% from its $100 target par value, raising questions about the sustainability of the company's capital flywheel strategy. STRC, a perpetual preferred stock designed to trade around $100, serves as a key engine for Strategy's expansion, allowing it to raise fiat currency via at-the-market offerings to buy Bitcoin without diluting common shareholder equity. Its depegging, despite dividend rate hikes, suggests market concerns extend beyond yield to the core stability of Strategy's model. Analysts point to potential leveraged unwinding and, more critically, worries about Strategy's liquidity. While the company cites its massive Bitcoin holdings as covering decades of dividends, a recent small BTC sale—a first—has shaken confidence in its "never sell" narrative. If STRC remains discounted, impairing Strategy's fundraising ability, fears may grow that the company could be forced to sell Bitcoin to meet obligations, potentially turning a major market buyer into a seller and exerting significant downward pressure on Bitcoin's price.

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Strategy's Preferred Stock STRC Unpegs by 11%, Can Its Perpetual Motion Machine Keep Spinning?

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Come comprare JUP

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

135 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

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 JUP JUP sono presentate come di seguito.