本周前瞻 | EigenLayer 开放 LST 存款，2.28 亿美元 APT 迎来解锁

foresightnewsPublished on 2024-02-04Last updated on 2024-02-05

Abstract

一览未来一周最值得关注的行业大事件及项目重要进展。

一览未来一周最值得关注的行业大事件及项目重要进展。

 

  1. EigenLayer 2 月 6 日开放 LST 存款窗口。
  2. 美 SEC 将 Invesco Galaxy 以太坊现货 ETF 决定推迟至 2 月 6 日。
  3. 以太坊测试网 Holesky 于 2 月 7 日进行 Dencun 升级。
  4. Solana Mobile 2.0 第一次 Chapter2 排行榜快照于 2 月 7 日拍摄。
  5. 价值约 2.28 亿美元 APT 于 2 月 11 日解锁。

 

本周（2024 年 2 月 5 日 - 2 月 11 日）Web3 大事件不容错过，下图是本周精彩预告：



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重要事件

 

以太坊上再质押协议 EigenLayer 推迟至 2 月 6 日 04:00 至 2 月 10 日 04:00 再次开放 LST 再质押窗口，届时将引入 sfrxETH、mETH 和 LsETH 三种新 LST，且为所有 LST 取消上限。同时，与 EigenLayer 相关的多个质押 / 再质押赛道有重要的项目进展：多链收益协议 Magpie 创建的 SubDAO 组织 Eigenpie 的 LST 存款窗口开放至 2 月 10 日 3:00，用户可将其 stETH、rETH、mETH、sfrxETH 再质押至 Eigenpie 中；LSD 协议 Puffer Finance 表示户在 2 月 9 日前参与 stETH 和 wstETH 质押可获双倍积分奖励；以太坊再质押协议 Renzo 于 2 月 5 日开放 bETH 存款，2 月 6 日 4:00 支持 wBETH 存款。


推荐阅读：《Restaking 赛道大盘点，「质押年」不容错过的项目知多少？》

 

以太坊测试网 Holesky 于 2 月 7 日进行 Dencun 升级，此前以太坊测试网 Sepolia 于 1 月 30 日顺利进行了 Dencun 升级，若此次升级顺利进行，以太坊开发人员计划于 2 月 8 日确定 Dencun 升级的主网启动日期，此前开发人员曾表示主网升级将于 2 月底或 3 月初进行。Dencun 升级将引入多个 EIP，包括预计将降低 Layer2 交易成本的 proto-dank sharding。

 

美国证券交易委员会（SEC）将 Invesco Galaxy 以太坊现货 ETF 决定截止日期推迟至 2024 年 2 月 6 日，该 ETF 为投资管理公司 Invesco 和 Galaxy Digital 合作，申请的 ETF 名为 Invesco Galaxy 以太坊信托（Invesco Galaxy Ethereum Trust）。此前，彭博 ETF 分析师 Eric Balchunas 表示，他估计以太坊现货 ETF 在 5 月份获得批准的可能性为 70%。


项目进展

 

Solana Mobile 第二代手机宣布将于 UTC 时间 2 月 6 日 19:00（北京时间 2 月 7 日 3:00）拍摄第一次 Chapter2 排行榜快照，将向排行榜上前 1500 名的用户发放不可转让的 Element NFT。

 

Horizen ZEN 5.0.0 于 2 月 7 日在主网上进行硬分叉，硬分叉后用户将无法再进行任何涉及屏蔽地址的交易。官方建议在此之前将资金移出屏蔽池，且不要将资金从屏蔽地址直接存入交易所钱包。

 

Sui 上原生一站式流动性协议 NAVI Protocol 正在 Cetus Launchpad 上进行其治理代币 NAVX 的 IDO ，结束时间为北京时间 2 月 7 日 20:00。

 

活动预告

 

美国货币监理署（OCC）将于 2024 年 2 月 8 日举办一次关于代币化的研讨会，将促进公众讨论现实世界金融资产和负债的代币化潜力，以提高金融结算的效率和稳健性。

 

代币解锁

 

据 Token Unlocks 数据显示，本周 APT、GAL 和 HFT 等代币将迎来一次性大额解锁，其中 Aptos 代币 APT 将于 2 月 11 日 20:00 解锁 2484 万枚，价值约 2.28 亿美元，占流通供应量的 7.34%。

 

投票治理

 

Aave「弃用 Aave V1」提案链上投票于 2 月 6 日结束，Aave v1 已被弃用很长一段时间，但仍然存在一些流动性仍然会在开发和 / 或安全决策做出时进行监控和评估，弃用后以减少运营开销。


「Finschia 与 Klaytn 合并」提案投票将于 2 月 8 日至 2 月 15 日重新开放，此前该提案原定于北京时间 2 月 2 日 13:22 投票截止，但为更好地解释和协调生态系统参与者的意见，该投票将于 1 月 31 日暂停，2 月 1 日至 2 月 7 日为补充说明期，2 月 8 日至 2 月 15 日重新开放投票。


Velodrome 社区扩展 NEXT 流动性计划提案投票截止时间为 2 月 9 日，根据提案，Connext 将在 8 周内，存入价值 5000 美元 NEXT 代币。Velodrome 目前还为参与协议提供每周 1200 枚代币的额外激励。

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