每周热搜 | PANDORA 疯涨，你 404 了么？

foresightnewsPubblicato 2024-02-08Pubblicato ultima volta 2024-02-09

Introduzione

404 叙事之外，「春晚炒 meme」的 Web3 新年俗加持下，今晚，你准备好了么？

404 叙事之外，「春晚炒 meme」的 Web3 新年俗加持下，今晚，你准备好了么？


撰文：Frank，Foresight News

制图：Kiet，Foresight News


注：「每周热搜」统计自 Foresight News 上周五至本周五（2 月 2 日至 2 月 8 日）的用户搜索结果，同时对相同概念的大小写进行了合并处理。


本周最吸引眼球的，无疑就是以涨服人的「PANDORA」以及背后逐步起势的「ERC404」叙事，作为重新引领图币二象性的代表项目，既能在 OpenSea 交易，也能在 Uniswap 交易的 PANDORA 再次重复了类铭文的 ORDI 式崛起路径：通过一天翻倍、数天 N 倍的狂暴涨幅（推荐阅读《Pandora 飙升背后的 ERC404，还有何机会？》）。


虽然此前关于 SFT 等兼具 FT 与 NFT 的代币标准和相关项目也并不鲜见，但都未能掀起 PANDORA 这么大的市场水花，也没能引发市场推出后续仿盘的影响力外溢趋势，只能说 PANDORA 此次爆发抓住了天时地利人和，是一次新叙事操盘的典例。


Foresight News 也在本周采访到了 Pandora 联合创始人 Ctrl，就 ERC404 命名为 404 的原因、Pandora 的经济模型、未来计划以及 ERC404 在哪些领域具有潜力等细分问题进行了进一步的探讨，具体内容参见《专访 Pandora 联创：故事起源于一次损失惨重的 Rug》。



「Dymension」是本周的另一个「空投」热点，ATOM 以及 TIA 质押用户也迎来了一波过年红包小福利，而且代币「DYM」在上线币安之后表现也相当强势，截至发文时已经连涨数日，屡创新高，纵向来看，近期泛模块化相关概念项目的表现都可圈可点，也是一个值得长线关注的叙事。


自从上周 ZetaChain 正式启动主网并开放「ZETA」代币的申领之后，Bitget、币安等多家交易所也已相继上线交易，全链能否在 2024 年重新变得性感起来值得期待（推荐阅读《创新的架构背后，ZetaChain 的真正价值何在?》）。


「Farcaster」则在本周也上演了一波流量盛宴，自 1 月 26 日推出内嵌小程序 Frames 以来日活跃用户增长超 10 倍，创下历史新高，尤其是相关的 meme 代币炒作再度提供了成百上千倍的暴富故事素材，不断挑拨大家的神经。


作为加密赛道或者说 Web3 领域的（次）新物种，SocialFi 的想象空间已经毋庸置疑，但至少就过去的经验来说，金融化之外的 Web3 产品很难在加密领域迎来真正的长久资金关注或炒作，所以 Farcaster 能否在 2024 年重新带动起整个 SocialFi 赛道，倒是一个值得期待的变量。


支棱了许久，几乎让人遗忘宕机属性的「Solana」，在本周意外有似乎合理地迎来了久违的宕机事件，算是给兔年画上一道诙谐的收尾，不过团队反应速度也很快，很快就发布新版本并协调网络完成重启、恢复出块。


此外，Solana 第二代手机的预定也在本周引发不小的关注，尤其是在不到三周的时间内预定量就超过 6 万份，充分说明了市场基于一代的「高回报」而对未来 Solana 生态子项目空投寄予了厚望。


比特币生态尤其是比特币 Layer2 项目相关的热度也在明眼可见地提高，尤其是开放主网质押的「Merlin」引领了一波比特币社区和跨以太坊社区（ETH、USDT、USDC 质押）的热度，也让不少资金开始观望比特币生态接下来可能涌现的参与机会，后续可能会形成新的连片热点。


以太坊重质押依旧是本周的上榜热词，且「EigenLayer」在 2 月 6 日重新开放再质押窗口之后，TVL 迅速突破 30 亿美元大关，8 小时流入超 12 亿美元，堪称恐怖（推荐阅读《8 小时流入 12 亿美元，EigenLayer 将交出什么答卷？》）


随后更是在本周内又连续涨破 40 亿美元、50 亿美元的整数级大关，截至发文时已经高达 56 亿美元，短短一周内翻倍有余，除此之外，「Puffer」的 TVL 增长趋势也持续高涨，增长幅度超 100%，截至发文时近 8 亿美元。


总的来看 Restaking 叙事俨然已经成为目前市场资金的最大风口之一（推荐阅读《Restaking 赛道大盘点，「质押年」不容错过的项目知多少？》），Foresight News 最新的「创作者说」也以「再质押起势，会是 2024 年最大的风口吗？」的主题邀请了一众优秀创作者分享他们对再质押赛道的看法，参见《创作者说 | 再质押起势，会是 2024 年最大的风口吗？》）。


「PYTH」自从 1 个月前的大跌触及 0.2 USDT 左右的低位区域后，伴随着市场清晰的回暖，尤其是币安上线现货等诸多因素的催动，稳步上涨至历史高位，作为和 INJ 同样背后有 Jump 身影的赛道头部明星项目，PYTH 的后市操盘逻辑格外值得关注。


「Ronin」事件在本周一度发酵，引发了社区长期以来头部大所老鼠仓与内幕管理的意见爆发与大辩论，币安联合创始人何一也及时公布了针对币安上币信息疑似泄露问题的 6 条调整举措，包括高额悬赏激励与行业黑名单等强力举措，至于实际后效，有待留观。


此外，作为辞兔迎龙的收官热搜，关于龙相关 meme 炒作也可能在今晚的央视春晚迎来一波小高潮，毕竟肇始于 2022 年春晚沈腾小品的 Dogeking 与 2023 岳云鹏相声的 chicken，算是开启了「春晚炒 meme」的 Web3 过年独有习俗。


那今年的春晚语言类项目究竟能否诞生新的 meme 之王，相信大家也都已经准备好资金，摩拳擦掌等待今晚的节目（推荐阅读《春晚买什么土狗能发财?》）。



本周 Mirror 热搜榜中的「Merlin」、「空投」与站内热搜联动，作者榜方面，空投教程类的比例有所回升：


1.KeplrX.nft（项目介绍）

2.joy（空投教程）

3.killthewolf.eth（空投教程）

4.holmberg15a.eth（行业观察）

5.0xa9fC（空投教程）

6.deficryptovaults.eth（行业观察）

7.0x7Bd1（行业观察）

8.typpak.eth（空投教程）

9.ty1024.eth（空投教程）

10.0xzhaozhao.eth（空投教程）

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