Uniswap推出网页插件钱包，一文解读领取流程与背后用意

Odaily星球日报Pubblicato 2024-02-28Pubblicato ultima volta 2024-02-28

Introduzione

Uniswap Extension功能改进较小，主要旨在将用户导入Uniswap Wallet。

原创 | Odaily星球日报

作者 | 南枳

Uniswap推出网页插件钱包，一文解读领取流程与背后用意

Uniswap Labs 于X 平台发文宣布，即将推出 Uniswap Extension。Uniswap 称其为“首款位于浏览器侧边栏的钱包”，不再有弹出窗口和交易界面，并已开放使用资格申领。

Odaily星球日报将于本文解读如何申请测试资格，这一钱包的功能和特色，以及背后展示的 Uniswap 发展计划。

使用资格申领

加入 Uniswap Extension 的使用资格申领队列需要先获取 uni.eth 用户名。uni.eth 用户名为类似 ENS 的产品，用户能够在 Uniswap 中使用可读名称来代替一长串的0x代码。此外可作为资金的发送和接受地址，并允许持有者通过用户名搜索其他用户，编辑钱包档案并加入头像、建立和社交媒体链接等。

Uniswap 所推出的用户名能够与任何支持 ENS 的 DApp 或者钱包兼容，例如 MetaMask 和 Coinbase。每个钱包最多可以修改两次用户名，但需要注意，Uniswap 用户名不能够转移或者出售。

Uniswap 用户名当前仅限通过 Uniswap Wallet 申领，用户可在 App Store 和 Google Play 下载该钱包。

钱包申领完成后，用户可通过进入“设置”界面，选择计划申领 uni.eth 用户名的钱包，然后为其编辑标签（Edit label）后获取，流程图如下所示。

Uniswap推出网页插件钱包，一文解读领取流程与背后用意

Uniswap推出网页插件钱包，一文解读领取流程与背后用意

申领用户名完成后，用户将自动进入使用资格申请的排队序列当中，越早获得用户名，将获得越靠前的顺位，当通过时将得到来自 Uniswap Wallet 的 App 通知消息。

Uniswap Extension 解析

Uniswap Extension 基本功能及特色

Uniswap Labs 设计副总裁 Callil Capuozzo 在接受 Blockworks 采访时表示，Uniswap Extension 已经开发了一段时间，旨在帮助 Uniswap 成为一个更完整的 swap 平台（complete platform for swapping）。根据官方文档、宣传视频和宣传文案，目前已知的主要特点包括：

  • 侧边栏常驻，即使在多个标签或页面之间切换时也可以便捷访问（也可像常规钱包一样为小窗悬浮操作），下图为侧边常驻时切换网页浏览的效果；

Uniswap推出网页插件钱包，一文解读领取流程与背后用意

  • 快捷导入，用户能够通过二维码将钱包导入 Extension，免去地址恢复流程；

  • 免弹窗交易，在确认 Swap 对象和数量后，直接确认进行交易。

Uniswap推出网页插件钱包，一文解读领取流程与背后用意

能成为颠覆性的产品吗？

根据上一节所述的 Uniswap Extension 特性，可以和 Telegram 交易 Bot 对标，这些 Bot 因其快捷、易上手、功能全面的特性，在 23 年爆火，成为许多人的交易工具首选项。

Telegram 交易 Bot 曾在以下方面改良了 DApp+钱包插件的使用方式：

  • 一键下单，在确认 Swap 对象和数量后，一次性完成交易，免去了授权、点击授权确认、发起交易、确认交易等四个步骤；

  • 账户免登录，PC 端与移动端可同步使用；

  • 高级操作，从易到难包括限价买卖、智能 Gas 调整、跟单、新币狙击、防 MEV 与貔貅、防 RUG 等；

  • 配套信息，包括各类新币通知、聪明钱包跟踪等，部分 Bot 还运营专门面向 Meme 代币交易者的社区，促进用户的交流和购买欲。

通过以上特性，Telegram 交易 Bot 满足了用户“买什么”、“要买的这个代币是否安全”、“如何快速买入”、“如何自动获利了结或止损”的全周期需求，大幅改进了传统的使用方式。

Uniswap Extension 能否实现相近的效果，通过这一扩展将用户导回至 Uniswap？

答案是仅通过这一插件，仍不能吸引用户。Uniswap Extension 仅是提供了一键下单和快捷登录的功能，至于其侧边栏常驻的特性，简化的是“用户确认购买对象→外部工具确认代币安全性→打开 Uniswap→输入信息下单”这一流程，并非对 Telegram 交易 Bot 的颠覆性改进，还相对缺少了许多高级功能。

上述的需求方主要面向需要快速、高频交易的链上 Degen 用户。对于低频交易、长持的巨鲸用户，交易功能方面的需求就更加地少，仅对 uni.eth 用户名有一定需求，但其具备和 ENS 等协议的互相兼容性，实际上仍是同质化产品。

结论

综上，Uniswap Extension 是对目前 Uniswap 交易模式的小幅改良，但插件获取的流程和要求凸显了 Uniswap 的根本目的——将用户引入 Uniswap 钱包。

Uniswap 钱包于去年 4 月上线 App Store， 10 月才向安卓用户推出了测试版，目前基本没有用户采用。而本次的网页端插件，强制要求了用户必须下载 Uniswap 钱包并通过钱包内的账户去申领，然后在插件内推出了类似”钱包扫码登录“的功能，再将移动端用户引流回网页端。

昨夜 Uniswap 还推出无需 Gas 费用的网页端限价订单功能，并宣发升级版本的代币数据功能，包括有 TVL、价格、LP 金额和费用等多方面的数据，旨在提供一站式见解（Insights aggregated in one place）。值得注意的是，防 MEV 功能实际上在 Uniswap Wallet 中已内置。

基于多个产品的更新，Uniswap 实现了功能的全面性改进，或有望通过移动端的引流，再次实现新一轮用户和采用的增长。

Letture associate

Soaring Export Data for Memory Chips, Market Is Redefining the Valuation Anchor for Memory Stocks

Korean storage export data for the first 20 days of June shows substantial year-on-year increases in both value and price-per-kilogram for categories like DRAM, NAND, and SSDs. This signals a potential shift beyond simple demand recovery, indicating rising prices and a product mix shift towards higher-value items, possibly influenced by AI infrastructure needs. A key point is that the surge in price-per-kilogram is not simply a uniform chip price hike. It reflects a combination of actual price increases and, more importantly, an export structure increasingly dominated by high-value-density products like HBM (High-Bandwidth Memory) and advanced DRAM, which are critical for AI servers. This suggests AI-driven demand may be spilling over from just HBM into broader memory markets. SK Hynix stands to benefit directly due to its leading HBM position. For Samsung and Micron, the implication is potential for greater margin elasticity if the tightness in high-end memory spreads to enterprise SSD and NAND prices. However, the storage sector remains cyclical. Risks include supply expansion, inventory changes, and potential slowdowns in broader AI capital expenditure. Ultimately, while the strong export data supports upward revisions for storage company earnings and fuels discussion of an "AI infrastructure bottleneck premium," a definitive valuation shift from a cyclical to a structural story depends on upcoming quarterly reports. Investors need confirmation from SK Hynix, Samsung, and Micron that improvements in average selling prices, product mix, and, crucially,毛利率 are sustained over multiple quarters.

marsbit1 h fa

Soaring Export Data for Memory Chips, Market Is Redefining the Valuation Anchor for Memory Stocks

marsbit1 h fa

Why Does SpaceX Have Such a High Valuation Ceiling? The Answer Lies in Musk's Business Blueprint

SpaceX achieved a record-breaking IPO on June 12, 2026, with its market cap surging past $2.1 trillion. This valuation reflects its central role within Elon Musk's expansive, interconnected technological ecosystem. The article details how four core components form a synergistic closed-loop system: 1) **The "Brain" (xAI & Orbital Compute):** xAI provides AI models and massive ground/space-based supercomputing for simulation and decision-making across the system. 2) **The "Neural Logistics Core" (Starlink & Starship):** Starlink's low-latency satellite network enables global data transmission, while Starship's low-cost, reusable launch capacity aims to make large-scale space deployment economically viable. 3) **The "Physical Body" (Tesla & Optimus):** Tesla's manufacturing prowess and energy products support hardware production and power, pivoting toward mass-producing the Optimus humanoid robot for terrestrial and potential space-based labor. 4) **The "Human Interface" (Neuralink & X):** Neuralink seeks direct brain-computer communication, and the X platform provides real-time societal data. Together, these elements create three reinforcing "flywheels": manufacturing/logistics, data-driven iteration, and energy/compute/network synergy. This integrated approach promises lower costs, faster innovation cycles, and potential infrastructure-as-a-service offerings. However, it also concentrates technical, regulatory, and corporate governance risks. Ultimately, SpaceX's high valuation stems from its position as the indispensable infrastructural backbone—handling space transport, global communications, and future orbital computing—tying together Musk's entire vision for a self-reinforcing technological empire.

marsbit1 h fa

Why Does SpaceX Have Such a High Valuation Ceiling? The Answer Lies in Musk's Business Blueprint

marsbit1 h fa

Snap, Unprofitable for Nine Years, and a Decade-Long AR Obsession Without Return

Snap's AR Obsession: A Decade of Betting Against the Odds On June 16, Snap CEO Evan Spiegel unveiled the new AR glasses, Specs, priced at $2,195, causing the company's stock (SNAP) to plummet nearly 10%. The launch was met with intense criticism online, with investors questioning why a consistently unprofitable company would stake its future on an expensive product its core young user base can't afford. Snapchat, known for pioneering features like ephemeral Stories and popular AR lenses (like the iconic dog filter), has a history of innovation often copied by rivals like Instagram and Meta. Despite this, it has struggled to translate first-mover advantage into commercial success. Since its 2017 IPO, Snap has reported annual net losses, with a Q1 2026 loss of $89 million. Its stock is down 94% from its 2021 peak, hampered by iOS privacy changes, competition, and a young demographic less attractive to major advertisers. In this challenging context, Spiegel is doubling down on AR. He calls 2026 a "crucible moment," having recently laid off 16% of staff while reportedly investing over $3.5 billion cumulatively in its AR glasses line over nearly a decade. The new Specs represent a significant leap from the 2016 camera-focused Spectacles, offering true AR overlays, gesture control, and standalone operation. However, at $2,195, it faces tough comparisons. While more advanced than Meta's $799 Ray-Ban smart glasses, critics point to its heavier weight, short battery life, and features largely replicable by a smartphone. Facing pressure from investors to cut losses on the Specs project, Spiegel has refused, framing it as essential to Snap's long-term vision. The company finds itself in a paradoxical position: cutting costs while heavily funding a decade-long, unproven bet. Some see Specs as an awkward but necessary step in AR's evolution, akin to early mobile phones. Whether Spiegel is a visionary outlier or a gambler destined to fail remains an open question, highlighting the tension between long-term ambition and short-term market demands.

marsbit1 h fa

Snap, Unprofitable for Nine Years, and a Decade-Long AR Obsession Without Return

marsbit1 h fa

Annualized Revenue Exceeds $20 Billion, Kalshi Aims to Become the First Prediction Platform IPO?

Kalshi, a leading U.S. prediction markets platform, is reportedly in early, informal discussions for an Initial Public Offering (IPO). The company's annualized revenue now exceeds $2 billion, fueled by its dominance of over 90% of the domestic prediction market activity. This growth stems from a surge in trading volume—reaching a total of $52.7 billion—and an increase in fee rates, largely driven by sports event contracts like the NBA playoffs and the 2026 FIFA World Cup. Monthly active users are approximately 2 million. Kalshi recently raised $1 billion in a funding round led by Coatue Management, valuing the company at $22 billion. It has also expanded its offerings to include Bitcoin perpetual contracts and plans to launch a dedicated trading platform, Kalshi Pro. However, Kalshi's path to an IPO faces significant regulatory hurdles. The core risk involves jurisdictional conflicts, as multiple U.S. states are challenging its operations under local gambling laws. For instance, Arizona has filed criminal charges against the platform, while states like Kentucky have filed lawsuits. Kalshi and the Commodity Futures Trading Commission (CFTC) argue that its event contracts fall under exclusive federal jurisdiction as "swaps." The outcomes of these ongoing legal battles could critically impact Kalshi's core revenue and its IPO timeline. Analysts suggest that while an IPO could theoretically occur by late 2026, a more likely timeframe is late 2027 or 2028, contingent on resolving legal issues and favorable market conditions. If successful, its fundraising could significantly exceed $1 billion, given its current valuation and revenue multiple.

Foresight News2 h fa

Annualized Revenue Exceeds $20 Billion, Kalshi Aims to Become the First Prediction Platform IPO?

Foresight News2 h fa

Don't Care if You Know Football or Not, Buying the Draw Is the Best Strategy for This World Cup?

The article analyzes the 2026 FIFA World Cup group stage and argues that betting on a draw has been a surprisingly profitable strategy. Based on data from the prediction market Polymarket, a strategy of betting $1000 on a draw for each of the first 40 matches would have yielded a return of over 100%, despite only 13 matches ending in a draw. The core of the strategy is not the frequency of wins, but the high payout when low-probability draws occur, such as Spain's 0-0 draw with Cape Verde, where pre-match odds for a draw were only 5.5%. The article identifies common draw scores, like 1-1, which provide stability, and high-value 0-0 stalemates, where favorites fail to break down resilient defenses. It highlights Group G as an example, where 3 of the first 4 matches ended in draws, illustrating that draws are a tactical part of group stage calculus as teams often prioritize not losing. In conclusion, while strong teams remain favorites on the pitch, the article claims that for traders, betting on draws has so far produced the most significant profits.

Odaily星球日报2 h fa

Don't Care if You Know Football or Not, Buying the Draw Is the Best Strategy for This World Cup?

Odaily星球日报2 h fa

Trading

Spot
Futures
活动图片