Blast二期“黄金积分”发放在即,如何高效刷分?

Odaily星球日报2024-04-24 tarihinde yayınlandı2024-04-24 tarihinde güncellendi

Özet

哪些项目性价比最高?哪里存在杠杆机会?哪些赛道适合“加速猛冲”?

原创|Odaily星球日报

作者|Azuma

Blast二期“黄金积分”发放在即,如何高效刷分?

上周末,Blast 正式公布第二期“黄金积分”(Blast Gold)的分配详情,并宣布将于本周向 70 家生态项目合计分发 1000 万“黄金积分”。

作为独立于日渐“通胀”的普通积分系统之外的另一大贡献度评估指标,由于 Blast 此前已明示会将 50% 的空投份额分配给“黄金积分”持有者,因此该“黄金积分”也被视为 Blast 上最具价值的

相较于第一期分配机会,本期“黄金积分”的分配总额(1000 万)并未发生变化,但入选项目的数量却已减半(第一期为 140 个),且 Blast 在本期分配中引用了全新的算法 —— 赛道权重(用以评估赛道对生态的重要性)* 原生级别权重(用以评估项目与 Blast 生态的绑定深度)* 应用设计权重(用以评估项目设计是否贴合 Blast 的特性) * 激励有效性权重(用以评估项目是否有效地分发了积分)。

基于该算法,本期“黄金积分”的分配状况也出现了较大变化,比较明显的几项变化在于:一是头部项目与长尾项目之间的分配数额差异被进一步拉大;二是 SocialFi 项目因被配以较高的“赛道权重”而普遍获得了较大的额度;三是 Pac Finance、Munchables 等一些曾发生过安全事故的项目因“应用设计权重”得分为 0 ,错失了本期所有的“黄金积分”份额。

关于本期“黄金积分”的分配详情,用户可参阅官方图表

Blast二期“黄金积分”发放在即,如何高效刷分?

那么,如何在本期分配中高效利用资金,博取更多“黄金积分”呢?以笔者个人的体验来看,大致可通过三种策略来并行刷分。

策略一:大资金求稳玩法

第一类策略比较适合大资金,由于 Blast 生态向来以“乱”著称,出于资金安全考虑,建议用户尽量将大资金投入 Thruster、Juice、Orbit 等生态头部、或是曾拿过知名机构投资的项目。

此类项目多以 DEX、借贷、衍生品的常用 DeFi 类型为主,我们将在下表对此类项目的“刷分效率”(份额/TVL)进行一个简单的对比。出于安全顾虑,我们针对各个细分板块仅选择了几个相对较知名的项目。

Blast二期“黄金积分”发放在即,如何高效刷分?

需要注意的是,上表仅为我们基于“黄金积分/TVL”的静态计算,实际的效率情况还需参考各大项目的具体规则。

策略二:小资金杠杆玩法

除了最简单也最稳定的借贷、做市等玩法之外,Blast 生态内也存在着许多针对“黄金积分”的杠杆机会,这些机会收益空间更大,但相对而言流动性风险及清算风险也会更高,相对更适合用小比例资金进行尝试。简单举几个例子。

比如借贷协议 Thruster、Juice 以及收益优化协议 HyperLock 之间便有多个针对 USDB 和 WETH 的组合性收益策略。以下图的 Renzo V3 LP 策略为例,用户可通过“在 Juice 进行杠杆借贷,在 Thruster 进行做市,在 HyperLock 进行质押优化”来同时赚取 Renzo 积分、Eigenlayer 积分、Thruster 积分、Juice 积分、HyperLock 积分、Blast 积分、Blast“黄金积分”等多重收益。

Blast二期“黄金积分”发放在即,如何高效刷分?

Blast二期“黄金积分”发放在即,如何高效刷分?

此外,一些协议内部也会通过锁仓等条件对不同用户进行不同幅度的激励,比如前文表格中提到的衍生品项目 Bloom,在该平台进行做市可选择性地进行 30 天至 180 天不等的锁仓时限(也可以选择不锁),从而相对于普通用户获得 1.2 倍到 4 倍的积分(包括“黄金积分”)增益,但该玩法仅适合对流动性要求不高的用户,且不建议用户大资金参与。

Blast二期“黄金积分”发放在即,如何高效刷分?

策略三:冷门赛道加速玩法

Blast 在创建之初就曾提到,该链的定位是一个主要服务于 DeFi 的生息型 Layer 2 。这一定位也使得 Blast 生态存在着 DeFi 项目极多、资金规模极大等特点。基于这一背景,与其在 DeFi 赛道内与巨鲸们拼资金量级,不如去选择了一些相对较为冷门的赛道去加速刷分。以下继续举几个简单的例子。

在第二期“黄金积分”的分配中,DistrictOne 和 Fantasy 两大 SocialFi 项目均获得了逾 73 万“黄金积分”,份额并列第二,其中 Fantasy 作为即将登陆主网的新项目更是存在着极大的积分收益预期。当前,Fantasy 的前期空投活动仍在进行中,用户连接 X 账户、验证钱包、再想 Fantasy 提供的智能合约账户存款后继续完成空投任务,为即将到来的“黄金积分”分发做好准备。

Blast二期“黄金积分”发放在即,如何高效刷分?

除此之外,对战类链游项目 Captain & Company 本期也获得了近 55 万“黄金积分”,喜欢海战类题材的玩家大可以边玩边刷分。

Blast二期“黄金积分”发放在即,如何高效刷分?

再比如,本期获得了 9 万“黄金积分”但 TVL 仅有数百万美元的 NFT 项目 BLASTR 提供了一种可退款的 NFT 铸造机制,并承诺会向 社区分发 100% 的“黄金积分”,其中 50% 会分发给 NFT 的创作者,但要求该 NFT 系列至少要有 100 个持有者,且铸造合约内的资金(可退款)要超过 5 ETH。对于无法达到创作者门槛的普通用户而言,也可以选择那些承诺会将“黄金积分”分发给铸造者的 NFT 系列来组队刷分。

Blast二期“黄金积分”发放在即,如何高效刷分?

道路千万条,安全第一条

总而言之,由于 Blast 官方的激励措施,该生态内的项目数量及类别已相当丰富,这也使得用户可以有无数种策略在该生态中赚取“黄金积分”。以上内容仅为笔者根据个人过去一段时间的交互经验所做的简要总结,并不代表最高效的刷分策略,但也足以让许多对 Blast 生态了解不够的用户少走一些弯路。

需要注意的是,Blast 生态向来以“狂野”著称,在交互各个项目之前请务必亲自做好背调工作,包括但不限于检查融资历史及审计资料,我个人还是比较建议普通用户尽量选择 TVL 和积分份额较多的头部项目进行交互,毕竟安全是一切的前提。

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