一周代币解锁:ZETA、MAV解锁超流通量10%代币,SUI解锁超1亿美元

Odaily星球日报Pubblicato 2024-09-29Pubblicato ultima volta 2024-09-29

Introduzione

ZETA解锁流通量13.6%代币、MAV解锁流通量10.5%代币。

下周, 15 个项目迎来代币解锁事件,ZETA 和 MAV 将有天量解锁,其余代币解锁量不大。

一周代币解锁:ZETA、MAV解锁超流通量10%代币,SUI解锁超1亿美元

ZetaChain

项目推特:https://twitter.com/zetablockchain

项目官网:https://www.zetachain.com/

本次解锁数量: 5474 万枚

本次解锁金额:约 4067 万美元

ZetaChain 是基础的公共区块链,可在任何区块链之间实现全链、通用智能合约和消息传递。 ZetaChain 旨在构建一个流动的多链加密生态系统, 这些“全链”智能合约可以在连接的区块链之间发送数据和价值,包括比特币、以太坊、Polygon 等。

ZETA 正处于高速释放期间,主要面向核心贡献者和顾问解锁,分别为 2626 万枚(1849 万美元)和 1867 万枚(1315 万美元),其他金额包括生态增长 370 万美元、用户增长 185 万美元、流动性激励 77 万美元。

具体释放曲线如下:

一周代币解锁:ZETA、MAV解锁超流通量10%代币,SUI解锁超1亿美元

Maverick

项目推特:https://twitter.com/mavprotocol

项目官网:https://www.mav.xyz/

本次解锁数量: 3983 万枚

本次解锁金额:约 956 万美元

Maverick 是一种可组合的去中心化金融基础设施,使建设者和流动性提供者能够实现高资本效率并执行他们所需的流动性提供 (LP) 策略。MAV 是 Maverick 协议的原生实用代币,可用于治理和表决。

MAV 开始高速释放,但总市值较小。投资者解锁 3000 万枚,价值 713 万美元;顾问解锁 640 万枚,价值 152 万美元。

具体释放曲线如下:

一周代币解锁:ZETA、MAV解锁超流通量10%代币,SUI解锁超1亿美元

Sui

项目推特:https://twitter.com/SuiNetwork

项目官网:https://sui.io/

本次解锁数量: 6879 万枚

本次解锁金额:约 1.1 亿美元

Sui 是 Meta 系公链中起步最早的一个项目,由 Mysten Labs 团队开发。Sui 旨在创建一款环保、低成本、高吞吐量、低延迟的无权限区块链。相比传统区块链,Sui 最关键的创新在于 Sui 的数据模型及交易处理通道。

Sui 当前流通比例为 27% ,正处于解锁最快速时期。本轮解锁分别包括 A 轮融资 1984 万枚(3273 万美元)、B 轮融资 1932 万枚(3188 万美元)、社区储备 1263 万枚(2084 万美元)、早期贡献者 1034 万(1706 万美元)、Mysten Labs 财库 207 万枚(341 万美元)。

具体释放曲线如下:

一周代币解锁:ZETA、MAV解锁超流通量10%代币,SUI解锁超1亿美元

Letture associate

Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

The article profiles two prominent figures, Serenity and Leopold Aschenbrenner, who are gaining attention for their unconventional investment strategies focused on the physical constraints of the AI boom, moving beyond mainstream software narratives. Serenity, an anonymous online trader, advocates a "shiso leaf" theory. He targets small-cap companies with monopolies on critical, overlooked components in the AI hardware supply chain, such as specific semiconductor materials. His deep, technical analysis of bottlenecks in areas like co-packaged optics (CPO) has reportedly yielded massive returns, though his anonymity and focus on illiquid micro-cap stocks pose significant risks for followers. Leopold Aschenbrenner, a former OpenAI researcher, founded a multi-billion dollar hedge fund. His macro thesis argues that physical infrastructure—power grids, land, data centers—is the true bottleneck for AI growth, lagging far behind chip production. Consequently, his fund employs an infrastructure arbitrage strategy: heavily investing in storage and compute infrastructure companies while placing massive bearish bets (put options) against major semiconductor stocks, betting their valuations will correct as physical constraints become apparent. While their methods differ—Serenity drills into microscopic supply chain details, while Leopold takes a macroscopic, infrastructure-focused view—both share a core belief: the real power and investment alpha in the AI era lie in controlling scarce physical resources, not just software. The article concludes by noting the inherent risks in both approaches, such as liquidity issues for micro-caps and timing risks for macro bets, but suggests they signal a broader market re-evaluation of AI's foundational assets.

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Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

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Who Will Make Money in the Age of Agents?

In the Agents era of blockchain, traditional value capture theories face challenges. The "Fat Protocol" theory, dominant since 2016, suggested protocols capture most value as their tokens are essential for network use. However, the proliferation of interchangeable L1s, L2s, and modular layers has eroded protocol scarcity and pricing power. Conversely, the "Fat App" theory posits that applications capturing user relationships (like wallets and exchanges) become the primary value layer by controlling distribution and transaction flows. This aligns with the current "Great Repricing" cycle. Agents disrupt this logic. As software users, they lack brand loyalty, prioritize cost and efficiency, and switch between platforms seamlessly. This undermines the front-end UX moats that "Fat Apps" rely on. The article explores several potential futures: 1. **Headless Applications:** Current leading apps could strip their front-ends and become backend API infrastructure for Agents, preserving their role. 2. **Protocol Resurgence:** If integration becomes trivial, Agents might bypass aggregators and interact directly with protocols, reviving "Fat Protocol" dynamics. 3. **Pricing Power Collapse:** Agents' rational, frictionless routing could commoditize the entire stack, compressing margins toward cost and leaving little profit for intermediaries. 4. **Unprecedented Activity:** Agents may enable new, high-frequency, machine-to-machine economic activities, expanding the total value pie even if margins are thin. 5. **A New, Unnamed Model:** Historically, major tech shifts (like the internet's attention economy) create unforeseen business models. The Agents era may spawn entirely new ways to capture value. The most likely outcome is a coexistence where "Fat Apps" continue to serve human users valuing UX, while a separate, Agent-driven economy emerges governed by different rules—where loyalty is based on factors like liquidity, latency, and settlement guarantees rather than brand.

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Who Will Make Money in the Age of Agents?

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