# Сопутствующие статьи по теме Tokenomics

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Tokenomics", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Read 500 Pages of Reports from Five Institutions for You, This One Article is Enough for the Crypto Annual Outlook

In their 2026 crypto outlooks, leading research firms (Delphi Digital, Messari, Four Pillars, Coinbase, a16z) converge on a key theme: the era of pure speculative cycles is ending, replaced by structural maturation. Key trends include: - **Death of the 4-Year Cycle:** Value will shift to "Ownership Coins" with revenue-sharing models and real-world utility over short-term narratives. - **Rise of Agentic Finance:** AI agents will become major economic actors, driving demand for "Know Your Agent" (KYA) protocols and machine-native crypto payment rails. - **Super-App Consolidation:** User-friendly super-apps will integrate complex crypto functions, hiding technical complexity for mass adoption. - **Regulatory Clarity:** US legislation (e.g., GENIUS/CLARITY acts) will formalize the market, boosting institutional adoption and asset tokenization. - **Privacy & Infrastructure:** Privacy-focused chains (e.g., Zcash) and Zero-Knowledge proofs will become critical competitive advantages and scaling solutions. The future will be defined by infrastructure scalability, regulatory formalization, and the convergence of AI and crypto, moving beyond speculation to sustainable, utility-driven growth.

深潮12/25 07:29

Read 500 Pages of Reports from Five Institutions for You, This One Article is Enough for the Crypto Annual Outlook

深潮12/25 07:29

Brevis Token Launch Imminent: Community Incentives Account for 32.2%, Airdrop Registration to Go Live Soon

Brevis is set to launch its token BREV with a total supply of 1 billion. The token distribution includes 37% for ecosystem development, 32.2% for community incentives (including airdrops), 20% for the team, and 10.8% for investors. Ecosystem and community tokens will unlock linearly over 24 months post-TGE, with 14.5% and 10.5% circulating at TGE, respectively. Team and investor tokens are locked for the first year. Brevis, a zk-based off-chain computation engine backed by Vitalik Buterin and a $7.5 million seed round, aims to enhance smart contract efficiency. It has been added to Coinbase's listing roadmap. The project is currently in Phase 1 of its community program, allowing users to earn points through invites and daily check-ins. An airdrop registration portal is即将上线.

Odaily星球日报12/25 03:02

Brevis Token Launch Imminent: Community Incentives Account for 32.2%, Airdrop Registration to Go Live Soon

Odaily星球日报12/25 03:02

Crypto Morning Brief: Kraken Plans to Launch Prediction Market, Trend Research to Purchase $1 Billion in ETH

Crypto Exchange Kraken plans to launch a prediction market service in 2026, as revealed by its global head of consumer business. In market news, U.S. initial jobless claims fell to 214,000, below expectations. BlackRock strategists suggest the Fed may deliver only limited rate cuts in 2026 as it nears neutral rates. In funding developments, LD Capital founder Yili Hua announced that Trend Research is preparing an additional $1 billion to buy more ETH, following a recent $137 million purchase. Meanwhile, a ZK verification platform, disclosed its tokenomics: a 1 billion token supply with significant allocations for ecosystem development and community incentives. Sonic Labs adjusted its airdrop model, shifting from large distributions to more sustainable incentive strategies, while Curve DAO rejected a $6.2 million funding proposal for core development, raising governance concerns. Polymarket confirmed a security breach via a third-party authentication provider, though the issue has been resolved. Other notable events include Aave’s founder facing criticism over a large token purchase ahead of a governance vote, and Metaplanet approving plans to raise funds toward a goal of holding 210,000 BTC by 2027.

marsbit12/25 01:21

Crypto Morning Brief: Kraken Plans to Launch Prediction Market, Trend Research to Purchase $1 Billion in ETH

marsbit12/25 01:21

The Structural Reversal of TGE: Is It a 'Liability' to Be Liquidated or an 'Asset' to Be Left Behind?

The crypto industry is experiencing a structural shift in the role and perception of Token Generation Events (TGEs). Once seen as a finish line, TGEs are now becoming a complex "coming-of-age" ritual, marking a broader market move from "valuation discovery" to "value discovery." Driven by regulatory clarity (like MiCA in the EU) and institutional participation, 2026 is predicted to be a peak year for TGEs, with an estimated 15-30% increase in events. However, this surge in supply—from old project unlocks, delayed TGEs, and new launches—will occur alongside intense competition for scarce liquidity, lowering market tolerance for new tokens. The classic "token first, product later" model is failing. Without achieving Product-Market Fit (PMF), a token acts as a costly liability, draining team resources and morale. Narrative alone is no longer sufficient; liquidity now demands genuine utility. For projects to survive the intense competition of 2026, the focus must shift: - Building consensus around a strong narrative and solving real problems, not just technical specs. - Cultivating a seed community of genuine users for feedback, rather than just token holders. - Planning for sustainability post-TGE with continued marketing, grants, and deep liquidity. - Designing token economies that dynamically balance unlocks and use real revenue for buybacks. In conclusion, a successful TGE is no longer measured by listing price volatility, but by a team's ability to have achieved PMF *before* the event, generating real users or cash flow. This brutal shift towards value is a market purification that will ultimately benefit long-term builders.

marsbit12/25 01:20

The Structural Reversal of TGE: Is It a 'Liability' to Be Liquidated or an 'Asset' to Be Left Behind?

marsbit12/25 01:20

How Did Cardano Token NIGHT Ignite Nearly $10 Billion in Daily Trading Volume?

The Cardano-based privacy token NIGHT, associated with the Midnight sidechain, recently recorded nearly $10 billion in daily trading volume across major exchanges like Binance, OKX, and Bybit. Its price surged over 300% in less than two weeks after launch, reaching a fully diluted valuation of over $2.5 billion before settling around $0.08. Midnight, developed by Cardano’s parent company IOG, focuses on programmable data protection using zero-knowledge proofs (ZKPs) packaged into developer-friendly TypeScript APIs. It employs a dual-token model: NIGHT for governance and generating DUST, the utility token used for transaction and privacy fees. This design aims to meet regulatory requirements by separating governance from transactional assets. The token’s rapid growth is attributed to a massive airdrop campaign targeting 37 million addresses across multiple blockchains, alongside distribution partnerships with top exchanges. With Cardano planning major upgrades in 2025—including scaling solutions, Midnight’s mainnet launch, native stablecoin integration, and enhanced interoperability—NIGHT’s rise may signal renewed momentum for the ecosystem.

比推12/24 13:57

How Did Cardano Token NIGHT Ignite Nearly $10 Billion in Daily Trading Volume?

比推12/24 13:57

After the ARFC Proposal, Does Aave Still Have Long-Term Investment Value?

An ARFC governance proposal has sparked significant debate within the Aave community, focusing on the control of brand assets and revenue distribution. The proposal, initiated by a former Aave Labs CTO, calls for transferring control of key intangible assets—including domain names, social media accounts, and the Aave brand—to the Aave DAO. This follows concerns that revenue from front-end operations, such as fees from CoW Swap integration, was directed to Aave Labs without DAO approval, raising issues of transparency and value capture for AAVE token holders. Snapshot voting, held from December 23–26, 2025, showed 64.15% against the proposal, 32.85% abstaining, and only 3.01% in favor, reflecting deep community division. The voting timeline over the holiday also drew criticism for potentially limiting participation. A large whale sold 230k AAVE during this period, causing a 10% price drop, though this was seen as a short-term reaction to governance uncertainty rather than a loss of faith in Aave’s fundamentals. Aave remains a leading DeFi lending protocol with over $33B TVL and a 60% market share. Recent developments include the conclusion of an SEC investigation with no action, plans for Aave V4 with cross-chain liquidity, expansion into RWA (real-world assets) aiming for $1B in scale, and a push toward mobile-friendly savings applications. The proposal highlights ongoing tension between decentralized governance and centralized execution as Aave scales. How Aave resolves this governance challenge may impact its long-term competitiveness, especially compared to protocols like Uniswap, which has successfully aligned tokenomics with protocol revenue.

marsbit12/24 11:27

After the ARFC Proposal, Does Aave Still Have Long-Term Investment Value?

marsbit12/24 11:27

Interview with Move Industries CEO Torab Torabi: After the Market Maker Scandal, How Will Movement Rebuild Trust?

Interview with Torab Torabi, CEO of Move Industries, on rebuilding trust after a market maker scandal that caused MOVE token's value to drop from $3 billion to under $500 million on its first day. Torabi discusses the formation of Move Industries as an independent entity, the focus on technology and community, and key steps taken to restore confidence. Highlights include the Monza upgrade reducing latency to 1 second, a 61% increase in TVL, and the launch of the Move Alliance—a first-of-its-kind ecosystem model where builders commit to holding MOVE tokens, aligning incentives. Movement transitioned from an L2 to an L1, enabling staking and greater control over its tech stack. Torabi emphasizes a single-token philosophy, mobile-first strategy, and not competing with ecosystem builders. The interview concludes with industry outlooks, including increased stablecoin adoption and a return to privacy-focused crypto principles.

深潮12/24 06:38

Interview with Move Industries CEO Torab Torabi: After the Market Maker Scandal, How Will Movement Rebuild Trust?

深潮12/24 06:38

Over 80% of New Tokens Peak at TGE, The Root Cause and Cure for Web3's False Prosperity Lies Here

More than 80% of new tokens in 2025 have seen their Fully Diluted Valuation (FDV) fall below their initial TGE valuation, with a median decline of 71%. Only 15% of tokens performed better post-TGE. This trend indicates that for most projects, the token generation event (TGE) represents their peak valuation. Statistical analysis of 113 token launches reveals that common success metrics—such as high fundraising amounts, large social media followings, and listings on major exchanges—have little to no statistical correlation with token performance. Projects raising more capital (e.g., over $10 million) did not perform better than those raising less (e.g., $300k–$500k). In fact, lower-funded projects often delivered higher returns per dollar raised. Social community size proved irrelevant; most "communities" are speculative and disappear when token prices fall. Token pricing also matters: tokens priced between $0.01–$0.05 at launch had the highest survival rate, while those priced outside this range generally failed. AI-related tokens outperformed others in both peak and current returns, while Gaming and DeFi sectors struggled significantly. Launch platforms (IDOs/IEOs) did not ensure success—most tokens on these platforms fell 70–93% post-launch. The root issue is a market that prioritizes hype over substance, narrative over data, and promises over products. To survive in 2026, projects should focus on lean fundraising, realistic token pricing, product-market fit, and tangible metrics like user retention and revenue—rather than vanity metrics. The old playbook is broken; a new, pragmatic approach is essential.

Odaily星球日报12/23 09:55

Over 80% of New Tokens Peak at TGE, The Root Cause and Cure for Web3's False Prosperity Lies Here

Odaily星球日报12/23 09:55

Honeypot Finance: The New Full-Stack Perp DEX – Can It Challenge Hyperliquid?

Honeypot Finance, a new full-stack perpetual DEX, is emerging as a potential challenger to established players like Hyperliquid. With a $35M valuation and backing from investors like Mask Network, it aims to reshape the Perp DEX landscape through a unique hybrid model combining order book efficiency with AMM resilience. Unlike traditional models, Honeypot integrates an order book (via Orderly Network) for low-slip execution during normal conditions and a proprietary AMM that activates during high volatility, ensuring continuous tradability. It also introduces a structured risk management system featuring layered vaults—allowing conservative capital to enter "Priority Vaults" for safer yields, while risk-tolerant users opt for "Secondary Vaults" for higher returns. The platform employs a multi-stage liquidation process to minimize unfair liquidations and avoid automatic deleveraging (ADL) unless absolutely necessary. The ecosystem is supported by a closed-loop tokenomics model. The $HPOT token (500M fixed supply) benefits from protocol fee buybacks and burns, tying its value to real revenue. HoneyGenesis NFTs act as yield-weight amplifiers, rewarding long-term stakers or offering permanent boost options when burned. Having already facilitated over $120M in total trading volume ($20M in perpetuals), Honeypot aims to create a synergistic system—from meme launchpad (Pot2Pump) to derivatives trading—that captures and sustains value through actual usage rather than inflationary incentives. Its success hinges on attracting sustained liquidity, proving its risk infrastructure under stress, and validating its full-stack integration approach.

marsbit12/23 09:03

Honeypot Finance: The New Full-Stack Perp DEX – Can It Challenge Hyperliquid?

marsbit12/23 09:03

Over 80% of New Tokens Peak at TGE: The Root Cause and Cure for Web3's False Prosperity

Nearly 85% of tokens launched in 2025 have seen their fully diluted valuation (FDV) fall below their initial TGE valuation, with a median decline of 71%. Only 15% of new tokens outperformed their TGE price. This trend reveals systemic issues in the Web3 space, where high fundraising, large communities, and major exchange listings—often considered markers of quality—show no statistical correlation with token performance. Key findings include: - Projects raising $1 million performed similarly to those raising $10 million. Excessive funding often leads to faster token failure due to investor unlocks and market pressure. - Community size (e.g., 50k vs. 500k followers) has no predictive value for token success. Most "communities" are speculative and disappear when prices drop. - Token pricing is critical: tokens priced between $0.01–$0.05 at launch showed the best survival rates, while those outside this range often failed. - AI tokens outperformed others in both peak and sustainability, while Gaming and DeFi sectors struggled severely. - IDO/IEO platforms provided no reliable protection; most launches resulted in significant losses. The root causes include flawed tokenomics, over-reliance on speculative metrics, poor timing, and a market that prioritizes narrative over substance. The article urges builders in 2026 to focus on sustainable fundraising, realistic token pricing, product-market fit, and genuine metrics like user retention and revenue—rather than vanity indicators. The old playbook is broken; adaptation and integration are essential for survival.

marsbit12/23 03:07

Over 80% of New Tokens Peak at TGE: The Root Cause and Cure for Web3's False Prosperity

marsbit12/23 03:07

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