每周热搜 | SOL、SUSHI、DYDX,一片普涨

长文源:foresightnewsPublicado em 2023-11-02Última atualização em 2023-11-03

Resumo

SOL 伴随 SBF 案临近终局,一骑绝尘;DeFi 概念自上周 LINK 异动后,也集体补涨。

SOL 伴随 SBF 案临近终局,二级市场一骑绝尘;DeFi 概念自上周 LINK 异动后,也重新集体补涨。


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(10 月 27 日至 11 月 2 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。


「Celestia」的代币「TIA」空投及上线交易所成为本周最大的热点,币安、OKX、Bitget、Coinbase 等各大交易所先后宣布上线 TIA 交易,也进一步拉满了大家的期待值,最终开盘后维持在 2.5 美元附近的表现,也算差强人意。


「香港」则在本周迎来第八届香港金融科技周开幕,再度吸引大众目光,会上无论是监管维度的更多披露,还是加密项目方们的布局进展,都有不少值得留意的信息。


其中格外值得关注的便是香港财库局局长许正宇关于「将扩大监管范围,涵盖虚拟资产交易平台之外的虚拟资产买卖」的表态,这或许意味着香港金融监管层面将进一步把加密资产全盘纳入监管,譬如最近越来越多的香港券商,像富途证券、老虎证券等也开始开拓加密货币业务(推荐阅读《香港券商「争相涌入」加密圈》)。


只有有明确的框架规则,也就意味着加密资产可以在香港按规落地发展,从长远角度看,这无疑是香港全面拥抱加密资产与 Web3 的确定性利好。



此外「HashKey」也已上线香港首个持牌虚拟资产交易所 App 与平台币 HSK,同时 HSK 正式成为 HashKey Exchange 平台币,总发行量为 10 亿枚,可用于交易所手续费、探索与赋能 RWA 市场、生态业务权益等,HSK 的经济模型将于近期公布。


「Bitget」「TokenFi」「TokenFi」在本周引发市场热议,最终 Bitget 决定下架 TokenFi 代币 TOKEN,并对所有售出代币进行回购,截至发文时 Bitget 也完成所有 TOKEN 代币相关的回购工作,用户可在 Bitget 现货账户中查阅相关记录。


「Solana」本周的热度大幅抬升,近来则在市场上一骑绝尘,连破 30 美元和 40 美元关口,尤其是伴随着 SBF 案的临近终局(推荐阅读《SBF 庭审实录,「世纪审判」迈向终局》、《「炮轰」SBF,检方结案陈词还说了啥?》、《时间线:SBF「世纪审判」全纪实》),似乎已经冲出了 FTX 的阴影,走上复兴的道路。


就在一个多月前的 9 月 28 日,Foresight News 采访了 Solana 基金会主席 Lily Liu,她在那时就透露了 Solana 重新崛起的信号,包括透露今年底或明年初将会有一些新的进展,并格外强调了其中一些重要的创新,如「Firedancer」,内部测试时可以达到 100 万的 TPS,当然在实际运行时可能达到 10 万 TPS,这已经可以满足高频交易应用的需求。


而如今回过头看,9 月 28 日发时正是本轮起点,时价尚不足 20 美元,如今最高已然翻番(推荐阅读《专访 Solana 基金会主席 Lily Liu:投入亚太市场适逢其时,Solana 年底或将有新杀招》)。


与此同时,「SUSHI」也强势拉涨,包括「dYdX」、UNI、CAKE 等在内的 DEX 赛道也整体迎来了一波不小的上涨幅度,一方面是这些代币确实已经跌跌不休了许久,有着极为强烈的反弹需求。


另一方面 DeFi 概念自上周 LINK 异动之后,也确实重新集体补涨,包括像 AAVE 这样的大体量龙头也创下了 24 小时飙涨超 20% 的阶段新高纪录。


「Starknet」基金会则宣布了 Starknet 早期社区成员计划(ECMP),致力于表彰迄今为止为 Starknet 做出贡献的社区贡献者,计划向在网络早期做出贡献的人分配 5000 万枚 STRK 代币,包括奖励鼓励技术讨论、组织 Starknet 相关活动并定期发布 Starknet 品牌内容的个人贡献者。


这也意味着平时只要是做过社区贡献的成员,无论是社区维护、撰写相关文章、部署项目等等,都可以去尝试申请赠款,目前申请窗口开放至 2023 年 11 月 23 日,大家可以去填一下,有枣没枣先打一杆子再说。


「ETF」的热度则在本周有所下降,消息面的密度也下降明显,不过据知情人士透露,Jump Trading 等大型做市商已与贝莱德谈判,拟为其比特币 ETF 提供流动性,这无疑也是进一步的潜在利好;此外,「Memeland」同样热度有所下滑,不过社区超额认购、首发币安,亮眼的表现值得后续持续关注。



本周 Mirror 热搜榜中的「TIA」「RWA」「Celestia」与站内热搜联动,整体来看作者类别中空投教程类的比例有所下降:


1.jessicahunter.eth(币圈观察)

2.zflab.eth(空投教程)

3.cgxuanyu2056.eth(空投教程)

4.苏大(空投教程)

5.bible666.eth(空投教程)

6.web3.晓亮日报(币圈观察)

7.sep_gold(币圈观察)

8.Van | LayerZero(项目资讯)

9.0x2666(项目进展)

10.lixiangguo.eth(空投教程)


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