赚取多倍积分,EigenLayer 12个周边项目盘点

Odaily星球日报Publicado em 2024-01-17Última atualização em 2024-01-17

Resumo

一览Eigenlayer再质押赛道有机会获得空投的项目

原文作者:饼干,RootData

2024 年,随着 Layer 2 区块链的爆发,数据可用性的竞争进入白热化。作为以太坊生态的再质押协议龙头,EigenLayer 1 月 10 日宣布将新增 3 种 LST 资产,并于 1 月 29 日重新开放每个 LST 资产 20 万枚 ETH 的现有上限进行重新质押。

赚取多倍积分,EigenLayer 12个周边项目盘点

据 RootData 统计,EigenLayer 于 2022 年 8 月完成 1450 万美元种子轮融资,Polychain 和 Ethereal Ventures 领投、Figment Capital、dao 5、Robot Ventures 等参投。2023 年 3 月 28 日 EigenLayer 以 5 亿美元估值完成 5000 万美元 A 轮融资,Blockchain Capital 领投、Coinbase Ventures、Hack VC、Electric Capital 等参投。

去年 EigenLayer 在主网第一阶段上线后曾三次上调 LST 的再质押限额,每次上调后不出几个小时便会快速触达硬顶。在质押积分的激励下,催生出一批基于 EigenLayer 积分的再质押衍生品协议。本文将盘点 Ether.Fi、Renzo、Kelp DAO 等 12 个 、、、、、、、、、、、、、、、、、、、、。读者还可以访问 RootData 合辑对项目进行进一步研究。

赚取多倍积分,EigenLayer 12个周边项目盘点

Ether.Fi

Ether.Fi 是一个流动性质押协议,质押者可以在将质押委托给节点运营商并获得奖励的同时控制他们的密钥。ether.fi 于去年 11 月 6 日发布主网,eETH 早期质押者将获得忠诚度积分。Ether.Fi 计划在今年 3 月实现 DAO 治理。

2023 年 2 月 28 日,Ether.Fi 完成 530 万美元种子轮融资,North Island Ventures 和 Chapter One 领投、Node Capital、Arrington Capital 等参投。

Renzo

Renzo 是一个基于 EigenLayer 的再质押协议。Renzo 抽象了最终用户重质押的复杂流程,质押者不必担心运营商和奖励策略的主动选择和管理。

2024 年 1 月 15 日,Renzo Protocol 以 2500 万美元估值完成 320 万美元种子轮融资,Maven 11 领投,Figment Capital、SevenX Ventures、IOSG Ventures、Bodhi Ventures、OKX Ventures、Robot Ventures 等参投。

Renzo 于 1 月 4 日上线 ezPoints 积分计划,旨在奖励为协议做出贡献的用户,获得积分的第一种方式是铸造 ezETH,随着质押生态系统的成熟将公布其他赚取积分的方式。

Mangata

Mangata 是一个用于跨链交易和 L1 级原生流动性的 Omnichain ZK-rollup。 它支持原生资产的无 Gas 交换和跨链交易的 MEV 最小化。 在网络上进行交易需要购买并锁定原生代币。

据 RootData 平台数据,Mangata 通过 2 轮融资筹集了 560 万美元,Polychain、IOSG Ventures、Polychain 等参投。

Mangata 与 Eigenlayer 运营商合作以确保 Mangata AVS 的安全,其测试网将引导以太坊 Goerli 测试网上的基础设施,以使用本地重新抵押的 ETH 来保护 Mangata。Mangata 计划 2024 年通过 EigenLayer 在以太坊上启动主网。

Kelp DAO

Kelp DAO 是一个基于 EigenLayer 的三重收益再质押协议。rsETH 是由 Kelp DAO 发行的流动性重新抵押代币 (LRT),旨在为存入重新抵押平台的非流动性资产提供流动性。

AltLayer

AltLayer 是一个高度可扩展的应用程序专用执行层系统,从底层 L1/L2 获得安全性。它被设计为用于多链和多 VM 世界的模块化和可插拔框架。去年 12 月,EigenLayer 宣布与 以太坊扩容项目 AltLayer 达成合作,推出主动验证服务(AVS)「Restaked Rollups」。

2022 年 7 月 1 日,AltLayer 完成 720 万美元种子轮融资,Polychain、Jump Crypto 和 Breyer Capital 共同领投、Balaji Srinivasan、Gavin Wood、Ryan Selkis 等参投。2023 年 8 月 4 日,AltLayer 获得 Binance Labs 战略投资,并入选第 6 季 MVB 最佳项目之一。

PolyHedra

PolyHedra 是 Web3 互操作性的基础设施,为跨链桥和各种 Web2 和 Web3 系统之间的数据互操作性提供去信任和高效的基础设施。 

目前 PolyHedra 已完成 3 轮融资,投资方包括 Binance Labs、OKX Ventures、Polychain、Animoca Brands、dao 5、ABCDE Capital、Sparkle Ventures、HashKey Capital、Foresight Ventures、Kucoin Ventures 等。

Hyperlane

Hyperlane 是开发人员构建跨链宇宙的平台,提供了用于在区块链之间发送信息的链上 API。开发人员可以使用 Hyperlane 作为 API 在区块链之间轻松安全地进行通信,或者开发人员可以利用 Hyperlane SDK 和工具快速构建跨链应用程序。

2022 年 9 月 22 日,Hyperlane 完成 1850 万美元种子轮融资,Galaxy Digital、CoinFund、Figment、Blockdaemon、Kraken Ventures、NFX、Circle Ventures 参投。 

Hyperlane 已集成至 Celestia 主网,推出 Celestia 至 Celestia Rollup 的跨链桥,支持 TIA 在 Rollup 之间跨链传输,目前包括 Neutron、Manta Network 之间的跨链操作。

Omni Network

Omni 是以太坊的互操作层,作为核心基础设施为以太坊上的所有模块化应用程序提供支持。在构建应用程序时,开发人员将不再被迫在单个 Rollup 或执行环境的范围内进行构建。

2022 年 2 月 8 日,Omni Network 完成 1800 万美元融资,Pantera Capital 领投,Two Sigma Ventures、Coinbase Ventures、Spartan Group、DeFiance Capital、Hashed、Jump Capital、Do Kwon、Stani Kulechov、Sandeep Nailwal、Joseph Naggar 参投。

Espresso Systems

Espresso Systems 是一个与 EVM 兼容的区块链,为 Web 3 应用程序提供扩容和隐私系统。通过将 PoS 共识协议与 zk Rollup 机制相结合,Espresso Systems 以更节省资源的方式打包多个事务。

2022 年 3 月 7 日,Espresso Systems 完成 3200 万美元种子轮融资,Greylock 和 Electric Capital 共同领投,红杉资本、Blockchain Capital、Slow Ventures、Alameda Research 等参投。

EigenDA

EigenDA 是一种安全、高吞吐量和去中心化的数据可用性 (DA) 服务,使用 EigenLayer 再抵押原语构建在以太坊之上。 EigenDA 由 EigenLabs 开发,将成为首个在 EigenLayer 上启动的主动验证服务 (AVS)。

Witness Chain

Witness Chain 正在为区块链构建透明中间件。通过利用 Eigenlayer,WitnessChain 能够创建一个去中心化观察者网络,用于对 AVS 进行可证明的监控,该网络将为 optimistic rollups 提供第一道防线。

Leituras Relacionadas

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

While the AI community celebrates Noam Shazeer, co-author of the "Attention Is All You Need" paper, joining OpenAI as Head of Architectural Research, the company's audited financials reveal a starkly different reality. In 2025, OpenAI reported $13.07 billion in revenue but a massive $20.92 billion operating loss. Even excluding a one-time accounting charge, the cash burn is severe, with $3.7 billion consumed in Q1 2026 alone. This high-profile hiring occurs against a backdrop of significant internal research talent drain, with key founders and researchers departing as the company's focus shifts from exploratory research to product iteration. Meanwhile, OpenAI's fundamental business model faces a deep crisis. It paid Microsoft $10.59 billion for compute in 2025, while its vast user base of 9 billion weekly actives includes only 50 million paying customers, making growth a direct driver of escalating costs. The article argues Shazeer's recruitment is less about technical necessity and more about crafting a compelling narrative for OpenAI's upcoming IPO, aiming to justify a rumored $1 trillion valuation to future public market investors. It contrasts OpenAI's strategy with Anthropic's reported path to profitability, which relies on a strong enterprise customer base and cost control, rather than star-powered narratives. Ultimately, the piece concludes that while Shazeer's architectural work may take 1-2 years to materialize, OpenAI's financial clock is ticking much faster, with its massive losses undercutting the celebratory headlines.

marsbitHá 5m

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

marsbitHá 5m

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

U.S. Market Trends (June 19): U.S.-Iran Deal Eases Tensions, Chip Stocks Soar, Energy Sector Leads Declines. U.S. stocks rallied on Thursday as the signing of a temporary U.S.-Iran deal in Geneva de-escalated Middle East tensions, with Saudi oil tankers transiting the Strait of Hormuz. This geopolitical relief helped markets recover from recent Fed-driven volatility. The S&P 500 rose over 1%, the Nasdaq gained nearly 2%, and the Dow Jones Industrial Average closed at another record high. The Philadelphia Semiconductor Index surged over 6% to a historic peak. Chip stocks were the standout performers. Reports of an Apple-Intel design and foundry deal for certain products, alongside mentions of potential Nvidia and SpaceX collaborations with Intel, propelled the sector. Intel surged ~10.5%, while memory chip makers like Micron also saw significant gains, highlighting sustained confidence in long-term AI capital expenditure. In contrast, the energy sector was the day's sole loser, with the S&P 500 energy sub-index declining as WTI crude fell ~2% to around $74.29/barrel. The reopening of key shipping routes erased prior geopolitical risk premiums. SpaceX extended losses for a second day on news of a potential large bond offering. Market volatility (VIX) dropped sharply, indicating a swift reversal of post-Fed jitters. Treasury yields dipped slightly but remained elevated. The focus now shifts to upcoming economic data, including next week's PCE inflation report and Micron's earnings, which will serve as a key test for the AI trade's durability.

marsbitHá 27m

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

marsbitHá 27m

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

**Summary:** The discussion centers on recent Bitcoin price declines and the evolving financial strategy of MicroStrategy (MSTR). The core argument is that the primary pressure is not from one-off Bitcoin sales by MSTR, but from the market's new expectation that MSTR may need to engage in *sustained, small-scale* Bitcoin sales to cover cash flow obligations for its growing portfolio of preferred shares and debt instruments (like STRC). This shift is driven by its stated goal of maintaining "bitcoins per share neutrality." The market is now testing whether it can absorb this potential ongoing selling pressure without entering a severe "death spiral" with Bitcoin's price. A resolution may involve MSTR softening its approach to avoid damaging both its stock and Bitcoin. The conversation then explores the parallel rise of AI-related stocks. The guest posits that AI is fundamentally restructuring labor, with "tokens" (representing access to AI models/compute) becoming a new form of capital and a substitute for human execution. This drives corporate efficiency and profits, benefiting upstream hardware providers (semiconductors, data centers), which explains the sustained rally. This represents the early stages of a "machine economy." Regarding crypto exchanges offering US stock trading, this is seen as a natural evolution. With few crypto-native assets generating lasting value, exchanges are pivoting to distribute valuable real-world assets (RWAs). This doesn't necessarily harm crypto's long-term prospects, as blockchain infrastructure may become crucial for future machine-to-machine economies. The analysis concludes that the era of rampant altcoin speculation is likely over, heavily damaged by the liquidity shock of the "1011" event (likely referring to a major market crash). Meme-driven capital has largely migrated to US equities. Looking ahead, macroeconomic uncertainty is rising due to potential large IPOs (e.g., SpaceX) and the US elections. While short-term market corrections are possible, the long-term trends of AI-driven productivity gains and the maturation of blockchain towards real-world utility and institutional adoption remain intact.

marsbitHá 31m

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

marsbitHá 31m

Will MicroStrategy Fall into a Death Spiral? What Will the Macro Trend Be in the Second Half of the Year?

The podcast features investor Didier discussing the recent Bitcoin downturn and the evolving strategy of MicroStrategy (MSTR). He argues the core pressure is not macro factors or ETF outflows, but the market pricing in an expectation that MSTR will engage in continuous, small-scale Bitcoin sales to fund its increasing preferred stock and debt obligations under its "bitcoin-per-share neutrality" principle. This creates a structural headwind. However, he is cautiously optimistic a "death spiral" is avoidable without new major shocks, as market support is likely to emerge at a certain price point. Didier then posits that the AI-driven bull market in US stocks (semiconductors, data centers) is fundamentally driven by AI agents and tokens becoming the "new labor force," displacing human roles and boosting corporate margins. This shift toward a machine economy is still in its early stages. He comments on crypto exchanges adding US stock trading, viewing it as a natural move toward valuable real-world assets as truly valuable crypto-native assets remain scarce. For crypto-native traders, he suggests existing strategies (e.g., meme-chasing or value investing) can translate to similar assets in US markets. The discussion notes the severe liquidity damage from the "1011 event" (likely referring to a major market crash) has essentially ended the altcoin cycle, with speculative momentum shifting to the more liquid US stock market. Regarding the macroeconomic outlook for H2 2024, Didier expresses increased caution due to potential market pressure from upcoming mega-IPOs (e.g., SpaceX) and US midterm election risks. Long-term, he remains bullish on AI's productivity gains and its convergence with blockchain/Web3, which he sees maturing into a more institutional, real-asset-focused phase.

链捕手Há 34m

Will MicroStrategy Fall into a Death Spiral? What Will the Macro Trend Be in the Second Half of the Year?

链捕手Há 34m

Trading

Spot
Futuros
活动图片