新的财富密码？盘点Blast上118个不可错过的早期机会（DEX篇）

Odaily星球日报Publicado em 2024-02-26Última atualização em 2024-02-26

Resumo

五家DEX已明确表示，会将100%的开发者空投份额回馈社区。

原创 | Odaily星球日报

作者 | Azuma

新的财富密码？盘点Blast上118个不可错过的早期机会（DEX篇）

北京时间 2 月 24 日，由新一代“经济模型大神”、Blur 创始人 Pacman 新推出的自动生息型 Layer 2 网络 Blast 正式公布了生态应用竞赛 BIG BANG 的最终结果。

或是由于 Blast 已承诺将对部署至该网络的项目提供占代币总供应 50% 的空投奖励，早在测试网启动之前，便已有大量项目表态有意入驻该网络。

一月中旬，Blast 正式上线了测试网，并向开发者们开启了 BIG BANG 竞赛的报名窗口，最终共有超 3000 支团队报名参与，以角逐潜在的代币空投奖励以及 VC 曝光机会。

根据竞赛结果，本轮 BIG BANG 合计共筛选出 118 个潜力项目，具体包含 47 个获胜项目（Winners）、 31 个亚军项目（Runner-Ups）以及 40 个荣誉项目（Honorables），涉及借贷、DEX、衍生品、GambleFi、NFT/Gaming、Infra 等多个板块。

为了帮助大家从海量的 Blast 生态项目中筛选更具价值的投资/交互标的，Odaily 星球日报基于上述获奖名单，根据项目定位、融资历史、空投分配机制（部分项目会将开发者空投份额回馈至用户）等要素对全部 47 个 Winners 项目以及部分 Runner-Ups 和 Honorables 优质项目进行梳理，希望能够帮你进一步了解冉冉上升的 Blast 生态。

新的财富密码？盘点Blast上118个不可错过的早期机会（DEX篇）

在本篇文章中，我们将首先聚焦于用户最为熟悉的“现货 DEX”板块，根据 BIG BANG 竞赛结果，该板块内获奖情况如下：

  • 五家 Winners 项目：Ambient Finance、Thruster、Bebop、Mangrove、Ring Protocol；

  • 三家 Runner-Ups 项目：Bladeswap、Blaster Swap、MonoSwap；

  • 两家 Honorables 项目：Definitive、RogueX。

接下来，Odaily 星球日报将根据项目定位、融资历史、空投分配机制等要素，对上述项目进行微观剖析。

项目一：Ambient Finance

  • 社交媒体账户：@ambient_finance

  • 获奖情况：Winners

  • 融资历史： 2023 年 7 月，Ambient Finance 完成 650 万美元种子轮融资，BlockTower Capital 领投，参投方包括 Jane Street、Circle、Tensai Capital、Naval、Yunt Capital、Susa Ventures、Quantstamp 和 Hypotenuse Labs，个人投资者包括 Ribbon Finance 联合创始人 Julian、The Block 研究员 Steven 等。

    官方网站显示，在种子轮之前，Ambient Finance 还曾在 Pre-Seed 轮获得过 PostiveSum 和 Motivate 的资金支持，但该轮融资并无其他信息披露。

  • 开发者空投份额分配机制：暂未披露

  • 简介：Ambient Finance 的前身是 CrocSwap，这是一个改良型 AMM 协议，其特点在于可以在单一流动性池内统一支持集中流动性做市（类似 Uniswap V3）、全范围流动性做市（类似 Uniswap V2）以及链上限价单。

项目二：Thruster

  • 社交媒体账户：@thrusterfi

  • 获奖情况：Winners

  • 融资历史：在官方文档中，Thruster 介绍表示：“我们非常感激可以直接得到一些 DeFi 业界最棒的 builders 和流动性提供者的支持。这些人包括 DCFGod、PopcornKirby、B1lurr、CBB0FE、Casey Caruso（前 Paradigm 合伙人）、0x Lawliette、Loomdart，以及许多其他创始人和专注于 DeFi 的天使投资者或 Blast 天使投资者。”

  • 开发者空投份额分配机制：在官方文档中，Thruster 介绍表示：“一旦我们获得 BLAST 的开发者空投，我们将通过独特的机制将空投池中的 BLAST 激励导向至一些关键的合作池，以推进 Thruster 的流动性健身，吸引更多用户。”

  • 简介：Thruster 同时支持多种 AMM 做市类型，包括集中流动性做市（类似 Uniswap V3）、全范围流动性做市（类似 Uniswap V2）以及稳定型做市（类似 Curve）。

项目三：Bebop

  • 社交媒体账户：@bebop_dex

  • 获奖情况：Winners

  • 融资历史：无（由 Wintermute 孵化）

  • 开发者空投份额分配机制：暂未披露

  • 简介：Bebop 是一款由 Wintermute 孵化的 DEX 聚合器，它既是一款应用程序，也是一套 API，旨在为用户提供高效、无缝的现货交易服务。值得一提的是，Bebop 已在官方网站中明确提到不会有代币。

项目四：Mangrove

  • 社交媒体账户：@mangrovedao

  • 获奖情况：Winners

  • 融资历史：2021 年 7 月，Mangrove 完成了 270 万美元种子轮融资，Wintermute Ventures、QCP Soteria Node、Monday Capital、Noia Capital、Zeeprime、Atka Capital、Stake Capital 和 John Lilic 等参投。

  • 2023 年 2 月，Mangrove 完成了 740 万美元 A 轮融资，Cumberland 和 Greenfield Capital 领投，CMT 和 Gumi Crypto Capital 等参投。

  • 开发者空投份额分配机制：100% 返还给 Mangrove 用户。

  • 简介：Mangrove 是一个订单簿 DEX，其最大的特点在于可通过“再质押（restaking）”的机制，允许流动性提供者将部署在其他协议之上的流动性再次部署至 Mangrove 的订单簿，从而扩大潜在的收益机会。Mangrove 并不会锁定这些流动性，而是仅会将其挂出（list），用户的流动性仍可在其他协议内进行正常操作，只会在报价被接受时才会被利用。

项目五：Ring Protocol

  • 社交媒体账户：@ProtocolRing

  • 获奖情况：Winners

  • 融资历史：无

  • 开发者空投份额分配机制：暂未披露

  • 简介：从测试网 UI 来看，Ring Protocol 是一个经典 AMM 模型 DEX，且未来会上线 Launchpad 服务。根据获奖介绍，Ring Protocol  的特点在于允许流动性提供者通过质押基础资产和/或 RWA 资产来赚取收益。

项目六：Bladeswap

  • 社交媒体账户：@bladeswapxyz

  • 获奖情况：Runner-Ups

  • 融资历史：无

  • 开发者空投份额分配机制：100% 返还给 Bladeswap 用户。

  • 简介：Bladeswap 是一个采用了 ve 治理模型驱动的 AMM DEX，其最大的特点在于会将 100% 的平台费用返还给代币持有者。Bladeswap 在官方文档中已明确表示，会在 BLAST 之前提前推出协议代币，以确保用户能够收到尽可能多的空投。

项目七：Blaster Swap

  • 社交媒体账户：@BlasterSwap

  • 获奖情况：Runner-Ups

  • 融资历史：无

  • 开发者空投份额分配机制：100% 返还给 Blaster 用户。

  • 简介：Blaster 是一个具有批量兑换功能的 DeFi 聚合器，允许用户利用最佳的路径和价格在单笔交易中实现多笔兑换。

项目八：MonoSwap

  • 社交媒体账户：@monoswapio

  • 获奖情况：Runner-Ups

  • 融资历史：无

  • 开发者空投份额分配机制：100% 返还给 MonoSwap 用户。官方表示会在未来几天公布关于空投分发、主网上线等详细计划。

  • 简介：MonoSwap 是一家 AMM 型 DEX，支持集中流动性做市（类似 Uniswap V3）、全范围流动性做市（类似 Uniswap V2）以及 Launchpad 服务。

项目九：Definitive

  • 社交媒体账户：@DefinitiveFi

  • 获奖情况：Honorables

  • 融资历史： 2023 年 11 月，Definitive 完成了 410 万美元融资，BlockTower 领投，Nascent、Coinbase Ventures、CMT Digital 等参投。

  • 开发者空投份额分配机制：暂未披露

  • 简介：Definitive 是一个由三位前 Coinbase 产品和工程人员创建的机构级交易平台，致力于提供一个集成各种协议的执行平台，使用户能够交易、获取收益机会，并自动监控持仓的风险水平。

项目十：RogueX

  • 社交媒体账户：@Roguex_io

  • 获奖情况：Honorables

  • 融资历史：无

  • 开发者空投份额分配机制： 100% 返还给 RogueX 用户。

  • 简介：RogueX 是一个同时支持现货交易及合约交易的 DEX，该平台刚刚宣布，将在 Blast 上线主网之际通过激励形式向社区空投 100% 的 BLAST 开发者空投份额以及占总供应量 32% 的 ROX 代币。

续篇预告

本文仅聚焦了“现货 DEX”板块，从 Blast 生态内的 118 家潜力项目中先行梳理了 10 家提供现货交易服务的早期项目。

在下一篇文章中，我们会将目光继续转移至“衍生品”板块，请各位读者保持关注，与我们一起梳理揭开 Blast 的生态图谱。

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