一文读懂Tether新平台Alloy:由XAU₮支持的新型合成美元平台

Odaily星球日报Publicado em 2024-06-19Última atualização em 2024-06-19

Resumo

旨在结合美元的稳定性与黄金的安全性,为用户提供一种日常使用和资产管理提供可靠且多功能的数字货币

原文作者:Nancy,PANews

6 月 17 日,全球最大稳定币发行商 Tether 宣布推出开放平台“Alloy by Tether”,允许创建由 Tether Gold 支持的不同绑定资产。

据官网介绍,Alloy by Tether 旨在结合美元的稳定性与黄金的安全性,为用户提供一种日常使用和资产管理提供可靠且多功能的数字货币。该平台由萨尔瓦多 CNAD(国家数字资产委员会)授权的 Moon Gold NA, SA de CV 和 Moon Gold El Salvador, SA de CV 开发和管理,这两家公司均属于 Tether Group 的成员,以满足不同的客户群和监管要求。

一文读懂Tether新平台Alloy:由XAU₮支持的新型合成美元平台

该平台引入一种新型的数字资产类别,称为“绑定资产”(Tethered Assets),可支持单一或者多类型抵押品,旨在通过流动资产的超额抵押和二级市场流动性池等稳定策略来跟踪参考资产的价格,这种创新方法在参考资产及其锚定对应物之间提供了一致的价值和稳定性。

Vaults 是 Alloy by Tether 的核心,可用于存储用户抵押品、未发行的 aUSD₮以及用户抵押铸造头寸(CMP)信息。Vault 会根据清算点或最大 MTV 设定特定的清算阈值,清算点为 75% 。换句话说,如果 CMP 中铸造的 aUSD₮的价值超过用作抵押品的 XAU₮(真实实物黄金支持的 Tether Gold )价值的 75% 时,该 CMP 就有资格被清算。需要注意的是,用户与 Vaults 交互需要通过 KYC 验证。

另外,Alloy by Tether 还与以太坊 EVM 兼容,包括支持以太坊主网、Polygon、Optimism、Arbitrum、BNB Chain 等链。且 Alloy by Tether 选择 Solidity 作为智能合约编程语言,可实现不同区块链的灵活运行的同时,保持极高的安全性。

aUSD₮是 Alloy by Tether 系列中的首个代币,旨在追踪 1 美元价值,可提供使用美元的功能优势,例如其在支付、交易、结算和储蓄方面的广泛使用,同时结合黄金的内在优势,例如稀缺性、低波动性和购买力的保持。官网显示,截至 6 月 18 日,aUSD₮的铸造量超 800 万枚。

aUSD₮的独特之处在于其是由存储在瑞士的真实实物黄金支持的 Tether Gold (XAU₮) 进行超额抵押,即用户可通过以太坊智能合约使用 XAU₮作为抵押品来铸造 aUSD₮。据悉,XAU₮是由 Tether 发行的黄金稳定币,每个代币伦敦好交割金条上的一盎司纯金,具有无需托管费用等优势。以太坊浏览器数据显示,截至 6 月 18 日,XAU₮的流通量超 24.6 万枚,市值约为 5.7 亿美元。

当然,aUSD₮智能合约还会通过监控抵押品和铸造代币来保持透明度,并利用价格预言机不断评估铸造价值 (MTV) 比率。除了 aUSD₮,未来 Alloy by Tether 还将支持创建不同支持机制的 Tether 资产,包括产生收益的产品。

Leituras Relacionadas

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

链捕手Há 5m

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

链捕手Há 5m

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale Research identifies 15 top-revenue crypto protocols trading at significant valuation discounts, with many at single-digit or even 1x revenue multiples. Protocols like Pump.fun, PancakeSwap, and Meteora have market capitalizations roughly equal to their annual revenue. The report argues these financially-focused protocols (DEXs, lending, staking) are fundamentally undervalued and could benefit from the potential passage of the CLARITY Act, expected as soon as next month. This legislation aims to clarify digital asset regulation, potentially reducing institutional barriers and driving on-chain activity. The analysis breaks down the protocols into three groups: the "1x Club" (market cap ≈ revenue), mid-tier protocols with 3-9x multiples (e.g., Aave, Lido, Jupiter), and high-multiple protocols like Hyperliquid (15x) and Uniswap (37x), where valuation reflects future potential rather than current cash flows. Grayscale applies a traditional DCF model to Aave, suggesting a one-year price target of ~$175, representing ~130% upside from current levels. The report notes a risk-off macro environment since the Iran conflict has further compressed valuations, creating a potential entry window. The conclusion highlights that while the valuation data presents an intriguing opportunity, the investment thesis is contingent on the CLARITY Act's passage and subsequent institutional capital flows. Investors are cautioned to consider Grayscale's inherent conflict of interest as a crypto asset manager with products tied to these assets.

marsbitHá 33m

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

marsbitHá 33m

Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

The article investigates Sam Altman's personal wealth strategy, centered around his investments in approximately 400 companies while serving as OpenAI's CEO. Despite not holding direct equity in OpenAI, Altman has built a vast portfolio, with at least 10 of his investments having commercial ties or ongoing negotiations with OpenAI. This creates a complex network of potential conflicts of interest, drawing scrutiny from U.S. congressional committees and state attorneys general. Key investments highlighted include the anti-aging startup Retro Biosciences (valued at $258 million for his stake as of late last year) and the chipmaker Cerebras, whose value soared following an OpenAI procurement deal. His most significant financial gain is linked to the nuclear fusion company Helion, where a recent funding round reportedly increased his stake's value to at least $4.1 billion. The article details a decade-long relationship between Altman, Helion, and OpenAI, including a controversial non-binding power purchase agreement and Altman's efforts to secure investments from OpenAI and its backer SoftBank for Helion. Other points include internal investigations at Tools for Humanity (developer of Worldcoin) and OpenAI's massive contracts with tech giants like Nvidia. According to Forbes, Altman's net worth is around $3.4 billion, ranking him 1251st globally—a rise of over 1400 places since 2024. OpenAI's board states that Altman's external dealings are transparent and potential conflicts are carefully managed.

Odaily星球日报Há 54m

Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

Odaily星球日报Há 54m

Former SpaceX Engineer Reconstructs Financial Execution System Using First Principles

Former SpaceX engineer Lex Li applies "First Principles Thinking" to financial infrastructure with Plan Execution Lab, recently raising angel funding at a $50M post-money valuation. The team argues that the core function of finance is capital allocation, and the critical gap is not in trading but in execution, which remains highly manual and fragmented. While assets, liquidity, and settlement have migrated on-chain, execution workflows (monitoring, risk management, liquidity coordination) are still human-native. In an era of accelerating AI agents, strategy decay is rapid, shifting the competitive edge from having the best strategy to having the most robust execution network. Plan Execution Lab introduces two core components: 1. **PlanX**: A Financial Execution Protocol designed as infrastructure for the migration from CEX to DEX, providing on-chain execution capabilities, liquidity access, risk management, and capital orchestration. 2. **Xgent**: An Autonomous Financial Runtime. Users define investment intents, risk preferences, and constraints; Xgent automatically constructs an execution graph, verifies it, and handles ongoing execution and optimization—streamlining the process from Intent to Autonomous Execution. The long-term vision is to create the "Bloomberg Terminal for Autonomous Finance"—a shared operating environment and execution network built collectively by participants like execution nodes, liquidity providers, and autonomous agents. The future of finance, they contend, belongs not to isolated algorithms but to open, collaborative execution networks.

marsbitHá 1h

Former SpaceX Engineer Reconstructs Financial Execution System Using First Principles

marsbitHá 1h

Trading

Spot
Futuros
活动图片