Kaspa(KAS):GHOSTDAG协议驱动的去中心化Layer-1区块链,成功登陆HotsCoin

金色财经Publicado em 2024-08-05Última atualização em 2024-08-05

54X4rn8ZVYf4PGCIoFFcmD1ZUdGika7XSCYSXEze.jpeg

 

11月20日Kaspa(KAS)在HotsCoin正式上线,Kaspa是一种去中心化和完全可扩展的Layer-1区块链,基于GHOSTDAG协议。目前KAS已在HotsCoin开放交易。

 

1. 项目概述

Kaspa是一种去中心化和完全可扩展的Layer-1区块链,基于GHOSTDAG协议。HotsCoin注意到,相较于传统区块链,GHOSTDAG协议不同之处在于允许区块并存,并以一种共识的方式进行排序。项目于2021年11月上线,采用GHOSTDAG协议旨在提高网络性能,并理论上支持智能合约开发。

 

2. 代币信息

流通量: 21,594,836,850.377 KAS

总供应量: 21,594,836,694.814 KAS

流通市值: $3,112,559,170.991

完全稀释市值: $4,136,657,703.25

 

3. 技术创新与团队

HotsCoin注意到Kaspa采用GHOSTDAG协议,以确保网络安全的同时提高了网络性能。项目在技术上创新,由核心开发者领导,其技术实力得到认可,曾发表的论文被以太坊白皮书引用。项目完全由社区驱动,无投资机构参与,代币通过POW挖矿产出。

 

4. 未来发展与风险

在风险中性情况下,两年内FDV有望达到15-40亿美元,具有1-4倍增长空间。

技术开发进展不及预期、智能合约延期或失败、生态发展停滞是潜在风险。

 

发展路线

1. RUST重写

HotsCoin注意到Kaspa最初用GoLang编写,目前正在RUST语言中进行重写。这将提高整体性能,每秒处理的区块可达10个以上。计划于2022年中完成。

 

2. 升级至DAGKNIGHT协议

Yonatan和Michael Sutton提出DAGKNIGHT协议,进一步提升性能和安全,计划在RUST重写后进行开发。

 

3. 移动钱包开发

Kaspa已有网页、桌面和命令行接口钱包,目前正致力于移动设备钱包的开发。

 

4. 智能合约

智能合约规划中,预计在DAGKNIGHT升级后进行开发。

 

融资

HotsCoin注意到项目创始人Yonatan于2018年成立DAG Labs,获得800万美元融资,但因技术不成熟解散。Kaspa项目并未获得融资,而是通过公平挖矿获得KAS代币。

 

结论

Kaspa以其去中心化、可扩展性和GHOSTDAG协议的采用,在区块链领域引起关注。团队技术实力雄厚,未来发展规划明确,尤其在性能提升和协议升级方面表现积极。然而,项目仍需注意技术风险和市场竞争,确保按计划推进开发,并积极拓展生态系统。

 

HotsCoin将持续关注该项目生态。(报告撰写日期:2023年11月)本报告中的信息仅供参考,不构成投资建议。投资前应充分了解相关项目和风险,并在必要时咨询专业意见。

 

Leituras Relacionadas

A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

NVIDIA has released a "Battery Energy Storage System Self-Certification Guide," setting strict technical standards for energy storage systems specifically for AI data centers (AIDC). The guide focuses solely on certifying the Power Conversion System (PCS), not the batteries, with 10 mandatory performance metrics and 12 validation tests requiring real-world and simulation comparisons. Key requirements include rapid dynamic response to AI workloads, high-frequency system telemetry, and detailed electromagnetic transient models. The move is driven by the extreme and fluctuating power demands of next-generation AI hardware. Modern AIDCs require energy storage systems to act as intelligent, controllable grid assets, not just passive backup, to manage instantaneous, massive power load shifts that traditional UPS systems cannot handle. This redefines the competitive landscape for energy storage providers, shifting focus from capacity and cost to advanced control capabilities and system integration. While the market potential is significant—with forecasts of hundreds of GWh in new demand by 2030—the certification creates a high barrier to entry. It requires proven PCS delivery volumes and credible plans for rapid capacity scaling, favoring established, well-resourced players. Early movers like Fluence (partnering with Siemens) and several Chinese companies have secured projects ahead of the standard, but new entrants must now navigate this rigorous, costly, and time-intensive certification process to compete in the AIDC energy storage market.

marsbitHá 47m

A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

marsbitHá 47m

After Missing the 20x, I've Found a 'Dumb' Method for AI Investing

**Missing the 20x Opportunity: A Simple 'Dumb' Approach to AI Investing** The AI boom, driving NVIDIA's revenue from $60B to $216B in two years, creates immense investment pressure. However, like the internet bubble of 2000, the largest AI opportunities likely lie ahead, perhaps after a correction. Instead of rushing in now or waiting paralyzed for a crash, the author proposes a third way: building a "knowledge warehouse" by systematically mapping the AI industry to be ready when opportunities arise. The core of the strategy is understanding AI's four-layer value chain: 1. **Compute Infrastructure (The "Engine"):** This foundational layer, where all money eventually flows, includes: a) **Chip Design:** NVIDIA's dominance via its CUDA ecosystem, b) **Chip Manufacturing/Packaging/Memory:** TSMC's near-monopoly in advanced manufacturing and SK Hynix's lead in High Bandwidth Memory (HBM), c) **Optical Interconnects:** Essential for large-scale AI clusters (e.g., Lumentum, Coherent), d) **Cooling & Power:** Critical for high-density AI data centers (e.g., Vertiv), e) **Servers/Data Centers & Cloud Platforms:** The physical and virtual wholesale providers. 2. **Models & Tools (The "OS"):** The competitive layer of foundation models (OpenAI, Anthropic, Google, Meta, xAI), now generating real revenue. A key shift is the center of gravity moving from **Training** models to **Inference** (running models), which demands different chip characteristics and could challenge NVIDIA's monopoly. 3. **Middleware & Platform ("The Glue"):** Connects models and applications (e.g., Scale AI, Hugging Face). This layer could explode if applications take off. 4. **Vertical Applications ("The Cash Register"):** Where AI meets end-users (e.g., enterprise AI, coding tools, medical AI, robotics). A critical cross-cutting constraint is **Energy**, as AI's massive power consumption drives investment in nuclear and other energy infrastructure. The author identifies four key questions for further research: 1) How will the shift from Training to Inference reshape the competitive landscape? 2) With tech giants spending over $600B on capex, where is the ROI from AI applications? 3) What are the under-the-radar opportunities in the "second" and "third" circles of the value chain (e.g., cooling, specialty foundries)? 4) How will geopolitics (e.g., U.S.-China chip restrictions) bifurcate the supply chain? The conclusion is that missed opportunities stem from insufficient research, not slow timing. By methodically studying each layer—its business models, competition, and valuations—investors can build the "killer intuition" needed to act decisively when the market presents its chance.

marsbitHá 1h

After Missing the 20x, I've Found a 'Dumb' Method for AI Investing

marsbitHá 1h

Trading

Spot
Futuros
活动图片