盘点近期有催化剂驱动的 15 个加密项目

深潮Publicado em 2024-08-26Última atualização em 2024-08-26

Symbiotic 会在代币生成事件（TGE）中抢先于 Eigenlayer，并从 Eigenlayer 手中夺走“再质押”的热度之冠吗？

作者：Ignas | DeFi

编译：深潮TechFlow

目前的加密牛市主要受外部宏观因素的影响，但令人兴奋的新产品发布和催化剂即将到来，将推动内部加密生态的发展。

以下是我关注的前15个项目：

Monad（预计在2024年底上线主网）

我们真的需要另一个 alit-L1吗？

它会成为另一个流通量低、市场估值高的抛售盛宴吗？

Monad 能否吸引独特的、非分叉的去中心化应用（dApps）？

MegaETH（预计在2024年底上线主网）

它是一个普通的二层解决方案，还是一个真正的游戏改变者，为 ETH+L2 模块化扩展路线图带来热度？

它能否真正实现每秒10万笔交易（TPS）和1毫秒的区块时间，还是仅仅是之前牛市的老套路？

Berachain

这是一个让投机者和内部人士获得收益和抛售的地方，还是一个为早期用户提供独特非分叉 dApps 的财富创造平台？

我对此持怀疑态度，但愿意被积极的结果所惊喜。

Eigenlayer 第二次质押活动

预计在第三季度/第四季度进行 EIGEN 交易，以及多个 AVS 在主网上线：

是时候为加密社区澄清再质押的真正价值了，目前还没有很多人理解。

代币发布将揭示再质押是否仍然受到热捧。

Eigenlayer（即将推出的无许可代币支持）

由于风险投资公司和团队对旧的、经过验证的模型采取保守态度，代币经济学的创新停滞不前。

再质押能否为代币经济学带来新的实用性和兴奋，惠及其社区？

Symbiotic（预计在第三季度上线主网）

Symbiotic 会在代币生成事件（TGE）中抢先于 Eigenlayer，并从 Eigenlayer 手中夺走“再质押”的热度之冠吗？

考虑到最近 Paradigm 支持的项目如 Friend Tech 和 Blast，它可能会在初期表现良好，但具体情况还有待观察。

Ethereum Pectra 升级（预计在2025年第一季度）

EIP-7702 的账户抽象能否结束那些令人厌烦的代币批准？

Pectra 会对 ETH 的滞后价格产生任何积极影响吗？

Fantom 正在进行品牌重塑为 Sonic：

一只从灰烬中崛起的凤凰，带着新名称、新代币 $S 和新图表，还是其他的？

成功的品牌重塑可以激励其他项目，带来新的叙事，并为短期交易提供借鉴。

Maker 的品牌重塑：过渡到 NewGovToken 和 NewStableToken

Maker 已经发展成为一个非常复杂的系统，甚至连加密领域的老手都难以跟上。

这次品牌重塑能否简化操作，使其更易于理解，从而推动 $DAI 的供应增长？

Pudgy Penguin 的 L2 解决方案（Abstract）、Story（IP 链）和索尼的 Soneium：这是新的加密叙事的开始吗？

他们能否在 AI 时代实际构建新的创作者与消费者的货币化模型？

如果成功，可能会吸引超越投机者群体的新加密用户。

Fractal Bitcoin（主网即将上线）以及 OP_CAT：

尽管 BRC20s、Ordinals 和 Runes 的 FOMO 和价格下跌，但这两个发展正在为本土比特币带回热度。它们的热度会持续吗？

此外，Babylon 主网的成功上线显示出对 BTC 上 DeFi 的需求。

Stacks Nakamoto 升级（即将到来）：

这次升级是否会吸引更多用户和生态系统的总锁仓价值（TVL）？Stacks 生态的空投会产生财富效应吗？

目前，Stacks 在 BTC 二层的市场份额占据主导地位，但竞争对手正在迅速追赶。

Coinbase cbBTC 上线：

在 wBTC 管理结构发生变化后，另一个 ERC20 BTC 的机会已经出现。

cbBTC 将捕获大部分 wBTC 的总锁仓价值。接下来哪个 DeFi BTC 包装会出现？这可能是一个有前景的交易机会。

Uniswap（潜在的 $UNI 费用分享，日期待定）：这会引发 #realyield 的复兴吗？

其他 DeFi 协议会跟进吗？Frax 已经启用了费用切换，AAVE 在费用切换提案后上涨。

UNI 的费用切换将对 DeFi 发展产生积极影响。

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