仓鼠快打推出基于Ton的Layer2,HMSTR会有第二春吗?

MarsBitPublicado em 2025-02-25Última atualização em 2025-02-26

Resumo

可能,但与你无关。

仓鼠宇宙的魔幻开局:从「点击暴富」到「骂街退坑」


如果2024年的币圈有什么「现象级土狗」,Hamster Kombat(仓鼠快打)绝对能竞争奥斯卡。这个在Telegram上靠「狂点仓鼠」就能「暴富」的小游戏,一度让全球3亿玩家陷入癫狂——毕竟谁不想当个「仓鼠CEO」,躺着赚加密货币呢?


玩家每天的任务就是对着手机屏幕疯狂点击仓鼠,升级虚拟交易所,完成「每日任务」和「摩斯密码」(对,你没看错,这游戏甚至要你破译摩斯电码!)。官方承诺:点击越多,空投越多,未来代币HMSTR上市就能换法拉利!

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结果呢?9月空投当天,HMSTR价格直接表演高台跳水,从最高0.013一路下跌不回头,截至发稿报价0.0017,跌幅86%。无数玩家看着账户里「灰尘级」的空投份额,当场破防:「我点了三个月仓鼠,就为了买杯星巴克?!」
这就好比你去相亲,对方说「我有100套房」,结果见面发现是QQ农场里的「阳光牧场」。币圈魔幻,诚不我欺。


狗庄の野望:仓鼠宇宙的「二次革命」能救场吗?
面对玩家暴怒和币价扑街,项目方祭出了两招「续命大法」:
推出TON二层网络Hamster Network:号称「零Gas费」「闪电速度」,还要用「区块链测试游戏」Hamster Boost吸引用户;

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据称,新网络将为游戏和其他应用程序提供快速且可扩展的基础设施,并且“每笔交易的成本几乎可以忽略不计”。Hamster Network 与 TON 合作开发,旨在通过交互式小程序和游戏帮助 Telegram 近 10 亿用户进入加密世界。
公告指出:“Hamster Network 由 TON 虚拟机提供支持,其智能合约与 TON 完全兼容,使开发人员可以无缝移植他们的 dapps”,并补充说来自第 2 层的交易证明会发回 TON。
该网络推出时配备了包括钱包、资产转移桥和专用去中心化交易所(DEX)在内的基础设施。Hamster Kombat 的创建者表示,已有多名开发人员在为该平台开发应用程序,但未透露具体细节。
Hamster Network 邀请用户参与 Hamster Boost,这是一款旨在通过区块链测试任务来给网络施加压力的游戏。参与者可以获得“贡献的赏金和奖励”,帮助在采用率提高之前发现潜在问题。


2月18日宣布上线第二季「GameDev Heroes」:从「点仓鼠」升级到「经营游戏工作室」,试图用「元宇宙」概念包装新故事。


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这款游戏在预告片里看起来挺有意思,原本的点击赚钱模式被替换成了游戏开发模拟,玩家可以招募程序员和艺术家,自己制作游戏,然后顺便赚点金币。听上去是不是很香?其实没那么简单。
首先,得说,这款游戏的核心玩法和气氛完全没有意外,还是那种数字上升、金币刷刷涨的感觉。确实符合原版的炒作套路,也能理解为啥那么多模仿者也在跟风。可是这次的“焕然一新”真的…有点“新”过头了。
这就挺奇怪的,开发游戏的过程,感觉跟做门面装饰一样,甚至比最初那个“仓鼠经营加密货币交易所”的设定还要牵强。就像是把一个简单的概念强行塞进了一个游戏框架里,啥都没有,只有形式,啥都不实际。
而且游戏里的员工名字,你得看下——Yizz Crunchy和Booby Hubble(没错,是真的)——这些名字真的是别具一格,但也让人有点不知所措。更别提其中的拼写错误和那种看起来像人工智能搞出来的抽象艺术,真是让人头疼。


二次画饼,仓鼠的狗庄是要干嘛?
表面看,这是要打造「仓鼠宇宙」,让HMSTR从土狗变凤凰。但仔细一想,这套路怎么似曾相识?
二层网络画饼:几乎所有公链都在吹「Layer2拯救世界」,但现实是:Layer2越多,Gas费越贵,用户越懵。Hamster Network的「零成本」承诺,大概率是「开局免费,后期收割」的经典剧本。


第二季换皮游戏:从「点仓鼠」变成「开游戏公司」,本质还是「点击挖矿」的变种。参考,第一季的「每日任务」已经让玩家累成社畜,第二季的「经营模拟」只会更卷。
这就好比健身房倒闭前疯狂推销「终身会员卡」,嘴上说「升级器材」,实际是跑路前最后一波割韭菜。


HMSTR还能涨?狗庄的「拉盘逻辑」与韭菜的「斯德哥尔摩症」
尽管币价惨淡,但HMSTR最近一周反弹17%,让人不禁怀疑:庄家是不是又要搞事?
从数据看,HMSTR的「狗庄优势」依然存在:
筹码高度集中:60%代币空投给玩家,但大部分「灰尘份额」早被抛售,真正的大户是团队和早期撸毛党;
市值管理空间:HMSTR当前流通市值仅1.1亿美元(按0.0017美元计算),而TON生态龙头NOT市值2.68亿。庄家只需少量资金就能拉盘,制造「第二春」假象;
社区信仰残留:3亿玩家的沉没成本太深,哪怕被割也会自我安慰:「万一这次真起飞呢?」。
但问题是,拉盘需要「故事」。目前HMSTR的「新故事」有两个:
TON生态赋能:蹭TON的热度,吸引Telegram用户入场;
Layer2生态想象:如果Hamster Network真能吸引开发者,HMSTR可能成为「生态Gas币」。


魔幻终章:HMSTR会有第二春吗?
答案是:可能,但与你无关。
短期:庄家可能借「TON生态」和「第二季上线」拉盘,制造「暴力反弹」假象;
长期:除非Hamster Network真能成为「Telegram生态入口」,否则HMSTR终将沦为土狗坟场。


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但问题是,你能否在庄家砸盘前逃顶? 参考最近币安合约一大热点BAN,拉盘持续两周之久,腰斩只需要几个小时,99%的韭菜只会成为「击鼓传花」的最后一棒。
如果你真想赌,请把本金控制在「丢了不心疼」的范围,并且见好就收。毕竟,币圈没有奇迹,只有奇迹的炮灰。

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