4种最值得入手的山寨币 ——WLD、RUNE、TON和RON

金色财经Опубликовано 2024-09-26Обновлено 2024-09-26

4种最值得入手的山寨币

1.WLD

Worldcoin (WLD) 持续增长，随着其服务扩展到更多国家，连续三天上涨。该代币最近测试了 2 美元的阻力位，创下 8 月初以来的最高点，较当月最低水平上涨了 54%。

开发人员已将 World ID 引入危地马拉、马来西亚和波兰等新地区，并扩大了其在阿根廷、智利、奥地利、墨西哥和美国等国家/地区的影响力。此次扩张已使 World ID 验证次数超过 670 万次，过去一周内注册了 15.5 万个新账户。

此外，钱包活动激增，钱包交易总量达到 1.42 亿，每日交易量接近 40 万笔。Worldcoin 当前价格为 2.16 美元，过去 24 小时内上涨 9.07 %，过去一年上涨 21%。

技术指标仍保持积极，几个关键指标中有 19 个表明看涨势头。这种增长，加上过去 30 天内 16 天的显著上涨价格走势，表明该代币具有潜在的实力。值得一提的是，价格趋势应密切关注。

2. RUNE

ThorChain 是一种去中心化的跨链协议，最近因融入 LI.FI 生态系统而备受关注。此次整合于 8 月 14 日宣布，它支持通过 ThorChain 进行本地比特币交换，并增强了跨以太坊虚拟机 (EVM) 链的比特币转账。在 SwapKit 的支持下，此次合作还简化了在这些网络内将比特币兑换成其他加密货币的过程。

此外，这一发展旨在扩大比特币的可访问性并支持其在去中心化金融 (DeFi) 应用中的使用。

ThorChain 此前曾因安全问题暂停运营，但其代币 RUNE 自恢复运营以来表现不俗。RUNE 交易价格为 5.25 美元，过去 24 小时内上涨 6.50 %，过去一个月上涨 18.47 %。在过去一年中，它的表现优于比特币和以太坊等主要加密货币，价格上涨了 214.30 %。其交易价格也比其 200 天简单移动平均线高出 74.56%。

3. TON

Telegram Open Network (TON) 原生代币价值的近期飙升引起了人们的关注，尤其是考虑到 Telegram 目前面临的监管挑战。

Telegram 及其首席执行官 Pavel Durov 因法律纠纷和监管审查而成为媒体关注的焦点。一个关键问题源于 Telegram 搜索功能的滥用，一些用户利用该功能进行非法活动，例如出售非法商品。作为回应，Durov 通过他的个人 Telegram 频道宣布更新该平台的审核政策。

尽管面临这些挑战，TON 仍表现出显著的增长。最近，该代币的市值在 24 小时内上涨了 6.37 %，过去一周上涨了 3.55 %。目前，TON 的交易价格为 5.80 美元，反映出过去 24 小时内上涨了 4.13%。

4. RON

Ronin 是以太坊虚拟机 (EVM) 区块链，专注于游戏，由热门 Web3 游戏 Axie Infinity 的创造者 Sky Mavis 开发。仅 Axie Infinity 就创造了超过 13 亿美元的收入，而 Ronin 已证明其有能力支持拥有数百万每日活跃用户的单个游戏。它还处理了超过 40 亿美元的 NFT 交易，证明了其高效扩展的能力。

Ronin 的主要优势在于其近乎即时的交易处理和最低的费用，为 Web3 游戏提供无缝的游戏内交易。在上线后的前九个月，该区块链吸引了 25 万个每日活跃地址，累计锁定总价值 (TVL) 达到 50 亿美元。此外，它的钱包下载量超过 200 万次，促成了市场上 15% 的 NFT 交易。其去中心化交易所 (DEX) Katana 是按周活跃用户数排名第二的去中心化交易所，允许在 Axie Infinity 生态系统内进行代币交换。

Ronin 的性能，尤其是其可扩展的游戏能力和推动高交易量的能力，使其成为 Web3 项目（尤其是游戏领域）的首选。然而，其未来的表现将取决于不断发展的区块链领域的持续发展和采用。

Похожее

τ Scaling: Huawei's New Growth Engine Designed for the Post-Moore Era

**Tau Scaling: Huawei's New Growth Engine for the Post-Moore Era** For 60 years, progress in semiconductors was driven by Moore's Law – making transistors smaller, denser, and cheaper. This path has now stalled due to plummeting returns below 7nm, astronomical lithography costs, and rising per-transistor expenses. After six years and testing 381 production chips, Huawei’s semiconductor team proposes a fundamental shift: **stop competing on size, start competing on time**. This is the core of their "τ (Tau) Scaling" theory. It treats *time* as the key optimization metric, compressing characteristic delays (τ) across all levels – from transistor switching (picoseconds) to data center tasks (seconds), spanning 12 orders of magnitude. **What is τ Scaling?** It holistically minimizes delay/time constants (τ) across four layers: transistors (switching speed), circuits (signal delay), chips (compute/memory access), and systems (end-to-end communication). The goal is to align optimization from process and circuit design to architecture and systems using this unified metric. **Mobile Application: LogicFolding** Without advancing the process node, this technique vertically stacks chips using ultra-precision hybrid bonding, distributing critical paths across layers ("stacking floors"). Results include a 55% transistor density increase, 41% better energy efficiency, over 40% higher SRAM frequency, and a roadmap targeting 4GHz by 2029. **AI Data Center Application: Full-Link Latency Compression** With 80% of AI cluster energy and 70% cost spent on data movement, the focus is slashing communication time. Key innovations include: 1. **Unified Bus:** Cuts multi-layer protocols, reducing remote access latency from microseconds to ~100 nanoseconds – 500x faster. 2. **Hi-ONE Optical Interconnect:** Replaces copper with fiber, enabling 8Tb/s per module and scaling distances from 1m to 100m for 10,000-chip clusters. 3. **3D Folding:** Solves the "interface bottleneck" of 2.5D packaging by vertically integrating memory, power, and optical I/O alongside compute, predicting over 100x integration density gain by 2035. **Re-fusion of Logic and Memory** The AI era, where data movement is more critical than computation, demands tight 3D integration of logic and memory, shifting industry influence towards memory and advanced packaging. **Remaining Challenges** include adapting EDA tools for 3D design, optimizing wafer-to-wafer process variation and vertical interconnect losses, and establishing new energy efficiency and benchmarking standards. **Conclusion:** The era of scaling physical dimensions is over. The era of scaling time has begun. By leveraging 3D stacking, system architecture, and interconnect optimization—rather than solely chasing advanced lithography—performance and efficiency can continue to advance. This is poised to be the semiconductor industry's core roadmap for the next decade.

marsbit12 мин. назад

τ Scaling: Huawei's New Growth Engine Designed for the Post-Moore Era

marsbit12 мин. назад

NodeStrategy: The First Ordinals DAT Project, Bringing the Strategy Treasury Narrative to NFTs

**Summary: The Fundamental Flaws of NodeStrategy, the 'First Ordinals DAT'** NodeStrategy presents itself as the first Ordinals Digital Asset Treasury (DAT) on Bitcoin. Its model mirrors MicroStrategy's treasury narrative but for NFTs, specifically targeting the NodeMonkes collection (not officially affiliated). The project's core mechanism is a four-step flywheel: a 10% fee on all trades (90% to treasury, 10% to radFi/Bound marketplace) is used to buy NodeMonkes. These NFTs are then listed for sale on Satflow, with 100% of the sale proceeds used to buy back and burn the project's token, NODESTRAT, aiming to create a perpetual value cycle. However, the design contains critical, self-defeating flaws: 1. **Platform Lock-In:** As a Bitcoin Rune, NODESTRAT lacks smart contract functionality and cannot natively enforce the 10% fee. The fee can only be collected on the radFi/Bound marketplace itself. This makes the entire flywheel dependent on a single platform. If liquidity moves elsewhere, fee revenue drops to zero, halting the mechanism. 2. **Self-Suffocating Economics:** The 10% fee acts both as the flywheel's fuel and a major drag on demand. A buy/sell roundtrip incurs a 20% cost, creating a massive hurdle for traders. This strangles the very trading volume needed to generate fees. 3. **Ineffective Value Support:** The flywheel is starved. Low daily volume (~$9K) generates minimal fees for NFT purchases. The NFT "ladder" sales are slow and unpredictable (only 39 total sold), meaning buybacks are infrequent. While 30.77% of the supply has been burned, this supply reduction cannot lift price without corresponding demand, which is suppressed by the high transaction tax. 4. **Meaningless NAV:** The Net Asset Value (NAV), currently at a 0.46x discount to market cap, is merely a marketing figure. There is no redemption mechanism for token holders to claim the underlying NodeMonkes assets. Price is set by market liquidity flows, not by this theoretical backing. In essence, NodeStrategy's design forces its revenue source (trading fees) to simultaneously cripple the demand and liquidity required for its own success, trapping the project in a stagnant state.

marsbit19 мин. назад

NodeStrategy: The First Ordinals DAT Project, Bringing the Strategy Treasury Narrative to NFTs

marsbit19 мин. назад

Agentic Design Patterns: A Book That Made Me Re-Understand "What Is an Agent, Really?"

"Agentic Design Patterns" is a 2025 book by Antonio Gullí, a Google engineering director, which offers a systematic framework for AI Agent development through 21 design patterns. A core contribution is the "Four Levels of Agency": Level 0 (bare LLMs) are not true agents. Level 1 agents actively decide when and how to use tools. Level 2 agents engage in strategic planning, context engineering (curating and filtering information), and self-reflection. Level 3 involves multi-agent collaboration with defined communication topologies. The book introduces **Context Engineering** as a superset of prompt engineering, managing four layers of information for the agent: system prompts, external data, implicit context (user history, environment), and feedback loops for automated optimization. A key pattern is **Reflection (Producer-Critic)**, where two distinct agents with different prompts collaborate iteratively—one produces output, the other critiques it—until quality is satisfactory or a max iteration limit is reached. For **Memory**, a three-layer model is proposed: Session (ephemeral conversation context), State (temporary task data), and Memory (persistent, long-term storage). Regarding **Multi-Agent Systems**, the book advises against unnecessary complexity, recommending simple topologies like Supervisor or Peer-to-Peer based on task needs. It emphasizes perfecting a single Level 2 agent before moving to multi-agent setups. The author concludes with three actionable takeaways: 1) Add a Critic agent to existing workflows, 2) Practice Context Engineering beyond simple prompts, and 3) Avoid premature multi-agent complexity; first master a robust single agent. The book provides a practical map, codifying common challenges like reflection, memory, and coordination into reusable patterns, saving developers from reinventing foundational solutions.

链捕手1 ч. назад

Agentic Design Patterns: A Book That Made Me Re-Understand "What Is an Agent, Really?"

链捕手1 ч. назад

Will ETH See Fund Inflows Again? Sharplink and BitMine Make It onto the Russell Index List

Two Ethereum (ETH)-related public companies, Sharplink (SBET) and BitMine (BMNR), will be added to the U.S. Russell Indexes on June 29, 2026. SBET is confirmed for the Russell 2000 and Russell 3000, while BMNR is on the preliminary list for the Russell 3000 and has a high chance of entering the Russell 1000. This inclusion acts as an "automatic shopping list" for massive passive investment funds like ETFs and pension plans, compelling them to buy these stocks to match the index composition. Consequently, millions of mainstream investors who do not directly trade crypto will automatically gain exposure to these Ethereum-linked equities through their index funds. This move channels significant passive capital—trillions of dollars track these indexes—into SBET and BMNR, integrating Ethereum-related investment opportunities into traditional financial portfolios. While the funds buy the companies' stocks, not ETH directly, this is expected to provide short-term price support for the stocks and increase their liquidity and institutional ownership. Over the long term, it could also indirectly incentivize the companies to acquire more ETH.

marsbit1 ч. назад

Will ETH See Fund Inflows Again? Sharplink and BitMine Make It onto the Russell Index List

marsbit1 ч. назад

An AI Read SpaceX's Prospectus and Wrote This Investment Memo in 12 Minutes

An AI agent autonomously analyzed SpaceX's 226MB S-1 filing, purchased real-time market data on-chain for $1.87, and generated a comprehensive investment memo in 12 minutes. The memo concludes a "Hold" recommendation. Bull Thesis: SpaceX holds a near-monopoly in commercial launch (80% of global orbital mass since 2023), operates the profitable Starlink business (10.3M subscribers, $7.2B adj. EBITDA), and is vertically integrated from rockets to AI via the xAI acquisition. Starlink alone is a standout, high-margin business. Bear Thesis: The AI division is a massive cash burn ($6.4B operating loss on $3.2B revenue in 2025). True debt obligations approach ~$42B, not the headline $29B, due to bridge loans and X-related debt. Significant contingent liabilities exist, including a potential $10B fee from a Cursor option agreement. The company faces concentrated counterparty risk (e.g., a $45B Anthropic contract), slowing revenue growth, and complex governance as a controlled company with four share classes. Valuation anchors Starlink's standalone value at ~$84B (applying Iridium's 7.4x sales multiple), suggesting the current ~$500B+ IPO target prices in immense future execution risk for Starship and AI. Key risks include Starship delays, accelerating AI losses, and underwriter conflicts (the IPO's lead banks are also lenders on the $20B bridge loan it aims to refinance). Investment triggers: upgrade to "Overweight" if priced ≤$350B and Starship meets milestones; downgrade to "Pass" if priced >$510B or key risks materialize.

marsbit1 ч. назад

An AI Read SpaceX's Prospectus and Wrote This Investment Memo in 12 Minutes

marsbit1 ч. назад

Торговля

Спот

Фьючерсы

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на TON (TON) представлены ниже.

4种最值得入手的山寨币 ——WLD、RUNE、TON和RON