Starknet暴跌42%:这些指标为何暗示STRK卖家疲态

ambcryptoОпубликовано 2026-02-07Обновлено 2026-02-07

Введение

尽管Starknet(STRK)在开发活跃度上领先Layer-2项目,但其代币价格在过去一个月下跌42%,单周跌幅近17%。链上数据显示,虽然总锁仓量(TVL)从3亿美元高点回落至2.89亿美元,但平均币龄(MCA)开始回升,暗示抛售压力可能减弱。年龄消耗指标近期出现大幅波动,反映持有者恐慌性卖出,但若平均币龄持续上升且年龄消耗保持低位,可能标志抛售疲劳和积累阶段的开始。长期投资者可关注开发活跃度和稳定币流动性等指标,以评估项目健康状况。

据Santiment数据显示,Starknet [STRK]在Layer-2项目的开发活跃度方面处于领先地位。这对长期投资者来说是一个重大利好,尽管代币价格已跌至历史低点。

无论价格走势和市场条件如何,高开发活跃度往往能将优质项目与劣质项目区分开来。

紧随其后的是Arbitrum [ARB]和zkSync [ZK]。它们的30天活跃度得分相对低于Starknet。Token Terminal数据显示,在Layer 2区块链中,Starknet的周活跃用户数排名第10。

币安智能链的高性能扩展解决方案主导了L2活动,其次是Arbitrum和Base。从收入来看,Starknet在L2中排名第6,表现一般。

CoinMarketCap数据显示,STRK在过去一个月下跌了42%,一周内下跌近17%。面对这些严峻的数据,链上指标看起来比2025年下半年略有好转。

Starknet持有者的投降可能已经结束

在过去三周中,币龄消耗指标出现了大幅飙升。与此同时,365天平均币龄从3个月的高点暴跌。这表明代币流动性增加,考虑到市场的恐慌情绪,这是可以理解的。

持有者抛售STRK也导致交易量增加,该指标的飙升就是明证。这种抛售狂潮也可能意味着大量的获利了结活动,就像11月份价格飙升至0.27美元时那样。

然而,平均币龄已再次开始上升。这本身并不标志着价格触底,但这是一个略微令人鼓舞的迹象。在未来几周,MCA指标的低点抬高将意味着抛售浪潮减弱和全网范围内的积累增加。

还存在其他一些威胁,例如总锁定价值(TVL)的下降。AMBCrypto在1月中旬报道称,TVL自2024年以来首次达到3亿美元的里程碑。

这一成就对投资者来说只是短暂的胜利。DeFiLlama统计数据显示,TVL再次下滑,截至发稿时已达到2.8945亿美元。

市场条件仍然不确定,TVL可能需要一段时间才能再次开始上升。

对于长期投资者来说,强劲的开发活动提供了一些 reassurance,但监控平均币龄和稳定币流动性等指标以衡量L2的整体健康状况仍然很重要。


最后总结

  • Starknet持有者的信念将因30天的高开发活跃度而得到加强。
  • 如果平均币龄指标在未来几周继续上升,且币龄消耗保持低位,STRK的抛售浪潮可能会减弱。

Связанные с этим вопросы

Q根据Santiment的数据,Starknet在Layer-2项目中的开发活动排名如何?

AStarknet在Layer-2项目中开发活动排名第一,领先于Arbitrum和zkSync。

QStarknet (STRK) 过去一个月和一周的价格跌幅分别是多少?

A过去一个月STRK下跌了42%,过去一周下跌了近17%。

Q哪些链上指标表明Starknet持有者的抛售疲劳可能正在出现?

A平均币龄(mean coin age)开始再次上升,如果该指标在未来几周持续上升且已消耗币龄(age consumed)保持低位,可能表明抛售浪潮正在减弱。

QStarknet在Layer 2区块链中的周活跃用户数和收入排名分别是多少?

A根据Token Terminal的数据,Starknet在周活跃用户数中排名第10,在收入排名中位列第6。

QStarknet的总锁仓价值(TVL)近期有何变化?

ATVL在一月中旬首次达到3亿美元的里程碑后再次下滑,截至发稿时为2.8945亿美元。

Похожее

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

U.S. Federal Reserve officials who previously advocated for rate cuts, including Governor Christopher Waller, have recently shifted their stance, with many now not ruling out the possibility of future rate hikes. This sets a challenging stage for new Fed Chair Kevin Warsh's first policy meeting. Appointed by President Trump based on his dovish views, Warsh now faces a committee where the debate has pivoted from "when to cut" to "whether to hike," driven by persistent inflation above 3%, a strong labor market, and supply-side pressures from AI infrastructure demands and geopolitical tensions. Key figures illustrate the shift. Governor Waller, once concerned about employment, now says data has pushed him toward considering rate increases. Even moderate voices like Governor Lisa Cook, while expecting inflation to ease, have indicated readiness to hike if it fails to do so. Long-time hawks such as regional Fed presidents Beth Hammack, Lorie Logan, and Neel Kashkari have grown more vocal, arguing that the real policy rate is effectively falling and that action may soon be needed. The upcoming Fed meeting is expected to keep rates steady but will likely remove the "easing bias" from its statement, signaling a neutral stance between cuts and hikes. The quarterly "dot plot" is anticipated to show most officials projecting no cuts this year, with some potentially indicating hikes. Chair Warsh, a critic of the Fed's reliance on forward guidance like the dot plot, must navigate communicating this pivot using tools he has questioned, all while steering policy in a direction counter to the preferences of the president who appointed him. The consensus suggests the Fed's next move could well be a rate increase.

marsbit31 мин. назад

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

marsbit31 мин. назад

The Trillion-Yuan Market Cap 'Yi Zhong Tian': Who is the True Value King?

The article analyzes the three leading Chinese optical module companies, collectively nicknamed "Yi Zhong Tian": Xinyisheng, Zhongji Innolight, and TFC Optical Communication. It evaluates their "cost-performance" not by current stock price, but through three lenses: PEG ratio (growth vs. valuation), earnings quality, and premium/discount for certainty. Xinyisheng shows the most attractive PEG ratio and high profitability, but its valuation reflects discounts for risks like high customer concentration and reliance on overseas markets. Zhongji Innolight, the most expensive, commands a premium for its market leadership, dominant share in key products like 800G/1.6T modules, and higher earnings certainty, though it faces geopolitical risks. TFC Optical, as an upstream component supplier ("water seller"), has the highest gross margin and bets on the long-term CPO/NPO architecture trend, but trades at a high valuation with more stable, less explosive growth. The core argument is that while these companies dominate module assembly, the true profit pool and technological moat lie upstream in laser and switch chips, currently controlled by U.S. firms like Lumentum and Coherent. The long-term "cost-performance" for these Chinese leaders hinges on whether the domestic industry, exemplified by companies like Yuanjie Technology, can successfully move up the value chain into high-power laser chips. Otherwise, their high growth may remain confined to the lower-margin assembly segment.

marsbit41 мин. назад

The Trillion-Yuan Market Cap 'Yi Zhong Tian': Who is the True Value King?

marsbit41 мин. назад

Has the Crypto Market Bottomed? Here's What Institutions Think

The crypto market is in a period of significant debate, with leading institutions offering differing views on whether a bottom has been reached. Three prominent firms have published detailed analyses: * **Galaxy Digital** argues Bitcoin has **not yet bottomed**. Their analysis of 13 historical indicators across six dimensions (valuation, profit-taking, miner pressure, etc.) shows only four are fully met. They project a potential bottom range between $30k and $54k. * **NYDIG** states a bottom is **possible but not likely**. While metrics are close to historic bear market extremes, they note the absence of a classic panic-selling event. They also suggest increased institutional adoption may have structurally altered the market cycle, potentially leading to a shallower downturn. * **Standard Chartered Bank** asserts the **bottom has already occurred** at around $59k. They cite two key factors: potential US-Iran diplomatic progress and the anticipated SpaceX IPO, which they believe absorbed capital and caused ETF selling pressure that is now subsiding. They forecast a year-end price target of $100k. Despite the surface-level disagreement, the reports share critical common ground more valuable for long-term investors: 1. All three believe the market bottom will form **within this year**. 2. All agree the current price is **closer to the bottom than to previous highs**. 3. All maintain a **bullish long-term outlook** for Bitcoin and a new cycle. The core takeaway is that while the exact bottom price ($40k, $50k, or $60k) is debated, the consensus is that a bottom is imminent. For long-term holders, the primary focus should not be pinpointing the absolute low, but on the future potential for prices to reach $100k, $200k, or higher. The fundamental thesis for Bitcoin—sovereign debt accumulation, inflation, declining trust in centralized institutions, global digitization, and improved accessibility—remains intact and is arguably strengthening. The overall landscape is viewed as more favorable than in previous crypto winters.

marsbit51 мин. назад

Has the Crypto Market Bottomed? Here's What Institutions Think

marsbit51 мин. назад

The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

China's Photonics Industry: Bottlenecks and Breakthroughs In the global AI race, computing chips dominate the narrative, but the underlying bottleneck increasingly defining the scale of AI clusters is light—or more specifically, optical connectivity. Optical modules, which translate electrical signals to light and vice versa, are crucial for connecting thousands of GPUs in AI data centers, preventing data congestion and ensuring efficient model training. High-speed modules (800G, 1.6T) are now standard, with performance hinging on advanced DSP (Digital Signal Processor) chips. This is where a critical dependency lies. Two US giants—Marvell and Broadcom—collectively dominate over 90% of the high-end DSP chip market. Chinese optical module leaders like Zhongji Innolight and Eoptolink rely on these chips to manufacture modules for overseas AI customers, primarily in North America. While this creates a supply chain vulnerability, complete decoupling is difficult. Marvell derives over half its revenue from Greater China, and the US firms depend on Chinese partners for chip packaging and optical components. The risk from laser chips (e.g., from Lumentum), another key component, is considered more manageable due to multiple global suppliers and faster progress in domestic alternatives from companies like YOFC and Accelink. To mitigate risks, China's industry is pursuing a multi-pronged strategy: diversifying supply chains and locking in long-term orders; fostering a domestic market ecosystem to adopt homegrown DSPs from firms like Huawei HiSilicon and CETC; accelerating R&D in high-speed DSPs and advanced packaging; and investing in next-gen technologies like silicon photonics and Co-Packaged Optics (CPO) to reduce reliance on discrete DSPs. The ultimate solution lies not in short-term博弈 but in persistent advancement of domestic high-end chip R&D and manufacturing. While challenges remain in performance, certification, and ecosystem building, China's vast domestic market and manufacturing base provide a crucial buffer, buying time for the industry to achieve greater technological independence.

marsbit1 ч. назад

The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

marsbit1 ч. назад

Торговля

Спот
Фьючерсы

Популярные статьи

Как купить LAYER

Добро пожаловать на HTX.com! Мы сделали приобретение Solayer (LAYER) простым и удобным. Следуйте нашему пошаговому руководству и отправляйтесь в свое крипто-путешествие.Шаг 1: Создайте аккаунт на HTXИспользуйте свой адрес электронной почты или номер телефона, чтобы зарегистрироваться и бесплатно создать аккаунт на HTX. Пройдите удобную регистрацию и откройте для себя весь функционал.Создать аккаунтШаг 2: Перейдите в Купить криптовалюту и выберите свой способ оплатыКредитная/Дебетовая Карта: Используйте свою карту Visa или Mastercard для мгновенной покупки Solayer (LAYER).Баланс: Используйте средства с баланса вашего аккаунта HTX для простой торговли.Третьи Лица: Мы добавили популярные способы оплаты, такие как Google Pay и Apple Pay, для повышения удобства.P2P: Торгуйте напрямую с другими пользователями на HTX.Внебиржевая Торговля (OTC): Мы предлагаем индивидуальные услуги и конкурентоспособные обменные курсы для трейдеров.Шаг 3: Хранение Solayer (LAYER)После приобретения вами Solayer (LAYER) храните их в своем аккаунте на HTX. В качестве альтернативы вы можете отправить их куда-либо с помощью перевода в блокчейне или использовать для торговли с другими криптовалютами.Шаг 4: Торговля Solayer (LAYER)С легкостью торгуйте Solayer (LAYER) на спотовом рынке HTX. Просто зайдите в свой аккаунт, выберите торговую пару, совершайте сделки и следите за ними в режиме реального времени. Мы предлагаем удобный интерфейс как для начинающих, так и для опытных трейдеров.

681 просмотров всегоОпубликовано 2025.02.11Обновлено 2026.06.02

Как купить LAYER

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 LAYER (LAYER) представлены ниже.

活动图片