2026-04-17 Пятница

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Stop Paying Attention to These Zombie Projects

The crypto market in 2025 is marked by extreme contradictions: while over 20 million tokens have been launched, more than 57% have failed. A new wave of "zombie projects"—backed by top VCs and listed on major exchanges—continues to operate with minimal product development or real-world utility. This analysis highlights several疑似僵尸化 projects: - **Sleepless AI**: Once a Binance Labs incubator star, its token fell 99% from its peak. It promises AI-driven emotional companions but shows no substantial technical updates or iOS/Android app launches, raising suspicions of being a repackaged Web2 product. - **Hooked Protocol**: Its Learn-to-Earn model initially attracted users through subsidies, but token value collapsed 99% after incentives faded. Its shift to "AI-powered education" appears more like marketing than tangible tech progress. - **Saga**: Positioned as a "one-click chain launch" solution, it pivoted repeatedly between gaming and AI narratives due to lack of adoption. A $7M security breach and 99% token drop further eroded trust. - **Dymension**: Despite claiming 10,000+ RollApps, most show no activity. TVL remains low at $1.3M, and the token price dropped 99%, reflecting a ghost ecosystem. Zombie projects persist due to: 1. Capital-driven listings prioritizing narrative over substance. 2. Opaque team backgrounds enabling low-exit accountability. 3. "Narrative parasitism"—rebranding to chase trends without real development. In 2026, investors must prioritize verifiable deliverables, organic user retention beyond subsidies, and teams with consistent focus—not frequent pivots. Real value comes from projects solving actual problems, not exploiting hype.

marsbit02/11 14:43

Stop Paying Attention to These Zombie Projects

marsbit02/11 14:43

Ending Zero-Sum Games: An In-Depth Research Report on Web3 Incentive Engineering and Odyssey Behavioral Dynamics

The report "Ending Zero-Sum Games: A Deep Dive into Web3 Incentive Engineering and Odyssey Behavioral Dynamics" analyzes the evolution of Web3 incentive mechanisms, arguing that traditional airdrop and points-based models have led to inefficiency, Sybil attacks, and low user retention. It proposes a shift from volume-based metrics to value-based unit economics, where user lifetime value (LTV) must exceed customer acquisition cost (CAC). The new paradigm defines incentives as a combination of Credit (e.g., SBTs), Privileges (e.g., governance rights), and Revenue Rights (e.g., real yield). A key framework classifies users into three behavioral archetypes: Gamma (profit-driven farmers), Beta (engaged explorers), and Alpha (long-term builders). Successful incentive design must encourage migration from Gamma to Alpha by making authentic contribution more profitable than farming. The report introduces technical solutions to ensure incentive compatibility (IC): - A Dynamic Difficulty Adjustment (DDA) mechanism to auto-calibrate task complexity. - A Proof of Value (PoV) model to measure "contribution density" (liquidity, time, governance activity). - A ZK-based behavioral attestation layer for private, Sybil-resistant user verification. Finally, the Odyssey model is envisioned to evolve from a marketing campaign into a native, embedded protocol (GaaS - Growth-as-a-Service) with interoperable credit across ecosystems, fostering a shift from speculative engagement to sustainable, value-aligned collaboration.

marsbit02/11 13:47

Ending Zero-Sum Games: An In-Depth Research Report on Web3 Incentive Engineering and Odyssey Behavioral Dynamics

marsbit02/11 13:47

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