下周代币解锁预告:ID、YGG近千万美元解锁,5项目将迎解锁事件

Odaily星球日报2024-01-21 tarihinde yayınlandı2024-01-21 tarihinde güncellendi

Özet

ID解锁超900万美元。

整理 | Odaily星球日报

编辑 | Loopy

下周代币解锁预告:ID、YGG近千万美元解锁,5项目将迎解锁事件

下周,五个项目迎来代币解锁事件。其中 ID 及 YGG 将进行大额解锁。

DYDX、ACA、AGIX 仍在持续进行小额解锁,解锁量占流通数量的不足 1% 。

具体解锁详情如下:

下周代币解锁预告:ID、YGG近千万美元解锁,5项目将迎解锁事件

SPACE ID

项目推特:https://twitter.com/SpaceIDProtocol

项目官网:https://space.id/

本次解锁数量: 3182 万枚 

本次解锁金额:(约) 917 万美元

Space ID 是一款去中心化域名项目,该项目为用户提供了“.bnb”、“.eth”、“.arb”域名服务。意图将这一项目打造为用户的去中心化多链身份。此外,项目方还为用户提供了域名交易市场。ID 为  SPACE ID  的治理代币,总供应量 20 亿枚。

1 月 17 日,ZKFair 联合 SPACE ID 推出.zkf 域名服务。而在去年 12 月,SPACE ID 还与Manta Network 达成合作,推出独家.manta 域名。

ID 主要有三种功能。可用于质押,以此获得市场的交易费用折扣、域名注册折扣。用作 SPACE ID 生态系统和Web3名称 SDK 集成中的支付方式。参与 SPACE ID DAO 的治理。

从解锁历史情况来看,目前 ID 流通量仍然较低,仅 23% 的 ID 已经解锁并处于流通之中,高达 77% 的 ID 代币仍在等待未来解锁。

具体释放曲线如下:

下周代币解锁预告:ID、YGG近千万美元解锁,5项目将迎解锁事件

在本次的解锁中,归属于战略投资者的代币最多,价值 384 万美元的 1333 万枚代币将流向战略投资者。依金额排序,其余则依次归属于,社区空投、基金会、市场营销预算、生态基金等。

从解锁图形来看,ID 每月均会迎来大额解锁。但以往解锁数量均在约 1800 万枚附近,本次解锁规模高于此前发生的大额解锁。

投资者应谨慎关注持仓,防范市场风险或捕捉市场收益。

Yield  Guild Games

项目官网:https://yieldguild.io/

官方推特:https://twitter.com/YieldGuild

本次解锁数量: 1669 万枚

本次解锁金额:(约) 864 万美元

YGG 是此前曾火爆一时的游戏公会 DAO 项目,公会买入 GameFi 内的道具,并将其租借予玩家,抽取玩家的打金收入。

尽管这一项目已经面世多年,但仍然仅有约一半的代币的在市场上流通。目前, 55% 的 YGG 已解锁, 45% 等待未来解锁。

解锁信息表明,本次解锁代币中约 700 万枚代币归属于社区,价值约 360 万美元。417 万枚代币归属于创始人,价值约 216 万美元。320 万枚归属于投资者,价值 166 万美元。231 万枚归属于财库,价值约 120 万美元。

在最近一段时间,YGG 始终在频繁解锁。从释放模型来看,本次解锁并不算特殊。

下周代币解锁预告:ID、YGG近千万美元解锁,5项目将迎解锁事件


相似规模或量级的解锁,每月均在发生。且在未来并不会发生量级与此类常规解锁不同的更大规模解锁。投资者拥有充分的历史数据可供参考。

本周,YGG 代币将解锁约 1669 万枚,约合 864 万美元。目前 YGG 流通数量约 2.81 亿枚,本次解锁数量约为流通量的 5.94% 。

İlgili Okumalar

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

U.S. Market Trends (June 19): U.S.-Iran Deal Eases Tensions, Chip Stocks Soar, Energy Sector Leads Declines. U.S. stocks rallied on Thursday as the signing of a temporary U.S.-Iran deal in Geneva de-escalated Middle East tensions, with Saudi oil tankers transiting the Strait of Hormuz. This geopolitical relief helped markets recover from recent Fed-driven volatility. The S&P 500 rose over 1%, the Nasdaq gained nearly 2%, and the Dow Jones Industrial Average closed at another record high. The Philadelphia Semiconductor Index surged over 6% to a historic peak. Chip stocks were the standout performers. Reports of an Apple-Intel design and foundry deal for certain products, alongside mentions of potential Nvidia and SpaceX collaborations with Intel, propelled the sector. Intel surged ~10.5%, while memory chip makers like Micron also saw significant gains, highlighting sustained confidence in long-term AI capital expenditure. In contrast, the energy sector was the day's sole loser, with the S&P 500 energy sub-index declining as WTI crude fell ~2% to around $74.29/barrel. The reopening of key shipping routes erased prior geopolitical risk premiums. SpaceX extended losses for a second day on news of a potential large bond offering. Market volatility (VIX) dropped sharply, indicating a swift reversal of post-Fed jitters. Treasury yields dipped slightly but remained elevated. The focus now shifts to upcoming economic data, including next week's PCE inflation report and Micron's earnings, which will serve as a key test for the AI trade's durability.

marsbit22 dk önce

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

marsbit22 dk önce

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

**Summary:** The discussion centers on recent Bitcoin price declines and the evolving financial strategy of MicroStrategy (MSTR). The core argument is that the primary pressure is not from one-off Bitcoin sales by MSTR, but from the market's new expectation that MSTR may need to engage in *sustained, small-scale* Bitcoin sales to cover cash flow obligations for its growing portfolio of preferred shares and debt instruments (like STRC). This shift is driven by its stated goal of maintaining "bitcoins per share neutrality." The market is now testing whether it can absorb this potential ongoing selling pressure without entering a severe "death spiral" with Bitcoin's price. A resolution may involve MSTR softening its approach to avoid damaging both its stock and Bitcoin. The conversation then explores the parallel rise of AI-related stocks. The guest posits that AI is fundamentally restructuring labor, with "tokens" (representing access to AI models/compute) becoming a new form of capital and a substitute for human execution. This drives corporate efficiency and profits, benefiting upstream hardware providers (semiconductors, data centers), which explains the sustained rally. This represents the early stages of a "machine economy." Regarding crypto exchanges offering US stock trading, this is seen as a natural evolution. With few crypto-native assets generating lasting value, exchanges are pivoting to distribute valuable real-world assets (RWAs). This doesn't necessarily harm crypto's long-term prospects, as blockchain infrastructure may become crucial for future machine-to-machine economies. The analysis concludes that the era of rampant altcoin speculation is likely over, heavily damaged by the liquidity shock of the "1011" event (likely referring to a major market crash). Meme-driven capital has largely migrated to US equities. Looking ahead, macroeconomic uncertainty is rising due to potential large IPOs (e.g., SpaceX) and the US elections. While short-term market corrections are possible, the long-term trends of AI-driven productivity gains and the maturation of blockchain towards real-world utility and institutional adoption remain intact.

marsbit26 dk önce

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

marsbit26 dk önce

Will MicroStrategy Fall into a Death Spiral? What Will the Macro Trend Be in the Second Half of the Year?

The podcast features investor Didier discussing the recent Bitcoin downturn and the evolving strategy of MicroStrategy (MSTR). He argues the core pressure is not macro factors or ETF outflows, but the market pricing in an expectation that MSTR will engage in continuous, small-scale Bitcoin sales to fund its increasing preferred stock and debt obligations under its "bitcoin-per-share neutrality" principle. This creates a structural headwind. However, he is cautiously optimistic a "death spiral" is avoidable without new major shocks, as market support is likely to emerge at a certain price point. Didier then posits that the AI-driven bull market in US stocks (semiconductors, data centers) is fundamentally driven by AI agents and tokens becoming the "new labor force," displacing human roles and boosting corporate margins. This shift toward a machine economy is still in its early stages. He comments on crypto exchanges adding US stock trading, viewing it as a natural move toward valuable real-world assets as truly valuable crypto-native assets remain scarce. For crypto-native traders, he suggests existing strategies (e.g., meme-chasing or value investing) can translate to similar assets in US markets. The discussion notes the severe liquidity damage from the "1011 event" (likely referring to a major market crash) has essentially ended the altcoin cycle, with speculative momentum shifting to the more liquid US stock market. Regarding the macroeconomic outlook for H2 2024, Didier expresses increased caution due to potential market pressure from upcoming mega-IPOs (e.g., SpaceX) and US midterm election risks. Long-term, he remains bullish on AI's productivity gains and its convergence with blockchain/Web3, which he sees maturing into a more institutional, real-asset-focused phase.

链捕手28 dk önce

Will MicroStrategy Fall into a Death Spiral? What Will the Macro Trend Be in the Second Half of the Year?

链捕手28 dk önce

Dylan Patel: Founder of SemiAnalysis, Praised by Jensen Huang, is a 'Beekeeper' and 'Forum Enthusiast'

Dylan Patel, founder of the independent research firm SemiAnalysis, has an unconventional background. A former beekeeper from rural Georgia, he entered the semiconductor world as a self-taught "forum warrior," discussing chip technology anonymously online from a young age. He launched the SemiAnalysis blog in May 2020, which later transitioned to a paid subscription model. The firm has grown from a one-person operation to a global team of around 60, with a dedicated teardown lab. Its detailed, technically-focused analysis on semiconductor supply chains, AI infrastructure, and products has earned significant industry recognition. Notably, NVIDIA founder Jensen Huang has publicly cited their reports. In a landmark case, a critical 2024 report on AMD's MI300X GPU software stack led to a 90-minute call with AMD CEO Lisa Su, who thanked him for the constructive feedback. SemiAnalysis later acknowledged AMD's improvements. The firm's influence on markets was seen when a report on NVIDIA's Rubin memory configuration was partially shared, affecting memory stock prices. Dylan Patel emphasized the importance of context, contrasting the shared excerpt with the report's actual title. SemiAnalysis, now a multi-faceted consultancy with revenue projected to reach $100 million, is known for its deep technical insights that influence major industry players and investment decisions.

marsbit1 saat önce

Dylan Patel: Founder of SemiAnalysis, Praised by Jensen Huang, is a 'Beekeeper' and 'Forum Enthusiast'

marsbit1 saat önce

İşlemler

Spot
Futures
活动图片